Some users are unfamiliar with parts of the customer service or sales cycle. In this video, learn the steps involved in initiating a sale to billing for a sale in SAP B1.
- [Instructor] Not everyone is familiar … with the modules we'll be exploring in SAP Business One. … If you only work customer service or order processing, … you may not know the beginning of the sales process, … and depending on the type of sales person you are … in your organization, … you may not know about the end part of the process. … Let's do a quick look at the sales process for a full sale. … Fortunately, much of this process is outlined … in three modules we'll be using frequently … in SAP Business One. … You'll start with basic information … about a business partner, calling them a lead. … With this basic information, … you can use activities coordinated … with the opportunity module … to go through the customer relationship process … and close the sale while recording activities, … which are our customer interactions. … You might send your customer a sales quote. … This does nothing to the system … but generate a document for your lead. … If they like the quote, you'll close the sale, …
Author
Released
9/10/2020- Identify the various modules in SAP Business One.
- Describe the process for setting up business partners in SAP Business One.
- Define terminology relating to modules within SAP Business One.
- Determine instances in which SAP Business One does not add information automatically.
- Review the steps in filling customer orders.
- Apply SAP Business One processes to a scenario.
Skill Level Intermediate
Duration
Views
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Introduction
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What you need to get started1m 53s
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1. Some SAP B1 Background
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Accounting terms in SAP B12m 35s
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The sales cycle of SAP B12m 32s
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2. Business Partners
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Add a customer BP4m 38s
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Business partner leads5m 50s
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Create payment terms6m 57s
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3. Sales Opportunities
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Track stages of the sale6m 39s
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Create open quotes7m 17s
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Close the sale5m 13s
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4. Sales Orders
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Add a new sales order3m 8s
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Create draft documents4m 37s
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5. Customer Fulfillment
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Create a delivery document6m 28s
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Inventory and warehouses4m 37s
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Manage backordered items6m 16s
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6. Billing and Invoices
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Generate A/R invoices6m 51s
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Pay invoices5m 10s
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Pay installments4m 58s
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7. Managing Returns
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Return request5m 26s
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A/R credit memo4m 18s
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Returns3m 3s
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8. Running Reports
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Sales analysis reports7m 20s
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Run activity reports3m 13s
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View A/R reports5m 31s
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View inventory data4m 34s
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Conclusion
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Key takeaways3m 18s
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Video: The sales cycle of SAP B1