The Context Menu is familiar to all computer users. It is often helpful and gives more options almost anywhere on the screen. The context menu of SAP Business One is, as expected, immensely helpful. In several articles we talked about some functions, such as cancel and reopen, which can be found in the context menu,...
Managing activities is an important part of every CRM. You may need to track a potential customer for several months or even years. An activity may be closed for some reason and then need to be reopened later. SAP Business One offers a comprehensive CRM system, which includes Business Partner Master Data, Campaign, ...
Each company has its own rules when creating document numbers for different documents. The default setting in SAP Business One is to assign a separate numbering series for each document type. If users want to change the document number in the default setting, they can go to Administration and choose Document Numberi...
Bar codes are an essential part of every company, and the method of use can be different from company to company. Given this situation, SAP Business One allows you to define multiple bar codes for each unit of measure and each item. Go to Inventory > Bar Codes. Here you may have multiple bar codes for each...
Different companies have different rules for documents. For example, imagine that your customer’s sales process includes a document chain from Quotation, Sales Order, Delivery to A/R Invoice, and you need to print them out. Actually, rather than printing them out one-by-one, you may use Print Sequence to save your t...
Suppose your company need to organize the warehouses and transfer some items from local warehouses into your main warehouse. Inventory Transfer in SAP Business One can help you in this situation. The document will update the quantity in the correspond warehouses. Inventory Transfer also can send items to busi...
SAP Business One will automatically fill the Ship To and Bill To fields when customers create marking documents. We can edit the address in Business Partner Master Data and use default or other address in documents. It’s not all SAP Business One does. For some cases, you need to change some details in address...
Reports are important for all companies. We all hope it to be comprehensive, accurate and customized. SAP Business One never stop trying to get better user experience in this part. SAP Business One include Expanded selection so that you can have more selection to choose the report. For some companies which ha...
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