Knowledge Base: Sales Opportunities Module

Helps the sales employees to manage their sales opportunities and enables you to analyze your sales information. It also includes opportunity forecast reports, won opportunities, an opportunities pipeline, and a dynamic display of sales stages.

Exporting SAP Business One Data to Excel

As you can imagine, the ability to export data to Microsoft Excel directly from the SAP Business One client is a powerful tool. This can be used to get a good look at the data, run further summaries and calculations, and can even be used to import the data back into SAP B1 using the Data Transfer Wizard.

Posted by: Peter Canale

Change Log on Marketing Documents in SAP Business One

There are many times when troubleshooting customer service or procedural issues you need to know "who did what" on a marketing document or master data. This is where the change log comes in to play. The change log will show you exactly who changed a document and answers many of the important questions.

Posted by: Peter Canale

Sales Opportunities Module in SAP Business One – Part One

The Sales Opportunities module in SAP Business One allows you to track and analyze your company's sales process. If your company has dedicated salespeople this functionality is a must. The reports that can be generated will give fingertip visibility on how the sales efforts are going. It will also help keep the salespeople organized and motivated.

Posted by: Peter Canale

Sales Process Marketing Documents in SAP Business One

The SAP Business One sales process is a series of marketing documents designed to move a customer through the buying process. The sales process flows through each document moving all the information along to the next document. It is the heart of SAP Business One.

Posted by: Peter Canale

Sales Employee & Buyer vs. Document Owner

The sales employee/buyer and document owner are two fields in SAP Business One designed to allow a company to track sales and purchasing metrics. It is a great way to track your sales and perform analysis on your sales organization.

Posted by: Peter Canale

Using Alerts in SAP Business One

SAP Business One alerts are a very powerful way to increase visibility of certain issues in your organization. If there is information your company needs to succeed on the regular chances are you can design an alert to give you the information you need at your fingertips.

Posted by: Peter Canale