Video Training: Sales - A/R Module

Handles all aspects of the sales process, from entering sales quotations, sales orders and deliveries, to issuing customer invoices and returns. In addition, you can draw base documents to target documents, or send letters to customers with open debts.

Credit Memo Overview

Credit memos are an accounting function that credits a business partners account. This marketing document will make the appropriate journal entries and return items into inventory.…

Posted by: Peter Canale

Managing and Creating Recurring Sales Transactions

Recurring transactions can happen on the sales side too. If your business partners request a weekly or time based transaction for supplies, parts, etc. then this is perfect for you.…

Posted by: Peter Canale

Backorder Process Overview

The backorder process in SAP Business One is worth going over. It is not immediately obvious at first glance, so this video will walk you through the process and give you tips on how to manage your business.…

Posted by: Peter Canale

Sales Order – Service Type Marketing Document

There are two modes for entering in most marketing documents, items and service. In this video we'll walk you through the differences and how to select a service type marketing document.…

Posted by: Peter Canale

Sales Order – Contents Tab

The contents tab is the heart of the sales order. You'll be entering in items and adjusting the finer details of the sale you are making. Find out more by watching this video.…

Posted by: Peter Canale