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.

Running the Open Items List Report

There is a pre-built report for finding all open documents in your system in one handy area. There is a drop down list to select the document you need to find and it will display everything open for that document.…

Posted by: Peter Canale

Commission Groups and Sales Employees

Commission Groups and Sales Employees are linked and part of the setup for tracking commission in SAP Business One. If you have sales people that get paid on commission then you need to set this up.…

Posted by: Peter Canale

Partial Delivery Settings

You don't always want to ship an order complete. Some business partners require specific instructions surrounding partial shipments. The options available in SAP Business One will ensure that your sales people and warehouse will follow the BP's instructions every time!…

Posted by: Peter Canale

Marketing Document Row Types – Subtotals and Text

There is a special row item you can add to the grid of a marketing document to allow subtotals and free text fields. You might have need for this in your business so get the skinny on how to use…

Posted by: Peter Canale

Return Marketing Document

The return marketing document allows you to return an item that was sold back into inventory along with journal postings.…

Posted by: Peter Canale

Down Payment Marketing Documents Setup

You can setup a down payment system to use with your Business Partners who need flexible payment plans in SAP Business One.…

Posted by: Peter Canale