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SAP Business One: Sales and Customer Service

Offered By: LinkedIn Learning

Tags

SAP Courses Customer Service Courses Sales Management Courses Invoicing Courses

Course Description

Overview

Learn to use SAP Business One for customer relationship management of your business sales and customer service functions.

Syllabus

Introduction
  • Customer-facing SAP Business One
  • What you need to get started
1. Some SAP B1 Background
  • SAP B1 user types and security
  • Accounting terms in SAP B1
  • The sales cycle of SAP B1
  • Customize SAP B1 for workflow
2. Business Partners
  • Add a customer BP
  • Specify business partner addresses
  • Add payment and accounting information
  • Add additional info and attachments
  • Work with user-defined fields
  • Business partner leads
  • Create payment terms
3. Sales Opportunities
  • Create activity items for BPs
  • Create sales opportunities
  • Track stages of the sale
  • Sales potential from price lists
  • Create open quotes
  • Email documents to customers
  • Close the sale
4. Sales Orders
  • Sales orders from open opportunities
  • Sales orders from closed opportunities
  • Add a new sales order
  • Create draft documents
5. Customer Fulfillment
  • Find open quotes and sales orders
  • Create a delivery document
  • Inventory and warehouses
  • Manage backordered items
  • Print the pick and pack report and packing slips
6. Billing and Invoices
  • Generate A/R invoices
  • Pay invoices
  • Pay installments
  • Make retail and online transactions
7. Managing Returns
  • Return request
  • A/R credit memo
  • Returns
8. Running Reports
  • Sales analysis reports
  • Run activity reports
  • View opportunity reports and the pipeline
  • View A/R reports
  • View inventory data
Conclusion
  • Key takeaways

Taught by

Steven Lipton

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