Sometimes users may need a negative payment in a document. Such as when they receive a refund from vendors, or when the customer returns the item for a refund. With many systems this record needs to be entered manually and can be annoying sometimes. SAP Business One, however, offers an option to generate negative payments […]
SAP Business One not only can help companies collect data, but also help managers do analysis and have a clear view of target data. In SAP Business One, managers can focus the report on specific areas of the business and customize the output. They are also able to preview, print, email, and output as Excel […]
Running a company costs money. No matter whether employees need new office equipment or whether the company decides to hold a party, everything costs money. Goods and services can be expensive sometimes, which requires the purchase department to make sure the company the best price and value. The department needs to ask for the price […]
How do you deal with monthly payments, such as office leasing fees, insurance fees, and other regular transactions which you post on a recurring basis? SAP Business One has a function, recurring posting, which can help users record the payment and remind users when they open SAP Business One. Go to Financials module. Here users […]
Sending campaigns to your leads and customers regularly is a good way for them to better understand your business and company news. SAP Business One offers campaign management in the CRM module. In the campaign document, users can choose campaign type, such as email, mail, and phone call. They can also choose target business partners […]
Long term sales or purchasing agreements are important for every company. They can also be annoying. Managers need to define the timeline and agreement type, and they need to create documents for each period and tend to other details during and after deals. SAP Business One offers an easy way to track and follow up […]
Cash flow is the vitality of every company, no matter whether it is a large or small company. The subprime crisis happened mostly because of the lack of liquidity. A good cash flow forecast can avoid a crisis for a company. For SMB (Small and Midsize Business), Cash flow can be more important and a […]
SAP Business One has Purchase Request in the main menu. If users need to ask a manager or the purchasing department before purchasing something, this function can be helpful. Purchase Request is an internal document that allows users and employees to initiate the purchasing process. Further, the document can be copied to a Purchase Quotation […]
Profit is obviously one of the main points of running a company. The questions of how to sell more products, how to expand profit, and how to manage sales affect the profit of a company. SAP Business One 9.2 provides sales reports, and sales recommendations, which helps sales save their time. In the previous blog, […]
Return Requests are always based on deliveries or A/R invoices in the old version of SAP Business One, but sometimes users need to create return documents without a previous document. From SAP Business One 9.0, users can choose how to set item cost when the document is not based on a previous document. Go to […]
