The Pick and Pack Manager in SAP Business One helps users automate and streamline the processing of sales and production orders and reserve invoices and inventory transfer requests from generating the Pick List to picking and packing items for Delivery and to AR invoicing. To set up the process, SAP Business One has 16 available […]
SAP Business One allows storing items according to bin locations. When setting up bin locations, you need to determine between several working methods. Go to Administration > Setup > Inventory > Warehouses. Here users can setup automatic allocation on issue and on receipt. The Single Choice method means that Automatic allocation only occurs when there […]
Many documents are needed by the manager, customers, leads, or vendors, but since not all those who need the documents are SAP Business One users, SAP Business One allows users to export the files and send them. This function is also suitable for when the manager needs a print version of a file in a […]
Some functions don’t seem very notable but are necessary and convenient. For example, in the past accountants needed to remember all the accounts and to make documents manually, but as they started to use accounting software or ERP software, such as SAP Business One, they could use functions, such as the drag and drop menu, […]
Employees cannot be too careful when they create and print checks. Sometimes they double, even triple check the details. Even then, there may be some mistakes. To help with this situation, SAP Business One has introduced new authorization settings which allow printing checks for payment, avoiding checks, re-printing previously printed checks, creating checks for payment […]
Customers and leads are the key asset of every area of business. Thus, the analysis of customers and leads are very important to management. From SAP Business One 9.2, SAP Business One offers a dashboard, Customer 360, which helps users analyze the data for each customer. To activate this function, go to Administration > System […]
These days we all need to collaborate. We send emails, files, documents, and discuss with colleagues whenever we work. SAP Business One offers a Live Collaboration messaging system to help users communicate with each other and improve efficiency. To use Live Collaboration, the manager needs to allow the process at first. Go to Administration > […]
In SAP Business One, users can use a cash account or a non-cash account for a cash transaction. This function is convenient for some special situations, but it also confuses users in bookkeeping sometimes if the user inputs it by mistake. To avoid this situation, SAP Business One offers a choice “Allow Cash Accounts Only […]
In the SAP Business One tool bar, a sign which looks like an envelope is the SAP Business One Emailer. This function allows users to send documents and reports daily and helps improve efficiency. Sometimes managers or users may need to monitor or track the history of sending emails. Therefore, SAP Business One provides Emails […]
A challenge that managers often encounter is how to set recurring transactions in a proper way so that it can meet the business needs perfectly. SAP Business One’s newest version has strengthened recurring transaction functionality and added features. If you have a daily recurrence template, SAP Business One now allows the user to choose the […]
