Tips And Tricks Sap Business One – SAP Business One users are always asking for tips and tricks to gain efficiency using SAP B1. This blog explains how to drag and drop attachments, for example an email in SAP Business One. Below is a video showing how to attach an email using this method.
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Tips And Tricks Sap Business One
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Learn more about how your business can benefit from implementing a SAP Business One solution and how to choose the right implementation partner for your needs. Whether you’re new to SAP Business One or a long-time user, SAP Business Suite. A few tips and tricks will help you save time, work more efficiently, and get the most out of your ERP investment. Think of having the latest SAP Business One help document at your fingertips that you can bookmark and return to at any time. The Total Care Support team has developed a library of SAP Business One help and support documents. From SAP Business One shortcuts to SAP Business One reporting templates, all of our documentation is written by the world’s largest and most experienced team of SAP Business One consultants. For your convenience, the documents are listed by user type and functionality. Check out all the SAP Business One tips and tricks to improve your daily usability and productivity.
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Our website uses cookies We use cookies to provide you with the best browsing experience by providing a comprehensive analysis of how visitors interact with our website. Cookies are small pieces of information stored on your computer and some are already saved. By continuing to use our website, you are accepting our use of cookies. Get More Info Note: This post was originally published in April 2019, and has been updated with some recent tips shared by Ari Shapira. It’s the little things that make the job easier. For the past six years, Ari Shapira – SAP Business One’s core product owner – has shared weekly tips about small, useful features that anyone can use to simplify their daily work. Want to know more about SAP Business One? Here’s our comprehensive guide to ERP software for SMEs. First, we’ve put together 8 top tips for using SAP Business One. Since then, Shapira has shared more weekly tips for SAP Business One, many of which include the web client introduced in version 10. So, we’ve rounded up 8 more of his freshest and most useful tips. Let’s dive right in: SAP Business One Tips and Tricks 1. Access Microsoft 365 in the web client It’s always been possible to export a spreadsheet from SAP Business One to Excel, and soon you can export it to Microsoft 365 via OneDrive. be Now, you can also send to Microsoft 365 from the web client. Source: Ari Shapira, SAP To do this, click the Export to Excel button, which will open the file of your choice in a new browser tab. Source: Ari Shapira, Through the SAP Web Client, you can export list views, search results, and sales document views as Excel spreadsheets using the templates available in the standard Business One client. 2. Manage Sales and Purchase Opportunities with the Web Client Now you can create and manage your sales and purchase opportunities through the Web Client. Source: Ari Shapira, SAP Manage the list of opportunities by clicking on the “Opportunities” application, where you can filter searches and create different views of opportunities. You can also perform other actions such as changing the status of opportunities, removing irrelevant ones, and creating new ones. In the opportunities form, you can find visual indicators to see the closing rate and status. There are different jobs depending on the current situation. Source: Ari Schapira, SAP To create new opportunities, click “Create Opportunities” to launch the opportunity form. 3. Use “Card View” The web client for SAP Business One also offers a “Card View” option for all list views, making it very easy to see the data most important to your business. Source: Ari Shapira, SAP Using the WYSIWYG editor, you can click the “Edit” button to customize a new card with the required information. Source: Ari Shapira, SAP allows you to create multiple cards, highlight specific cards to get more detailed information, use the filter bar to make changes to all cards, and view and save the cards you’ve created in one view. Tile. Future use. 4. Update your projects directly on Gantt charts Gantt charts are a very useful tool for project management as they allow you to visualize the different stages, deadlines and progress of your various projects and sub-projects. You can now update your projects from within the Gantt chart in SAP Business One. Source: Ari Schapira, SAP Move the timelines of your projects and subprojects to update your project timelines. Once you have made your changes, the OK button will change to “Update”; Click this to save your changes directly to the project. 5. Launch and use the web client through Microsoft Teams If you are using Microsoft Teams to facilitate collaboration in your business, did you know that you can launch the SAP Business One web client within the platform? Source: Teams by Ari Shapira, SAP Your end users can use all web client supported functions – list view, list view, analysis content etc. in Teams. This allows them to communicate via chat while monitoring work in Business One, without changing the system, improving productivity and performance, especially when working from home. Looking for some tips and tricks to make working remotely with Microsoft Teams easier? Click here! 6. Refresh your home page by restarting The SAP Business One web client allows you to customize your desktop to your preferences. But maybe you’ve reached a point where your custom desktop doesn’t serve your purposes or is too cluttered? You can use the “Reset” button provided with the web client for a fresh start. Source: Ari Shapira, SAP If you have customized predefined groups on the home page, you can reset these groups to default by switching to “Edit Home Page” mode and click “Reset” button for the same. He can go back. Layout and content. The group will accept the confirmation message and restore the group structure. Source: Ari Shapira, SAP As you can see here, the removed tiles are restored, the added common summary tile is removed, and the tile order is restarted. 7. Scan business cards with a web client amid Covid-19 restrictions Finally, in-person events like meetings and conferences are making a comeback. To prepare for them, Web Client has introduced the “Scan Business Card” app to update your contact list with potential business partners. Source: Ari Schapira, SAP You can also create a partner by selecting a photo, or taking a business image.
