1 / 50

SAP Business One Affordable Power for Small & Midsize Businesses

SAP Business One Affordable Power for Small & Midsize Businesses. A Presentation of Navigator’s. Extends Business One Core Capabilities. All the wanted functionality in a SINGLE add-in. Today!. Reporting. Shipping. Credit Card. Bin Management. Unit of Measure. Recurring Documents.

abe
Télécharger la présentation

SAP Business One Affordable Power for Small & Midsize Businesses

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. SAP Business OneAffordable Power for Small & Midsize Businesses A Presentation of Navigator’s

  2. Extends Business One Core Capabilities All the wanted functionality in a SINGLE add-in. Today! Reporting Shipping Credit Card Bin Management Unit of Measure Recurring Documents Revenue Recognition

  3. Plus One Today! Internal Company Newsletter • Automatically displays when a user logs in • Easy to keep the user informed on company news, promos, etc • Defined in Word, etc and saved as an html document Dashboard of Key Queries and Graphs • Graphs (pie, bar, gauge, etc) displayed from these queries • Multiple tabs can be defined to group the queries on a page • Multiple queries can be displayed on each page Side Panel of alerts, approvals, activities • A record sum shows the count – ie “Approvals Today” • Can be drilled to and acted upon Easy Setup and Maintenance • Queries are defined and stored in Query Manager • Query “Group” Security is used to limit who sees what • Automatic Refresh for Real Time Dashboards • 5-15+ times faster to load than other tools

  4. Today! What you need to see, when you need to see it!

  5. Plus One Today! Intra Company Newsletter Helps keep employees informed to company news, promotions & events. Automatically display a company newsletter Develop and maintain in Word, etc and save in html format When users login, they are automatically shown the newsletter tab

  6. Default display a drill down query or chart by segment Define the style of chart that best displays the information. Switch between chart and drill down query as needed Plus One Today! – Real Time Dashboards

  7. Plus One Today! – Sub Dashboard Groups Define Tab “Groups” to group your queries and charts into sub-dashboards

  8. Plus One Today! Side Bar Displays your Key Info • Side Bar displays a count of your key action items for Today • Phone Calls • Meetings • Tasks • Sales Opportunities, Quotes • Approvals Required • Key queries/reports • Anything you can develop a query on

  9. Plus One Reporting Manager • Key Features • Run Reports without purchasing Crystal licenses • Run Crystal .rpt and MS SQL Reporting Services • Add to any menu in SAP Business One • “Group” printing, of a several reports at once • Ie. an invoice, a customs form, and detailed specifications • Includes sample reports and forms • Email “Groups” – ie customer statements

  10. Plus One Reporting Manager - Setup Tell Report One the Parent Menu Tell Report One the Report Name Tell Report One the Type – Crystal, Query or MS SQL Tell Report One the .rpt File Name

  11. Plus One Reporting Manager - Menu System Click on your Report

  12. Plus One Reporting Manager And the Report Runs

  13. Plus One Reporting Manager “Report Override” Tell Report One the custom report you want to print from the SAP Business One Print button Tell Report One the default text message when you email or fax Tell Report One the SAP Business One Report you want to override

  14. Plus One Reporting Manager “Send Feature” Report One will print, email or fax the custom document, or attach it to an email or header Report One includes many standard forms & report examples for Business One

  15. Plus One Reporting Manager “Group” Setup Tell Report One the Report Name Tell Report One the rpt Name Tell Report One the Group Name Report One will Print a Statement then an acknowledgement

  16. Plus One Reporting Manager - Multiple Reports Tell Report One which report Group to Run Print the User Report, or Group

  17. First Prints The Sales Order Form Then Prints The Order Pick List Then Prints The Customer Statement Plus One Reporting Manager - Multiple Reports

  18. Plus One Reporting Manager “Batch Email” Setup Choose your fax server, or service

  19. Plus One Reporting Manager “Batch Email” Setup Report One can email or fax multiple documents to a group of business partners automatically

  20. Plus One Reporting Manager MS Reporting Options Choose your Reporting Server URL

  21. Plus One Shipping • Key Features • Simple to Setup and Use • UPS • FedEx • DHL • Rate Quoting • Address Validation • Sales Orders, Deliveries, Invoices • Multiple Tracking Numbers

  22. Plus One Shipping Verify Address to Carrier Automatically

  23. Plus One Shipping Prepare Shipping Quote On-Line, Real-Time Set Box Sizes

  24. Plus One Shipping Optionally Quote Carrier List Rate Optionally Email Tracking Number to Customer Automatically Optionally use “manual” tier pricing

  25. Plus One Shipping Select the Marketing Document Type to Create the Interface

  26. Plus One Shipping Select the Service Types Available

  27. Plus One Shipping For UPS Use World Ship

  28. Plus One Shipping Set Default Shipping Price by Item Track Customer’s Carrier Account Number for charge

  29. Plus One Shipping Multiple Tracking Numbers for each delivery

  30. Plus One Bin Management • Key Features • Simple to Setup and Use • Define the Number of Levels for your Warehouse • Zone, Aisle, Row, Bay, Shelf, Bin • Real-time Tracking of Bin Quantities • Available from every document that uses inventory • Set default bin, plus secondary locations • Define Sort Order for Pick and Put Away Efficiency

  31. Design Bins to fit your WHS

  32. Plus One Bin Management Set up Bins off the Warehouse Master Some warehouses can be set to ignore bins

  33. Plus One Bin Management • Define the Zone Type • Packing • Shipping • Put Away • Storage, etc

  34. Plus One Bin Management • Define the # of levels • Zone • Aisle • Row • Bay • Shelf • Bin

  35. Plus One Bin Management Generate the Bin Locations Automatically, Manually, or Import from Excel

  36. Plus One Bin Management Set the Default Bin Per Warehouse Define Available Bins Per Item View the Quantities per Bin

  37. Plus One Bin Management Every Inventory Transaction Defaults to the Default Bin or choose an Secondary Bin

  38. Plus One Credit Card • Key Features • Simple to Setup and Use • On-line Validation, Authorization & Processing • Multiple Credit Cards per Business Partner • Number Encryption to Legal Standards • Sales Orders, Invoices, Cash Receipts • Supports Authorize.Net, IP Charge, Payflow Pro • Supports additional gateways, please inquire

  39. Plus One Credit Card Set up and manage multiple credit cards per business partner Automatically encrypted Automatic Validation

  40. Plus One Credit Card Enter, Validate, Authorize, and Process from Sales, Delivery, Invoice

  41. Plus One Unit of Measure • Key Features • Simple to Setup and Use • Set up standard unit of measure conversions • Lbs to Kgs • Feet to Inches • 1 Dozen to 12 each • 1 Pack to 100 each • Order Entry, Purchasing, Inventory

  42. Plus One Unit of Measure Enter the conversion factor Conversions for Purchasing, Sales, Inventory Enter multiple alternate UOM’s

  43. Plus One Unit of Measure And enter/select the Alternate UOM Conversion as the “factor” to update the Inventory Quantity

  44. Plus One Recurring Documents • Key Features • Simple to Setup and Use • Automate Recurring A/R Invoices • Automate Recurring A/P Vouchers • Automate Other Documents – Please Inquire • Define the frequency by • Year • Month • Week • Day • Number of Times or Start Date, End Date

  45. Plus One Recurring Documents Set up a Market Document as a Recurring Document

  46. Plus One Recurring Documents Specify the Pattern, the Day, the Start, Stop, and Type

  47. Plus One Recurring Documents Review a List of Available Documents to Generate Recurring Entries Select the Ones Desired, and Generate

  48. Plus One Revenue Recognition • Key Features • Simple to Setup and Use • Easily manage Recognition of Deferred Revenue • Set up schedule for revenue recognition • Handles Acceptance by line item

  49. Plus One Revenue Recognition Set up an A/R Invoice as a a candidate for Deferred Revenue Indicate the number of installments, when to start, the GL Accounts, and if it is accepted

  50. Plus One Revenue Recognition Track what Revenue is Available to be Recognized What Revenue is Scheduled to be Recognized What Revenue has already been Recognized

More Related