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B1 Usability Package for SAP Business One

Companylogo. B1 Usability Package for SAP Business One. Agenda. Why B1UP Module clarification D emo. Why B1UP?. More possibilities Enhance satisfaction Faster workflow User friendliness More resources. Project Cost Implementation time Development Cost.

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B1 Usability Package for SAP Business One

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  1. Companylogo B1 Usability Package for SAP Business One

  2. Agenda • Why B1UP • Module clarification • Demo

  3. Why B1UP? • More possibilities • Enhance satisfaction • Faster workflow • User friendliness • More resources • Project Cost • Implementation time • Development Cost

  4. What value does the B1UP bring to my business? • SAVE TIME & MONEY • Save hours in data entry and invoicing • Create mandatory fields • Eliminate bad or incomplete orders • Reduce time per transaction • Create recurring invoices for monthly/yearly multi-currency accounts • Automatic online update of Exchange Rates via the ECB (European Central Bank) • Save data templates to speed up master data creation and report execution

  5. What value does the B1UP bring to my business? • INCREASE PRODUCTIVITY • Hide unnecessary fields • Reduce requirement for training and support • Make SAP work the way your staff expect it to • Enhance CRM by merging data from Business Partners master data with Microsoft Word templates • Auto-numbering of master data • Letter merge tool

  6. What value does the B1UP bring to my business? • MAKE SAP YOUR OWN • Design your ideal screen layout • Ensure data quality by making fields mandatory • Centralise workflows and create shortcuts • Create function buttons • Link buttons to searches, functions or exterior programs (e.g. Skype) • Import and export report layouts to XML • Create PDF account balance reports for customers/suppliers

  7. The B1UP offers the following:

  8. Agenda • Why B1UP • Module clarification • Demo

  9. Quick & Easy Customization Functionbuttons • WHAT: • Put up to 10 buttons on every screen • Open a preconfigured button • Open a SQL report • Open another programActivate a automated business process • WHY: • One click access to relevant information • Automate business processes • Easy navigation

  10. Quick & Easy Customization Functionbuttons

  11. Quick & Easy Customization Functionbuttons Without B1UP: Inventory – Price lists – Special Prices – Discounts Groups - [Item Code] – [tab] (5 clicks + entering Item Code

  12. Quick & Easy Customization Functionbuttons

  13. Quick & Easy Customization Functionbuttons

  14. Quick & Easy Customization Functionbuttons

  15. Quick & Easy Customization Functionbuttons • Very easy to set up • Save money on faster work routines • Automate business processes • One click access to relevant information • Unskilled IT-users easily educated • Easy navigation

  16. Quick & Easy Customization Mandatory Fields WHAT: • Make fields in SAP Business One mandatory • or give user a warning when data is missing WHY: • Helps the user entering correct data • Ensurecorrect data disciplin in SAP Business One • Avoid: Garbage in - Garbage out

  17. Quick & Easy Customization Mandatory Fields

  18. Quick & Easy Customization Mandatory Fields

  19. Quick & Easy Customization Mandatory Fields • Make sure no errors occur in SAP Business One because of lack of data • Helps the user entering correct data • Avoid unwanted data

  20. Quick & Easy Customization Item Placement Tool WHAT: • Screen Designer functionality • Move and rearrange fields between Tabs • Hide fields • Hide Tabs WHY: • Entering data in SAP Business One faster • Viewing data in SAP Business One more easy

  21. Quick & Easy Customization Item Placement Tool

  22. Quick & Easy Customization Item Placement Tool

  23. Quick & Easy Customization Item Placement Tool

  24. Quick & Easy Customization Default Data WHAT: • Set default data when entering new Items and Business Partner WHY: • Reduces errors in Master Data Information • Faster to create new Master Data

  25. Quick & Easy Customization Default Data

  26. Quick & Easy Customization Toolbox WHAT: • Optimizing existing system behaviour • Increase user friendliness • Nice to have functionalities WHY: • Optimize system behaviour • Increase the user friendliness • Faster work routines

  27. Quick & Easy Customization Toolbox

  28. Quick & Easy Customization Toolbox

  29. Quick & Easy Customization Toolbox

  30. Quick & Easy Customization Toolbox

  31. Quick & Easy Customization Toolbox

  32. Quick & Easy Customization Toolbox

  33. Quick & Easy Customization Quick Create

  34. Quick & Easy Customization Template System WHAT: • Make templates of existing data WHY: • Minimizeserrorwhencreating new Master Data • Saves time whenentering Master Data

  35. Quick & Easy Customization Template System

  36. Quick & Easy Customization Template System

  37. Enhancement Modules Recurring Invoices WHAT: • Handles invoices that needs to be send recurrently WHY: • Saves times • Ensure that no Invoices will be “forgotten”

  38. Enhancement Modules Recurring Invoices

  39. Enhancement Modules Recurring Invoices - Reports

  40. Enhancement Modules Exchange Rates Import

  41. Enhancement Modules Lettermerge WHAT: • Merge BP data into Word document WHY: • Save time on standard correspondence with customers • Possible to make a direct mail campaign

  42. Enhancement Modules Lettermerge

  43. Enhancement Modules Lettermerge

  44. Enhancement Modules Lettermerge - Mass Lettermerge

  45. Enhancement Modules Account Balance WHAT: • BP Account Balance in PDF WHY: • Easy print of BP Account Balance withoutcustomizing

  46. Enhancement Modules Account Balance

  47. On Site Development What is B1 Validation System: • With B1 Validation System you can decide • When something should happen in Business One • Why something should happen in Business One • What should happen • Universal Configuration What is Universal Functions: Extra functionality that can be used in SAP Business One • Message • Must have specific value • SQL Report • Content Creator • External Launcher • Macro • Needs a trigger, either Function Buttons or B1 Validation System

  48. On Site Development B1 Validation System

  49. On Site Development Universal Function - Message

  50. On Site Development

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