Find out how to schedule follow-up visits or multiple technicians on a single service call in SAP Business One by enabling the Multiple Scheduling for Service Call functionality.
Tips & Tricks: How to identify customers who haven’t traded with you recently in SAP Business One
Tuesday, December 14, 2021
You can use the Inactive Customers report to identify customers that have not ordered from you since a specific date, to check if there is a sales opportunity to follow up with them.
Tips & Tricks: How to eliminate payments in the Payment Wizard using Payment Block
Thursday, April 23, 2020
Do you need to exclude a payment from a payment run in the Payment Wizard? Find out how you can use Payment Block to exclude that vendor from the Wizard so that they cannot be chosen by mistake.
Tips & Tricks: Speed up document completion with SAP Business One Suggestions
Friday, April 17, 2020
SAP Business One makes it easy to find stored data on customers, suppliers, products and so on, during common transactions such as Sales Orders. Find out how to turn on suggestions to speed up these tasks.
Tips & Tricks: Copy & Paste from Excel into SAP Business One
Thursday, April 2, 2020
Did you know you can copy and paste data from Excel into many screens in SAP Business One? Our experts show you how easy it is in our quick video.
Tips & Tricks: How to Link Transaction Documents in SAP Business One
Wednesday, March 25, 2020
There may be situations where you need to create a link between otherwise unrelated transactions. Our SAP Business One experts show you how you can use the "Referenced Document" functionality in SAP Business One to link transaction documents.
Tips & Tricks: More handy shortcuts for SAP Business One
Wednesday, March 18, 2020
Our experts have more handy tips and shortcuts you can use to make your life easier when you are working in SAP Business One.
Tips & Tricks: Sneaky Reports in SAP Business One
Tuesday, March 3, 2020
Many of us are familiar with using the 'Find' feature in SAP Business One. We routinely search for our Business Partners or Items by code or by name. Did you know that this can be used for other data fields … Continue reading