b1 usability package for sap business one

Quick and Easy Costumization Enhancement Modules On-Site Development

B1 Usability Package for SAP Business One

Companylogo

Agenda

Why B1UP

Module clarification

Demo

Why B1UP?

More possibilities Enhance

satisfaction Faster workflow User friendliness More resources

Project Cost Implementation time Development Cost

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

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

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

What value does the B1UP bring to my business?

The B1UP offers the following:

Quick and Easy Customization• Functionbuttons• Mandatory Fields• Item Placement Tool• Add & Edit Menus• Tab Control• Default Data• Toolbox• Template System• Quick Create

Enhancement Modules• Recurring

Invoices• PLD Extension• B1 Search• Letter Merge• Exchange Rates• Account Balance

On Site Development• B1 Validation

System• Universal

Functions

Why B1UP

Module clarification

Demo

Agenda

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

Quick & Easy CustomizationFunctionbuttons

Quick & Easy CustomizationFunctionbuttons

Without B1UP: Inventory – Price lists – Special Prices – Discounts Groups - [Item Code] – [tab] (5 clicks + entering Item Code

Quick & Easy CustomizationFunctionbuttons

Quick & Easy CustomizationFunctionbuttons

Quick & Easy CustomizationFunctionbuttons

Quick & Easy CustomizationFunctionbuttons

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

Quick & Easy CustomizationFunctionbuttons

WHAT: Make fields in SAP Business One mandatory or give user a warning when data is missing

WHY: Helps the user entering correct data Ensure correct data disciplin in SAP Business One Avoid: Garbage in - Garbage out

Quick & Easy CustomizationMandatory Fields

Quick & Easy CustomizationMandatory Fields

Quick & Easy CustomizationMandatory Fields

Make sure no errors occur in SAP Business One because of lack of data Helps the user entering correct data Avoid unwanted data

Quick & Easy CustomizationMandatory Fields

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

Quick & Easy CustomizationItem Placement Tool

Quick & Easy CustomizationItem Placement Tool

Quick & Easy CustomizationItem Placement Tool

Quick & Easy CustomizationItem Placement Tool

WHAT: Set default data when entering new Items and Business Partner

WHY: Reduces errors in Master Data Information Faster to create new Master Data

Quick & Easy CustomizationDefault Data

Quick & Easy CustomizationDefault Data

WHAT: Optimizing existing system behaviour Increase user friendliness Nice to have functionalities

WHY: Optimize system behaviour Increase the user friendliness Faster work routines

Quick & Easy CustomizationToolbox

Quick & Easy CustomizationToolbox

Quick & Easy CustomizationToolbox

Quick & Easy CustomizationToolbox

Quick & Easy CustomizationToolbox

Quick & Easy CustomizationToolbox

Quick & Easy CustomizationToolbox

Quick & Easy CustomizationQuick Create

WHAT: Make templates of existing data

WHY: Minimizes error when creating new Master Data Saves time when entering Master Data

Quick & Easy CustomizationTemplate System

Quick & Easy CustomizationTemplate System

Quick & Easy CustomizationTemplate System

WHAT: Handles invoices that needs to be send recurrently

WHY: Saves times Ensure that no Invoices will be “forgotten”

Enhancement ModulesRecurring Invoices

Enhancement ModulesRecurring Invoices

Enhancement ModulesRecurring Invoices - Reports

Enhancement ModulesExchange Rates Import

WHAT: Merge BP data into Word document

WHY: Save time on standard correspondence with customers Possible to make a direct mail campaign

Enhancement ModulesLettermerge

Enhancement ModulesLettermerge

Enhancement ModulesLettermerge

Enhancement ModulesLettermerge - Mass Lettermerge

WHAT: BP Account Balance in PDF

WHY: Easy print of BP Account Balance without customizing

Enhancement ModulesAccount Balance

Enhancement ModulesAccount Balance

What is B1 Validation System: With B1 Validation System you can decide

1. When something should happen in Business One2. Why something should happen in Business One3. What should happen

Universal Configuration

What is Universal Functions:Extra functionality that can be used in SAP Business One

1. Message2. Must have specific value3. SQL Report4. Content Creator5. External Launcher6. Macro

Needs a trigger, either Function Buttons or B1 Validation System

On Site Development

On Site DevelopmentB1 Validation System

On Site DevelopmentUniversal Function - Message

On Site Development

On Site DevelopmentUniversal Function – Must have specific value

On Site Development

On Site DevelopmentUniversal Function - Macro

On Site DevelopmentUniversal Function – Content Creator

Why B1UP

Module clarification

Short demo

Agenda

DEMO

Give the customer the possibility to change system behaviour quickly Saves money on development Saves money on consultant use Saves money on daily working routines A higher user satisfaction

B1UP Customer Facts

THANK YOU

Foto Collection

Foto Collection