How To Manually Change COGS Accounts In Sales Documents

When you create a sales document, the costs of goods sold for the items are automatically attributed to the default COGS (Cost of Goods Sold) account. If the sales document is based on another document, the default COGS account is taken from the base document. If the sales document is not based on another document, […]

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How To Set The Document Drafts Selection Criteria

Use this window to specify selection criteria for displaying document drafts. To access the window, choose one of the following: Sales – A/R > Sales Reports > Document Drafts Report.  Purchasing – A/P > Purchasing Reports > Document Drafts Report. Inventory > Inventory Reports > Document Drafts Report. Document Drafts Fields User Select the user […]

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How To Create Sales And Purchase Orders For Drop Shipping

When you select a drop-ship warehouse in a sales order document, SAP Business One immediately opens a purchase order for ordering the goods from one of your vendors. Creation of documents involving drop-ship warehouses does not create any inventory postings. Requirements You have defined at least one warehouse as a drop-ship warehouse. Step-by-Step 1) From […]

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How To Use Backorder Processing In SAP Business One

You use backorder processing to track customer sales orders received for which the inventory has not yet been shipped. Normally, this occurs when the available quantity is insufficient to fill the order. The backorder process lets you check how much is missing, and once the inventory is replenished, you can ship the required quantity to […]

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How To Update Sales Quotations In SAP Business One

After you create a sales quotation, you can update it, as long as no higher level documents have been created with reference to that sales quotation. Some of the possible changes include: Delete, add, and duplicate rows Update prices and discounts Update quantities Step-by-Step Cancelling and Closing Sales Quotations If you stop the sales process […]

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How Does The Sales Process In SAP Business One Work?

The sales process moves from issuing a sales quotation for goods to selling the goods (and services) to delivering the goods to invoicing the customer for the goods. Each step involves a document, such as a sales order or A/R invoice. SAP Business One moves all relevant information from one document to the next in […]

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How To Use The Open Items List Report In SAP Business One

This report lets you track the status of your sales and purchasing documents. You can find the customers that still need to pay for their orders and the vendors that have not provided the items you ordered, and you can track your missing items in stock. Use the report to view the following document types: […]

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Drop Shipping

Drop shipping entails shipping goods directly from your vendor to your customer without holding the items as inventory in your warehouses. A drop ship warehouse does not actually contain items; it is a ‘virtual’ warehouse. The moment the goods ‘enter’ the drop ship warehouse, you ship them to your customer. In order to work with […]

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