How To Define Sales Stages In SAP Business One

Before you can add new sales opportunities, you have to define the relevant sales stages. Examples of sales stages include first and second meetings, negotiations and quotations. In the Sales Opportunity window, on the Stages tab, these stages can be arranged according to the progress of the sales opportunity. Additional sales stages can be added […]

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How To Delete A Sales Opportunity In SAP

Here’s how you delete a sales opportunity in SAP Business One: 1) From the Modules tab inside SAP Business One navigate to: Sales Opportunities > Sales Opportunity 2) The Sales Opportunity window will pop up. Browse to the sales opportunity you want to close. To see all available sales opportunities you can type * in […]

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How To Generate An Opportunities Report

Inside SAP Business One you can run a sales opportunity forecast report. Here’s how: 1) From the Modules tab navigate to Sales Opportunities > Sales Opportunities Reports > Opportunities Report 2) When the Opportunities Report Selection Criteria window pops up, select which data you would like to include and how you would like to group […]

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How To Generate A Stage Analysis Report

Inside SAP Business One you can run a sales opportunity forecast report. Here’s how: 1) From the Modules tab navigate to Sales Opportunities > Sales Opportunities Reports > Stage Analysis Report 2) When the Stage Analysis Report Selection Criteria window pops up, select which data you would like to include and how you would like […]

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How To Generate A Sales Opportunities Statistics Report

Inside SAP Business One you can run a sales opportunity forecast report. Here’s how: 1) From the Modules tab navigate to Sales Opportunities > Sales Opportunities Reports > Opportunities Statistics Report 2) When the Opportunities Statistics Report Selection Criteria window pops up, select which data you would like to include and how you would like […]

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How To Generate An Opportunities Pipeline Report in SAP

Inside SAP Business One you can run a sales opportunity forecast report. Here’s how: 1) From the Modules tab navigate to Sales Opportunities > Sales Opportunities Reports > Opportunities Pipeline 2) When the Opportunities Pipeline Report window pops up, select which data you would like to include in the pipeline report and your display method. […]

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How To Generate A Lost Opportunities Report In SAP

Inside SAP Business One you can run a sales opportunity forecast report. Here’s how: 1) From the Modules tab navigate to Sales Opportunities > Sales Opportunities Reports > Lost Opportunities Report 2) When the Lost Opportunities Report Selection Criteria window pops up, select which data you would like to include and how you would like […]

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How To Close A Sales Opportunity In SAP

In SAP Business One you will want to close a sales opportunity when the sales processes is finished, regardless of whethere or not that lead became a customer or not. When it’s not longer an active lead you will close it by indicating whether or not the opportunity was “won” or “lost”. The reason why […]

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How To Generate A Sales Opportunities Forecast Over Time Report

Inside SAP Business One you can run a sales opportunity forecast report. Here’s how: 1) From the Modules tab navigate to Sales Opportunities > Sales Opportunities Reports > Opportunities Forecast Over Time Report 2) When the Opportunities Forecast Over Time Report Selection Criteria window pops up, select which data you would like to include and […]

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How To Generate A Sales Opportunities Forecast Report

Inside SAP Business One you can run a sales opportunity forecast report. Here’s how: 1) From the Modules tab navigate to Sales Opportunities > Sales Opportunities Reports > Opportunities Forecast Report 2) When the Opportunities Forecast Report Selection Criteria window pops up, select which data you would like to include and how you would like […]

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