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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Overview Of The Sales A/R Process In SAP Business One

The sales-A/R process moves from issuing a sales quotation to selling the goods (and services) to delivering those goods to invoicing the customer for their purchases. The image below illustrates this process, and we describe each step in the “Taking It Step by Step” section. Each of the steps involves a document, such as a […]

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Return Goods Authorization Process

When a customer decides to return product, a ‘Return Goods Authorization’ (RGA) is issued to the customer. The customer includes the RGA number provided on all shipping documents so that when the return is received at the receiving dock it can be easily identified and matched to the RGA previously issued. In order to have […]

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How to Print Several Invoices or Documents at Once

To print or Email several Invoices (or any other documents) at one time: Go to “Document Printing” from within the Module you want to print from. In our example, you want to print a bunch of AR Invoices, so we are going to: Sales – A/R > Document Printing 1. The Document Printing – Selection […]

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How to Enter an Accounts Receivable Invoice

NOTE: Be sure to use the TAB Key to move through Fields. The “Enter” Key is the same as “ADDING” the Invoice and once you add the invoice you cannot delete or modify it. SAP > Sales – A/R > A/R Invoice   Choose the Customer by clicking on the Circle to the right of […]

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How to Enter an A/R Payment

Via Check Banking > Incoming Payments > Incoming Payments 1) Enter the Customer’s Info 2) Select the Documents the payment is being applied to a. An * means it’s past due 3) Verify the Total Amount Due with the Check Payment a. If Partial Payment – change the Total Payment Amount to match the actual […]

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