To view your open opportunities in SAP Business One go to: Sales Opportunities > Sales Opportunities Reports > My Open Opportunities. Alternatively, generate it from the Reports module. This report displays all open sales opportunities, per sales employee, and requires no selection criteria. The report is restricted to the sales employee concerned, and users who […]
Category: Sales Opportunities
How To Cancel Documents With Serial Number And Batch-Managed Items
If a document contains serial number or batch-managed items, canceling the document follows the rules below: Cancel an outbound transactional document: If a serial number or batch is not yet returned, it is automatically selected for the cancellation document and you cannot deselect it. If a serial number or batch is already returned, you must […]
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, […]
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 […]
How To View Your Won Opportunities In SAP Business One
To view your won opportunities in SAP Business One go to: Sales Opportunities > Sales Opportunities Reports > Won Opportunities Report Alternatively, open it from the Reports module. This report details information about successful sales opportunities. It displays: Days remaining until closing Number of won opportunities Total receivables Total income and number of opportunities within […]
How To View Your Lost Opportunities In SAP Business One
To view your lost opportunities in SAP Business One go to: Sales Opportunities > Sales Opportunities Reports > Lost Opportunities Report. Alternatively, open it from the Reports module. After defining the report, you can view it in the Lost Opportunities window. Use this window to specify selection criteria for the Lost Opportunities report. Lost Opportunities […]
How To View Your Closed Opportunities In SAP Business One
To view your closed opportunities in SAP Business One go to: Sales Opportunities > Sales Opportunities Reports > My Closed Opportunities. Alternatively, generate it from the Reports module. This report displays all closed sales opportunities, per sales employee, and requires no selection criteria. The report is restricted to the selected sales employee, and users who […]
What Is The Dynamic Opportunity Analysis Report In SAP Business One?
This window is part of the Opportunities Pipeline report. Each sales opportunity is represented by a balloon, whose size corresponds to the size of the planned sales opportunity. Each vertical division represents a stage in the sales process. The balloons progress along the longitudinal axis according to their changing status. A balloon floats upwards/downwards to […]
How To Store Competitors Information In SAP Business One
Use this window to define a list of the company’s competitors. To access this window, choose: Administration > Setup > Sales Opportunities > Competitors. Name Enter the name of the competitor. Threat Level Select one of the following levels to define the threat of the competitor: Low Medium High Details Enter any additional details about […]
How To Configure The Partners Setup Window In SAP Business One
Use this window to define partners for sales opportunities. To open this window, choose: Administration > Setup > Sales Opportunities > Partners. Name Enter the name of the partner. Relationship Type Choose the relationship type of the partner from the list. Related BP If required, link a business partner code to each partner, or choose […]