B1UP for SBO PPTX, 4.1MB

Report
Companylogo
Quick and Easy Costumization
Enhancement Modules
On-Site Development
B1 Usability Package for
SAP Business One
Agenda
 Why B1UP
 Module clarification
 Demo
Why B1UP?
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More possibilities
Enhance satisfaction
Faster workflow
User friendliness
More resources
 Project Cost
 Implementation time
 Development Cost
What value does the B1UP bring to my business?
SAVE TIME & MONEY
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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
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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
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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
The B1UP offers the following:
Quick and Easy
Customization
Enhancement
Modules
On Site
Development
• Functionbuttons
• Mandatory Fields
• Item Placement Tool
• Add & Edit Menus
• Tab Control
• Default Data
• Toolbox
• Template System
• Quick Create
• Recurring Invoices
• PLD Extension
• B1 Search
• Letter Merge
• Exchange Rates
• Account Balance
• B1 Validation System
• Universal Functions
Agenda
 Why B1UP
 Module clarification
 Demo
Quick & Easy Customization
Functionbuttons
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 Customization
Functionbuttons
Quick & Easy Customization
Functionbuttons
Without B1UP: Inventory – Price lists – Special Prices – Discounts
Groups - [Item Code] – [tab] (5 clicks + entering Item Code
Quick & Easy Customization
Functionbuttons
Quick & Easy Customization
Functionbuttons
Quick & Easy Customization
Functionbuttons
Quick & Easy Customization
Functionbuttons
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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 Customization
Mandatory Fields
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 Customization
Mandatory Fields
Quick & Easy Customization
Mandatory Fields
Quick & Easy Customization
Mandatory 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 Customization
Item Placement Tool
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 Customization
Item Placement Tool
Quick & Easy Customization
Item Placement Tool
Quick & Easy Customization
Item Placement Tool
Quick & Easy Customization
Default Data
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 Customization
Default Data
Quick & Easy Customization
Toolbox
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 Customization
Toolbox
Quick & Easy Customization
Toolbox
Quick & Easy Customization
Toolbox
Quick & Easy Customization
Toolbox
Quick & Easy Customization
Toolbox
Quick & Easy Customization
Toolbox
Quick & Easy Customization
Quick Create
Quick & Easy Customization
Template System
WHAT:
 Make templates of existing data
WHY:
 Minimizes error when creating new Master Data
 Saves time when entering Master Data
Quick & Easy Customization
Template System
Quick & Easy Customization
Template System
Enhancement Modules
Recurring Invoices
WHAT:
 Handles invoices that needs to be send recurrently
WHY:
 Saves times
 Ensure that no Invoices will be “forgotten”
Enhancement Modules
Recurring Invoices
Enhancement Modules
Recurring Invoices - Reports
Enhancement Modules
Exchange Rates Import
Enhancement Modules
Lettermerge
WHAT:
 Merge BP data into Word document
WHY:
 Save time on standard correspondence with customers
 Possible to make a direct mail campaign
Enhancement Modules
Lettermerge
Enhancement Modules
Lettermerge
Enhancement Modules
Lettermerge - Mass Lettermerge
Enhancement Modules
Account Balance
WHAT:
 BP Account Balance in PDF
WHY:
 Easy print of BP Account Balance without customizing
Enhancement Modules
Account Balance
On Site Development
What is B1 Validation System:
 With B1 Validation System you can decide
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When something should happen in Business One
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Why something should happen in Business One
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What should happen
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Universal Configuration
What is Universal Functions:
Extra functionality that can be used in SAP Business One
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Message
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Must have specific value
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SQL Report
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Content Creator
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External Launcher
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Macro
Needs a trigger, either Function Buttons or B1 Validation System
On Site Development
B1 Validation System
On Site Development
Universal Function - Message
On Site Development
On Site Development
Universal Function – Must have specific value
On Site Development
On Site Development
Universal Function - Macro
On Site Development
Universal Function – Content Creator
Agenda
 Why B1UP
 Module clarification
 Short demo
DEMO
B1UP Customer Facts
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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
THANK YOU
Foto Collection
Foto Collection

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