Seven ways SAP Business One can work even better for you
SAP Business One is full of unexpected features that make your life easier. No matter how intensively you use the ERP system: there are always little tricks you may not have known about. Our SAP Business One consultants have selected seven ways in which SAP Business One can work even better for you.
Do you use SAP Business One on a daily basis? If so, you may benefit from the tips below.
- The View/Column Width Adjust function allows you to display columns in full, if there is a lot of information in a particular column, for example. You can use this in all screens and in all sizes of a screen.
- When you filter or search for certain data, a result comes out of this. With the search result that comes out of this, you can apply an additional filter to a column title, which will make the selection of data you see even more in the direction of what you would like to view.
- Should you wish to view your personal settings, you can find them through the administration menu. However, you can do this by clicking the "little puppet icon" for your personal settings in the top right of your screen.
- At the bottom right of your screen are four information fields. In these, you can drag and drop any information from other screens in SAP Business One. In these ways, you can easily compare information. This works as follows:
- For example, when you are in a customer order document, you can drag the contact phone number into one of the four information fields.
- When you open a subsequent customer order for a particular customer, this phone number is displayed for this customer as well.
You can do this with a lot of fields in SAP Business One that you would like to be able to see again at any time.
- User-specific buttons can be created specifically for each employee. Other users of SAP Business One will then not see them. So you can actually create your own functionality, specifically for yourself.
- Behind the right mouse button are often additional settings. In general, the right mouse button is still often forgotten, but here are useful settings, such as that you can duplicate a document or want to delete a line in a document.
- Copy to or from a function from documents (for example, from order to goods receipt). In this way it is no longer necessary to enter data manually, but you can make a direct copy from one document to another document in the sequence, such as customer quotation > customer order > delivery > invoice.