Quick and Easy Costumization Enhancement Modules On-Site Development

Agenda

Why B1UP
 Module clarification
 Demo

Why B1UP?
 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
 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

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
 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:
• 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

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
1.
When something should happen in Business One
2.
Why something should happen in Business One
3.
What should happen

Universal Configuration
What is Universal Functions:
Extra functionality that can be used in SAP Business One
1.
Message
2.
Must have specific value
3.
SQL Report
4.
Content Creator
5.
External Launcher
6.
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

On Site Development

On Site Development
Universal Function - Macro

On Site Development

Agenda

Why B1UP
 Module clarification
 Short demo

B1UP Customer Facts
 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

Foto Collection

Foto Collection