SAP B1 Sales and Customer Management

SAP B1 Sales and Customer Management

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About the Course:


Training Introduction:
Overview of SAP B1 gives you a basic understanding of the concepts and elements in SAP Business One.  You will learn how to log in and navigate, design your own cockpit, find and use master data, and create documents. In these topics, participants will learn how to perform steps in the sales process from pre-sales through cash. You will learn how to set up customer records and how to streamline and automate your sales process. In this unit we will discuss the make-up of the item master. We will then review creating item groups to show what defaults can be brought into newly created items and the advantages of item groups.
Training Objectives:
            – How Master Data Is Used in SAP Business One
– The Master Data Creation and Management Process
– Setting up Predefined Values and Defaults for Master Data
– Creating Business Partner Master Data
– Creating Item Master Data
– Overview of Sales-A/R Process
– Getting Started
– Taking It Step by Step
– Building One Document from Another
– Processing Groups of Documents
– Accounting and Inventory Impact
– Getting Started with Opportunities
– Managing Opportunities in SAP Business One
– Managing Opportunities in Microsoft Outlook
– Reporting on Opportunities
– Campaign Management
– Pricing
– Understanding Accounting for Sales and Purchases
– Introduction:
                        ○ Introducing SAP Business One
○ Getting Started
○ Master Data and Documents
– Sales – A/R
                        ○ Overview of the Sales Process
○ Sales Order to Cash
○ Customers and Customer Groups
○ Customer Relationship Management
○ Automating the Sales Process
○ Returns and Exchanges
○ A/R Credit Memos
– Items
                        ○ Item Master Data
○ Defining Item Groups
○ Units of Measure
– Pricing
                        ○ Pricing Concepts
○ Managing Pricelists
○ Period and Volume Discounts
○ Discount Groups
○ Special Prices for Business Partners
Accounting for Sales and Purchasing
            – Additional Financial Topics
                        ○ Currencies


Target Audience

  • –Salesperson
    – Sales Manager
    – Service Rep *
    – End Users
    – Project Team Members
    – Consultants
    – IT/Business Analysts
    – Graduates

Class Venue

56 Liberty Stadium Road, New Gra, Ibadan, Nigeria