SAP Business One Gets Even Better!
You can start unfilteredYou can start with a filter to just records where you are linked as the salesperson, which will automatically persist as you toggle through the different tabs. You can look at your open or closed historical quotes or orders, and choose display item details to see more information, and even review approved versus your unapproved orders.
Next, let’s see what’s happening with the customer we’re about to speak with. You
can filter easily on the customer, and then toggle through several
key tabs to gain insight about the customer relationship, you can start
with Activities and see notes and tasks that have been added, look
over Opportunities to see and or review what ongoing negotiations we
are engaged in, switch over to Service to review equipment cards, service
contracts and service calls, or even review campaigns to see the responses
to the marketing department’s efforts. Finally, while talking with
the customer, you can use Price and Availability to see which products
were previously sold, pricing including special prices, available inventory,
and related information such as the Last Prices report.
There are many other uses for the Customer Hub and other OTC areas, but hopefully this video has given you some insight on how utilizing the Operations Transaction Center for SAP Business One can help you make you day better as a Salesperson. If you have any questions or would like to enable OTC for your SAP Business One system, please fill out the form on this page. Thank you!
The Customer Hub is just one of the features of Resolv OTC! Click on Item Hub or Vendor Hub opptions to learn more.