B1 Usability Package for SAP Business One

1. Companylogo B1 Usability Package for SAP Business One

2. Agenda • Why B1UP • Module clarification • Demo

3. Why B1UP? • More possibilities • Enhance satisfaction • Faster workflow • User friendliness • More resources • Project Cost • Implementation time • Development Cost

4. 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

5. 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

6. 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

7. The B1UP offers the following:

8. Agenda • Why B1UP • Module clarification • Demo

9. 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

10. Quick & Easy Customization Functionbuttons

11. Quick & Easy Customization Functionbuttons Without B1UP: Inventory – Price lists – Special Prices – Discounts Groups - [Item Code] – [tab] (5 clicks + entering Item Code

12. Quick & Easy Customization Functionbuttons

13. Quick & Easy Customization Functionbuttons

14. Quick & Easy Customization Functionbuttons

15. 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

16. 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 • Ensurecorrect data disciplin in SAP Business One • Avoid: Garbage in - Garbage out

17. Quick & Easy Customization Mandatory Fields

18. Quick & Easy Customization Mandatory Fields

19. 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

20. 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

21. Quick & Easy Customization Item Placement Tool

22. Quick & Easy Customization Item Placement Tool

23. Quick & Easy Customization Item Placement Tool

24. 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

25. Quick & Easy Customization Default Data

26. 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

27. Quick & Easy Customization Toolbox

28. Quick & Easy Customization Toolbox

29. Quick & Easy Customization Toolbox

30. Quick & Easy Customization Toolbox

31. Quick & Easy Customization Toolbox

32. Quick & Easy Customization Toolbox

33. Quick & Easy Customization Quick Create

34. Quick & Easy Customization Template System WHAT: • Make templates of existing data WHY: • Minimizeserrorwhencreating new Master Data • Saves time whenentering Master Data

35. Quick & Easy Customization Template System

36. Quick & Easy Customization Template System

37. Enhancement Modules Recurring Invoices WHAT: • Handles invoices that needs to be send recurrently WHY: • Saves times • Ensure that no Invoices will be “forgotten”

38. Enhancement Modules Recurring Invoices

39. Enhancement Modules Recurring Invoices - Reports

40. Enhancement Modules Exchange Rates Import

41. 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

42. Enhancement Modules Lettermerge

43. Enhancement Modules Lettermerge

44. Enhancement Modules Lettermerge - Mass Lettermerge

45. Enhancement Modules Account Balance WHAT: • BP Account Balance in PDF WHY: • Easy print of BP Account Balance withoutcustomizing

46. Enhancement Modules Account Balance

47. On Site Development What is B1 Validation System: • With B1 Validation System you can decide • When something should happen in Business One • Why something should happen in Business One • What should happen • Universal Configuration What is Universal Functions: Extra functionality that can be used in SAP Business One • Message • Must have specific value • SQL Report • Content Creator • External Launcher • Macro • Needs a trigger, either Function Buttons or B1 Validation System

48. On Site Development B1 Validation System

49. On Site Development Universal Function - Message

50. On Site Development