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Learn How to Automate Manual Tasks in SAP Business One
Topics covered:
- What are Automations for SAP Business One?
- How automations simplify operations, improve cash flow, and prevent costly mistakes
- Watch demos of how to automatically:
- calculate minimum and maximum quantities
- create sub-assembly production orders
- create A/R invoices from open delivery notes
- freeze overdue accounts to avoid selling to high-risk customers
- create activities from a quote
Unlock Smarter Inventory Planning With SAP Business One
Topics covered:
- Understand MRP fundamentals and how MRP transforms inventory and supply chain management
- Leverage key item master fields to drive accurate, automated planning
- Manage the supply side with blanket agreements, production and purchase orders, inventory, and transfer requests
- Forecast demand using quotes, orders, blanket agreements, and forecast tools
- Use the order recommendation report and MRP actions to make smarter procurement and production decisions
Unleash the Power of Kits & BOMs in SAP Business One
Topics covered:
- The purposes and advantages of different BOM types: sales, assembly, template, and production
- How Sales BOMs and Assembly BOMs can boost flexibility and sales
- Why Template BOMs are the secret to customizable kits
- Production BOMs for both internal and outsourced manufacturing, including partial material supply
Where's My Stuff? Mastering Inventory Management in SAP Business One
Topics covered:
- The purposes and advantages of different BOM types: sales, assembly, template, and production
- How Sales BOMs and Assembly BOMs can boost flexibility and sales
- Why Template BOMs are the secret to customizable kits
- Production BOMs for both internal and outsourced manufacturing, including partial material supply
Your Data is Powerful – Find Out How to Access It
Topics covered:
- What reporting and analytics tools you already have access to (but may not know about)
- How to create custom queries with an AI-powered chat-style interface
- Easy ways to export and share data
- Powerful tools for accessing and sharing data including Copilot for SAP Business One, SAP Analytics Cloud, and SXP
Host Smarter, Run Faster - The SAP Business One Hosting Playbook
Topics covered:
- The hidden threats to your SAP Business One data—and how to avoid them
- What you need to best secure and optimize ERP performance
- Real customer stories and lessons learned from the field
SAP Business One Cloud Hosting Strategies For Long-Term Growth
Topics covered:
- How different hosting models impact your business in the short and long term
- Where risk truly sits— what your provider handles versus what you own
- Common cloud misconceptions—and what’s actually true
- Key differences between hosting providers (and why they matter)
Pro Tips, Tricks, and Tools for Manufacturers
Topics covered:
- Phantom assemblies–simplify production and reduce shop floor complexity
- Routing and resource capacity visibility–reduce shortages and increase delivery accuracy
- How to raise POs from production orders so you can respond faster to demand
- An AI-powered productivity assistant that can help you do things like create subassembly orders faster and more accurately
- Manage production schedules and orders from the shop floor with any device
From Chaos to Connected Intelligence With Saltbox
Topics covered:
- Why integration and automation are critical for modern business
- Top SMB use cases
- An introductory demo of Saltbox and its rich capabilities
SAP Business One Web Client - From Login to AI-Powered Productivity
Topics covered:
- Easily navigate Web Client from your very first login
- Leverage the power and flexibility of Views to unlock real-time insights
- Create your own User-defined Values (formerly formatted searches)
- Fuel productivity with Vision33’s AI-powered productivity assistant, Copilot for SAP Business One
From Production to Profitability - Strategic BOM Management
Topics covered:
- Improve production accuracy, scheduling, and costing with production BOMs
- Increase product sales and inventory turns with sales and assembly BOM kits
- Sell configurable products using template BOMs and alternate items
- Optimize resource utilization and reduce bottlenecks with capacity planning in the SAP Business One web client
- Leverage AI to access BOM reports and automate processes
Work Smarter, Serve Better, Profit More - How to Drive More Revenue from Service Operations
Topics covered:
- Create and manage service calls from the web client
- Equip field technicians with mobile tools for faster service execution
- Capture photos, signatures, and service details on-site
- Monitor service performance with dashboards and reporting
- Leverage AI to automate tasks and simplify service management