Customization FOR DUMMIES - Boyum Solutions€¦ · Customization FOR DUMMIES. Eva Walther - Channel Enabler This is the SAP Business One you know. Regular Business Partner Master

Eva Walther - Channel Enabler

Customization FOR DUMMIES


This is the SAP Business One you know

Regular Business Partner Master Data screen


And this is how it looks with the B1 Usability Package

Business Partner Master Data screen with B1UP

Didn’t know I can create

check boxes…

Make fields in different

colors and change them as you wish

All the fields are aligned

User defined fields with a linked arrow

Where did the accounting tab

go?A new tab

Some buttons

And a multi-button…

And again…


We are all about customizing and new business logic

Imagine what this can do to your business….

• Founded in 1997

• Based in Aarhus, Denmark

• Offices in 8 locations: Denmark, Norway, Finland, Germany, UK, US, Brazil, Israel

• SAP certified in 2003

• 50+ employees

• Award-winning add-on year after year!

• More than 2,500+ customers world wide

• Installed in 70+ countries

• 40,000+ Users

Just a few words about us

The Boyum Pack

B1UP

B1PP B1 Print & Delivery

B1PP B1 Budget

B1PP B1 Time Task

B1PP B1

Document Manager

B1PP B1

MailChimp

A single add-on

The Boyum Pack, is an intuitive product which has numerous functionalities but the core features enable you to:

B1UP Customizing Tools

Create new navigation

Redesign the screens as wanted

Ensure data quality

Make advanced validation

Automate tasks

Search and display data

And much much more....

What is covered in B1UP?

Quick and Easy Customization

§ Toolbox (40 +)

§ Mandatory fields

§ Item Placement Tool

§ Function buttons

§ Add and edit menus

§ Tab Control

§ Tab Wizard

§ Read Only Items

§ Default Data

§ Quick Create

§ Template system

Enhancement Modules

§ Foreign Exchange

§ B1 Search

§ Master Data Manager

On Site Development

§ B1 Validation System

§ Universal Functional

§ EDI

B1UP Vs. SAP Business One 9.1

Quick and Easy Customization

§ Toolbox (40 +)

§ Mandatory fields

§ Item Placement Tool

§ Function buttons

§ Add and edit menus

§ Tab Control

§ Tab Wizard

§ Read Only Items

§ Default Data

§ Quick Create

§ Template system

Enhancement Modules

§ Foreign Exchange

§ B1 Search

§ Master Data Manager

On Site Development

§ B1 Validation System

§ Universal Functional

§ EDI

B1UP Vs. SAP Business One 9.1# Functionalities in Item Placement Tool B1UP SAP Business One 9.1

1 Move system fields Yes Yes2 Move user defined fields to the main window Yes Yes3 Hide fields Yes Yes4 Hide Tabs Yes Yes5 Make items read-only Yes Yes6 Edit and redesign any window in SAP Business One Yes No7 Move buttons Yes No8 Change the description of the buttons Yes No9 Hide other screen objects (which are not fields) Yes No10 Create valid values for fields from SQL query or user list Yes No11 Hide / Show fields as conditional rules Yes No12 Enable / disable fields as conditional rules Yes No13 Hide / Show fields on user action Yes No14 Enable / disable fields on user action Yes No15 Position fields by pixels or reference other fields Yes No16 Control field behavior when resizing windows Yes No17 Create tabs Yes No18 Create checkboxes Yes No19 Create comboboxes with dynamic values Yes No20 Create picture frames Yes No21 Create rectangles grouping fields Yes No22 Create labels Yes No23 Position fields off the screen to store temporary values Yes No24 Changing the width and height fields Yes No25 Change width and height of other objects on the screen (which are not fields) Yes No26 Change text color of the fields Yes No27 Change background color of fields Yes No28 Change the color of the fields as conditional rules Yes No29 Change the color of the fields as user action Yes No30 Change font size of fields Yes No31 Right justify numeric fields Yes No32 Suppress zeros of numeric fields Yes No33 Change font style fields (bold, italic, underline, etc.) Yes No34 Display field in more than one panel (tab) Yes No35 Setting up that editing field will affect the form mode Yes No36 Create fields like "Password" (asterisks hiding characters) Yes No37 Edit UDOs (user-defined objects) Yes No38 Edit forms on add-ons windows (using SAP standard UI) Yes No39 Add orange arrows in any field Yes No40 Create orange arrows with custom behavior Yes No41 Set the window size Yes No42 Reset the title of the windows Yes No43 Migrate configuration between databases Yes No44 Create configurations for groups of users Yes No


What happens when you need new customization in SAP Business One?

For example: Check if sales order lines have 0 price

SDK

Experienced SDK Developer

Coding

1-2 days ofDevelopment

Scope

Packaging

Testing

The cost

On average

Total - $500 - $1,000

With B1UP it takes 5 minutes to do


What else can B1UP do?

Design your screen

How to hide a field

Design your screen

How to add a UDF to the main screen

Design your screen

How to add a new tab and move a field

Create new navigation

How to add an Order button in a BP Master Data

Automate tasks

Search for items in the amazon

Automate tasks

Call customer using Skype with one click

Automate tasks

Automate a Return document in Service Call screen

Increased Productivity

EDI Solution – Export & Import data from SAP Business One

Increased Control

Create visual representations for rules in SAP Business One

Signum Solutions –United Kingdom

“B1UP is a brilliant tool. I try to include it in all sales proposals where sufficient budget is

available.

Quite simple, it helps us deliver more fit and functionality than the customer ever

expected and it makes our life easier too.

The B1UP add-on is always a great tool to go to market with because it allows you to

address more of a customer’s requirement using standard product, and significantly

increases your changes of winning the business”

Lindsay Pointon - Director

Here is what our partners have to say:

One single Add-on

B1 Print and Delivery

B1UP


B1PP B1 Budget

B1PP B1 Time

Task

B1PP B1

Document Manager

B1PP B1

MailChimp

WHAT:

B1 Print & Delivery is advanced Crystal Report integration that

• Quickly and easily email, print and save different documents in SAP Business One§ including add-ion screens

• Enables users to email Marketing Documents SAP Business One via Outlook or SMTP

• Schedule and group e-mails & documents

• Mass-delivery

• Create business logic

WHY:

• Saving employees time

• Minimize workload

• Saving money spent on sending regular post mail

B1 Print & Delivery

מודול דיוור והדפסה

Increased Productivity

Automatically email document to customers and suppliers

Increase customers satisfaction

Sending confirmation for service calls

Automate tasks

Send emails in Bulk and Schedule to send them out automatically

Expend the solution

Create your own email systems

Expend the solution

Create systems for add on screens

Hjulius AS

“We send around 800 invoices every month, and I anticipate that 80% of these can be sent

with the Print & Delivery.

With a typical cost of €4 for every invoice that we send out, we now make a saving of more

than €25,000 per year.

Furthermore, we have a vast database of accurate customer email addresses that we can use

for future marketing activities".

Sjur Gilje. Manager, Norway

B1 Print & Delivery – Customer Testimonial

One single Add-on

B1 Time Task

B1UP


B1PP B1 Budget

B1PP B1 Time

Task

B1PP B1

Document Manager

B1PP B1

MailChimp

WHAT:

• Simple time-registering tool

• Perfect for companies requiring a simple solution

• 4 Easy Stepso Plan a tasko Register your work quickly § on a case by case basis § on weekly entry form§ On your tablet or smartphone

o Get a full overview of hours registered and hours to be billedo Bill the relevant hours using the Billing Wizard

• Create your own specific reports

WHY:

Easy to use, easy to get an overiew, easy to invoice

B1 Time Task

Philosophy of the module

B1 Time Task – Plan a task

B1 Time Task – Register time

B1 Time Task – Bill

One single Add-on

B1 MailChimp

B1UP


B1PP B1 Budget

B1PP B1 Time

Task

B1PP B1

Document Manager

B1PP B1

MailChimp

MailChimp

• FREE webservices for up to 2.000 recipients

• Quick and easy set-up of professional branded HTML e-mail campaigns

• E-mail and campaign overview with easy-to-use analytics tools

Boyum B1 MailChimp SBO Integration

• Speed up processes and enhance efficiency of marketing campaigns

• Add and update business partner contacts directly in SBO

• Easy synchronization of contacts in SBO and newsletter recipients in MailChimp

• Information about e-mail bounces etc. in SBO

B1 MailChimp Integration

B1 Email Distribution Integration

B1 Email Distribution Integration

B1 Document Manager

B1UP


B1PP B1 Budget

B1PP B1 Time Task

B1PP B1 Document

Manager

B1PP B1

MailChimp

A single add-on

B1 Budget

B1UP


B1PP B1 Budget

B1PP B1 Time Task

B1PP B1

Document Manager

B1PP B1

MailChimp

A single add-on

Clarion Safety Systems, LLC, USA

“Utilizing the B1UP loop functionality and the vast capabilities that come with it I was able to

not only rework the process, but improve it to a whole new level.

We LOVE B1UP…it is true business genius and never ceases to amaze..”

Sarah Schagelin - Business Systems Analyst

Here is what our customers have to say:

What do partners get?

What do you and your customers get when using B1UP?

§ Increase sales volume

§ Decrease deadlines issues and problems during implementation

§ Additional demands for consulting services in the current customer base.

§ Create a more tailored solution

§ Less dependence on development – Release bottle necks

§ Give wings to the consultant (eliminate GAP between need and solution)

§ Reduce the frustration of the consultants and customers

§ Have more profitable projects ($ $ $).

With solutions from Boyum IT the sky is the limit!

What do customers get?

What are the benefits to the customers

§ Enhanced User Experience

§ Improved SAP Business One adhesion to customers' business process.

§ Increased User productivity;

§ Reduction of operational errors;

§ Increased Satisfaction with SAP Business One;

§ Consistency of data and processes;

§ Automate and streamline tasks;

§ Quick return on investment.

§ Save on Critical Resources - Time, Money and Energy

Return on Investment

Company with 20 users:

§ Monthly cost of an employee: $ 5,000.00;

§ Cost of an error: $ 100.00.

If, with B1UP by user ...

§ Win ... 20 minutes a day;

§ Avoid ... 1 error per week;

Gain ...:

§ By year: R $ 144,000+;

§ By month: R $ 12,000+.

How much your customer would be willing to pay for it?

SAP Business One - before and after B1UP

Next steps

• Download our 20 days free trial

https://portal.boyum-it.com/TryBoyumPack/TryCustomer

• Learn more (eLearning)

https://support.boyum-it.com

• Follow us

www.youtube.com/boyumit

• See our training sessions

www.boyum-it.com

• Become our partner

http://www.boyum-solutions.com/become-a-partner/partner-registration

• Partner Program – Consultant’s training, Webinars with customers…





https://support.boyum-it.com/




http://www.youtube.com/boyumit

http://www.boyum-it.com/













Any questions?

Thank You