- [Instructor] If this is your first time
with SAP Business One,
you'll find that SAP names things very differently
than most accounting applications.
Let's look at some of these confusing changes.
SAP has several solutions,
but the two that are important to this discussion
is SAP Business One and SAP ERP.
SAP ERP is meant for large organizations,
usually 300 employees or more.
It requires a large IT team to operate and maintain.
SAP Business One is for small businesses
for companies from one to 300 people.
It's lavish for even one
or two full time IT people to maintain it.
Many companies have their CFO
or Controller maintaining SAP Business One
along with their support channel partner.
This course covers only SAP Business One.
ERP is a completely separate product
that works nothing like SAP Business One.
You may hear people talk about Business One, Biz One, or B1.
All are referring to SAP Business One.
Leads, customers, and vendors are grouped together
as business partners or BP for short.
If you hear me talking about BPs,
I'm not talking about an oil company
or your blood pressure.
All the sales, logistical,
and financial information about your vendors
and customers are stored in the business partner.
You'll also hear me talk about marketing documents.
Actually, these have little to do with marketing.
They are a series of files which have a similar structure
of a header and rows of inventory items.
Marketing documents drive two more badly named modules,
sales and purchasing.
Sales is another name for accounts receivable.
We'll deep dive this module in this course.
Purchasing is accounts payable for ordering items.
Quotes, orders, and invoices
for both modules have the same fields
in accounts receivable and accounts payable.
We use marketing documents for both.
As we generate marketing documents,
their near identical structure means
they will be easily copied from one document
to the next and how you print, save,
and find them is the same.
Marketing documents make it easy
to do custom reporting on these modules.
For more on customer reporting,
see the course SAP B1 reporting and customization.
With those terms clarified,
let's look into how sales and customer service works
in SAP Business One.