- There's no selling, unless you have customers.
In SAP business one, you add your customers and leads
in the business partner module.
Let's start adding, a new company to the business partner.
Under modules,
you will find business partners,
and underneath that,
you'll find business partner master data.
And go ahead and click in that,
And I'm going to expand this all the way up,
so we can see it nicely.
And you'll notice the fields are colored in yellow.
This means you are in find boat,
which you can confirm because the binoculars
are grayed out,
but right next to it is another little icon
on the toolbar called add.
And I'm going to click on the add
and everything goes to white, and I can now add.
Your first field is the code field.
This is the customer ID,
and must be unique for the customer.
It can be any combination of characters or numbers.
By convention we start with C for a customer,
to distinguish it from a vendor when looking at the ID.
Every company has their own conventions,
so find out what yours is
and have a consistent naming system in place,
before you implement SAP business one.
Now OEC has a six digit number for their convention.
So I'm going to use for Huli pizza company,
C three one four one five nine.
You have three types of business partners;
customer, vendor and lead.
I'll talk more about Leads later.
So for now we're going to make this a customer 'cause they
are an existing customer.
And so I'm going to leave this alone,
but I can change it right here if I need to.
Underneath that there's the name,
And I'm going to go ahead and put in here Huli pizza company,
and under that is a foreign name.
So if it had a different language name
that would be necessary for you to know,
you can put that in there.
Underneath that is group.
And if you click the drop down,
you'll see that there is a list of customer groups.
You can also add your own,
by hitting,
define new.
And then you can see a whole bunch of new ones here.
Now customer groups can be used for reporting.
and could set prices and discounts for the customer sector.
Now I'm going to just use a simple customer here,
so I'm just going to hit cancel here,
and over here I'm going to hit customers,
and you're going to get this warning
about changing pricing information,
which I'm just going to say yes to.
We'll talk a little bit more about that in a minute or two.
Under that you can change the currency
and the federal tax ID,
and I'll give them a federal tax ID number of E (typing)
something like that.
And the general tab,
underneath that.
And you can see there's a whole series of tabs,
which have information that are more specific.
In the general tab, we have lots of the basic information
you'll need for the business partner.
So for example, I can put in telephone numbers
so I can put in, for example,
three one two,
five five five one two one two,
for their telephone number.
I can set an email,
here too,
so I can make this Hulu pizza,
for example,
and I can even set their website here
if I want to keep track of that.
Now we can also put in here,
what kind of shipping type they have,
which is all of the different types
of preferred shipping methods.
They tend to UPS ground.
So we're going to put it in UPS ground here,
and then I can jump down to industry here,
and there's no industries right listed yet,
but I can set up a new one.
And just like to define new above,
I usually hit, define new,
you get a list.
And the first blank item on that list
is what you can put in here.
And I'm going to put it in food service
and the industry description will be food service.
Okay. And then once we got that up in place,
I can hit update,
and you'll see in the back I misspelled,
So I can go back up here and just change it.
And so you can modify these as you need to.
Alright,
and finally,
I'm going to set the sales employee,
and I'm going to go over here
and I'm going to use sales manager.
Now there's a lot of fields here
that you can use for other things,
but we're not going to go into all of them right now.
The one I do want to mention here is
this grayed out one contact person.
And that's the one we're going to be handling next.