July 2, 2022 by Tyson McMurren Things to Consider when Getting Started with ERP Inventory Management for SAP Business One There are things to consider outside of configuration when getting started with ERP inventory management for SAP Business One. Real-time inventory management helps streamline the supply chain and gain visibility into inventory status at any time. Real-time ERP inventory management is the process of keeping track of inventory sales and purchases using software to trace them as soon as they occur. SAP Business One is ERP software your company can use to realize the benefits of real-time inventory management. Many benefits come with real-time inventory management. Businesses that have not considered venturing into the practice should consider SAP Business One first since it is a viable solution. Real-time inventory management enables the company to prepare for unexpected events, timely restocking of items, quickly respond to demand, and efficient management. If you have SAP Business One and are looking to streamline warehouse operations implementing a ERP solution is a way to fully realize the benefits of real-time inventory management. The following are things to consider when getting started with inventory management. Warehouse Organization Before setting up ERP inventory management for SAP Business One it helps to think about how raw materials and finished goods flow through your facility from receiving to shipping. Consider each touchpoint in that workflow and when the business system transactions need to occur. Consider space available in each key area. Maximize your square footage – are ceilings high enough for pallet racking or is floor storage the only option? Importance of Bins A Bin is the smallest available unit of space in a warehouse. It describes the position in the warehouse where goods are stored. Bins are necessary for warehouse organization so you know the actual quantities of what’s in your inventory and exactly where it is located in the warehouse. Bins also allow you to validate your inventory quickly because you are able to count at the bin level. To be efficient, a logical numbering scheme is needed. A common pallet racking scheme is:Aisle – Bay– Level – BinConsider making the floor bin a picking bin for each item. Floor bins can be replenished from positions directly above.A common floor scheme is:Aisle – Bay – BinLines can be painted on the floor to denote each bin location. A WMS can direct pickers through the aisles in a logical sequence to maximize efficiency. Marking / Barcoding Bins Marking is a barcoded visual representation of the bin numbering scheme as seen in the examples below. By barcoding bins, transactions can be done using a handheld scanner for data entry. This maximizes productivity and improves data entry accuracy. It also minimizes opportunities for mistakes. When deciding on the placement of bin barcodes, consider how employees will interact with the inventory (forklift, cherry picker, pallet jack, picking cart, etc.). How they interact with inventory will determine what type of equipment is needed (see the section about mobile device selection) as well as where scanning needs to occur. Considering these things will help with the placement of the barcoded bin labels. Placing a barcode at the exact inventory location will reduce scan errors. The picture below with five barcodes stacked on top of each other denotes all five levels of pallet racking in one spot at eye level. This is an example where an employee can put inventory away in level five and accidentally scan the barcode for level four. To avoid this you can use long-range barcode scanners discussed later. Wireless Infrastructure Wireless infrastructure in your warehouse is necessary for transactions with mobile devices. Wireless networks require careful planning and execution in order to achieve optimal results. This is not an area to cut corners in budgeting. A wireless site survey is strongly recommended. The survey will provide: Accurate count of access points required to provide sufficient coverage throughout the facilityDetailed map with recommendations of exact mounting locationsRecommendations of specific access point hardware and antenna accessories best suited to needsUp to 40% redundancy in coverage (see Image 2)Potential barriers and other existing conditions which would limit the effectiveness of devices Mobile Device Selection When choosing a mobile device, consider the type of transactions required and the person performing the transactions. Below are some of the most common mobile barcode scanning devices. Handheld with pistol grip This type of mobile device is good when long-range scanning is needed. Long-range scanning is up to 45 feet. Standard scanning is up to 15 feet. Extended range is most common because it supports 3 inches to 70 feet. The handheld with pistol grip can read both 1D and 2D barcodes. 2D barcode readers are becoming very popular because they read both 1D and 2D barcode formats. Wearable The ring finger scanner allows for both hands to be free at all times without laying the device down. Tablet Tablets are not as rugged and can be just as expensive as the devices above to make rugged. However, they are ideal for certain applications, such as production areas. Printing Options When choosing a printer, it is important to consider the type of printing you are doing and by whom it is being done. Think about locations such as receiving, production and shipping. Identify the number of printers by location and think about how the users will interact with the documents being printed: Determine if multiple users per printer can cause mixed up labels or documentsOne printer per production lineDetermine the volume of labels or documents required and size the printer(s) accordinglyDecide if mobile printing is neededAre you packing in the aisles?Do you need to print and apply on demand at the time of a transaction? Network printers are always recommended. Realize Immediate Benefits and Position For Long Term Success ERP Inventory Management for SAP Business One is a powerful software to help you integrate real-time inventory management into your business. It has a lot of innovative features to facilitate your organization in running operations smoothly. Call us today to deploy WMS for SAP Business One in your company for scalability and high returns. Innovation at Heart As the most experienced SAP Business One Gold Partner in North America, we help scale and support your business, every step of the way. Our expertise extends beyond SAP Business One and ERP. Our customers enjoy having a single provider for all their needs. No matter how your business system requirements grow and change, we are there to assist you. Third Wave’s implementation process and consulting team has created a customer retention level average of 98.7% year over year and is the only partner to achieve 100% customer retention. We have a 95% implementation success rate. Contact us and see how we can help you get the most out of SAP Business One. Talk to an expert today and discuss how we can help you get the most out of SAP Business One Versago and Bizweaver SAP Business One runs better with Versago and Bizweaver, our innovative portal and business process automation platform for modern operations. Extend the power of SAP with a connected workforce and smart integrated eCommerce, CRM, EDI, and 3PL with SAP Business One.
June 25, 2022 by Tyson McMurren SAP Business One Inventory Allocation is an area that users look to us at Third Wave to help them define process and set up the system to handle. Most businesses will encounter a stock-out scenario and have to backorder customer order(s). When faced with this scenario the ability to fulfill orders that either have contractual obligations or choosing customers based on criteria becomes important. For example, if you have an order from a major customer like Walmart or Target but you also have an order from your website and your available to promise goes negative but you can fulfill some but not all of the orders. ERP for inventory management can help prevent this situation. SAP Business One has available to promise information on ERP for inventory management but does not provide hard-allocation functionality. This makes handling back-orders and determining order fulfillment difficult. It causes the overall customer and employee experience to become stressed. Auto or Manual Allocations Third Wave has implemented stock allocation at various importer/distributors and delivered various functionality of the allocation tools. Following are examples of how we delivered SAP Business One Inventory Allocation: • A mechanism on sales order lines to allow either auto or manual allocation. Allocate stock based on a requested hierarchy (e.g., first come first served, customer requested date, customer priority plus other timeframes, or other – it’s simply a sort). A threshold can be set to exclude (e.g., orders set to ship later than xx days in the future). • When orders are set to auto allocate, all sales order entry and updates along with any SAP transaction that affects inventory will attempt to hard allocate stock to order lines based on the priority specified above. Basically, one side of the equation is open unallocated order lines set to auto allocate. The other is stock available to allocate. The process runs automatically during any transaction update to take available stock quantities and apply to order lines and stop either when all orders have allocations OR all available has been allocated. It’s the key to ERP for inventory management. • If an order line is set for manual allocation, there is a screen that can be run by item code to allow a user to hard allocate planned inbound Purchase Order lines to Sales Order line(s). If this is done, receipt of the Purchase Order will automatically change the inbound PO allocation to a stock allocation. This screen does allow for mass reallocation changes by item code. Talk to an expert today and discuss how we can help you get the most out of SAP Business One Our Philosophy As North America’s longest standing SAP Business One Partner we’ve literally been with our customers every step of the way and are deeply passionate about their success. Our leadership team ensures each SAP Business One customer benefits from both our implementation discipline and creative problem solving to support their current and future needs.
June 17, 2022 by Tyson McMurren Real-time inventory management helps streamline the supply chain and gain visibility into inventory status at any time. Real-time ERP for inventory management is the process of keeping track of inventory sales and purchases using software to trace them as soon as they occur. SAP Business One is ERP software your company can use to realize the benefits of real-time inventory management. Many benefits come with real-time inventory management. Businesses that have not considered venturing into the practice should consider SAP Business One first since it is a viable solution. Real-time inventory management enables the company to prepare for unexpected events, timely restocking of items, quickly respond to demand, and efficient management. Here are a few facts about why you need to integrate real-time inventory management in your business. Why You Should Use SAP Business One SAP Business One can use integrated programs to track the arrival of items and those in transit using barcode scanners connected to the internet. Moreover, it optimizes other functions to simplify inventory management. The following are some of its key features: 1. Scanning of goods SAP Business One scans items and gets detailed information about their movement. You only need scanners and the internet for real-time inventory of data. By digitizing goods, real-time data gets to employees quickly, enabling them to have optimum output. Real-time inventory monitoring is realized simply by using the software due to automated processes. The information collected gets displayed to every system connected to SAP Business One for easy connectivity. Therefore decision-making processes around the company are fast and efficient. 2. Integrate business functions Accounting, warehouse management, production management, and other business functions can all be synced and accessed on the dashboard by SAP Business One. The flow of real-time information within the organization can occur by combining departments. The system usually updates processes such as setting up invoices, shipping information, and much more automatically. 3. Forecasting and using the dashboard SAP Business One provides real-time information for forecasting business operations. The software gives you access to a portion of the company’s operations or the whole picture. For instance, the quick view web client part allows you to search and filter data, which gives you a fast glimpse of what you need about the client like, their balance. You can also use the general overview to look at sales, inventory, gross profit, and other transactions made with the customer. With the available information, you can forecast the future trend of the customer. The software also helps in planning purchases based on sales, item quantity, and demand. It is easy to operate since all the functions are available on the dashboard. 4. Automating sale order entries Handling and entering sales order entries by hand (manually) can be problematic. SAP Business One automates the whole process by linking sales orders and inventory data in real-time. It also allows you to use any device to confirm fulfilled orders and get real-time information on the remaining inventory. Therefore, the process becomes accurate and less time-consuming. 5. Managing stock levels SAP Business One allows up-to-date circulation of information which helps in managing the inventory levels. It gives you detailed information on what is needed and when. You can then order and receive the products before running out of stock. The software can also set reminders for you to avoid unnecessary overstocking of items in the organization. 6. Integrating warehouse solutions with your freight specialist Automating your delivery processes with SAP Business One can help you reduce costs. The SAP Business One software can integrate with freight technologies such as UPS, FedEx, USPS, LTL and many others. Automated deliveries get up-to-date tracking information to ensure they arrive at customers on time. Additionally, they generate automatic reports to aid in making quick decisions. Benefits of Real-Time ERP for Inventory Management Real-time inventory management has many advantages for businesses since the information in circulation is often accurate and reliable. Using SAP Business One for real-time inventory management can reap the following instant benefits: 1. Reliable information Since the entire process is automatic, the data is accurate. It gives your employees enhanced visibility of the flow of inventory in the organization. Whether it is peak season, a holiday, or another time when changes in your supply chain need monitoring, it is easy to rest assured that you will always receive reliable information. 2. Saving time and money Real-time ERP for inventory management saves you time because you do not need to count items frequently. Furthermore, it allows you to make informed decisions, saving money by preventing errors that could lead to losses. SAP Business One will help mitigate risks related to poor inventory management, saving you money that you can invest in expanding the business. 3. Enhanced scalability SAP Business One will ensure that your supply chain grows to expand your business. Scalability is almost the first advantage businesses experience after integrating the software. 4. Reliable Reporting Inventory management in real-time allows for the quick generation of reports. As a result, management decisions can take place quickly, improving the internal affairs of your enterprise. It also allows your team to respond to sudden changes in demand quickly and effectively. 5. Organizing warehouses A real-time inventory management system helps organize warehouses. The warehouse solution tracks where your products are moving to provide a comprehensive warehouse solution. It also optimizes the workflow in the warehouses to give you a competitive advantage over your business competitors. 6. Improves customer experience Real-time inventory management prevents you from any mix-ups with delivering goods to customers. Customer satisfaction will lead to better reviews for your company which can help attract more customers. It can also enable you to have more transparent business transactions with your customers by sharing the information they need on their deliveries. The tactic can help to improve their customer experience and increase returns for your business. Realize Immediate Benefits and Position For Long Term Success SAP Business One is a powerful software to help you integrate real-time inventory management into your business. It has a lot of innovative features to facilitate your organization in running operations smoothly. Call us today to deploy SAP Business One in your company for scalability and high returns. Innovation at Heart As the most experienced SAP Business One Gold Partner in North America, we help scale and support your business, every step of the way. Our expertise extends beyond SAP Business One and ERP. Our customers enjoy having a single provider for all their needs. No matter how your business system requirements grow and change, we are there to assist you. Third Wave’s implementation process and consulting team has created a customer retention level average of 98.7% year over year and is the only partner to achieve 100% customer retention. We have a 95% implementation success rate. Contact us and see how we can help you get the most out of SAP Business One. Talk to an expert today and discuss how we can help you get the most out of SAP Business One Versago and Bizweaver SAP Business One runs better with Versago and Bizweaver, our innovative portal and business process automation platform for modern operations. Extend the power of SAP with a connected workforce and smart integrated eCommerce, CRM, EDI, and 3PL with SAP Business One.
February 14, 2022 by Tyson McMurren Pre-built SAP Business One Integration to Shopify Many Third Wave customers have accomplished integrating Shopify orders with SAP Business One and other e-commerce platforms. This is done with a pre-built solution implemented with Bizweaver integration and process automation application. We have decided to write up a series of posts around our Shopify integration and include videos showing e-commerce integration with SAP B1. API Mapping and Error Monitoring Our solution connects and passes Shopify orders via the Shopify API, provides the essential data mappings to both systems out of the box, stages the data prior to updating Shopify, provides run-time error monitoring and correction, and provides easy access for customization. The solution includes the requisite data mappings to/from the Shopify API. One of the key benefits of this solution is the ability to trap any transactions with erroneous or malformed data without interrupting processing. Administrators are provided with a web UI using the Versago Portal Platform for viewing and correcting the errors. The corrected transaction will then process automatically, and the correction can easily be added to the workflow to auto-correct the issue if it occurs in the future. Pre-built with Flexibilty The solution is also designed for easy modification to meet the unique needs a business may have, for example, user-defined fields (UDF’s). One of the most time-consuming aspects of application integration is understanding the APIs. With this solution, you do not have to spend hours learning the Shopify integration API. That work has been done. Error Handling Made Easy Another nice feature of this solution is error handling at the point of updating either Shopify or SAP. If for any reason a transaction is not passing the SAP DI or Web Services APIs (perhaps because they are momentarily down) the transaction can be reprocessed without interrupting other processing. Nail Your Shopify Inetgrarion There are many application integration tools and solutions a business can choose from. We believe Bizweaver and our pre-built solutions provide the best balance between simplicity and control at an affordable price. Recording: Integrating Shopify Orders with SAP Business One Watch this video on YouTube Innovation at Heart As the most experienced SAP Business One Gold Partner in North America, we help scale and support your business, every step of the way. Our expertise extends beyond SAP Business One and ERP. Our customers enjoy having a single provider for all their needs. No matter how your business system requirements grow and change, we are there to assist you. Third Wave’s implementation process and consulting team has created a customer retention level average of 98.7% year over year and is the only partner to achieve 100% customer retention. We have a 95% implementation success rate. Contact us and see how we can help you get the most out of SAP Business One. Talk to an expert today and discuss how we can help you get the most out of SAP Business One Versago and Bizweaver SAP Business One runs better with Versago and Bizweaver, our innovative portal and business process automation platform for modern operations. Extend the power of SAP with a connected workforce and smart integrated eCommerce, CRM, EDI, and 3PL with SAP Business One.
February 9, 2022 by Tyson McMurren SAP Business One Referenced Document SAP Business One users are always seeking tips and tricks to gain efficiency using SAP B1. This blog covers SAP Business One referenced document. A video can be found below showing you how to apply referenced documents to each other in SAP B1. We cover an SAP B1 feature that allows you to link documents for reference. There are numerous reasons that you would want to reference another document below are a few examples. Link back to a closed document: Did you close out a sales order that had an open line and created a new order for the open lines? If you did you can reference the original sales order and it will also show in the relationship map in SAP Business One. Audit and assurance: Another example is maybe you created an adjusting journal entry and want to link to the referenced document for audit purposes. Procurement and sales communication: For better communication between departments and visibility into operations, the referenced document can be used for linking purchase orders or production orders to sales orders for drop ship or special orders. Note if you are doing this linking of sales orders to purchase or production you can also generate the documents using the procure drop ship and procure non drop ship checkboxes on the logistics area of the order and the relationship map will reflect this without having to link the documents manually. How to add a reference document Open a SAP Business One document you want to linkIn the accounting tab click the … ellipsis referenced document A reference information form will appearIn the first row select the transaction typeThe second column will then allow you to browse and find the document you want to link There is another column where you can enter you remarks for documentation purposesClick update and the documents are now linked and you will see a number beside the ellipsisNote you can link multiple refereced documents Below is a video shoing how to perform this feature in SAP Business One Recording of SAP Business One Referenced Document Watch this video on YouTube Get the most out of SAP Business One Our focus is on your growth and success. If you want to learn more about this function or if you want to get more out of your SAP Business One implementation we are just an email or phone call away from maximizing your time and investment in SAP Business One. We can help you bring your entire organization together to truly realize the benefits of ERP by focusing on the 4Cs For SAP Business One Talk to an expert today Innovation at Heart As the most experienced SAP Business One Gold Partner in North America, we help scale and support your business, every step of the way. Our expertise extends beyond SAP Business One and ERP. Our customers enjoy having a single provider for all their needs. No matter how your business system requirements grow and change, we are there to assist you. Third Wave’s implementation process and consulting team has created a customer retention level average of 98.7% year over year and is the only partner to achieve 100% customer retention. We have a 95% implementation success rate. Contact us and see how we can help you get the most out of SAP Business One. Talk to an expert today and discuss how we can help you get the most out of SAP Business One Versago and Bizweaver SAP Business One runs better with Versago and Bizweaver, our innovative portal and business process automation platform for modern operations. Extend the power of SAP with a connected workforce and smart integrated eCommerce, CRM, EDI, and 3PL with SAP Business One.
January 31, 2022 by Tyson McMurren SAP Business One How to Drag and Drop Attachments SAP Business One users are always seeking tips and tricks to gain efficiency using SAP B1. This blog discusses how to drag and drop an attachment, for example, an email into SAP Business One. A video can be found below showing you how to attach an email using this method. How to Drag and Drop In SAP Business One open the document you want an attachemnt inGo to your email and drag the email out of your inbox Drop the attachment onto the SAP Business One documentIn the attachements folder SAP B1 takes a copy of the email including any attachements like PDF or excelBelow is a video shoing how to drag and drop an email into SAP Business One as an attachment Uses for Attachements in SAP Business One Supporting approval email from customer for sales orderPurchase order special pricing Journal Entries in SAP B1 for entries like accruals or overhead allocationsBill of materials supporting documentationProduction order quality information Recording of Drag and Drop Watch this video on YouTube Get the most out of SAP Business One Our focus is on your growth and success. If you want to learn more about this function or if you want to get more out of your SAP Business One implementation we are just an email or phone call away from maximizing your time and investment in SAP Business One. We can help you bring your entire organization together to truly realize the benefits of ERP by focusing on the 4Cs For SAP Business One Talk to an expert today Innovation at Heart As the most experienced SAP Business One Gold Partner in North America, we help scale and support your business, every step of the way. Our expertise extends beyond SAP Business One and ERP. Our customers enjoy having a single provider for all their needs. No matter how your business system requirements grow and change, we are there to assist you. Third Wave’s implementation process and consulting team has created a customer retention level average of 98.7% year over year and is the only partner to achieve 100% customer retention. We have a 95% implementation success rate. Contact us and see how we can help you get the most out of SAP Business One. Talk to an expert today and discuss how we can help you get the most out of SAP Business One Versago and Bizweaver SAP Business One runs better with Versago and Bizweaver, our innovative portal and business process automation platform for modern operations. Extend the power of SAP with a connected workforce and smart integrated eCommerce, CRM, EDI, and 3PL with SAP Business One.
