Welcome to the first video in the SAP Business One 15-minute fundamentals series. In this video, Richard takes you through how to log in for the first time, navigation and the user interface.

The version of SAP Business One being used in this video is SAP Business One 9.3. You may be running a different version, which may look a little different, but the general functionality and instructions still apply.

What can I expect to see in this video?

If you have never seen SAP Business One before, this is the best video to watch. Richard takes you through the basics of navigation and the user interface.

More specifically, you can expect to see the following:

  • How to log in for the first time, including using Single Sign-On with your Windows Account
  • How to navigate the main menu and toolbar
  • How to use the Drag and Relate tab
  • How to convert a document to Excel
  • How to start a sales order
  • How to lookup Business Partner Master Data
  • Cockpits – how to enable, use and navigate
  • How to change your personal settings
  • Where to find and how to use the Search bar

The video goes for a little longer than 15 minutes, but as you can see, this is a good head start into using and understanding your SAP Business One.

Join the SAP Business One Community and follow along as we continue our 15-minute fundamentals series next week!