B1 Usability Package

What is B1UP?

The B1 Usability Package (B1UP) simplifies customisation and improves the end user experience of SAP Business One.

There are four main uses of B1UP:

• Ensure data quality through the application of validation rules
• Enhance user experience by tailoring screen design, navigation and other personalisation
• Streamline process through automation, collaboration and improved systems integration
• Improve reporting with a suite of dashboards, reports and data visualisation tools

User Experience

• Screen Design
  Make every screen suit each user's needs
• Custom Messages
  Guide and inform users with personalised system messages
• Usability
  Improve system navigation with custom buttons and right-click menus
• Data Search
  Find information quickly with a Google-style search tool
• Quick Create
  Add items or Business Partner master data from within marketing documents
• Toolbox
  More than fifty usability features to choose from

Work Optimisation

• Validation
  Set up business rules using triggers and conditions
• Automation
  Design macros to automate manual tasks
• Integration
  Exchange files, run external applications and connect to other systems
• Collaboration
  Assign automated activities and internal messages to team members
• Exchange Rates
  Update rates through global bank providers
• Administration
  Simplify the management of user authorisation and form settings

Reporting & Analytics

• B1 Dashboards
  Quickly create engaging dashboards
• Data Visualisation
  Display data in eye-catching, colourful charts and pop-up dashboards
• Custom Reports
  Create customisable reports for SAP HANA or Microsoft SQL
• Crystal Reports
  Display, print or save Crystal Reports-based layouts

Data Quality

• Data Check
  Create validation rules to ensure data accuracy
• Templates
  Use templates to enter data quickly and error-free
• Data Management
  Streamline data management with mass updates to documents and master data records