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How to optimize your sales process with SAP Business One

Beyond the sales reports and the knowledge that the seller may have about their accounts, SAP Business One HANA provides the “Sales Recommendation”. This solution supports the commercial executive in offering products that his client usually buys, or that other similar clients have acquired.

To activate this functionality you must go to: Administration > System Initialization > General Settings > Display tab and select “Enable sidebar in windows to display linked dashboards.”

Once the functionality is activated:
1. Create a sales order
2. Select your client
3. Click on the arrow to your right to see the “Side bar” of recommendations and KPIS
4. Click on the recommendations tab
5. Feel free to add recommended products from there

Watch the video HERE.