1. Maximize your Business Benefit

2. The Boyum Pack

3. B1UP Examples (Login: manager, Password: 1234)
Main Menu.
New “Additional Menu, Includes report with button (please click).
Changes in Banks and BP menú.
Quotation.
Button> Creates activity.
Button> Sends ítems brochures (include A00001 y A00002).
Validation> Can’t duplicate document
Read Only: Sales employee, posting ate, document datem contact person and Payment terms.
Sales Ordr.
New Tab
Changes in window (includding colors).
Validation> Stop sign if the customer don’t have credit.

4. B1UP Examples Validation > Reference not repeated by customer.
Validation > Double click in Item Code to get a report.
Validation > Questioning the user if to add sales order with discount above 10 %.
Macro > Item A00004 is free, add it in documents and create (Tax only) .
Button> Validates add fee item.
Button > Items purchased by customer, double click in a line.
Button> Creates transfer request
Button> Opens BP’s website.
Button> Opens Crystal Report
Button> Customer’s Info
Button > Web Customer
Button > Select top items
Multi Button > Deal of the Month

5. B1UP Examples Delivery. Invoice. A/P Invoice.
Button > Autoselect batch numbers with closest Expiry date
Invoice.
Button > Opens Payment window.
Button > Opens aging report.
A/P Invoice.
Button > Creates Outgoing Payment.

6. B1UP Examples Business Partners. Outgoing Payments.
Different form title.
Changes in lauout (including collors).
New conditional tab (info) – available for customers and leads.
Color BP Balance
Button> Creates XML with invoices of selected BP.
Button > Calls using skype.
Buttons > Last prices report.
Button > Option to open different marketing documents.
Button > Sales report with graphics.
Button > Invoices and Credits
Mandatory Name.
Outgoing Payments.
Send (clic on icon).
Production order.
Creates production order for components (use ítem PR001).

7. B1 Print and Delivery

8. B1P&D Examples Quotation. Sales and purchasing menu.
Button > Send Items brochures (include A00001 y A00002).
Sales and purchasing menu.
Mass delivery.
Outgoing Payments.
Clic on button (must have MS Outlook).

9. B1 Time Task

10. B1TT Examples Task. Time registration. Execute reports.
Created task.
Time registration.
Execute reports.

11. B1 MailChimp

12. B1MailChimp Examples It is already linked to a MailChimp account.
Can test sync.
Business Patrners, contacts tab.
Options to see groups and list.
Option to see stats.
Assing massive contacts*.
Check reports*.
*Administration > Add-ons > B1 Usability Package > Module configuration > B1 MailChimp.

13. B1 Budget

14. B1Budget Examples Created busgets. Defined values.*
BP’s groups with sales employee.
Items.
Defined values.*
Execute report.*
*Finance > B1 Budget.

15. B1 Document Manager

16. B1DM Examples Defined folders (change if neccesary).
Categories created (sub folders).
Sales, BP’s and contracts.
Search keys defined.
Project, costing code and documents.

17. We LOVE B1UP…it is true business genius and never ceases to amaze..”
Our customer feedback
“Utilizing the B1UP loop functionality and the vast capabilities that come with it I was able to not only rework the process, but improve it to a whole new level.
We LOVE B1UP…it is true business genius and never ceases to amaze..”
Sarah Schagelin - Business Systems Analyst, Clarion Safety Systems, LLC, USA

18. Simple ROI Company with 20 users: If, with B1UP by user ... Gain
Monthly cost of an employee: $ 5,000.00
Cost of an error: $
If, with B1UP by user ...
Win minutes a day
Avoid error per week
Gain
By year: $ 144,000+
By month: $ 12,000+
How much your customer would be willing to pay for it?

19. Next steps
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Partner Program – Consultant’s training, Webinars with customers…