You can set one bill-to address and one ship-to address as defaults.Īdditionally you have addresses for any contact persons for a business partner.Īddresses are automatically copied from the business partner master into marketing documents.
The business partner master contains company details such as addresses and phone numbers, the business contact persons, logistics details, tax information, accounting information, as well as links to account balances and reporting.Ĭustomers and leads can have multiple bill-to and ship-to addresses stored in the business partner master. Therefore SAP Business One uses windows with a common structure for all three master data types: customer, lead and vendor. The reason I mention it here is that there is a great deal of similarity between the data for all three types of master data records.
We are concerned with leads and customers used in the sales process, but there is also another business partner master, the vendor master, which is used in purchasing. Maintaining master data centrally for business partners allows you to store all necessary information for sales, reduce duplication and avoid data entry errors. The information on leads and customers is maintained in business partner master records. Once you move to a delivery, you must have a customer. After you make the first sale to a lead, you change the business partner type to customer, turning the lead into a customer.Ī sales order can have either a lead or a customer assigned. Lead master data records are used as the foundation for sales and marketing.
A lead describes people and organizations in the sales pipeline-your potential customers. You can begin the process with the business partner master type: lead. Two types of business partners are used throughout the sales process: leads and customers. Using customer group helps simplify the process of creating leads and customers as well as facilitates better reporting. You create a new customer group to handle the special pricing and payment terms needed for schools. You have a marketing campaign focused on attracting local schools as new customers. The topic on customers and customer groups, we will define a new customer group and a new customer belonging to this group. We will create a lead and then convert the lead into a customer.
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