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Logo of QuantoLux, a company that uses SAP Business One from conesprit

Logo of GTS TeamLabs, a company that uses SAP Business One from conesprit

Training offer

Find a complete overview of our training offerings here.

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Training materials

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Training offers

Basics

SBO1000
Introduction / First Steps

  • Log in and out of Web Client and Browser Access
  • Basic structure and navigation
  • Customization of the home page/cockpit
  • Form settings
  • Search function / Enterprise Search

Financial accounting / banking processing

SBO2000
Basics of financial accounting

  • Roadmap for the use of integrated financial accounting

SBO2100
Bank statement processing

  • Setting up bank statement processing
  • First bank account transactions
  • Internal and external coordination

SBO2200
Electronic payment transactions

  • Setting up the payment assistant
  • Payment Assistant Steps 1-8

SBO2300
Asset accounting

  • Asset master data, class
  • Depreciation method
  • Activate, sell, write off assets

SBO2400
Cost center accounting

  • Establishment of cost centers and cost groups 
  • Definition and management of distribution rules 
  • Allocation of cost centers to bookings
  • Evaluations and reports on cost centers 
  • Analysis of Budget vs. Actual Costs 

Production / Inventory / Disposition

SBO3000
Production in standard

  • Production
  • Disposition

SBO3100
Disposition assistant

  • Requirements
  • Item master planning data
  • Disposition assistant

SBO3200
inventory

  • Item opening inventory
  • Inventory / stock count
  • Inventory posting, list, journal entry

SBO3300
Serial numbers and batches

  • Basic training on serial numbers and batches

Deepenings

SBO4000
CRM – Activities and Opportunities

  • Activities, activity list
  • Opportunities
  • Reports

SBO5000
Framework agreements

  • Create, fulfill, and change framework agreements
  • Create receipts
  • Framework contract fulfillment report

SBO6000
Project management

  • Project definition: Stages, sub-projects, budgets
  • Project management
  • Summary key figures
  • Project reports

SBO9000
Reports and analyses

  • Selected financial reports: balance sheet, profit and loss statement, balance sheet and open items
  • Sales reports: Revenue analyses
  • Inventory reports: Stock reports
  • Creating your own requests 

Training materials

Browser Access

SBO1000

Basic training

All videos on the topic
  • Login, user account and recommended browsers
  • Structure, navigation and central controls
  • Homepage, cockpit and personal settings
  • Search and data maintenance, search vs. add mode
  • Customize forms and lists, columns, settings, filters, groups
  • Predefined texts and general information
SBO1001

Customers and suppliers

All videos on the topic
  • Business partners, GP list, GP master data
  • Basic training for business partners (customer and supplier base)
  • Customer and supplier group
  • Payment terms
  • Sales representative
Case studies

Exercises on customers/suppliers
SBO1002

Item master

All videos on the topic
  • Create and search articles
  • Valuation method, price lists, parts lists, warehouse
  • Article lists
  • Inventory reports
Case studies

Exercises on article master data
SBO1003

Basics of processes

All videos on the topic
  • Create, search, change, filter, evaluate documents
  • Integrated financial accounting, sales and purchasing processes
  • Create documents in English
SBO1004

Sales process

  • Create, change, filter, evaluate documents
  • Sales process linking plan
  • Sales process from offer to outgoing credit note
  • Sales process with sales down payment request and sales down payment invoice
  • Sales process: Outgoing credit note without quantity reference
SBO1005

Shopping

  • Create, change, filter, evaluate documents
  • Purchasing process linking plan
  • Purchasing process from order to incoming credit note
SBO1006

Data import

  • Data import of business partners, articles and business partner catalog numbers (from Excel)
  • Create parts list / price list (from Excel)
SBO3501

Create barcodes with Excel

  • Creating Code128 barcodes in Excel using a VBA function 
  • Check and validate barcodes online 
  • Generate and print labels via Word mail merge 
SBO9999

Support

  • Create and manage tickets directly via the support app 
  • Clearly differentiate between technical and content support. 
  • Use priorities and status for efficient ticket processing 
SBO1007

Freight / Shipping / Other Surcharges

  • Purpose of the freight function
  • Possibilities and associated advantages and disadvantages when booking surcharges
SBO1008

Inventory valuation

  • Continuous inventory management
  • Non-continuous inventory management
  • Differences, advantages and disadvantages
SBO1009

Purchase prices

  • Record and allocate import costs 
  • Customs groups and accounts are defined 
  • Create and post cost of goods sold documents 
  • Distribute costs according to quantity, weight, or value 
  • Cancel purchase prices 
SBO1010

Statistical sales documents

  • Definition of statistical evidence and use cases
  • Import data from Excel
  • Reporting/Printing
SBO1920

Evidence in English

  • Multilingual option
  • Print receipt in English

SBO1930

TABLE WITH FIELD INFORMATION

Browser Access Shortcuts

  • Navigate faster and open receipts
  • Copy, paste and edit data 
  • Efficiently manage and sort tables 

SBO1940

TABLE WITH FIELD INFORMATION

Abbreviations for documents

  • Document type abbreviations (e.g., AU for customer order, RE for outgoing invoice)

Field information for FMS (UID)

TABLE WITH FIELD INFORMATION
  • Item UID
  • Column UID
  • Query table

Browser Access: 2. Financial Accounting and Banking

SBO2000

Basics of financial accounting

  • Configuration of the financial accounting
  • Booking periods
  • General ledger accounts
  • Transfer of item inventory / general ledger account balances / OPOS
  • Various booking options: Automatic bookings, manual journal entry, recurring booking, recurring transaction
  • vote
  • Manual payments
  • VAT advance return
SBO2001

Currencies

  • Set house and system currency for accounting
  • Manage prices and bookings in multiple currencies 
  • Automatically post exchange rate and conversion differences 
SBO2002

Create posting periods

  • Create new periods for the upcoming fiscal year 
  • Define and lock sub-periods (months or quarters). 
  • Manage period status: unlocked, locked, or completed 
SBO2100

Bank statement processing

  • Setting up bank statement processing, bank codes, reconciliation criteria
  • Import first bank account transactions
  • Internal and external coordination
  • Examples
SBO2200

Electronic payment transactions

  • Setting up the payment assistant
  • Payment Assistant Steps 1-8
SBO2300

Asset accounting

  • Asset master data, class
  • Depreciation method
  • Activate, sell, write off assets
SBO2400

Annual financial statements

  • Preparation of annual financial statements/checklist
  • Implementation of annual financial statements
  • Reports/Documentation
  • Periods
SBO2700

DATEV Import

  • Instructions for DATEV import
SBO2990

FX Import (Exchange Rate Import)

  • What is the FX app?
  • App interface
  • App configuration
SBO9500

DATEV Export

  • Configuration for DATEV export
  • Instructions for DATEV export

Browser Access: 3. Production, Inventory and Disposition

SBO3000

Production in standard

  • Production
  • Disposition
SBO3100

Disposition assistant

  • Requirements
  • Item master planning data
  • Disposition assistant
SBO3200

inventory

  • Item opening inventory
  • Inventory / stock count
  • Inventory posting, list, journal entry
SBO3300

Serial numbers and batches

  • Create serial numbers and batches
  • Serial numbers and batches in all documents
  • Traceability
  • Reports
SBO3400

Drop shipping process

  • Creating the drop-shipping documents
  • Using the Procurement Wizard
SBO3500

Create storage locations

  • Define storage levels
  • Create warehouse codes
  • Properties of storage locations
SBO3501

Create barcodes with Excel

  • Creating Code128 barcodes in Excel using a VBA function 
  • Check and validate barcodes online 
  • Generate and print labels via Word mail merge 
SBO3503

Inserting GS1 codes into Crystal Reports

  • Insert placeholder graphic 
  • Insert link 
  • preview 

Browser Access: 4. Advanced Topics

SBO4000

CRM – Activities and Opportunities

  • Activities, activity list
  • Opportunities
  • Reports
SBO5000

Project management

  • Project components
  • Project reports
SBO6000

Framework agreements

  • Create, fulfill, and change framework agreements
  • Create receipts
  • Framework contract fulfillment report
SBO6100

Price Update Assistant

  • Adjust item prices by a fixed amount or percentage 
  • Make changes specifically for individual or all price lists 
  • Check simulation and implement price changes 
SBO6500

differential taxation

  • Definition of the article master
  • Creation of purchasing document
  • Creation of outgoing invoice
  • Journal entries generated by the outgoing invoice
SBO6600

Webshop connection via conesprit Marketplace App

  • Transfer webshop orders to SAP Business One
  • Transfer stocks from SAP Business One to the web shop
  • Configuring the Marketplace App
SBO6610

Packing table / fulfillment terminal

  • What is a packing table / fulfillment terminal?
  • surface
  • Entry into Fulfillment Terminal
  • pack
  • filter
SBO6620

WMS / Goods Receipt App

  • What is the WMS app?
  • surface
  • Goods receipt based on order
  • Goods receipt based on incoming goods invoice
  • Definition of a lot number
  • Refill order
SBO6630

Manufacturing app

  • What is the Manufacturing App?
  • surface
  • Execution of a production order
  • Transfer of serial number/batch number from component to finished product
  • Label printing for finished products
  • Search field 
  • Background information
SBO6700

Personnel time recording (PZE), time sheet, invoicing, project controlling, framework agreement

  • Configuration of the PZE App/Time Recording App
  • From the hourly entry in the PZE to invoicing, to the booking record
  • From time entry to working time sheet
  • Project reports
SBO6800

Mailer App

  • How it works
  • Email – Status
  • Email address used
SBO9000

Analytics / Reports

  • Selected financial reports: balance sheet, profit and loss statement, balance sheet and open items 
  • Sales reports: including sales analyses
  • Inventory reports: including stock reports 
SBO9100

Query generator & examples

  • Creating your own SQL queries in SAP Business One 
  • Search tables and fields selectively 
  • Use frequently used tables and sample queries 
SBO9999

Support

  • Create and manage tickets directly via the support app 
  • Clearly differentiate between technical and content support. 
  • Use priorities and status for efficient ticket processing 

Web Client: Basics

WC SBO1000
video

Basic training

  • Log in and out of the Web Client
  • Log in to SAP Business One
  • Basic structure and navigation
  • Customization of the home page/cockpit
  • Form settings
  • Search function / Enterprise Search
WC SBO01001
video

Business partners: customers and suppliers

  • Business partners, GP list, GP master data
  • Basic training for business partners (customer and supplier base)
  • Customer and supplier group
  • Payment terms
  • Sales representative
WC SBO01002
video

Item master

  • Create and search articles
  • Valuation method, price lists, parts lists, warehouse
  • Article lists
  • Inventory reports
WC SBO1003

Basics of processes

  • Create, search, change, filter, evaluate documents
  • Integrated financial accounting, sales and purchasing processes
  • Create documents in English
WC SBO01004
video

Sales process

  • Create, change, filter, evaluate documents
  • Sales process linking plan
  • Sales process from offer to outgoing credit note
  • Sales process with sales down payment request and sales down payment invoice
  • Sales process: Outgoing credit note without quantity reference
WC SBO4000

CRM – Activities and Opportunities

  • Activities, activity list
  • Opportunities
  • Reports
WC SBO9000

Analytics / Reports

  • Selected financial reports: balance sheet, profit and loss statement, balance sheet and open items
  • Sales reports: ua. Sales analyses 
  • Camp reports: ua. Inventory reports 

Hardware

SBO10100

Zebra DS2278

  • Setting up the Zebra DS2278 scanner for use as a virtual keyboard 
SBO10200

Zebra Tablet ET series scanner configuration

  • Setting up the Zebra Scanner Tablet ET-Series for use as a virtual keyboard 
SBO10300

NETUM C750 configuration

  • Setting up the NETUM C750 scanner for use as a virtual keyboard