WORKING WITH SAP BUSINESS ONE QUOTATIONS IN MICROSOFT OUTLOOK

To import quotations from SAP Business One, go to the SAP Business One menu in Microsoft Outlook and choose Quotations and go to Set Filter to display the Quotations Filter window. In this window, you set options that filter which quotations are imported. Click Save and Refresh to import quotations using these options. Quotations are stored in an e-mail folder called Quotations.

SAP B1 quotation and Microsoft outlook Business Email:

You can create quotations in SAP Business One and then import them into Microsoft Outlook. After you import them, you can display them, edit them, or send them as e-mails. You can also create new quotations directly in Microsoft Outlook. The Quotation window provides you with direct access to information such as customer warehouse, quantities and the latest pricing, just as you have when creating quotations in SAP Business One. In fact, when you add or update quotations through Microsoft Outlook, they are updated or added in SAP Business One; no additional step is needed. You can send the quotation immediately via an email message by pressing the Send button.

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