Social media campaign? Check! Product launch event? Check! Search engine marketing? Check! Building and maintaining awareness of your brand and product or service is an art, an investment that hopefully pays off. But sometimes, it is not the bells and whistles that bring in new customers or deals. It might be a loyal customer that did all the leg work. When deals are completed following a customer recommendation, or a new lead or customer is added to your database based on a reference from an existing customer, SAP Business One allows you to document it in your records:

In the Customer/Business Partner Master Data window, you can enter the referring customer code into the “BP Channel Code” field. Note that only business partners that are “Customers” can be used. When creating a sales document for the given customer or lead, the BP Channel and Contact Person names are automatically populated in the respective fields:

You can assign the BP Channel to a specific document as needed. This way you can keep track of your loyal customers and make them even happier with exclusive offers, discounts, etc.

Available in Web Client for SAP Business One 10.0, and SAP Business One 10.0 version for SAP HANA. Please get in touch if you would like to upgrade to version 10.0.

We hope that you find this tip helpful. For more information on Business One, please visit our webpage.

Source: Ari Schapira | SAP Business One – The Tip of the Week