Welcome to the Starting with Web client video.
This video shows you how to navigate in the home page and personalize
your home page designed to optimize your web client experience.
The web client is part of SAP Business One.
I access it directly from the desktop client by using the web
client icon in the tool bar or the “Web Client” entry in the Main Menu.
I choose a company and enter my SAP Business
One username and password.
No additional license is needed.
On the left side I see the Main Menu, including the modules
I search using the search box.
For example: “order”.
Clicking the titles focuses on the respective group or module.
I can also scroll down or up.
The enterprise search is available in the SAP HANA version only.
I can search for value within a specific object or in general.
I click the back button to switch to the previous screen.
Clicking the SAP business one logo brings me to the home page.
Clicking the question mark Icon opens the Help Pane and SAP Companion.
Clicking an item on the list shows the info about the specific element
on the screen.
Here I can also launch relevant videos, access guides
and open the “Learn SAP Business One Web Client”
website for additional content about the web client.
No credentials are needed.
In the help pane I access guided tours.
The “What’s New” section is updated with every release.
The “Bell” icon opens the notification center.
The red badge shows the number of new notifications.
The notifications are grouped by date or by priority.
On the very right side, the vertical menu
listing all available modules and groups.
This is a “flat” list that also includes User Defined Objects (UDOs)
and User Defined Tables (UDTs).
Clicking an entry takes me to the respective group.
Let's go back to the Home Page.
Each tile opens an app.
The “Create” tiles opens a form of the respective
group in “Create” mode for adding a new record.
This is the form for creating new sales quotations.
The object-named tiles, open list view displaying the records
of the given object.
Looking closer at the tile itself, I see the number of currently open
sales quotations.
Clicking the “refresh” button updates this number in case
additional documents were added or others were closed or canceled.
Every user sees different collection of tiles on their home page,
depends on the user authorization.
I am currently logged in as a super user and see all the available tiles in groups.
Now let's see how to personalize the home page.
I can drag tiles to new locations or use
the “Edit Home Page” option for many more actions.
I can hide a complete group or module if I don't use it.
I can move a tile to the selected group.
I can add a tile to an existing group by clicking the plus (+) icon
and choosing the required tile from the catalog.
To complete the action, I click “Close”.
Now I see the changes I made.
The tile “Create Sales Order” is added to the “Business Partners” group.
I will switch again to edit mode to make more changes.
I click “Show” to bring back the “Purchasing” group and in the “Business
Partners” group I click “Reset” to undo any changes made to this group.
This will remove the “Create Sales Order” tile
I have added.
I can rename groups to better fit my industry or terminology used, here
I changed to “Customers and Vendors”.
I can add a new group where relevant and position their the tiles I want,
but I don't really need it so I'll delete it.
Now let's open the “App Finder”.
This is a catalog of all available apps in their pre-defined groups.
I can navigate through the list, but I can also use the search box.
Let's see if there are any Bill of Materials related apps.
Apparently there are two.
I can click the “Pin” icon to select the group
for adding the app or even create a new group.
Here I see the app is already positioned in “Production”.
I could add it to additional groups if relevant.
If you feel the home page is too crowded and you rather
see small chunks of tile at the time, this can be done.
I open the “Settings” option in the Home Page tab.
I choose the “Show one group at a time”
option. After saving, I see that home page is switched to horizontal navigation.
One group at a time.
Let's get back to the vertical layout. In the “Settings” dialog under “Appearance”
I can change the display theme.
High contrast theme is also supported for better accessibility.
I will now switch back to Horizon. like the desktop client,
The web client also supports multiple UI languages,
here I can choose the UI language.
I will keep English for now.
If you want to change the font size, you may use the web browser
zoom in/out options.
This was the Starting with Web client video.
Thanks for watching!