cleanFiles/bookmap_Discovering_SAP_Business_One__Web_Client_L_zh-CN_learning-sap-com_lsc-prod.zip (MMCP-DROPZONE) - 2025-06-06T11:59:54.000Z

从 SAP Business One Web Client 开始

<div id="content"><p tabindex="0">欢迎参加"SAP Business One Web Client 简介"课程。在本课程中，您将浏览 Web 客户端主页，并全面了解其布局和功能。本课程将帮助您获得必要的技能和知识，从而有效地导航和个性化 Web 客户端主页，以最好地满足您的需求和偏好。</p><p tabindex="0">您还将学习如何利用 Web 客户端的集成功能，这将使您能够更有效地与同事和客户合作。利用这些集成功能，您将能够在工具中简化工作流、共享信息和文档以及进行有效沟通。</p><p tabindex="0">在整个课程中，将结合视频教程和实际示例。这将帮助您利用 Web 客户端的不同功能并优化业务绩效。</p></div>

简介

<div id="content"><p tabindex="0">以下列表包含更多资源，您可以在完成学习之旅时参考：</p><ul style="list-style-type:disc"><li tabindex="0"><a href="https://help.sap.com/viewer/2554bf7e9aa347729b0547a737e123ac" target="_blank">SAP Business One Web Client 用户指南</a></li><li tabindex="0"><a href="https://help.sap.com/docs/SAP_BUSINESS_ONE_WEB_CLIENT/2554bf7e9aa347729b0547a737e123ac/ec31f93b6dbf47e6a52ce1bca73bf90f.html" target="_blank">Web 客户端可扩展性</a></li><li tabindex="0"><a href="https://community.sap.com/topics/business-one" target="_blank">SAP Business One 社区</a></li><li tabindex="0"><a href="https://www.sap.com/documents/2017/06/484c875d-c37c-0010-82c7-eda71af511fa.html" target="_blank">SAP Business One 路线图</a></li><li tabindex="0"><a href="https://community.sap.com/t5/enterprise-resource-planning-blogs-by-sap/sap-business-one-training-news-last-update-may-2024/ba-p/13389388" target="_blank">博客：SAP Business One 培训新闻</a></li><li tabindex="0"><a href="https://dam.sap.com/mac/u/a/VoGMUGg.htm?rc=10" target="_blank">One Pager：SAP Business One 启用</a></li></ul></div>

资源

<div id="content"><p tabindex="0">在本视频中，您将了解如何从桌面客户端访问 SAP Business One Web 客户端，以及如何使用主菜单和搜索栏进行导航。</p><div class="kalturaVideoLessonWrapper"><div id="1_yv2uafal" data-testid="video" class="kalturaVideoLessonContainer" aria-label=""></div></div><div tabindex="0"><h3>视频摘要</h3></div><div class="formalblock"><ul style="list-style-type:disc"><li tabindex="0"><strong>访问 Web 客户端</strong>—在 SAP Business One 桌面客户端上，从主菜单中选择 Web 客户端图标或 <i>Web 客户端</i>。或者，使用专用 URL。</li><li tabindex="0"><strong>登录到 Web 客户端</strong>—选择公司并输入您的 SAP Business One 用户名和密码。</li><li tabindex="0"><strong>导航到组并搜索应用</strong> - 以下选项可用：&nbsp;&nbsp;<ul style="list-style-type:circle" class="second1"><li tabindex="0">在主页顶部选择组。</li><li tabindex="0">选择导航功能区右侧的向下箭头，打开垂直列表</li><li tabindex="0">使用主菜单中的搜索框</li></ul>选择条目会转到相应的组或模块。</li><li tabindex="0"><strong>使用企业搜索功能</strong> - 在特定对象内或通常搜索值。</li><li tabindex="0"><strong>访问帮助内容</strong> – 选择打开帮助图标以访问有关屏幕上特定元素的信息、浏览帮助资源、进行向导浏览以及了解最新版本。</li><li tabindex="0"><strong>查看通知</strong> - 要打开通知中心，请选择钟形图标。可以按日期或优先级查看通知。</li><li tabindex="0"><strong>创建记录</strong> - <i>选择创建</i>磁贴。</li></ul></div></div>

SAP Business One Web 客户端主页

<div id="content"><p tabindex="0">在 Web 客户端中，您可以个性化设置主页以增强您的体验。在本视频中，您将了解如何在 Web 客户端主页上定制不同的磁贴、组、主题和语言。</p><div class="kalturaVideoLessonWrapper"><div id="1_oby5jx0e" data-testid="video" class="kalturaVideoLessonContainer" aria-label=""></div></div><div tabindex="0"><h3>视频摘要</h3></div><div class="formalblock"></div><ul style="list-style-type:disc"><li tabindex="0"><strong>移动和创建磁贴</strong>：要在主页上手动移动磁贴，请使用拖放功能。&nbsp;从用户参数文件中选择<i>编辑主页</i>以完成以下任意操作：<ul style="list-style-type:circle" class="second1"><li tabindex="0">要隐藏或取消隐藏组，请选择组右侧的<i>"隐藏</i>"。</li><li tabindex="0">要将磁贴移动到所选组，请选择磁贴上的三个点，然后选择<i>移动</i>。</li><li tabindex="0">要将磁贴添加到现有组，请选择 + 图标并选择相关组。</li></ul></li><li tabindex="0"><strong>个性化组</strong> - 要重命名、删除和创建新组，请使用编辑模式。</li><li tabindex="0"><strong>浏览应用并将其添加到组</strong> - 要搜索预定义组中的可用应用，请使用<i>应用查找器</i>。要将应用添加到特定组或将其分配到新组，请选择固定图标。</li><li tabindex="0"><strong>更改主页显示</strong> - 要仅显示组中的磁贴，请选择 <i>设置</i> → <i>主页</i> ，然后选择<i>一次显示一个组</i>。</li><li tabindex="0"><strong>更改主题</strong> - 转到 <i>设置</i> → <i>外观</i> ，然后选择首选主题。</li><li tabindex="0"><strong>切换语言</strong> - 转到 <i>设置</i> → <i>语言和地区</i> ，然后选择 UI 语言。</li><li tabindex="0"><strong>更改字体大小</strong> - 使用 Web 浏览器放大/缩小选项。</li></ul></div>

主页个性化设置

Discovering SAP Business One, Web Client Logistics | ZH

Learn how to access and navigate the Web client in SAP Business One. Discover the different groups, search for apps, and utilize helpful features like Enterprise Search and the Notification Center.<br><br># This description was auto-generated #

Starting with the SAP Business One, Web Client

Hi, I'm Sam. I'm a sales manager at OEC Computers and I use the web client regularly to help optimize our organization's sales and overall business performance. Let me show you how to access and navigate the web client. You can access the web client directly from SAP Business One Desktop client by either selecting the web client icon in the toolbar or by going to the main menu and selecting the web client entry under Administration. Either method will take you to the login page. To log in, choose a company. Then enter your SAP Business One username and password. You don't need an additional license to gain access. On the home page, there are different titles listed horizontally across the top of the page. These are groups. Selecting a title focuses on that particular group where you can find the relevant apps. Another way to review the available groups is by selecting the down arrow icon to the right of the groups. You'll see a vertical menu listing all available groups. This is a flat list that also includes user-defined objects or UDOs and user-defined tables or UDTs. Selecting an entry takes you to the respective group. If preferred, you can also use the main menu. There is a list of modules and you can search for different apps using the search box. For example, let's search for Order. You can see that several different apps appear and you can select any of these for more details. At the top of the page, you can also use the Enterprise Search feature if you have the SAP HANA version. In this feature, you can search a value within a specific object or in general. For example, let's search for C200000, which is a business partner code. It will take you to results page with all the objects which include this business partner code. To go back to the previous screen, select the backwards arrow in the top left corner of the page. Or if you want to go back to the home page, simply select the SAP Business One logo. To access the help content and display the SAP Companion, select the Open Help icon in the top right corner. Selecting an item on the list shows information about the specific element on the screen. Here you can also launch relevant videos, access guides and open the learning website for additional content about the web client. No credentials are needed to access this content. To access guided tours of the web client, select the Sign icon in the Help pane. The Notifications icon below this is the What's New section, which provides information about the current release. The bell icon is the Notification Center. If you have any notifications, there will be a red circle next to the bell with a number, which indicates how many new notifications you have. Selecting the bell icon will open the Notification Center. You can view all the notifications or sort them by date or priority. When you select a group from the navigation ribbon, you will see all the relevant apps for that group. Create tiles opens a form of the respective object in create mode for adding a new record. This is the form for creating new sales quotations. If you go back to the sales group, there are also object named tiles. The number on this Sales Quotations tile shows the number of sales quotations currently open. Selecting the Refresh button at the bottom of the tile updates this number, if, for example, additional documents were added, or others were closed or cancelled. To refresh the KPIs for all tiles, hit F5 on your keyboard or use the Reload This Page icon in your web browser. If you select this tile, you'll open the List view, which displays the records of the given object. In this video, all the available tiles and groups are visible because I'm logged in as a superuser, but every user will see a different collection of tiles on their homepage depending on their user authorization.

Learn how to personalize your SAP Business One, Web client homepage by dragging tiles, hiding groups, adding new groups, and more. Enhance your productivity and tailor the homepage to your specific needs.<br><br># This description was auto-generated #

Personalizing the Home Page

What I like about the web client is that you can personalize different features of your homepage. This has been helpful for me and my organization's productivity because everything on the homepage caters to our specific needs. Let me show you how you can personalize these features. You can drag tiles to new locations or select your user profile in the top right corner and select Edit Homepage for other actions. If you don't need a complete group or module, you can hide it by selecting Hide to the right of the group, and select Show to unhide it. You can also move a tile to a selected group by selecting the three dots on the tile, then selecting Move. This will give you a pop-up list of all different groups you can move the tile to. You can also add a tile to an existing group by selecting the plus icon located at the end of each group, then choosing the required tile from the catalog. To choose the tile, select the pin icon in the bottom right of the tile, then go back to the main page. To complete the action, select Close. Then you will see the changes you made. For example, the tile Create Sales Order has now been added to the Business Partners group. You can switch again to edit mode by going to your profile, then Edit Homepage to make more changes. Let's select Show to bring back the purchasing group. In the business partners group, let's select reset to undo any changes made to this group. For example, resetting this will remove the create sales order tile you added. When in edit mode, you can rename groups to better fit your industry or terminology used in your organization by first selecting the title, then inputting your changes. For example, let's change this group title to Customers and Vendors. Between each group there is a plus icon where you can add a new group where relevant. Let's title this as My New Group. Then you can add and position the tiles you want there by selecting the plus sign on the tile. If you don't need a group, you can delete it by selecting Delete on the right hand side of the group, then selecting Delete again from the pop-up window. To view a list of all the available apps in their predefined groups, select your profile on the right and select App Finder. You can scroll down on this page to look through the list, or you can also use the Search function on the right to search for a specific app. Let's see if there are any bill of material apps by typing bill in the search box, then selecting the search icon. You can see there are two apps for bill of materials. You can click the pin icon on the tile to add the app to a particular group, or select New Group from the dropdown to create a new group. Here you can see that the Builds of Materials app is already in the Production group, but you could change the group or add it to additional groups if relevant. You can change the display of the home page. For example, if you want to see one group at a time, go to your profile icon and open the Settings option. In the left column of the Settings window, select the Homepage tab, then choose the Show one group at a time option under the Homepage display section. Then select Save at the bottom of the window. After saving, you'll see the homepage is switched to Horizontal Navigation. When you select each title on the ribbon, it will only show the tiles within that group. To change it back to the vertical layout where all groups are shown, go back to Settings, then Homepage. Then select Show All Content and save your changes. To change the display theme, go to Settings and select Appearance in the left column of the pop-up window. There are several different themes to choose from. The evening horizon is a dark mode theme, while the horizon high contrast black and horizon high contrast white themes are beneficial for accessibility purposes. Let's switch back to the morning horizon theme. Like the desktop client, the web client also supports multiple languages. Again if you go to your profile icon, then settings, then select language and region, you can choose the UI language, but we'll keep it as English for now. Lastly, if you want to change the font size, use the web browser zoom in or out option. Note that where this function is located might be different depending on the browser you're using.