Adele is the sales manager at OEC Computers. She’s attending a sales fair this week and will get lots of business cards from potential customers. At the sales fair, Adele can use the Scan Business Card app to create business partner master records. Using the app is more efficient and accurate than manually entering each person’s details into SAP Business One, Web client.
In this video, Adele shows you how she uses her company iPad to scan the business card for Sarah Ben from Sarah Sports Ltd.
Note
- For the Scan Business Card app to work automatically, follow the instructions on the Scanning Business Cards page of the Help Portal.
- Currently, you can use iOS devices to scan business cards. If you’re using another device, you can follow the same steps outlined in the video with the option to upload a picture to the app.
Note
To add a contact person to an existing business partner master record, follow these steps:
- Choose the Business Partners group, then choose the Scan Business Card app.
- In the scanning options, choose Create Contact Person for Existing Business Partner.
- Choose the Business Partner Type.
- Enter the code of the business partner that you want to add a new contact person for.