Indirect Sale? Fill in the BP Channel!

Social media campaign? Check! Fancy launch event? Check! Search engine promotions? Check! Building and maintaining awareness to your brand and product or service is an art – an investment that hopefully pays off. But sometimes, it’s not the bells and whistles that bring new customers or deals. Sometimes a happy customer of yours did this work for you! when deals are signed following a customer recommendation, or a new lead or customer are added to your database based on a reference from existing customer, you can document it in your records:

In Customer or Lead master data you can enter the referring customer code into the “BP Channel Code” field. Note that only business partners of type “Customer” 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 BP Channel to a specific document as needed. This way you can keep track on your happy customers and make them even happier with special offers, discounts, etc.

Available in SAP Business One and SAP Business One, version for SAP HANA. This tip and all the other tips are available on the Tip of the week community page. You can also visit the Implementation Arena for useful implementation tips.