Employee Portal provides employees access to SAP Business One data through dashboards and reporting. Optional advanced features such as Sales User and Expense User simplify common tasks, allowing employees to focus on important tasks.

The Manager Add-On can be used for Employee Portal administration tasks, including:

  • Users and Roles can be maintained in SAP Business One, allowing employees to easily access relevant information.

  • Menus and Reports can be configured, granting employee users access to Grid, Pivot and Chart reporting.

  • Dashboards can be configured for Employee Portal users, granting access to easy-to-digest widgets.

In addition to the above standard Employee Portal features, advanced features can be accessed with named user licenses:

  • With optional named Sales User license, employees can access advanced Sales User features such as placing customer orders, Available To Promise, Delivery Signature Capture. See Sales User Administrator’s Guide for more details.

  • With optional named Expense User license, employees can access advanced Expense features such as creating Expense Claims with autmated GL determination, import Credit Card details into Expense Claims, as well as the ability to perform admin tasks like managing bookings. See Expense User Administrator’s Guide for more details.

Feature Overview

Employee Portal Website overview, as described below.
Employee Portal Website overview, as described below.
Employee Portal features
Feature Description

Report Title (1)

The Report Title indicates which report or chart is currently being viewed.

Company Logo (2)

Logout Button (3)

Dashboard (not shown)

This link points to the dashboards landing page. From there, a user can select from assigned dashboards.

Add New Lead (4)

If enabled, new leads or customers can be added from Employee Portal. Requires a Named Sales User license.

Customer Search (5)

Displays all customers for whom the current user can place orders. Requires a Named Sales User license.

Place Order (6)

Allows a Sales User to place an order on behalf of a customer. Requires a Named Sales User license.

Delivery Details (7)

Displays outstanding deliveries, and their signature status. Requires a Named Sales User license. Requires advanced configuration to support Signature Capture.

Menu Category (8)

Each Menu Category contains one or more menu links.

Menu Entry (9)

Each Menu Entry points to a grid report, a pivot report, a chart or a static link.

Layout View Menu (10)

If applicable, saved layouts are available from this drop-down.

Advanced Options Menu (11)

If enabled, Report Layouts can be created, edited or deleted from this menu.

Export Menu (12)

This button allows for the current report to be exported to excel format.

Dashboards

See Dashboards for Employee Portal.