Scan Business Cards into Business Partner Master Data

[ofrit_harpaz]

When meeting in person prospects, new customers, suppliers, or partners, the simple way to quickly get their contact details is still using business cards.

Scanning business cards using mobile device for adding contacts into our LinkedIn network or Outlook has been a common business practice for a while and now we are happy to bring it also into SAP Business One.

Watch the end-to-end scenario in this short demo.



Starting with SAP Business One version 10.0 FP 2111 a new app is added to the Web client for scanning business cards and create business partner master data records on the fly.

This process relies on SAP’s Document Information Extraction Service which is an innovative artificial intelligence service, integrated with optical character recognition (OCR) as well as machine learning based algorithms.

For more information click here

Before you start scanning, perform the following steps:

1. Activate the DOX service setups in SAP Business One desktop client (Under the Administration module):


2. In SAP Business One Web client click the ‘Scan Business Card' and define your new business partner type and code:


3. Scan the business card information by selecting an existing photo or by taking a picture of the business card using an iOS device.

This is it. Your new business partner has been added to your company database:

For detailed setup and usage information click here

Supported languages are: English, German, Spanish, French, Dutch, Portuguese, Italian, Polish, Russian, Japanese, Korean and Chinese.

Business Card scanning can increase productivity and efficiency, I invite you to try it in your next in person event.

We appreciate your feedback and if you have any ideas how to further improve this capability please raise them here

[staseeb]

Thanks for sharing

[Zhiliang]

Thanks for sharing , it is great function.

[ofrit_harpaz]

We just released a new field in FP 2305 in the Chile, Guatemala, and Mexico localizations.

To successfully create a business partner with a scanned business card, define the default RUT/RFC value in the field 'Default RUT/RFC Value for New BPs Created by Scanning Business Cards in Web Client' on the BP tab of the General Settings window.

You can find more details in the link

Thank you all for sharing this request and voting for it in the customer influence tool Improvement Request Details - Customer Influence (sap.com)