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+49 371 2371-216


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+49 371 2371-299


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+49 371 2371-270

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Access data faster with Drag&Relate

The Drag & Relate function allows you to create reports and access information in SAP Business One quickly and easily.

It is a well-known fact that man is a creature of habit. He gets used to workflows that rarely change, even though there are often more efficient methods.

With our following tip we would like to help you to leave the well-worn track in order to work easier and faster with SAP Business One in the future. Once you have got the hang of it, you will agree with us that the small change of habit was worth it.

Instructions for the "Drag & Relate" function in SAP Business One:

Activate the tab "Drag & Relate" in the main menu of SAP Business One. This will display all menus that support the Drag & Relate function. Now make a preselection in relation to the company area to be viewed ( e.g. Sales ). Now click on the customer number and keep the left mouse button pressed until a black border appears around the item number. Then, while keeping the mouse button pressed, drag the frame to the desired menu item. Now the data to be evaluated ( in this example it is the outgoing invoice ) is displayed.

If there is only one corresponding document, open it directly.

However, if there are several entries, click on the filter icon (blue funnel). A table appears in which you can filter your selection according to individual criteria.

Bottom line: Those who use the "Drag&Relate" function of SAP Business One benefit from a simplification in terms of usability as well as time savings.

SIGMA Bot IconSIGMA bot
SAP Business One

Welcome to the SIGMA Chatbot!

Thank you for using our chatbot. Our chatbot is here to answer your questions and provide solutions. Here are some instructions for use:

1. Asking questions

Pose your question directly in the chat window. Our chatbot utilizes comprehensive data knowledge derived from one of our internal databases and text documents containing marketing information about products and services of the SIGMA Group, enabling the chatbot to provide you with detailed answers

2. Providing feedback

After the chatbot has responded, you have the option to rate the answer. This helps us understand how well the chatbot responds to different inquiries. Provide feedback on whether the answer was helpful or not.

3. Contacting the sales team

If the chatbot cannot provide a satisfactory answer, you have the option to send a request directly to our sales team from the chatbot window. We will assist you personally.

4. Email forwarding

If you wish to end the conversation with the chatbot or receive information via email, the chatbot offers the option to forward the conversation via email. Simply click "Send answer via email," enter your email address, and a few seconds later, the conversation with our SIGMA chatbot will be forwarded to your email address.

5. Chatbot optimization

We value your feedback! Ratings help us continuously improve and optimize the chatbot. Let us know what you like and where we can further improve. Feel free to send your feedback via email as well - marketing@sigma-chemnitz.de.

Thank you for using our chatbot. We hope it can effectively assist you with your concerns. If you have any further questions, we are here to help.

Privacy Information for Users of Our SIGMA Question Bot (Privacy Policy)

Use of Chatbot

(1) This website uses a chatbot developed exclusively by us. The chatbot is a software-based dialog system that enables text- or voice-based communication with a technical system.
The chatbot operates on the RAG (Retrieval-Augmented Generation) approach, retrieving data from a database to answer questions as accurately as possible. These data, along with the user’s question, are sent to the language models of OpenAI, Inc. without transmitting any personal information about the user. The models attempt to answer the question using the provided data and return the response. The data are sourced from one of our internal databases, comprising text documents with marketing information about products and services of the SIGMA Group.

(2) The following data are processed: session ID for user requests, the time of the request, the request itself, the chatbot’s response, the topic, and the language.

(3) We process this data to analyze the productivity of our chatbot and to continuously improve it. This includes the following purposes:

  • Chatbot performance optimization: We collect and analyze interactions with the chatbot to evaluate its efficiency and performance. This includes, for example, questions the chatbot could not answer, repeated inquiries on specific topics, and similar issues.
  • Enhancing the user experience: We use data to improve the user experience. This includes analyzing user feedback to make adjustments and expansions to the chatbot to better meet your needs.
  • Error detection and resolution: The data allow us to detect errors and issues in real time, enabling faster resolution and updates to the chatbot.
  • Statistical evaluations: We generate aggregated, anonymized statistical reports on chatbot usage. These reports contain no personal information and serve to analyze trends and patterns.

The legal basis is Article 6(1) Sentence 1 lit. f GDPR.

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Hello, I'm the SIGMA Question Bot, and I'd be happy to answer your questions about SAP Business One.

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