Add and... New, View, or Close?

Business operations generate numerous documents daily -- orders, deliveries, and invoices across purchasing and sales functions. Users frequently need to review documents immediately after creation, but locating them can be time-consuming. Traditionally, users faced two inefficient choices: clicking 'Previous Record' (risky if other users created documents simultaneously) or conducting a manual search.

Three Options After Adding a Document

SAP Business One now offers three streamlined options when adding sales and purchasing documents, giving users control over what happens next.

• 'Add & New' -- maintains traditional behavior by creating the document and opening a fresh form for additional entries
• 'Add & View' -- adds the document and immediately displays it for review and verification
• 'Add & Close' -- adds the document and closes the window automatically

Remembered Preferences

Your last choice will appear as the default the next time you open that document, streamlining repetitive tasks by remembering user preferences and eliminating unnecessary steps. This small but impactful feature saves valuable time across the many documents created each day.