SAP Business One - CRM / Sales

SAP Business One offers flexibility when creating the content for quotations or any marketing document. You can insert free text anywhere within the body of the document, as well as display recommended alternative items. Header and footer text can also be user-defined for each document, and the gross profit can be calculated for each quotation. The last sales prices offered to a customer can be viewed easily.

Order: simplify sales order entries by giving the order taker a full view of an item's stock position in multiple warehouses when a shortage arises. You can also choose to order from a list of alternative items, or allow the item to be partially delivered.

Delivery: the shipping department can generate the necessary packaging documentation for all goods shipped to a customer. You can store delivery tracking number and access the shipping status within the delivery note with a click of a mouse.

Returns: easily handle without credit, or repair returns using the return documents

A/R invoice: automatically create a corresponding journal entry, so users can create an automatic receipt if the customer pays part of the invoice immediately.

A/R invoice & payment: create an invoice and receipt in one step using same document.

A/R credit memo: for example, for returned merchandise - users can easily input the required data from the original invoice or from any other sales and purchasing document

Document printing: helps users print any sales and purchasing documents - select by period, document number or document type.

Automatic summary wizard: group all existing sales documents in a single invoice for a given customer. The wizard is especially helpful to those who create a variety of orders and delivery notes over the course of the month but need a summarised invoice for each customer at the end of the month.

Document drafts: print, edit and manage all documents that have been saved as drafts.

Dunning wizard: handles multiple dunning letter per customer and maintains a dunning history for each customer. The wizard can be executed at regular intervals, such as monthly or weekly, to check all outstanding customer invoices.

There has never been a better time to realise the benefits of SAP Business One

For more information, please call our Product Advisory Team at your local office.