Sales Management with SAP Business One

Win New Customers and Manage Every Aspect of the Sales Process

SAP Business One provides the flexibility needed for managing every aspect of the Sales Cycle allowing users to easily create, access and distribute all the necessary documentation.

Order

This feature simplifies sales order entry by giving the order taker full view of an item’s stock position in multiple warehouses when a shortage arises. Available to Promise functionality ensures the order taker can choose to order from a list of alternative items, or allow the item to be partially delivered. Orders can be created that support different delivery dates and ship-to addresses for each line item. Users can automatically create purchase orders from a sales order and drop ship them to the customer’s site.

Delivery

The delivery function allows the shipping department to generate the necessary packaging documentation for all goods shipped to a customer. The built-in packaging process facilitates the ‘virtual’ input of items into different packages during the delivery process.

Users can store the delivery tracking number and access the shipping status within the delivery note with a click of the mouse.

Warehouse quantities are automatically updated when a delivery is made.

Returns

Users can easily handle returns without credit, or repair returns using the returns documents.

Accounts receivable (A/R) invoice

The invoice automatically creates a corresponding journal entry.
As a result, users can create an automatic receipt if the customer pays part of the invoice immediately.

A/R invoice and payment

Users can create an invoice and receipt in one step using the same document.

A/R credit memo

When creating a credit memo for the customer - for example, for returned merchandise - users can easily import the required data from the original invoice or from any other sales and purchasing document.

Document printing

This function helps users print any sales and purchasing documents. Users can select by period, document number or document type.

Document Generation Wizard

This wizard allows users to 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

This feature allows users to print, edit and manage all documents that have been saved as drafts.

Dunning wizard

This powerful wizard handles multiple dunning letters 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. A series of dunning letters at different levels can be sent at pre-defined intervals. In addition, users can determine the method of calculating interest and dunning fees.