SAP Business One

Sales Opportunities

The sales opportunities features allow users to record every sales opportunity, from the first phone call to the successful close of a transaction. Users can enter various details concerning the opportunity, including the source, potential, closing date, competitors, and activities. As soon as the first relevant quotation is created, users can link it with the opportunity to simplify later tracking and analysis.

Sales - Accounts Receivable

The sales quotation functionality of SAP Business One offers flexibility when you create the contents of quotations or any marketing document. Different line types are supported, allowing users to create subtotals of previous lines. Users can insert free-form text anywhere within the body of the document, as well as display recommended alternative items. Standard comments can be stored and reused. Header and footer text can also be defined for each document. The gross profit can be calculated for each quotation. The last sales prices offered to a customer can be viewed easily. Once a quotation is created, users can easily export it to Microsoft Word.

Order - This feature simplifies sales order entry by giving the order taker full view of an item's stock position in multiple warehouse locations when a shortage arises. The order taker can choose to order from a list of alternative items to back order the item or allow the item to be partially delivered. Users can create orders that support different delivery dates and ship-to addresses for each line item. And users can automatically create purchase orders from a sales order and drop-ship them to the customer's site.

Delivery - The delivery function allows a shipping department to generate the necessary packing documentation for all goods shipped to a customer. The built-in packaging process facilitates the allocation of items into different packages during the delivery process. Users can easily store the delivery tracking number and access the shipping status within the delivery note. Warehouse quantities are automatically updated when a delivery is made.

Returns - Users can easily handle returns without credit or repair returns using the returns document.

Accounts receivable 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.

Accounts receivable invoice and payment - Users can create an invoice and receipt in one step, using the same document.

Accounts receivable 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.

Automatic summary 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 summarized 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. 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 predefined intervals. In addition, users can determine the method of calculating interest and dunning fees.