Sales process

automatization

SAP Business One provides you with a complete Sales Management module with target and tracking features – view Sales and Margin Reports, Monthly vs. Target, Monthly Forecast.

Customer orders can be placed and analyzed based on different criteria. Collecting documents can easily be generated on orders. Invoices can be grouped on multiple endorsements and can be generated automatically on the basis of open notices.

There is the possibility to send outdated invoice notifications to customers, using predefined templates, depending on the document’s age level.

Orders and invoices to customers can go through multiple approval levels, based on: credit limits, outdated days, value.

Reporting and analysis – you can create detailed reports on all aspects of the sales process, including sales forecasting and pipeline tracking, using time saving templates. You have the possibility to mobilize your sales team – manage your sales information on the move with SAP Business One Sales mobile app.

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  • Frame contracts
  • Offers
  • Orders
  • Returns
  • Invoices
  • Notifications
  • Approvals and alerts
  • Price lists in multiple currencies
  • Price lists by unit of measure
  • Special prices
  • Volume and period discounts
  • Integration with Microsoft Office