SAP Business One Sales

“We ship products worldwide and we have to make sure each shipment has the correct documentation. Previously we would have had to create all those documents manually. Now they can be produced directly from SAP Business One, saving time and effort.” Mark Johnson, Managing Director, Tacktick Limited

SAP Business One offers flexibility when creating the content for 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 re-used. Header and footer text can also be user 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 export it to Microsoft Word with the click of a mouse.



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. SAP Business One users can automatically create purchase orders from a sales order and ship them to the customer’s site.



The delivery function in SAP Business One 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.



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

SAP Business One 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 SAP Business One 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.

Sales analysis through SAP Business One

More about SAP Business One

As the market leader in enterprise application software, SAP (NYSE: SAP) helps companies of all sizes and industries to run better. Today SAP has sales and development locations in more than 50 countries worldwide, with more than 176,000 customers. SAP Business One is an affordable and easy-to-use business management software solution designed specifically for small and midsize enterprises (SME’s). It enables you to manage critical business functions in a single integrated business management system. With SAP Business One, you can instantly access complete and up-to-the-minute business information, so you can respond to customers faster and grow your business more profitably. SAP Business One helps you bring sales, financial management, banking, purchasing, manufacturing, inventory management, customer relationship management and more all under one flexible, responsive system.

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