SAP Business One Sales App

✓ Manage Your Activities:

View, edit, close or create activities in a calendar format. Create sales opportunities, quotes, or orders based on activities, link related documents or upload attachments to activities.

✓ Location based check-in:

Reports the location of an activity for every stage of the sales process. Check-in data can be used for effective monitoring of activities by sales managers using a dedicated activity report within the SAP Business One client. Embedded in iOS/Google geographic services.

✓ Manage Customer Data:

Create new customers or leads, view Business Partner details, including related activities, sales documents (sales quotations, sales orders, sales opportunities), special prices and account information. Modify contact details, log new activities, initiate a phone call, email, or text messages directly or locate your contact on a map and plan a route.

✓ Advanced Customer Data Management:

Filter by business partner type – Customer or Lead and sort by Name, Code or Intelligent Sort such as monetary value, frequency, account balance, churn probability and more. Customer is rated with 1-5 stars, based on the frequency of orders and monetary values. The churn field displays the customer attrition risk as well as the churn probability. Average amount per sales order displayed next to the proposed re-order date. Leads get displayed by industry, activity days.

✓ View Items:

View information about items in inventory, including unit price or in-stock quantity and the quantity of an item by warehouse location. Search for items in inventory and assigned price lists.

✓ Manage Sales Orders and Quotations:

Search, create, update and cancel sales quotations, and sales orders and activities related to these documents. Sort documents by document number, BP name, document total or delivery date. Copy sales quotations to sales orders. View, add, edit and close activities related to sales quotations and sales orders. Manage data ownership for documents.

✓ Manage Sales Opportunities:

Create, view, and search for sales opportunities. View, edit, and create stages for sales opportunities and display all the sales opportunities in pipeline mode.

✓ Manage Attachments:

View, download, and upload attachments from and to business partners, items, activities, sales opportunities, sales documents, and service calls. Files of image types are displayed directly. For other file types, a system message asking which program to use for opening the file appears. Upload attachments of image file type only, by either browsing to the required image file, or by taking a picture using your mobile device

✓ Crystal Reports:

Easily view your SAP Business One crystal reports to make informed decisions on the run. Download and/or share your crystal reports easily with others.

✓ Data Synchronization and Caching for Offline Mode:

Business Partner & Items details can be downloaded in batches and viewed in offline mode. Large numbers of business partner data and items are able to be synchronized to your local mobile device easily. Once your data is synchronized you can select the data you would like to cache and view it offline.