Supply Chain Management

Sales

Sales management tools in SAP Business One allows you to create price quotes, enter customer orders, set up deliveries, update inventory balances, and manage all invoices and accounts receivable. SAP Business One offers efficient document development for every step throughout the sales process, including quotations. All relevant information is moved from one document to the next – from sales quotation to the sales order to delivery note to the AR invoice – saving you time and reducing errors. The solution also gives you the flexibility to adapt the steps in the sales process to fit your needs and specific business processes.

Sales quotation

Create sale quotations for your leads and customers.

You can calculate gross profit for each quotation, readily review the sales price history, and, once you create a quotation, quickly export it to Microsoft Word.

Order

Simplify entry of sales orders by accessing item availability information through an available-to-promise report across multiple warehouses.

When a shortage arises, choose to order from a list of alternative items or allow the item quantity to be partially delivered. Orders can support different delivery dates and ship-to addresses for each line item, and you can automatically create purchase orders from a sales order and drop-ship the items to the customer’s site.

Delivery

Generate packaging documentation for all goods shipped to a customer. The built-in packaging function facilitates the “virtual input” of items into different parcels when a delivery is created. You can store the delivery tracking number and access the shipping status within the delivery note with the click of a mouse. The software automatically updates warehouse quantities when you make a delivery.

Returns processing

Quickly process returns, and adjust your inventory and AP balance with the corresponding vendor.

Backorder processing

Track orders that cannot be delivered to customers due to inventory shortages, and automatically fulfill outstanding orders when items are received to inventory

AR invoice

Automatically create a corresponding journal entry with each invoice. As a result, you can create an automatic receipt if the customer chooses to pay only part of the invoice.

AR invoice and payment

Create an invoice and receipt in one step by using information from the same document.

AR credit memo

Readily import data from the original invoice when creating a credit memo for returned merchandise.

Down payments

Apply your customers’ down payments to sales orders. You can process a down payment with or without an invoice, and can decide whether you would like to create the appropriate accounting postings once the down payment is made or only document without creating any postings.

Document printing

Select period, document number, or document type to print sales and purchasing records.

Document drafts

Print, edit, and manage all documents that have been saved as drafts.

Document generation wizard

Automate the creation of documents used in the sales and fulfillment activities by using information from one or more other documents as a starting point. With the help of the wizard, you can decide to create target documents such as delivery notes or invoices automatically using sales orders, deliveries, returns, or AR invoices as a basis. For example, you can group all existing sales documents in a single invoice for any given customer, or create summarized invoices for any given customer based on a variety of orders and delivery notes collected over the course of a month.

Dunning wizard

Automate the process of creating and sending reminder letters to customers with outstanding payments. Execute the wizard at regular intervals, such as monthly or weekly, to check for outstanding customer invoices, and send a series of late notices with different levels of severity at predefined intervals. In addition, you can maintain a payment history for each customer so you can make more informed decisions when it comes to defining payment terms for future orders.

Purchasing

You can manage and maintain supplier related activities with SAP Business One, including issuing purchase orders, updating inventory quantities, calculating the landed cost value of imported items, delivering goods, and handling returns and credits.

Purchase order

Create purchase orders for materials or services you order, and print, mail, fax, or e-mail them directly to the supplier. A purchase order can be created from a sales order to ensure that the appropriate levels of goods are in the warehouse on the required shipping date. A purchase order updates the available quantity of the ordered items and informs the warehouse manager of the expected delivery date. In addition, you can split a single purchase order into multiple parts when, for example, items need to be shipped to multiple warehouses.

Goods receipt purchase order

Decide whether you would like to receive deliveries at one warehouse or multiple warehouses. Goods receipts may be linked to a purchase order, which means that the purchase order quantity can change if the quantity received does not match the original order amount. For items that need to be returned to the vendor, a goods return document can be created to either partially or completely reverse the quantity and prices in goods receipt PO.

AP invoice

Process payments to suppliers by acting on journal entries the software automatically generates when you process supplier invoices.

AP credit memo

Issue a credit memo to any supplier for returned merchandise. You can quickly draw the data required for that credit memo from the original invoice.

Landed costs

Calculate the purchase price of merchandise by allocating the various landed-cost elements (such as freight, insurance, and customs duties) to the FOB cost of each item. The actual warehouse value of merchandise updates automatically.

Down payments

Manage your vendors’ down-payment requests for purchase orders. You can process the down payment with or without an invoice, and can decide whether you would like to create the appropriate accounting postings once the down payment is made or only document without creating any postings.

Freight charges

Track and document any additional costs – like freight charges – involved in purchasing transactions such as insurance, shipment or other fees that apply to your goods.

Document drafts and printing

Edit and manage all purchasing documents that have been saved as drafts and print them (including drafts) by period, document number, or document type.