CRM Sales and Purchasing

SAP Business One Functionality.

Sales, CRM and Customer Service
SAP Business One delivers comprehensive, integrated sales and service functionality, helping to ensure total control of customer acquisition, retention, and profitability for your business. Tightly integrated features across marketing, sales, and service provide end-to-end visibility for the entire customer lifecycle.

CRM and Opportunity Management.

Record every sales opportunity, from lead identification of the customer through discovery, qualification, proposal, closing, and after-sales service and support. You can even enter details of the opportunity, including the source, potential deal size, closing date, competitors, and activities.
Business partner master record – Manage all information about customers, resellers, and suppliers, including e-mail addresses, profiles, sales reports, activities, and account balances. Use the calendar to track your activities and perform keyword searches to find specific items in the calendar. Opportunity analysis – Analyze opportunities by lead source, territory, industry, customer, and item. The reports show forecasts and anticipated revenue by various date ranges, such as month and quarter. You can view distribution of leads by source over time to identify the most profitable lead-generation activities.
Prospect management – Import thousands of prospects from Microsoft Excel files or other standard file formats, such as comma-separated value (CSV) files, and then manage and follow up on activities. Add prospects to e-mail campaign lists, contact lists, and newsletters. Target prospects or business partners with e-mail and cold-call campaigns.
Dynamic reports – Obtain a unique, time-phased view of business data with the dynamic opportunity-analysis report, which enables you to readily spot trends, patterns, and behaviors of sales opportunities and personnel.


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.
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.
Down payments
Apply your customers’ deposits as down payments to sales orders. You can process a down payment with or without an invoice, and SAP Business One seamlessly manages the associated accounting and tax postings.
Document printing
Select period, document number, or document type to print sales and purchasing records.
Document drafts
List, edit, and manage all documents that have been saved as drafts.

Service Management.

SAP Business One provide full Service Management functionality as part of the application, helping to ensure full control of customer retention and after-sales support. Tightly integrated functions across Sales, Inventory and Service modules provide end-to-end visibility for the complete lifecycle.

Service Management functions provide support

Service operations
Service contract management
Service planning
Customer interaction activity tracking
Customer support
Management of sales opportunities

Purchasing Management

Managing the growing complexity of purchasing processes requires integrated business information technology. Discover how the SAP Business One application provides comprehensive purchasing management functionality, helping you optimize and streamline your business’s entire purchasing process.

Purchasing AP

SAP Business One offers best-practice functionality to support your procurement, integrating the entire purchasing process from order creation through goods receipt to invoice payment. Special processes such as returns and special charges are fully supported. Purchase orders are created in a few easy steps and fully integrate supplier and item master data. They support multiple currencies and item categories, such as raw materials, trading goods, and services.

Price Management

You can define price lists for different supplier and item categories, such as distributor and retail prices, and implement various discount models, such as volume and special discounts. Price lists are automatically selected, and discounts are applied when a purchase order item is entered. Special one-time discounts can manually be added to the document.

Master Data Management

Shipping and billing information, including delivery date and address, shipping type, payment terms, and buyer contacts, can be entered into the document, giving your supplier all necessary data to process your order in a timely manner. Depending on shipping type, freight and taxes can be calculated and applied at both the header and the item level, eliminating the need for manual calculations.

Goods Receiving and Costing

Inbound shipments are recorded with goods receipts and are immediately recognized by the corresponding warehouse. Goods receipt documents can be stand-alone (that is, replacing a purchase order in a cash purchase) or based on purchase orders or other procurement documents. Landed Costs functionality allows for the calculation of additional expenses (such as shipping and handling fees, insurance, and service charges) associated with landing goods at your premises or customer locations and incorporating this calculated value into your product costings.

Accounts Payable

Accounts payable (AP) plays a key role in SAP Business One purchasing management. Upon receipt of a supplier invoice, you can make all necessary entries in SAP Business One to recognize the liability on your books. AP invoices can be created both with and without reference to purchase orders. Enter all information manually, or reference a purchase order or goods receipt to automatically insert supplier and item information into the invoice. In addition to basic accounting information, SAP Business One supports multiple payment methods, such as cheques, credit card, cash, and bank transfer. By linking payment terms from the supplier or item master, you can automatically calculate a due date in SAP Business One. This allows you to effectively manage your cash on hand using liability SAP Business One aging reports.

Returns Management

Items or services that have been delivered in an unsatisfactory condition can be returned to the supplier using the goods return function. When you link the goods return to a goods receipt, SAP Business One will immediately make the necessary adjustments to your inventory and AP balance with the corresponding supplier. Notes and text fields are available at the header and item level so you can give your supplier detailed information about why items are being returned. Once your supplier receives the return and recognizes its validity, you can create an AP credit memo in SAP Business One to correct your outstanding balance with the supplier.

Item and Supplier Master Data

Master data management is a cornerstone of process integration in SAP Business One. Item and supplier master records are maintained centrally in the system and seamlessly integrated in all necessary business transactions.
Item master data can be applied to inventory, purchasing, and sales items as well as fixed assets and can be classified based on configurable item groups and properties. Item master data contains all information necessary for an efficient purchasing process, such as item number, description, purchasing and packaging units of measure, dimensions, weight, prices, and tax types.
supplier master data is maintained as part of the business partner functional-ity in SAP Business One. suppliers are stored with all relevant contact information. Payment details are administered with terms and payment methods to allow for accurate, on-time payment of your supplier invoices. A graphical purchase analysis gives you an overview of supplier activities directly from the master data screen.

Inventory and Accounting Integration

Integrating purchasing into other core business processes is one of the key features of SAP Business One. Integration happens seamlessly, transparently, and in real time. It incorporates data writes – for example, posting a goods receipt automatically updates inventory in warehouse – as well as data reads – for example, supplier master data populates payment terms when an AP invoice is created. In addition, documents can be used as the basis for subsequent transactions. For example, all relevant data is copied when creating an AP invoice based on a purchase order, while a document trail is stored linking all documents of a purchasing process for audit and analysis purposes.
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