By continuing to use our site you consent to use our cookies.

SAP Business One Sales mobile app

In the current market realities, it is important that the ERP system not only works on the basis of the local infrastructure of the company, but is also prepared for tasks that are usually performed based on the use of the capabilities of mobile devices. We are talking about tablets and smartphones, which have become the tools of the daily work of a manager, service technician or trader.

Key features of the SAP Business One Sales mobile application:

Cover the entire sales funnel and handle all sales-related documents, including sales opportunities, quotes, and orders

Manage your customers and leads with analytical information and intelligent forecasts

Organization of daily activities and registration of all meetings

Monitoring of sales results using predefined key performance indicators (KPIs)

Verify inventory levels and obtain detailed product information

x

A modern ERP system must make it possible to work on these devices through the use of dedicated mobile applications. Thanks to these applications, users can have constant access to the system, no matter where they are.

By using mobile applications, managers can make decisions based on the latest data, which they can access directly in real time from the level of their smartphone. Service technicians use mobile applications throughout the process of providing maintenance services, from accepting a service order, through its implementation, to its closing, reporting and settlement.

Mobile applications are now the basic working tool also for salespeople who can use the system thanks to them, regardless of whether they are in the office, on the way to the client or at the client’s. In the case of the SAP Business One system, the SAP Business One Sales mobile application is responsible for meeting the expectations of salespeople in terms of mobile access to the system.

The SAP Business One Sales mobile app gives you instant access to the most relevant business information from anywhere.

Sales representatives can manage their sales activities and stay up to date with information about their activities.

The application allows you to conduct sales activities anywhere, at any time and via any mobile device.

By connecting to SAP Business One, the application provides sellers with access to the most relevant information and business processes for efficient and effective customer and sales management. The application works with SAP Business One version 9.2 or higher and is available for devices with Android and iOS.

Functionalities of the SAP Business One Sales mobile application

Configuration of settings

The application offers many configuration options by the user.

Functions:

  • Display of company name and user code
  • Download and synchronization of customer and goods data for offline use
  • Clearing the cache (clears current users’ data)
  • Define document layout settings
  • Show or hide user-defined fields (UDFs).
  • Configuration of Touch ID / Face ID (function available depending on the mobile phone)
  • Speech2Text capabilities
  • Access to online help
  • Logout

Manage your activities

View, edit, close, or create activities in a calendar format. Create deals, quotes or orders based on activities, link related documents …

… or upload attachments to activities.

 

Functions:

  • Displaying tasks assigned to the user in the form of a calendar
  • Edit and close existing activities or create new ones
  • Build follow-up activities
    Create sales opportunities, quotes, or orders based on activities
  • Assigning activities to a group of recipients
  • Linking related documents, such as sales quotations or orders
  • Uploading and attaching attachments to activities

Check-in based on location

Provides the location of the activity at each stage of the sales process. Registration data can be used for effective monitoring of activities

… by sales managers using a dedicated report on activities within the SAP Business One client. Embedded in iOS / Google geographic services.

 

Properties:

  • Activity location reporting takes place at every stage of the sales process
  • The application data can be used for effective monitoring of activities by sales managers using a dedicated activity report within the SAP Business One client
  • Multiple users assigned to the same Activity can log on to the system
  • The functionality is embedded in iOS / Google geographic services

Advanced customer data management

Create new customers or leads, view business partner details including related activities, sales documents

… (sales quotes, sales orders, sales opportunities), special prices and account information. Modify contact details, record new activities, initiate a phone call, e-mail or SMS directly or locate a contact on a map and plan a route.

Filter by business partner type (customer or lead) and sort by name, code, or smart sort, such as order value and frequency, account balance, chances of churn, and more. Based on the frequency of orders and their value, the customer is assigned a number of stars from 1 to 5. The Leaving field displays the risk of losing the customer and the probability of churn. The average order value is displayed next to the proposed reorder date. Potential customers are displayed by industry, active days.

 

Functions:

  • Create new customers or leads, view business partner details including related activities, sales documents (sales quotes, sales orders, sales opportunities), special prices and account information
  • Modification of contact details, registration of new activities, direct initiation of phone calls, e-mail or text messages
  • Definition of net, gross or mixed price mode when adding, editing or viewing a business partner
  • Contact location on the map and route planning
  • Download / upload attachments to business partners
  • Business partner data ownership management
  • Filtering by the type of business partner – customer or potential customer
  • Sort by name, code, news, frequency, monetary value, account balance, chances of churn, etc.
    Creating a Customer Ranking – The customer receives from 1 to 5 stars based on the frequency and value of orders
  • The churn box displays the risk of losing customers and the probability of churn
  • Average sales order amount displayed next to the proposed reorder date
  • Potential customers are displayed by industry, active days

Viewing indexes

View information about items in stock, including unit price or quantity in stock, and item quantity by warehouse location. Search for indexes

… in inventory and assigned price lists.

 

Functions:

  • View information about items in stock, including unit price or quantity in stock
  • Display of item quantities by warehouse location
  • Choice of net or gross price list for each item
  • Stock search by warehouse
    Checking items in assigned price lists

Manage sales orders and quotes

Search, create, update and cancel sales quotations as well as orders and activities related to these documents. Sort documents by document number, …

… business partner name, document value, or delivery date. Copy sales quotes to sales orders. View, add, edit and close activities related to sales quotations and sales orders. Manage ownership of data in documents.

 

Features – Orders and Offers:

  • Search, creation and cancellation of sales quotations and orders
  • Updating existing sales quotations and orders and managing activities related to these documents (users can update approved documents and draft documents with the status Pending or Approved)
  • Sort documents by document number, business partner 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
  • Document data ownership management

Managing sales opportunities

Create, browse and search for sales opportunities. View, edit, and create phases for sales opportunities, and view all sales opportunities in a sales funnel.

Functions:

  • Create, view and search for sales opportunities
  • Viewing, editing and creating phases for sales opportunities
  • View all sales opportunities in a sales funnel
SUPREMIS_SAP-Business-One-Sales_Zarzadzaj-zalacznikami

Attachment management

View, download, and upload attachments from and to business partners, items, activities, opportunities, sales documents, and service requests.

Image files are displayed directly. For other types of files, a system message appears asking which program to use to open the file. Send image files as attachments by simply going to the required image file or taking a photo using a mobile device.

 

Functions:

  • View, download, and upload attachments from and to business partners, items, activities, deals, sales documents, and service requests
    Image type files are displayed directly. For other types of files, a system message appears asking which program to use to open the file
    Upload attachments as image files by simply going to the required image file or taking a photo with your mobile device

Crystal Reports

Easily view Crystal Reports for SAP Business One to make informed decisions as you work. Easily download …

… and / or share your Crystal Reports with others.

 

Functions:

  • New Crystal Reports menu for SAP Business One Sales
  • Easily view Crystal Reports for SAP Business One to make informed decisions as you work
  • Easily download and / or share Crystal Reports with others

Data synchronization and offline caching

Details of business partners and positions can be downloaded in batches and viewed offline. Large amounts of index and business partner data …

… can be easily synchronized with the local mobile device. After syncing your data, you can select the data you want to cache and view it offline.

Offline data synchronization

Functions:

  • Business partner and index details can be downloaded in batches and viewed offline
  • The possibility of easy synchronization with a local mobile device of large amounts of data regarding indexes and business partners

Offline Caching

Functions:

  • All business partner and item data is now cached
  • Ability to set filters to select the data to be cached
  • Offline viewing of data

Benefits of using the SAP Business One Sales mobile application

The SAP Business One Sales mobile application is a solution
dedicated | intuitive | interactive.

Increases sales productivity through comprehensive CRM management tailored to sales roles

It increases efficiency, increases the mobility of employees thanks to a wide set of mobile functions

It enables insight into customer data, transactions and sales action plans

User friendly and easy to use

It gives access to real-time data, allows sales representatives to be up-to-date and manage their activities

It saves time in business processes, allows you to react and run processes directly from the application level

It ensures faster transactions and more efficient customer service, thanks to ensuring the availability of data at any place and time

It updates all changes automatically by applying them directly to SAP Business One

Case study

Case study

Check also

Price

The price of purchasing and implementing the system is determined by many factors specific to the industry in which the organization operates as well as individual expectations and needs of the client. The price is also influenced by the software delivery model (local or in the cloud) and the method of settlement (subscription or one-time fee). To estimate the amount of investment in a solution tailored to your needs, the following process most often works:

SEND AN INQUIRY

Using the contact form or via chat, contact us and write what system you are interested in or what problem you want to solve.

CONTACT WITH THE CUSTOMER

In the second step, our account manager will contact you to arrange the details. Thanks to this, we will get to know your needs better and choose the right solution.

SOLUTION PRESENTATION

We present a solution configured for the needs of your company and its processes. During the presentation, we also most often specify the necessary functionalities.

INDIVIDUAL PRICING

Having full knowledge, we prepare a price offer for the purchase and implementation of the system and discuss it in detail.

    Do you want to know the details of our offer?

    Contact us