Sell smarter with SAP Business One Sales Mobile App for iOS and Android, designed for sales representatives who are always on-the-go. Manage sales leads, customer accounts, view stock, and place an order.

SAP Business One Sales

SAP B1 Sales Mobile App effectively handle your sales activities anywhere, anytime. Sales reps gain access to the most
relevant business information and processes, for efficient and successful management of customers and sales.

Dedicated

  • Tailored for sales roles, holistic CRM management drives sales productivity
  • Insight to customers, deals, predictability in sales operations

Intuitive

  • User-oriented and easy to use

Interactive

  • Access data in real time
  • Respond directly and trigger processes
  • All changes automatically update the SAP Business One backend

SAP Business One Sales Mobile App Features

Managing Activities
  • View activities assigned to you in a calendar format
  • Edit and close existing activities or create new activities
  • Create follow-up activities
  • Create sales opportunities, quotations, or orders based on activities
  • Link related documents such as sales quotations or orders
  • 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
Managing 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
  • Locate your contact on a map and plan a route
  • Download/upload attachments to business partners
  • Support of Business Partner data ownership function
  • Filter by business partner type – Customer or Lead
  • 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 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
Viewing Items In Items Module
  • View information about items in inventory, including unit price or in-stock quantity
  • View the quantity of an item by warehouse location
  • Search for items in inventory
  • Check item in assigned price lists
Managing Sales Documents (Orders & Quotations)
  • Search, create and cancel sales quotations, and sales orders
  • Update exiting sales quotations and sales orders and manage 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
  • Data ownership for documents
Managing Sales Opportunities
  • Create, view, and search for sales opportunities
  • View, edit, and create stages for sales opportunities
  • Display all the sales opportunities in pipeline mode
Managing 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 types only, by either browsing to the required image file, or by taking a picture using your mobile device
Crystal Reports
  • New Crystal Report menu option for SAP Business One Sales
  • 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 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
Caching For Offline Mode

  • All Business Partner and Item data is now cached
  • You can set filters to select the data you would like to cache
  • Allows you to view data in offline mode

View the screenshots at a glance:

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Sales Mobile App

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SAP Business One Sales Mobile App

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