SAP Business One Mobile App

Included in your SAP Business One licensing, you can find several mobile app solutions available for you right now. One of them is the SAP Business one sales app. With the SAP Business One Sales app, you can work with activities, view business content, manage customer data, monitor sales opportunities, run a complete sales process, and much more.

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Sales Catalog (only available for iPad)

View, search for, compare, and create sales quotations or sales orders on the fly for sales items, using a visual and appealing display layout.

Activities

View, add, edit, close, and create follow-up activities of the current user logged on to the mobile app.

Approvals and alerts

Get alerts on specific events – such as deviations from approved discounts, prices, credit limits, approved or rejected documents, or targeted gross profits – and view approval requests waiting for your immediate action. Drill into the relevant content or metric, including draft documents, before making your decision.

Business partners

Access and manage business partner information, including addresses, phone numbers, and contact details. View historical activities and special prices; create new business partners and new activities. And contact or locate partners. In addition, you can synchronize contact persons’ phone numbers, email, and other details with the Contacts app on your device.

Inventory and price-lists

Monitor inventory levels access detailed information about your products, including purchasing and sales price, available quantity, and view price lists.

Sales documents (Sales quotation, Sales order, and Delivery)

Create, view, update, and search for sales quotations and sales orders and submit drafts of sales quotations and sales orders for approval. In addition, you can create, update, view, and close activities related to sales documents, as well as view deliveries.

Sales opportunities

Create, view, edit, and search for sales opportunities; view, add and edit stages for sales opportunities.

Service contract and service call

View and edit service contracts; process and close service calls, create and view solutions, and look up related service calls from service contracts or customer equipment cards.

Reports

Refer to built-in reports created with SAP Crystal Reports software, version for the SAP Business One application, that present key information about your business. You can add your customized reports and easily share them.

Dashboards

View predefined dashboards (sales analysis, cash flow, and purchase quotations) in normal and full-screen mode and share them via e-mail.

Online Help

Displays either a standard or a customer-specific help document.

Attachments

View, download, and upload attachments to business partners, items, activities, and sales.

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