SAP Business One Sales App Update: Reports Now Available!

Image credit to Blue Ocean Systems and SAP AG

If you’ve been a reader of our blog for a while, you might remember our review of the SAP Business One Sales App last year. Here’s some great news – the sales app has just been updated, making it even more powerful than ever! Not only that, the app is now available even for Android users via the Google Play Store! More details below.

A Recap

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Image credit to Blue Ocean Systems

The SAP Business One Sales App was designed to let your sales team manage and perform sales activities and access sales-related information on the go. All changes made in the app automatically updates your SAP Business One system.

Technical Specifications

iOS Requirements:

  • SAP Business One Version 9.2 Patch Level 1, version for HANA (or higher)
  • iPhone 5 or newer, iOS 8.0 or higher

Android Requirements:

  • SAP Business One Version 9.2 Patch Level 3, version for HANA (or higher)
  • Android version 5.0

Supported License Types:

  • Professional
  • Limited CRM
  • Starter Package
  • Mobile Sales

Security:

  • Basic access authentication at logon
  • License-based function-level and user-based data-level authorization
  • Valid SSL certificates enforced 🆕
  • Apple Touch ID

Languages:

  • All 27 SAP Business One languages supported
    • Arabic, Czech, Danish, Dutch, English (UK), English (US), Finnish, French, German, Greek, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portugese, Portugese (Brazil), Russian, Simplified Chinese, Slovak, Spanish (Latin American), Spanish (Spain), Traditional Chinese, Swedish, Turkish

Connection Flow:

 

Mobile DeviceFirewallMobile Service in SLDService LayerCompany DB in SAP HANA
Analytics (KPI/Dashboard)

 

KPIs

Image credit to Blue Ocean Systems and SAP AG

You can access your KPIs (Key Performance Indicators) screen by tapping on the KPI icon on the bottom right of your home page in the SAP Business One Sales App.

 

The KPI Screen contains four user-specific dashboards:

  • Potential amount of open opportunities
  • Sales order amount for the current month
  • Top 5 customers by sales amount
  • Top 5 best selling items by sales amount

 

Activities

Image credit to Blue Ocean Systems and SAP AG

In your activities window, you can:

  • 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
  • Perform location based check-ins 🆕

  • Image credit to Blue Ocean Systems and SAP AG

    • 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
    • You can view activity locations for each specific day on a single map by tapping the locator icon on your main screen:

       

      Image credit to Blue Ocean Systems and SAP AG

 

Sales Opportunities

Image credit to Blue Ocean Systems and SAP AG

  • Create, view, and search for sales opportunities
  • View, edit, and create stages for sales opportunities
  • Display your sales opportunities in your sales pipeline
  • View attachments or add (images only) attachments

 

Quotation(s) and Order(s)

Image credit to Blue Ocean Systems and SAP AG

  • Search, create, and cancel sales quotations and orders
  • Update existing sales quotations and orders
  • Manage activities related to sales quotations/orders
  • Sort documents by document number, BP (business partner) name, document total, delivery date (for orders) and valid until (for quotations)
  • Copy sales quotations to sales orders
  • View, add, edit, and close activities related to sales quotations and sales orders
  • Data ownership for documents

 

Customers (Business Partners)

Image credit to Blue Ocean Systems and SAP AG

View and Modify Data

  • Create new customers or leads
  • View Business Partner details, including related activities, sales documents (sales quotations, sales orders, sales opportunities), attachments, special prices 🆕, and account information
  • Modify contact details, log new activities, initiate a phone call, email, or text messages directly
  • Download/upload attachments to business partners

 

Sort and Filter Data

 

Image credit to Blue Ocean Systems and SAP AG

  • Filter by business partner type – Customer or Lead
  • Customers can be sorted by name, code, or intelligent sort by recency, frequency, monetary value, account balance, R.F.M. (Recency, Frequency, Monetary value) (Also displayed as the stars ratings on your Business Partners), P.R.D. (Proposed Reorder Date), Churn Probability 🆕
  • Leads can be sorted by name, code, or intelligent sort by recency, open opportunities, and potential amount.

 

Business Partner Fields

 

Image credit to Blue Ocean Systems and SAP AG

  • View customer ratings (based on R.F.M. values)
  • The churn field displays your customer’s attrition risk (L – Low, M – Medium, H – High) and churn probability (in percentage %) 🆕
  •  

    Image credit to Blue Ocean Systems and SAP AG

  • Rather than R.F.M. values, leads display their most Recent Activities, Open Opportunities, Potential Amount, and Industry.

Additional Functions

  • Locate your contact on a map and plan a route 🆕
  • Support of Business Partner data ownership

 

Item(s)/Inventory

Image credit to Blue Ocean Systems and SAP AG

  • View information about inventory items (e.g. unit price, quantity in stock)
  • View quantity of items by warehouse location
  • Search for items in inventory
  • Check the price of an item in assigned price lists
  • View existing attachments and upload images

 

Crystal Reports 🆕

Image credit to Blue Ocean Systems and SAP AG

  • Easily view your SAP Business One Crystal Reports to make informed decisions on the go
  • Download and/or share your Crystal Reports easily with others
  • Print your Crystal Reports directly from your mobile device
  • 4 Crystal Reports available:
    • Credit Limit by Customer
    • Inventory Status
    • Monthly Sales Analysis
    • Service Call Backlog

Additional Notes

Attachments

  • You may view, download, and upload attachments to and from business partners, items, activities, sales opportunities, sales documents, and service calls.
  • Image files display directly in the Sales App. For other file types, a system message asking which program to use for opening the file appears.
  • You may only upload image files.

 

A Summary of Changes 🆕

Increased Platform Support

  • The SAP Business One Sales App is now available on Android
  • The SAP Business One Sales App is now compatible with iOS 10
  • The SAP Business One Sales App is now compatible with SAP Business One Cloud
  • Multiple branches are now supported for most localisations

Enhancements

  • For security reasons, SAP Business One Sales App now requires a valid SSL certificate
  • Support for all pricing functions including Blanket Agreement, Special Price for Business Partners, Discount Group, Period of Volume and Price List
  • Support for Business Partner Serial Numbering (you can now use the numbering series set up in your SAP Business One client)
  • Permissions/authorisations are now enabled for leads in the app (configured via the SAP Business One client)
  • User-defined fields (UDFs) can now be shown or hidden according to your configurations
  • Attachments with Chinese names are now supported

New Features

    Image credit to Blue Ocean Systems and SAP AG

  • View item recommendations when creating or editing sales orders and quotations
  • Location based check ins
  • View all activities for a specific day on a single map
  • You can now generate configurable SAP Crystal Reports

 


We hope you found our update on the SAP Business One Sales App useful. Download the updated guide for the SAP Business One Sales App below!

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