SIMPLIFIED SALES QUOTE GENERATION WITH SAP BUSINESS ONE

Simplified sales quote generation with SAP Business One

Generating a sales quotation and sending it to a prospective client has to be one of the most crucial and nerve wrecking steps when it comes to doing a business. But what if i tell you it doesn’t have to be as much of a big deal? SAP Business One can make everything as simple as it gets. Generating Sales quotation is hassle free with SAP Business one. SAP Business one has complete and full fledged Sales quotation capabilities.

The Sales Process in SAP Business One usually constitutes of four basic steps : Sales Quotation, Sales Order, Delivery and A/R Invoice. Before we deep dive into the world of sales process, what actually is Sales quotation? Sales Quotation is a non-legal binding document that is sent to a prospective client or customer outlining your company’s product and service offerings. The Quotation can be seen as the first step in the sales process as it is merely informational; gauging the clients interest in your offering. . Now that we know what and why a sales quotation is used for, here’s how SAP Business plays a friend in need role in generating one.

Here is a simplified guide to generate sales quotation using SAP Business One.

You can enter the following data at the header level.

Further to this we can enter the item details mentioned below which is to be quoted,

1. Item code

2. Item Name

3. Qty & no of packages

4. Line level discount

5. Tax

6. Sales employee

After creating the item level details we can enter other information such as,

1. Shipping address

2. Billing address

3. Payment terms

4. Payment method

SAP Business One automatically attaches the inquiry email received from the customer to the sales quote screen, thus ensuring the documentation is complete.

These following details can be entered in the footer section of the sales quote:

1. Sales employee – The employee generating the quote

2. Owner – the managers responsible for the quote

3. Remarks – where anything related to the quote can be entered

4. Overall discount

5. Freight

6. Tax

7. Rounding

8. Total

SAP Business One also has a wonderful features to enter the freight charges separately. That provides you the luxury to quote the items & freight separately. Once all of the desired fields are entered, you can download or print the Sales Quotation and send it to the client using the Document Generation Wizard or Document Printing in the Sales – A/R module.

So, how can you turn a possible sales opportunity to a promising client of yours? The answer is simple; with the information gathered on the opportunity and entered into Business One you are able to provide them with a complete document that lists the products or services that they need along with how, when and where they will get it.  With every feature SAP Business One provides you, the possibilities are unlimited.