Enables to create a sales quotation for customers and interested parties. This is an informal document which does not create any accounting or stock transaction, and can be fully updated at any time. The sales quotation can be used as a base document for sales order, delivery and A/R invoice.

Enables users to enter customer orders. The user can determine whether ordered items can be placed on back order or if partial delivery of an order is allowed. For each order, users can specify multiple dates, including request, delivery, and cancel dates. Although the sales order does not create an accounting or stock transactions, it updates an accumulator of ordered quantities, so the user can track the required stock level.

The sales order can be used as a base document for delivery, A/R invoice and purchase order.

Create Purchase Order from Sales Order

Enables users to open a Purchase Order window automatically from the Sales Order window, so once a Sales Order is created, a Purchase Order for the ordered items is created as well. This can help maintaining the required inventory quantities.

A formal document which is created whenever goods are shipped to customer, in case an invoice has not yet been created. The Delivery creates the required stock transactions, while no accounting transaction is made.

The delivery can be used as a base document for A/R invoice and returns documents. It can not be changed or deleted after it is created.

Enables the user to create returns document. This document creates a stock transaction, and can be created based on delivery. The returns cannot be changed after creation. It can be used as a base document for A/R credit memo.

This document enables users to invoice the customer before the goods are delivered. It creates only the required accounting transactions, while the stock transactions are created later, when the goods are shipped and a delivery based on the A/R reserve invoice is created. It is possible to create an A/R reserve invoice with a zero amount. You may use this option to reserve items that should be delivered without a charge, for example, items that are part of a promotion or under the coverage of a service contract.

Provides the user a quick way to gather rows from several base documents to single target document according to user-defined parameters. The Document Generation Wizards supports the special row types: alternative item row, text row and subtotal row.

Supports backorder processing functionality, that enables you to track quantities that cannot be delivered to customers due to inventory shortages. You can use the backorder to track shortages and fulfill missing orders when items are received to inventory. This new feature includes:

• Backorder report
• Option to close a specific row in sales order
• Option to change quantities in a partially delivered order
• Option to add a zero quantity row to a delivery document

Enables users to call up a window for calculating gross profit, when a sales document is being processed. SAP Business One calculates the gross profit using one of the following methods:

• Profit/Sales Price
• Profit/Cost Price

The gross profit calculation method is selected during system configuration, and the user can choose the price list from which the base price is taken. SAP Business One 2005 A SP01 considers changes in the item cost while calculating the gross profit: when drawing items from base to target document, the base price for gross profit is updated according to the change in the item cost, to ensure accurate gross profit calculation.

Enables the user to determine the row type in all sales and purchasing documents of Item Type. The available row types are:

Alternative - Enabled only in sales quotation. This type indicates that the item which appears in that row is offered as an alternative to another item. An Alternative type row will be ignored by all the calculations which are performed in the document. For example Total Amount, Tax Amount, Subtotals, Total Before Discount etc.

Text - this option allows you to type free text in a selected document row. 

Subtotal - this is used to calculate a subtotal of the document rows which are located above the subtotal row type. Also supports multi-levels subtotals. That is, a global subtotal of several secondary subtotals which are located above it. With every update made in the document, the subtotal will be recalculated. For example, when deleting or adding rows. 

Intrastat (intra-European-Union-trade statistics) reporting is a comprehensive statistical system for the monitoring of the goods between member states of the European Union. The Intrastat Add-on creates the country specific declaration files from SAP Business One data for declaration to the statistical office.

Enables a vendor to request partial or full payment in advance from a customer, before the customer is invoiced. SAP Business One supports two methods of down payment processing: down payment invoice and down payment request:

Down Payment Invoice -  enables the user to create the appropriate accounting postings once the down payment is performed. After the actual payment is made, the down payment invoice is cleared through the creation of the final invoice. 

Down Payment Request - enables the user to document the down payment without creating any postings. In this case the down payment becomes evident in accounting only after the down payment request is paid. The down payment is cleared when the final invoice is paid.   

All down payments processes described above are available for both A/P and A/R documents.

Displays a list of the open documents in purchasing and sales. Enables users to use this list as a basis around which they organize day-to-day work. For example, this function can ensure that users have completed tasks on time. These reports also highlight any possible inconsistencies in the business and enable users to correct them accordingly. 

A purchasing or sales document is incomplete until the transaction is transferred to a follow-on document. In the case of an order, the follow-on document is, for example, the delivery of the order. In the case of an outgoing invoice, it is an incoming payment.

In addition, the user can generate through this report a list of the missing items. 

Enables users to analyze sales volume from three perspectives: sales volume per customer, sales volume per item, and sales volume per sales employee. Enables users to combine these three perspectives to gain a better overview of sales.

The wizard supports the user in transferring, for example, offers or order acknowledgements of SAP Business One to a project contract.