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. If required, you can include in the delivery lines with negative amounts, or create delivery for negative amount.

Enables the user to create returns document. This document creates a stock transaction, and can be created based on a delivery. The returns cannot be changed after creation. It can be used as a base document for A/R credit memo. You can create returns document with negative amount, or include in it lines with negative amounts. 

Enables the user to create A/R Correction Invoice that complies with the legal requirement to issue an A/R Correction Invoice if one or more of the following happen after the original A/R Invoice was issued: rebates or discounts were granted, goods were returned, prices of goods/services were changed, any mistake discovered in price, tax rate and amount, net and gross value, quantity or unit of measure. The accounting transaction created by the A/R correction invoice is posted automatically to the default control account defined for the customer; if required, you can alternate this control account for the specific A/R correction invoice. If required, the A/R Correction Invoice can be cancelled by drawing it in to A/R Correction Invoice Reversal. 

Provides the user a quick way to gather rows from several base documents to single target document according to flexible user-defined parameters, alongside broad sorting options . The Document Generation Wizard supports the special row types: alternative item row, text row and subtotal row. In addition, you can include in the wizard run sales orders that allow partial delivery. The Document Generation Wizard enables you to draw to the target documents the exchange rate used in the base documents.

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, and also after the document has been posted, or even closed. In addition, it is possible to modify the gross profit values in existing documents. 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 for inventory items, sales and assembly bills of materials, and set a default gross profit percentage rate for services.

Since release 2005 SP01, SAP Business One 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. 

Checks the quantity in the Sales Order's rows against the available quantity in the warehouse selected in the row. If the ordered quantity is greater than the available quantity in the warehouse, a relevant window will be opened allowing the user to decide if and how to continue processing the Sales Order.

Basic ATP Report - provides information about available quantities of items in the sales order while considering open sales orders, purchase orders, and production orders. This information is also accessible from inventory reports. 

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:

A/R 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. 

A/R 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 created.   

Down Payments Process - enables the user to create A/R down payment request with or without reference to sales order, create a payment for it, draw the paid A/R down payment request to A/R down payment invoice, and eventually create a final invoice that is based on the A/R down payment invoice or on a paid A/R down payment request. The amount of the drawn A/R down payment invoice is reduced from the total amount of the final invoice. If the total amount of the final invoice is greater than the A/R down payment invoice drawn, it can be cleared by payment document.  

Down Payments Process (Canada, USA and Brazil) - enables the user to create a payment document for down payment amount directly from the sales order. The respective A/R down payment invoice is then created automatically at this time, and later can be cleared after the goods/services are delivered, and the final invoice is created.

Down Payment Process (China, Korea, and Japan)

Enables the user to link a down payment request to a final invoice without having to create a down payment invoice.

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

The down payment process is not applicable in  Israel. 

Supports drop shipment, or stockless retailing, which allows companies to sell products without carrying any inventory. Instead, companies send incoming orders to distributors that hold the inventory. The distributors supply the order to the customer, while the drop-ship company receives a commission from every sale.

Enables users to define a drop-ship warehouse in order to use the drop-ship method, and assists in creation of a purchase order when users create sales order for items defined with a drop-ship warehouse. SAP Business One will not calculate stock postings for this warehouse.

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.

In some business cases, such as when the company gives/receives free samples, or air lines customers are granted free ticket in exchanges of traveler miles, the goods/services are given/received free of charge, but the tax amounts derived from such transactions still have to be paid and reported. For this purpose, SAP Business One supports the creation of sales documents for tax amounts only.

This option is not available in Israel.

The wizard supports the user in transferring, for example, sales quotations or sales orders of SAP Business One to a project contract.

Info screens showing the project totals for planned/actual items include:

- Items -> Project Totals

- Items -> Employee Totals

- Items -> Contract Totals