LAKE logo
  • Solutions
    • Solution Name
      • Infor SunSystems
      • Proactis
      • SAP Business One
    • Solution Area
      • AP Automation
      • Budgeting and Forecasting
      • Contract Management
      • Dashboards and Reporting
      • ERP
      • Expenses Management
      • Financial Management
      • Manufacturing
      • MRP
      • Purchase-to-Pay
      • Sourcing
      • Supplier Management
      • WMS
  • Sectors
    • Animal Feed
    • Commercial
    • Education
    • Energy
    • Financial Services
    • Food and Drink
    • Manufacturing
    • Not for Profit
    • Retail
    • Social Housing
    • Wholesale & Distribution
  • Testimonials
  • Resources
    • Blog
    • News
    • Solution Guides
      • Infor SunSystems
      • SAP Business One
    • Webinars
      • Proactis
      • SAP Business One
  • About
    • About us
    • Careers
    • Meet the Team
    • Services
      • Implementation
      • Support
      • Integration
      • Solution Healthcheck
      • Training
    • Social Responsibility
  • Customers' Area
  • Contact
  • Solutions
    • Infor SunSystems
    • Proactis
    • SAP Business One
  • Sectors
    • Animal Feed
    • Commercial
    • Education
    • Energy
    • Financial Services
    • Food and Drink
    • Manufacturing
    • Not for Profit
    • Retail
    • Social Housing
    • Wholesale & Distribution
  • Testimonials
  • Resources
    • Blog
    • News
    • SAP Guides
    • SunSystems Guides
  • About
    • About Us
    • Careers
    • Meet the Team
    • Social Responsibility
  • Customers' Area
  • Contact
SAP Business One logo

Sales and Customer Management

SAP Business One


SAP Business One includes all the tools you need to streamline the entire sales process and improve the customer experience - from initial contact to after sales service.

Sales and Customer Management icon

eCommerce Integration

Automate Sales Orders and deliveries by leveraging seamless integration with eCommerce, marketplace, and courier platforms. Synchronise and share information about your products, prices, shipping information and stock availability.


 
Sales and Customer Management icon

Process Efficiency

Enter data once only. Reduce duplication of effort and human error with documents flowing naturally through the sales business process, from sales order to cash, and track them through every stage with the aid of a visual Relationship Map.

 
Sales and Customer Management icon

Multiple Price Lists

Maintain multiple price lists linked to web shops, items, or customers. Apply discounts based on criteria such as volume, period, discount group, customer, or supplier.

Sales and Customer Management icon

Revenue Maximisation

Maximise opportunities for up-selling and cross-selling with real-time display of popular, recommended, and complementary products.

 
Sales and Customer Management icon

Customer Service

Track the history of all serial numbered items sold and purchased. Maintain a full service history for the entire service or warranty period. Improve customer experience by maintaining a searchable knowledge base of solutions.

 
Sales and Customer Management icon

Sales Reporting

View product and customer trends over time. Analyse profits, track sales team and employee performance. Enjoy real-time reporting and powerful MRP features to ensure you always have the stock that's needed when it's needed.


Key features:

The following are some of the key features included in the SAP Business One Sales and Customer Management module:

Sales

  • Mobile Sales App
  • Document Approvals
  • Sales Opportunities
  • CRM
  • Sales Calendar and Activities
  • Campaign Management
  • Blanket agreements (Contract)
  • Sales Quotation
  • Sales Order
  • Down Payment
  • Pick List
  • Sales Delivery
  • Sales Invoice/Credit note
  • Automated Invoicing Routine
  • Recurring Documents
 

Customer Service

  • Mobile Service Technician App
  • Service Management
  • Service Call
  • Service/Warranty Contract
  • Equipment Cards (Customer Assets)
  • Technician Calendar
  • Solutions Knowledge Base
  • Average Closure Time Reports
 

Reporting

  • Sales Pipeline/Forecast Reporting
  • Sales Opportunity Kanban
  • Sales Analysis
  • Sales Dashboards
  • Product & Customer Analysis
  • Country Sales Reports
  • Gross Profit Reporting/Calculations
  • Service Management Reports


SAP Business One Beginners Guide for ManufacturingSAP Business One Beginners Guide for Manufacturing SAP Business One Beginners Guide for Wholesale DistributionSAP Business One Beginners Guide for Wholesale Distribution

Beginners Guides
SAP Business One

You've heard that SAP Business One is a market-leading ERP solution for small to mid-size companies. But is it suitable for your business? Download these guides to find out.

Download guide


Download guide


Take the next step

Chat icon

Chat now

Phone icon

Call us on 0113 273 7788

Webinar icon

Book a tailored demonstration


Take the next step

Chat icon

Chat now

Phone icon

Call us on 0113 273 7788

Webinar icon

Book a tailored demonstration


Solution Name

Infor SunSystems
Proactis
SAP Business One


Sectors

Animal Feed
Commercial
Education
Energy
Financial Services
Food and Drink
Manufacturing
Not for Profit
Retail
Social Housing
Wholesale & Distribution


Resources

Blog
News
SAP Business One Guides
SunSystems Guides
Testimonials


About

About us
Careers
Social Responsibility


Get in touch

Contact
Customers' Area


Quicklinks

About

Blog

Contact

Customers' Area

News

Testimonials


 

Infor SunSystems

Proactis

SAP Business One

© 2025 LAKE
Privacy Policy
Sitemap

YouTubeLinkedin