Sales and Service
The Sales and Service module in SAP Business One combines management of all stages of customer interaction — from the first contact and sales to after-sales service and support.
Key capabilities:
- Managing leads, quotations, and orders
- Automated handling of prices, discounts, and deal terms
- Document generation: invoices, delivery notes, shipments
- Registration of service requests and warranty cases
- Planning and tracking service work
- Customer database and interaction history management (CRM)
- Inventory control and product reservation for orders
- Integration with finance and accounting
- Sales and service reports and analytics (dashboards, KPIs)
- Management of warranties, service contracts, and SLAs
- Mobile access for working with orders and service requests
- Automatic reminders for contract renewals and service tasks
- Analytics on sales, customers, and service quality
Why choose SAP Business One?
For working with customers and the service process
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Full sales cycle
From lead to invoice — all stages in one system.
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Flexible pricing
Price lists, discounts, promotions, and individual terms.
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Product availability control
Reservation and real-time stock level checks.
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CRM and customer history
Interactions, tasks, segmentation, and forecasting.
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Registration of service requests
From request to closure — status and SLA control.
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Equipment and warranty tracking
Serial numbers, contracts, service history.
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Planning visits and resources
Work schedule, technician workload, spare parts.
analytics
Service analytics
Profitability, costs, and operational efficiency.
Questions/Answers (FAQ)
Important questions that arise when searching for an ERP solution for Sales and Service
Does the system support the full sales cycle — from lead to invoice?
Can the system flexibly configure prices, discounts, and promotions?
How does the system help prevent “out-of-stock” sales?
Чи є інтеграція з CRM для управління відносинами з клієнтами?
How does sales reporting and analytics work?
Does the system support multi-currency and multi-language in sales?
