Explore Our 3-Tier Solution
Operations
Lays the foundation for operational control modules like
Quotations, Orders, Invoicing, and Inventory.
Designed for teams managing day-to-day workflows, this tier improves visibility across purchasing, sales, and stock — making operations more efficient and better informed.
Up-to-date dashboards and self-serve analytics help users make quicker, data-driven decisions with less reliance on IT.
Financial Reporting
Empowers finance teams with fast, accurate reporting tools for Accounts Payable (A/P), Accounts Receivable (A/R), and GL Financial Reporting.
It automates key financial processes and simplifies tasks like month-end close and audit preparation.
Built-in templates and traceable data flows increase accuracy, reduce manual work, and support a more confident financial reporting cycle.
Budgeting and Forecasting
Turn data into strategy with the Sales Budgeting and Forecasting module.
Organizations can plan ahead using intuitive dashboards, flexible budget structures, and scenario modeling tools.
Teams can track performance, compare projections, and adjust forecasts with up-to-date data — helping leadership stay agile and aligned to revenue goals.
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At its core, NewIntelligence’s QuickStart Solution for SAP Business One is more than just a collection of dashboards — it’s a powerful narrative engine for your business. Each module captures a different chapter in your company’s story, from the moment a quote is created to when revenue hits the books or inventory hits the shelves.
By organizing insights into three tiers — Operations, Financial Reporting, and Budgeting & Forecasting — QuickStart lets decision-makers see how departments interconnect, how strategies perform, and where opportunities lie. It turns your SAP B1 data into an actionable report card that reveals how your business is really doing — and where new opportunities lie.
Inventory
Optimizes inventory turnover, minimizes holding costs, and prevents stockouts.
The Inventory module allows you to analyze key inventory metrics in SAP Business One, including On Hand, On Order, and Committed quantities. Users can view data at the item level or summarize it at different levels of granularity, with the flexibility to break down results by warehouse for detailed operational insights.
Watch VideoInvoicing
Facilitates better cash flow management and reduces outstanding receivables.
The Invoicing module allows you to analyze all invoices in SAP Business One. It enables reporting on both sales invoices and sales credits, consolidating them for a net position while also distinguishing transactions by type. Users can analyze data by item, customer, or sales representative, and track key metrics such as quantity, sales, and cost for precise operational insights.
Orders
Improves order processing efficiency and customer satisfaction through timely deliveries.
The Orders module allows you to analyze all orders in SAP Business One. It enables reporting on orders entered into the system, with the ability to view results by item, customer, or sales representative. Users can track key metrics such as quantity, sales, and cost for detailed operational insights.
Quotations
Enhances forecasting accuracy and identifies successful sales strategies.
The Quotations module allows you to analyze all quotes in SAP Business One. It enables reporting on quotes entered into the system, with the ability to view results by item, customer, or sales representative. Users can track key metrics such as quantity, sales, and cost for detailed operational insights.
Accounts Payable (A/P)
Improves cash flow management and vendor relations.
The Accounts Payable module allows you to analyze all AP invoices at the header level in SAP Business One. It enables reporting by supplier and provides visibility into key metrics such as invoice amount, paid amount, and discounts applied for accurate financial insights.
Watch VideoAccounts Receivable (A/R)
Enhances collection efforts and reduces days sales outstanding (DSO).
The Accounts Receivable module allows you to analyze all AR invoices at the header level in SAP Business One. It enables reporting by customer and salesperson, with visibility into key metrics such as invoice amount, paid amount, and discounts applied for accurate financial insights.
GL Financial Reporting
Provides a clear view of financial health and supports strategic planning.
The GL Financial Reporting module provides access to interactive reporting on income statements, balance sheets, and journal entries in SAP Business One. Users can analyze GL data by period, chart of accounts, and version (such as actual versus budget), with visibility into key GL measures for detailed financial insights.
Read MoreSales Budgeting Dollars
Aligns revenue targets with business objectives and market trends, providing a clear financial view to guide strategic decisions.
The Sales Budgeting Dollars module within the Budgeting & Forecasting tier enables businesses to plan sales budgets in revenue terms at multiple levels of granularity. Users can compare the current year’s budget with actual sales from previous years by item group, customer channel, or salesperson. The module also provides a sandbox environment for creating simulations, such as applying percentage increases to last year’s actuals, to evaluate potential outcomes and refine sales targets.
Sales Budgeting Case Quantity
Aligns volume-based sales planning with operational reality, improving forecast accuracy, inventory alignment, and decision-making efficiency.
The Sales Budgeting Case Quantity module within the Budgeting & Forecasting tier allows businesses to plan sales budgets based on product volumes rather than revenue alone. Users can enter forecasted case quantities, with the system automatically calculating sales revenue, cost, and gross profit using SAP Business One price lists and cost data. Budgets can be created at multiple levels of detail—by customer group, individual customer, or product item—and compared against actual sales performance in real time. A sandbox environment supports simulations, such as adjusting case quantities by a set percentage, to assess the impact on financial outcomes.
Accounts Payable Detail (AP Detail)
Gives SAP Business One users granular insight into purchasing activity, improving accuracy in landed cost analysis, vendor auditing, and PO reconciliation — all while enhancing visibility into procurement processes.
The AP Detail module provides line-level visibility into purchase orders in SAP Business One. Users can analyze each PO line by supplier, item, warehouse, delivery date, unit price, duty fee, exchange rate, and more. The module also integrates with related data such as supplier country, item descriptions, and warehouse details, enabling comprehensive cross-functional reporting.
Available to Sell
Helps sales reps promise accurate delivery dates and avoid overbooking.
The Available to Sell module provides visibility into inventory from the combined perspective of what is on hand, what is being shipped to customers, and what is still incoming. Data can be analyzed by item and by warehouse for a complete view of inventory availability.
Watch VideoCampaigns
Measures ROI and refines future campaigns for better targeting.
The Campaigns module streamlines sales campaign management with comprehensive tracking and reporting features. Beyond traditional flyer campaigns, it provides insights into metrics such as business partner involvement and sales quantity, enhancing sales strategy with advanced tracking and analytics.
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Container Management
Streamlines import logistics and supports accurate inventory planning.
The Container Management module helps streamline warehouse and purchasing operations by providing real-time visibility into container data. Through integration with Produmex, users can track incoming shipments, monitor container information, and view expected arrival times. This consolidated view enables greater efficiency and control in purchasing and logistics processes.
Read MoreCustomer Insights
Enables segmentation and tailored marketing or service strategies.
The Customer Insights module enhances reporting and dashboarding by categorizing customers and providing robust visualization tools within SAP Business One. It integrates seamlessly with systems like Salesforce to help businesses monitor customer behavior, identify issues, and make informed strategic decisions.
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Customer Price History (CPH)
Supports pricing negotiations and consistency across accounts.
The Customer Price History module provides visibility into historical price changes by customer, item, or customer group. Users can track when a price change occurred and view current list prices, offering insights into pricing trends and highlighting customers who may be due for price adjustments.
Read MoreCustomer Relationship Management (CRM)
Improves win rates and customer lifetime value.
The CRM module provides visibility into all CRM activities within SAP Business One, including meetings, tasks, and associated time. Data can be analyzed by salesperson, customer, or period, and combined with Quotations, Orders, and Sales to measure which CRM activities are driving results.
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Delivery
Improves delivery reliability and customer communication.
The Delivery module provides visibility into a company’s total cost breakdown, including freight, to help analyze expected gross margin before shipping and invoicing. It highlights deliveries that fall short of gross profit margin benchmarks, supporting more accurate margin management.
Read MoreDemand Forecasting for Inventory Management
Optimizes stock planning and avoids costly over- or under-stocking.
The Demand Forecasting module predicts customer demand for inventory items over a defined time period by linking current stock levels with historical demand and sales data. Insights can be analyzed across items and warehouses to optimize inventory planning.
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Drafts
Reduces processing errors and allows better workflow tracking.
The Drafts module provides visibility into draft documents within SAP Business One, offering a unique perspective on the ordering process. Drafts differ from regular orders by allowing partially completed information, giving users the flexibility to make changes and complete orders at a later time.
Read MoreFulfillment Reporting
Enhances customer satisfaction and operational visibility.
The Fulfillment Reporting module provides visibility into order fulfillment against invoices. It tracks metrics such as short quantity, lost revenue, and fulfillment percentage, with reporting available by customer, item, salesperson, or warehouse. The module helps measure service-level agreements and identify areas for improvement.
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GL Financial BOD (Board of Directors)
Fast executive overview to drive daily financial decisions.
The GL Financial BOD (Board of Directors) module delivers executive-level financial reporting tailored for board meetings and strategic reviews. Built on IBM Cognos Analytics, it provides clean, presentation-ready views of income statements, balance sheets, KPIs, and variances. It transforms complex general ledger data into actionable insights, enabling leadership teams to make faster, more informed decisions.
GL Financial Templates
Saves time and ensures consistency across financial reporting.
The GL Financial Templates module generates financial metrics such as income statements, balance sheets, KPIs, and segment codes by leveraging SAP Business One data. It integrates with GL Financial Reporting and adds a dedicated Financial Templates folder to the chart of accounts, structured based on GL templates defined in SAP Business One.
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Landed Cost Analysis
Supports accurate pricing and profitability analysis.
The Landed Cost Analysis module provides visibility into total landed costs by including all expenses associated with a shipment. Fixed costs are prorated across all items based on shipped quantities, first costs, or weights, giving businesses a comprehensive view of true shipment costs.
Read MoreOpportunities
Empowers SAP B1 users to track and analyze their sales pipeline in real time, improving forecasting accuracy and sales performance visibility.
The Opportunities module tracks all sales opportunities entered by the sales team in SAP Business One. It captures key details such as opportunity status (Open, Won, Lost), expected close dates, customer information, and potential revenue and profit values. The module also tracks progress through sales stages and links opportunities to actual SAP transactions for comparison.
Purchasing
Ensures timely restocking and cost-effective buying.
The Purchasing module provides visibility into company purchases by vendor or item, down to the purchase order level. Users can analyze quantities, costs, and other key metrics, as well as track when items are due to arrive. This enables comprehensive analysis of purchasing activity and spend.
Return Requests
Identifies quality or satisfaction issues and streamlines return handling.
The Return Requests module streamlines return management by integrating with sales orders and initiating processes before credit issuance in SAP Business One. It enhances reporting on return reasons and codes, improving operational efficiency and visibility into return activity.
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Serial Activity
Gives businesses complete traceability of serialized items, improving inventory accuracy, service tracking, and compliance with minimal effort.
The Serial Activity module provides end-to-end visibility into serialized inventory items in SAP Business One. Users can track each item by serial number through its full lifecycle, from purchase and inventory movement to sales, delivery, and service. Built with IBM Cognos dashboards, the module supports drill-downs into historical activity, service events, and warranty status. It improves traceability, compliance, and quality control while streamlining service management and accountability.
Service
Improves post-sale support and customer retention.
The Service module supports businesses managing RMAs, repair, and service calls by providing reporting and visibility into all service activities. It tracks details such as RMA numbers, assigned staff, subjects, serial numbers, and status (open, closed, pending). Filtering and reporting capabilities provide organizations with the visibility needed to manage service operations effectively.
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Short Ship
Supports fulfillment accuracy and inventory reconciliation.
The Short Ship module compares ordered quantities with what was actually shipped, allowing analysis of back-order quantities and short-ship data. Reports can be generated by customer, salesperson, item, item family, or item group, at any level of detail.
Read MoreWarehouse Picking
Reduces warehouse errors and accelerates order fulfillment.
The Warehouse Picking module provides insight into warehouse activity by analyzing orders being picked and by whom. It tracks metrics such as sales order quantity, delivered quantity, and picked quantity, with visibility by item, customer, and warehouse. This helps managers evaluate staff performance and monitor operational efficiency.
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