3 Tiers of QuickStart for SAP B1
Operations
Starts with 4 base modules: Quotations, Orders, Invoicing, and Inventory.
Financial Reporting
Has 3 modules: GL Financial Reporting, Accounts Payable, and Accounts Receivable.
Budgeting and Forecasting
Includes Sales Budgeting and Forecasting
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We’ve created approximately 20 pre-built modules based on best practices, with powerful analytics tools from IBM Cognos to deliver a self-service solution unlike any other.
Below is an overview of our continuously growing and evolving selection of modules for our QuickStart solution, aside from the base modules mentioned above within each core subject area, all are available ad-hoc and can be added anytime.
Quotations
This Quotations module for operations allows you to analyze all quotes in SAP Business One. It will allow you to report on quotes entered into the system from the perspective of item, client, and sales representative for a variety of metrics including quantity, sales and cost to name a few.
Orders
The Orders module for operations allows you to analyze all orders in SAP Business One. It will allow you to report on orders entered into the system from the perspective of item, client, and sales representative for a variety of metrics including quantity, sales and cost to name a few.
Invoicing
The Invoicing module for operations allows you to analyze all invoices in SAP Business One. It will allow you to report on sales invoices and sales credits entered into the system. The system will consolidate both sales and credits for a net position but also allow you to differentiate between sales and credits with a transaction type. You will be able to analyze from the perspective of item, client, and sales representative for a variety of metrics including quantity, sales and cost to name a few.
Inventory
The Inventory module for operations will allow you to look at various metrics related to inventory. These include On Hand, On Order and Committed. You also have the ability to analyze the information at the item level as well as summarize the information at whatever level of granularity you would like. You also have the ability to look at this information by Warehouse.
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Available to Sell
The Available to Sell module for operations provides the ability to look at inventory from the combined perspective of what items are on hand, what is being shipped to customers, and what is still incoming, viewable by warehouse and by item.
Watch VideoCampaigns
The Campaigns module for operations is a tailored tool that streamlines sales campaign management, offering comprehensive tracking and reporting features. Beyond traditional flyer campaigns, it provides insights into metrics like business partner involvement and sales quantity, revolutionizing sales strategy with enhanced tracking and analytical capabilities.
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Container Management
The Container Management module for Operations allows you to streamline your warehouse operations and improve efficiency, empowering you to have greater visibility into your purchasing operations. The seamless integration with Produmex provides access to container information in real-time, track incoming shipments, and see when the orders would arrive. By combining these powerful data sources, we bring you a comprehensive view of your purchasing process.
Read MoreCRM
The CRM module for operations is for those that are using CRM inside of SAP Business One. It allows clients to see all activities, including meetings and tasks, and time associated with each, providing visibility into the activity that is being done inside of SAP B1. This information can then be viewed by Salesperson, by Customer or by Period and together with Quotations, Orders and Sales allows users to see which activities within the CRM are generating results.
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Customer Insights
The Customer Insights module for operations revolutionizes reporting and dashboarding by categorizing customers, offering a comprehensive overview inside SAP B1, and providing robust visualization tools. Seamlessly integrating with systems like Salesforce, it empowers businesses to monitor customer behavior patterns, identify issues, and make strategic decisions, representing a significant leap forward in operational efficiency.
Read MoreCustomer Price History
The Customer Price History module for operations allows the user to see historical price changes over time by Customer/Item or Customer Group identifying when a price change occurred and what date it happened. It also shows the current list price for the item to which that customer belongs. This provides insight into which customers may be due for a price adjustment in an easy manner.
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Delivery
The Delivery module for operations allows our clients to see their company’s total cost breakdown, including freight, in order to analyze their true expected gross margin prior to shipping out their orders and invoicing them, thus providing reporting of which deliveries fell short of their set gross profit margin benchmark.
Read MoreDemand Forecasting for Inventory Management
The Demand Forecasting for Inventory Management module for operations allows clients to predict customer demand for inventory items over a defined period of time by linking “what you have” to “what you should have” based on analysis of historical demand/sales data across items and warehouses.
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Drafts
The Drafts module for Operations provides visibility on drafts within SAP Business One, offering a unique perspective on the ordering process. SAP Business One refers to these documents as drafts themselves. This terminology highlights their distinct nature from regular orders. The Drafts module enables you to work with partially completed information, giving you the flexibility to make changes and complete the order later.
Read MoreFulfillment Reporting
The Fulfillment Reporting module for operations includes capabilities to uncover insights on Fulfillment against Orders vs Invoices. The module also helps to measure the Short Quantity, Lost Revenue, and Fulfillment %. You can see this information by Customer, Item, Salesperson, Warehouse, etc. Truly allowing you to see your SLA and identifying what areas need improvement.
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Landed Cost Analysis
The Landed Cost Analysis module for operations allows clients to see their landed costs but with a view of including the entirety of any given shipment. Fixed costs associated with a shipment are prorated across all items contained within it based on shipped quantities, first costs and even weights, providing a comprehensive view of where the true costs lie.
Read MorePurchasing
The Purchasing module for operations allows our clients to see what the company is purchasing by Vendor, by Item down to the individual Purchase Order with a view of Quantities, Cost and a variety of other metrics to analyze various PO’s. It also provides the ability to see when items are due to come in so that you have full blown analysis on where your spending is occurring.
Return Requests
The Return Requests module for operations streamlines returns by integrating with sales orders, providing detailed information, and initiating processes before credit issuance inside SAP B1. Its versatility, customization support, and seamless integration enhance reporting capabilities, offering operational efficiency and valuable insights into return reasons and codes.
Read MoreService
The Service module for operations allow companies that handle RMAs with repair and service calls, better reporting and visibility on various aspects of the service department, detailing items such as RMA numbers, who they are assigned to, subject, serial number, and more. Filtering by priority and status (open, closed, pending) provides organizations with the visibility required to make informed and important decisions.
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Short Ship
The Short Ship module for operations allows clients to compare ordered quantities with what was actually shipped. Users can review the back-order quantity, and analyze the short-ship quantities by customer, salesperson, item, viewed by item family or item group, at any level of detail.
Read MoreWarehouse Picking
The Warehouse Picking module offers an analysis on what orders are being picked and by whom allowing managers to take a closer look at their key personnel, and monitor or measure their performance. This module looks at a variety of metrics related to what has been picked in the warehouse. Taking into account the Sales Order Qty, Delivered Sales Qty and the Picked Qty to name a few. This module will provide the ability to look at the information by item, customer as well as warehouse.
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GL Financial Reporting
The GL Financial Reporting module provides access to interactive General Ledger (GL) reporting for your income statements, balance sheets and journal entries. Now you can Explore GL Income Statement and Balance Sheet Information in Excel or via browser with NewIntelligence’s Quickstart Solution for SAP Business One. You can explore GL Periods, Chart of Accounts, Versions (Actual versus Budget) and GL measures.
Read MoreGL Financial Templates
GL Financial Templates allows users to leverage information from SAP Business One and generate financial metrics such as income statements, balance sheets, KPIs, segment codes, and display orders. Our QuickStart module seamlessly integrates with GL Financial Reporting, adding a new folder called Financial Templates to your Chart of Accounts. The structure of this folder closely resembles the existing Chart of Accounts in our model but is built from the GL templates you have defined in SAP B1.
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Accounts Payable
The Accounts Payable module for financial reporting allows you to analyze all AP Invoices at the header level in SAP Business One. It will allow you to report on AP Invoices entered into the system from the perspective of supplier for a variety of metrics including invoice amount, paid amount and discounts applied to name a few.
Watch VideoAccounts Receivable
The Accounts Receivable module for financial reporting allows you to analyze all AR Invoices at the header level in SAP Business One. It will allow you to report on AR Invoices entered into the system from the perspective of customer and salesperson for a variety of metrics including invoice amount, paid amount and discounts applied to name a few.
Sales Budgeting
The Sales Budgeting module for Budgeting & Forecasting allows you to plan at different levels of granularity and simplify your budgeting and forecasting processes. You can also compare the current year’s budget versus actual sales of previous year by item group, customer channel and salesperson. The Sales module also allows you to create a simulation in the form of a sandbox for increasing the budget, as well as how to use last year’s actuals as a baseline increasing them by 10%.
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