At NewIntelligence, we’ve created our QuickStart solution to help our SAP Business One customers get more from their reporting, dashboarding, and planning.
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.
Operations starts with 4 base modules:
Quotations, Orders, Invoicing, and Inventory.
Finance has 3 modules: GL Financial Reporting, Accounts Payable, and Accounts Receivable.
Sales Budgeting & Forecasting is another key module as we continue to deliver adaptable and fully integrational modules for our 3 core subject areas: Operations, Financial Reporting as well as Budgeting and Forecasting.
You can also take advantage of a dozen more modules as your business needs evolve.
Below is an overview of what those modules are, all of which are available ad-hoc and can be added anytime.
It’s never been easier to QuickStart a new level of business intelligence. Don’t forget to reach out for us if you would like to integrate any of these modules to upgrade your SAP Business One experience with QuickStart.
Operations Modules for SAP Business One
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.
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.
CRM
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.
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.
For more information read our blog on Delivery.
Demand 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.
For more information read our whitepaper on Demand Forecasting for Inventory Management.
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 the whitepaper on Landed Cost here.
Purchasing
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.
Service
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.
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.
Warehouse 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.
For more information read our blog about Warehouse Picking.
Financial Reporting Modules for SAP Business One
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.
For more information on GL Financial Reporting visit this page.
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.
Accounts 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.
Budgeting & Forecasting Modules for SAP Business One
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%.
For more information on Sales Planning, Budgeting and Forecasting, read our blog.
New Modules Continually Added
NewIntelligence’s modules from QuickStart were developed for SAP B1 customers by SAP B1 cusomers. We listened to the challenges that customers faced and created the modules inside SAP Business One that would solve them, making SAP B1 more efficient, time saving and easy to use.
We are continually adding new modules to this list, so check back frequently or inquire with our team to learn what we have in store next. If you have ideas for new modules, we would love to hear your suggestions and work with you to optimize your SAP Business One experience.
If you are an SAP Business One customer and are interested in learning more about our modules, or are looking for a solution to a problem you face, you can learn more about the way we work by hearing from some of our customers here, or getting in touch.
