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The digital sales process in SAP centrally controls all steps from the opportunity through quotations, orders and deliveries to the invoice. You can see at a glance which quotations are open and which customer inquiries and orders need to be processed. All sales activities can be coordinated efficiently, decisions can be made more quickly and customers can be optimally supported. At the same time, processes are documented transparently and legal requirements such as the e-invoicing obligation are complied with.

Field of application

  • Mapping and controlling the entire sales process from quotation to order to invoicing
  • Central storage and overview of all sales-relevant documents such as quotation documents, calculations, contracts, invoices and customer communication in a digital file
  • Improved collaboration between sales, purchasing, technology and controlling on the basis of a shared information platform
  • Support in complying with legal requirements

Functions

  • Process-controlled document management, in which documents, e-mails and other information are stored in a structured manner and integrated into workflows
  • Support of approval and coordination processes in sales through integrated workflows
  • Linking with other files such as customer files, material files, equipment files or purchasing files
  • Automatic deadline monitoring and resubmissions
  • Integration of an e-invoicing solution from our partner itprocess for the electronic creation and processing of invoices possible

Compliance

  • Role-based access and authorization control based on SAP organizational units
  • Audit-proof archiving with complete logging of all changes
  • Transparent documentation of approvals and decisions for audits and internal controls
  • Cross-location, GDPR-compliant use also possible from the home office

Added value

  • Save time and reduce errors by reducing manual and repetitive tasks
  • Increased efficiency, as workflows and deadlines are supported by the system
  • Improved location-independent collaboration within and across departmental boundaries
  • Fast and centralized access to all information on sales projects and customer processes
  • Greater transparency across the entire sales process
  • Accelerated decision-making and approval cycles thanks to workflows and deadline monitoring
  • Compliance with legal requirements such as GDPR
  • End-to-end digitalization of the order-to-cash process including electronic invoicing possible

Digital personnel file
Manage personnel processes transparently and efficiently
Digital purchasing processes
Transparency and deadline control for open quotations and current orders
Digital contract file
Mapping of the entire contract cycle from draft to signature
Digital project file
All project documents, data and deadlines centrally in one place
Material file
Digital product management from product idea to production and service
Digital production file
Control production processes more efficiently and speed up workflows
Real estate file
Overview and control of property management
Digital funding management
Management of subsidies in the budget of public institutions

Live. Practical. Informative.

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Learn live from a practical example how you can use our digital file to speed up your sales processes in SAP, make decisions faster and achieve your goals efficiently.

 

It bundles all steps from initial customer contact to quotations, orders, deliveries and invoicing centrally and transparently and supports the entire process with workflows, among other things.

It increases efficiency through centralized information management, automated workflows and fast decision-making processes, reduces errors and accelerates the entire sales cycle.

It enables audit-proof storage of all documents and GDPR-compliant access from other locations or the home office, approvals are logged and a solution for fulfilling the e-invoicing obligation can be integrated without an interface.

Yes, the process supports the linking of customer files, material files, project files and other SAP data in order to create a consistent information basis.

Does the personnel file support euBP audits and BVV obligations?

Yes. The structured and traceable filing of relevant documents facilitates preparation for euBP audits and supports compliance with BVV obligations.

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