B2B Customer Portal for SAP Business One

“We need to spend less time communicating stock availability to partners and understanding what can be sold.”

How it works in Versago:

• Create an internal sales view of availability based on stock, committed orders, and POs.
• Provide role-based, filtered views to external partners.

“I need a fast, accurate way to route Purchase Requests for approval and post Purchase Orders to SAP Business One.”

How it works in Versago:

• Create a Purchase Request form in Versago for employees to fill out and mark as ready.
• Add multi-level approval routing rules.
• Create a view for approvers to review and approve.
• Automatically initiate the purchase order and post to SAP.

“I need a fast, accurate way to route AP Invoices for approval and post them to SAP Business One.”

How it works in Versago:

• Vendor invoices are uploaded to a Versago form and details entered — most data completes via the SAP connection.
• Approvers have a Versago view into invoices awaiting approval and can update status.
• The approved invoice posts to SAP automatically.
• All departments and roles have visibility via Versago.

“I need to offload issuing components and handling goods receipts from senior managers using SAP to production floor staff.”

How it works in Versago:

• Provide a simple view of production orders in Versago connected to SAP.
• On tablets, floor staff open the order in Versago to capture production data.
• Automatically post order updates, goods issues, and goods receipts to SAP.
• Floor staff see immediate confirmation of updates in SAP via Versago.

“I need a way to ensure accurate shipment lists, confirm deliveries, and record customer receipt.”

How it works in Versago:

• Create a Versago view of delivery shipment lists from SAP for drivers on phones or tablets.
• Link a form for drivers to record the delivery and capture a customer signature.
• Post delivery and confirmation automatically to SAP.
• Chart delivery activity by customer, group, and other dimensions.

“I need a simple way to ensure returned items are known and available for resale immediately.”

How it works in Versago:

• Scan returned items directly into a Versago form on arrival.
• Use returned inventory to fulfill new orders immediately.
• Report on pending returns by location and date.

“I need a way to capture field service call details on location as well as order parts.”

How it works in Versago:

• Techs fill out a Versago form on phone or tablet with call details, time, parts, and signatures.
• The service call updates in SAP automatically; email confirmation with invoice goes to the customer.
• Internal roles can review complete call history in Versago.

“I need sales managers who do not have SAP access to see revenue performance across our many brands.”

How it works in Versago:

• Create a Versago view of revenue vs. budget and forecast for last year, current year, and next year.
• Add charts to visualize performance by customer, group, region, and more.

“I need PTO entry and tracking for my team without buying expensive software.”

How it works in Versago:

• Create a view for employees to see accrued, used, and remaining PTO.
• Link a form to enter PTO request details.
• Managers review and approve requests for their team.
• Add email notifications as needed.

“I need production teams to record environment conditions and test results during runs, saved with the batch in SAP.”

How it works in Versago:

• Lab techs enter required data into Versago on a tablet during the run.
• Data is added automatically at the batch level in SAP.
• Quality issues can later be traced to conditions at the time of production.