Crm opportunity management for purchasing

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hi and welcome to this leverage technologies overview of purchase management in SA P business 1 what we have in front of us is sa P business 1 Hana and we're currently looking at version 9.1 he said brief overview of the opportunity management but focusing more on the purchasing side of opportunity management in SA P business 1 let's open up the opportunity management screen and opportunities now those of us familiar with s AP Business one will know that one of the great features of the CRM is sales opportunity management I can see now under 9.1 I've got a new element which is purchasing opportunity management so what do you say P have done is extended the opportunity management beyond pure sales opportunity management to help us with our purchasing and purchase management so effectively this might be a situation where we have various stages to go through where we are negotiating with a supplier on purchase management and we can now manage that through ASAP Business one so let's click on the purchasing button now let's call up one of our suppliers it says lasercom we're talking to Jimmy and in the next twenty days we're looking to purchase a hundred thousand dollars worth of equipment as with the sales opportunity management I can put things like level of interest I can put a description in the interest range I can put some notes in here so let's just say looking to purchase new capital equipment for the Wayne house ok I can have my various stages now in this instance I put that the first stage is a request for information and RFI then a supplier meeting then we shortlist our suppliers we then negotiate with the suppliers we've put forward the agreements sign the agreements of course you can define your own stages at this point in time but I'm currently going to say we're skipping the RFI of stage and we're going straight to supply a meeting and because we know the supplier we've probably got a 40% chance that we will buy from this supplier we can make notes about whether or not the supplier is partnering with someone else who else may be competing with this supplier to win our business so effectively what we're doing here inside the SI P business 1 purchasing opportunity management is we're managing the various stages of the purchase cycle from the very early stages of an RFI supplier meeting shortlist negotiation through to the actual conclusion of our purchase from that supplier obviously we can also add in elements like documents so we can put into here the purchase order for example that we eventually allocate to this purchasing opportunity we can attach documents so you know as with other SAPD function and let's see what we're doing is we're keeping all of the relevant information about this purchase management purchase opportunity management together in one place we're keeping information about the stage we're at we're keeping attachments for example the contract that we might sign we can put the purchase order into here we can obviously also do things like we can you know put an activity so again we're consolidating our information together in one place so that's a great function of just a little enhancement that sa P is put into the opportunity management to allow us to incorporate both sales and purchasing opportunity management thanks for watching the presentation I hope you've enjoyed it please don't forget that there's lots of additional information and blogs available on our website at leverage tech comm that I you thanks for watching