SAP Business ByDesign Sales
SAP Business ByDesign confirms 17 of the 27 sales capabilities we track, with a further 4 partially covered. Its deepest coverage is in Order Processing; it is thinnest on Customer Management.
SAP Business ByDesign provides solid sales functionality covering most mid-market requirements. It is not a core differentiator, but it handles standard workflows effectively.
- 17of 27
- Capabilities confirmed
- 266
- Documented features
- Order Processing
- Strongest area
- Customer Management
- Thinnest area
How SAP Business ByDesign scores against the 27 sales capabilities we track across every ERP in our catalogue.
- Order Processing5 of 7
- Pricing & Revenue5 of 7
- Post-Sale4 of 6
- Customer Management3 of 7
“Not documented” means our research has not confirmed the capability either way — it is not a finding that SAP Business ByDesign lacks it. Coverage is scored against one shared capability list, so it is comparable between products.
The sales scope SAP Business ByDesign ships, grouped as the product itself organises it.
Marketing19
Covers presales activities such as campaign planning, lead qualification, and opportunity handoff, alongside a shared repository of market, customer, and competitor intelligence. Marketing teams use it to shape strategy and hand well-qualified leads to sales.
- Target Groups and Campaign ManagementDefines audience segments and coordinates outbound campaigns aimed at them.
- Lead ProcessingCaptures, qualifies, and tracks prospective buyers' interest in specific products or services.
- Opportunity ProcessingRecords and advances qualified sales opportunities through defined stages toward a win or loss.
- Activity ManagementLogs calls, meetings, and other customer-facing tasks tied to accounts and campaigns.
- Marketing-to-Opportunity Business ScenarioConnects marketing lead generation directly through to sales opportunity creation as a single flow.
- Target Groups and Campaign ManagementDefines audience segments and coordinates outbound campaigns aimed at them.
- Lead ProcessingCaptures, qualifies, and tracks prospective buyers' interest in specific products or services.
- Opportunity ProcessingRecords and advances qualified sales opportunities through defined stages toward a win or loss.
- Activity ManagementLogs calls, meetings, and other customer-facing tasks tied to accounts and campaigns.
- Marketing-to-Opportunity Business ScenarioConnects marketing lead generation directly through to sales opportunity creation as a single flow.
- LeadsStores and manages prospective buyer records generated by marketing efforts.
- Market InformationHolds a central library of unstructured content — documents, images, and files about the company, its markets, and competitors — so staff can prepare strategy or customer meetings with current facts. Check-in/check-out controls keep the shared files current.
- Document CenterStores, organizes, and version-controls uploaded documents and files for shared team access.
- CompetitorsTracks competitor profiles — website, classification, and product lineup — so sales and marketing can position offers and messaging with an informed view of the market.
- Overviews of Business PartnersSummarizes key details for a business partner record in one consolidated view.
- Competitor ProductsCatalogs the products and services a tracked competitor brings to market.
- Target GroupsDefines lists of accounts or contacts selected for marketing outreach.
- Campaign ManagementPlans, launches, and tracks outbound campaigns across e-mail, phone, fax, and letter, and records how target-group members respond.
- CampaignsBuilds and runs e-mail, phone, fax, or letter campaigns against a chosen target group, generating a Microsoft Excel file of contact details and unique response codes for each member. After launch, marketers can see who was reached and why others were not.
- Create and Execute a Direct E-mail CampaignSets up and sends a direct e-mail campaign to a selected target group.
- Create an E-mail TemplateBuilds a reusable message layout for future e-mail campaigns.
- Importing Campaign Responses Using Microsoft ExcelLoads campaign response data back into the system from a Microsoft Excel file.
- Response OptionsDefines the set of reply categories marketers can assign to campaign responses.
Will SAP Business ByDesign meet your marketing needs? Build your requirements and perform a full analysis.
Build my requirements →Sales135
Gives sales teams a single view of deals, quotes, orders, and invoices, tying in product availability and pricing so reps can forecast accurately and spot cross-sell and up-sell openings. Fact sheets pull data from marketing, sales, and finance for a rounded picture of each customer.
- Processing Over-the-Counter SalesHandles walk-in retail transactions completed and settled at the point of sale.
- Create an Over-the-Counter SaleRecords a single walk-in sale, including items sold and payment received.
- Over-the-Counter Sales — Printing DocumentsPrints receipts and related documents generated by over-the-counter sales.
- Tax Deferral for Customer InvoicingPostpones tax recognition on a customer invoice to a later reporting period where local rules require it.
- Tax DeterminationAutomatically calculates the applicable tax on orders, invoices, credit memos, and down payments, accounting for the fact that tax rules vary by country. Generated tax reports are a starting point, not a substitute for a company's own tax review.
Capabilities 1–50
- Processing Over-the-Counter SalesHandles walk-in retail transactions completed and settled at the point of sale.
- Create an Over-the-Counter SaleRecords a single walk-in sale, including items sold and payment received.
- Over-the-Counter Sales — Printing DocumentsPrints receipts and related documents generated by over-the-counter sales.
- Tax Deferral for Customer InvoicingPostpones tax recognition on a customer invoice to a later reporting period where local rules require it.
- Tax DeterminationAutomatically calculates the applicable tax on orders, invoices, credit memos, and down payments, accounting for the fact that tax rules vary by country. Generated tax reports are a starting point, not a substitute for a company's own tax review.
- Tax Determination DetailsBreaks down the master data, rules, and special cases — exemptions, reverse charge, third-party orders — that feed the tax calculation engine.
- Master Data for Tax DeterminationMaintains the reference data, such as tax codes and jurisdictions, that tax calculations draw on.
- Elements of Tax DeterminationExplains the individual factors — location, product type, party status — that combine to set a tax rate.
- Tax Exemption Certificate ProcessingRecords and applies customer tax exemption certificates so eligible sales are not taxed.
- Tax Determination with Reverse Charge MechanismShifts the tax liability from seller to buyer for transactions subject to reverse charge rules.
- Third-Party Order Processing TaxationApplies the correct tax treatment to orders fulfilled by a third-party supplier on the seller's behalf.
- Tax on Goods and Services - Configuration GuideWalks administrators through configuring tax settings for goods and services sold.
- Tax Determination — USApplies US-specific sales and use tax rules when determining tax on transactions.
- Party ProcessingIdentifies and manages the different parties — buyer, payer, ship-to — involved in a sales transaction.
- Maintain Involved PartiesAdds or updates the businesses and contacts associated with a sales document.
- Activity ManagementTracks customer-facing tasks, calls, and meetings tied to sales accounts.
- Kits Process FlowDescribes the sequence of steps for selling a bundled kit of products.
- Create a KitAssembles multiple products into a single sellable kit item.
- Assign Sales Details to a KitSets pricing, availability, and other sales attributes for a product kit.
- Assign Valuation Details to a KitSets cost and valuation attributes used to value a product kit in inventory.
- ISR Payments - SwitzerlandSupports ISR payment slips used for customer remittance in Switzerland.
- Payment Processing Using ISR — SwitzerlandMatches incoming ISR payment data to open customer invoices in Switzerland.
- Approval for Manual Customer Invoice and Credit MemoRoutes manually created customer invoices and credit memos through an approval step before release.
- Pricing Exclusion RulesExcludes specific products, customers, or conditions from standard pricing calculations.
- About Configure Pricing StrategyExplains how to set up the rules that govern automatic price calculation.
- Pricing with Extension FieldsExtends pricing calculations to factor in custom, company-defined data fields.
- Account ManagementCentralizes account and contact records, hierarchies, addresses, and business-partner details that sales and service teams share across the system.
- Account ManagementMaintains core details — status, classification, and financial data — for a customer account.
- Activity ManagementLogs interactions and follow-up tasks recorded against an account.
- Down Payments From CustomersRecords advance payments received from a customer ahead of invoicing.
- Address ManagementMaintains postal and communication addresses for accounts and contacts.
- Business Partner Duplicate CheckFlags potential duplicate records when a new business partner is created.
- AccountsProvides an overview of every account in the system, with address, contact, status, classification, and financial details maintained once and shared automatically across work centers.
- Maintenance of Accounts and ContactsKeeps account and contact records consistent across every work center that uses them.
- Access Rights and Restrictions for AccountsControls which users can view or edit specific account records.
- Overviews of Business PartnersDisplays a consolidated summary of a business partner's key details.
- Process-Integrated Output SettingsConfigures how account-related documents are generated and delivered as part of a business process.
- Account HierarchiesMaps the parent-subsidiary structure of large customers so sales and service teams can see how related accounts connect.
- Account HierarchiesCreates and edits the hierarchy nodes that link related customer accounts together.
- ContactsLists every person linked to a company account or business partner, plus standalone contacts, with communication details, job role, and personal details such as a birth date on file.
- Maintenance of Accounts and ContactsSynchronizes contact information automatically across the work centers that reference it.
- PartnersRecords third-party business partners linked to a customer account, such as brokers or influencers.
- ActivitiesLists the interactions and tasks logged against accounts in Account Management.
- Intelligent EnterpriseApplies built-in intelligence, such as scanning business cards, to speed up creating contact records.
- Intelligent Business Contact Creation via Business Card ScanCreates a new contact record automatically by scanning a business card image.
- Customer InvoicingCreates, releases, and tracks customer invoices, credit memos, and down payment requests, with country-specific handling for markets such as Mexico, India, and China and support for point-of-sale and recurring billing.
- Customer Invoice ProcessingGenerates and manages customer invoices tied to sales orders, service orders, or confirmations.
- Customer Invoicing for Golden Tax - ChinaProduces invoices that meet China's Golden Tax System requirements.
- Down Payments From CustomersRequests and records advance payments from customers before final billing.
- Flexible Document Numbering - IndiaApplies configurable numbering schemes to invoicing documents issued in India.
Capabilities 51–100
- Invoice Processing - MexicoProcesses customer invoices in compliance with Mexican tax authority requirements.
- Mass Data Runs (MDR)Processes large batches of invoicing data in a single scheduled run.
- Multiple Tax Registration – IndiaSupports multiple tax registration numbers for companies operating across Indian states.
- Numbering of Customer Invoicing DocumentsAssigns sequential document numbers to customer invoices and related documents.
- Pricing in Customer Relationship ManagementDetermines the price customers pay using price lists, discounts, and configured pricing rules.
- Tax Determination with Reverse Charge MechanismApplies reverse charge tax treatment to eligible customer invoices.
- Upload Approval Information for Invoicing Documents Using Microsoft Excel® – MexicoImports invoice approval data from a Microsoft Excel file for Mexican invoicing.
- Usage of Bar Codes in Print Forms for Invoice Documents - MexicoAdds bar codes to printed invoice forms as required in Mexico.
- Usage of Bar Codes in Print Forms for Invoice Documents - MexicoPrints invoice bar codes on an alternate document layout used in Mexico.
- Tracking of Customs Document – MexicoTracks customs documentation, such as Pedimento numbers, linked to Mexican invoices.
- Credit Card Authorization RunsProcesses batch credit card authorizations for open customer invoices.
- Golden Tax InvoicesManages invoices issued through the Golden Tax system.
- Invoice RunsCreates customer invoices in bulk from a batch of ready sales or service documents.
- Invoice DocumentsGives access to every released and unreleased customer invoice, letting staff release, cancel, or review the underlying XML for electronic invoices generated from sales orders, service orders, or confirmations.
- Customer Invoice Form Output Language DeterminationDetermines the language used to print or output a customer invoice form.
- Invoice RequestsQueues invoicing-ready items — both automatically processed and those needing manual review — so staff can create invoice documents and trace each request back to its origin.
- Create a Customer Invoice – MexicoCreates a customer invoice that meets Mexican tax authority (SAT) requirements.
- Point-of-Sale TransactionsProcesses retail sales and cash transactions from point-of-sale systems, checking each for consistency before releasing it to inventory and financial postings, with a summary check to catch missing transactions.
- Point-of-Sale Transaction ProcessingValidates and releases individual point-of-sale sales transactions to inventory and finance.
- Point-of-Sale Transaction Processing - MexicoProcesses point-of-sale transactions in line with Mexican invoicing requirements.
- Project InvoicingBills customers for costs and milestones accumulated on a project.
- Recurring Invoice TemplatesDefines a reusable template for invoices that bill on a repeating schedule.
- Recurrence Types and Patterns in Invoice ScheduleSets the frequency and pattern — weekly, monthly, or custom — for scheduled recurring invoices.
- New BusinessManages the front end of the sales cycle — leads, opportunities, quotes, pricing, and margin — as sales reps pursue new deals.
- Pricing in Customer Relationship ManagementCalculates customer-facing prices using price lists, discounts, and configured pricing rules.
- Profit MarginShows the expected profit margin on a deal based on cost and price data.
- LeadsLets sales reps accept or reject leads handed over from marketing, then convert accepted ones into an opportunity, quote, or order. Reps can also create and qualify their own leads when marketing doesn't supply them.
- Lead ProcessingMoves a lead from initial interest through qualification toward a sales opportunity.
- Target Groups and Campaign ManagementLinks leads back to the target group or campaign that generated them.
- Leads – Configuration GuideGuides administrators through configuring lead-related settings.
- OpportunitiesTracks each sales opportunity's account, product, forecast, and competitors through defined phases, using status indicators to flag progress and recording a reason once a deal is won or lost. An optional Sales Assistant recommends next actions for each phase.
- Opportunities – Configuration GuideGuides administrators through configuring opportunity-related settings.
- Sales Cycles and Phases – Configuration GuideGuides administrators through configuring the phases of a sales cycle.
- Sales Cycles and PhasesDefines the sequential stages an opportunity moves through from open to close.
- Opportunity ProcessingAdvances a sales opportunity through its stages toward a won or lost outcome.
- Sales AssistantRecommends activities and tasks for each opportunity phase to improve win chances.
- Sales QuotesCaptures a customer's product or service requirements into a formal quote, or a quote for a contract, that a sales rep is bound to for a set period. Built-in pricing and an optional stock-availability check support the offer.
- Create Sales Quote Using Microsoft Excel®Creates a sales quote by uploading line items from a Microsoft Excel file.
- Create Quote for Contract Using Microsoft Excel®Creates a quote for a contract by uploading data from a Microsoft Excel file.
- Create a Pro Forma InvoiceGenerates a pro forma invoice to preview charges before a sale is finalized.
- Sales Quote ProcessingMoves a sales quote from creation through customer acceptance or rejection.
- Approval for QuotesRoutes a sales quote through an approval step before it is sent to the customer.
- Product and Service PortfolioMaintains the master catalog of sellable products and services, along with the pricing, tax, and catalog data sales and service documents draw on.
- Pricing in Customer Relationship ManagementCalculates prices for a product or service using configured pricing rules.
- Working with Pricing in Sales and Service DocumentsApplies and adjusts pricing directly within a sales or service document.
- Tax DeterminationDetermines the applicable tax for products and services in the portfolio.
- ProductsServes as the central place to view, create, and maintain every product a company sells, tracking readiness across purchasing, logistics, planning, sales, and valuation through a set of statuses on each item.
- Assigning Statuses to a MaterialSets the readiness status of a material for each relevant business process.
- ServicesServes as the central place to view, create, and maintain every service a company offers, tracking readiness for procurement, sales, and cost valuation through a status on each service record.
- Assigning Statuses to a ServiceSets the readiness status of a service for each relevant business process.
Capabilities 101–134
- Product CatalogsOrganizes products and services into browsable catalogs for sales and customers.
- PricingCentralizes price lists and discount lists — base, customer-specific, or product-category-specific — that automatically set the price customers see on sales orders and other documents.
- Profit MarginCalculates the expected margin between cost and sale price for a product or service.
- Gross PricingDisplays the gross price before discounts are applied to a sale.
- Price Agreements for Customer ContractsLocks in agreed prices for items sold under a customer contract.
- Pricing in Customer Relationship ManagementCalculates prices using configured price lists, discounts, and pricing rules.
- Working with Pricing in Sales and Service DocumentsApplies and adjusts calculated pricing within sales and service documents.
- Configuration: Configure Price StrategyGuides administrators through configuring the rules a pricing strategy follows.
- Sales OrdersManages the full sales order lifecycle — creation, pricing, credit checks, invoicing schedules, contracts, and returns — from the parties involved through to fulfillment.
- Customer Returns ProcessingManages products a customer sends back for credit, replacement, or repair.
- Sales Order ProcessingCreates and fulfills a sales order from entry through delivery and billing.
- Pricing in Customer Relationship ManagementCalculates the price of items on a sales order using configured pricing rules.
- Working with Pricing in Sales and Service DocumentsApplies and adjusts pricing directly within a sales order document.
- Approval for Sales OrderRoutes a sales order through an approval step before it is confirmed.
- Credit Limit CheckChecks a customer's credit limit before a sales order is released.
- Invoice ScheduleSets the timing and pattern for invoices generated against a sales order.
- Party ProcessingAssigns roles — buyer, contact, or partner among them — to the companies and people involved in a sales order, either automatically based on context or manually as needed.
- About Define Partner SchemaGuides administrators through defining which partner roles apply to a document type.
- Sales OrdersCreates a sales order — often generated from a quote, contract, or opportunity — with built-in pricing, availability checks, and product valuation to gauge profitability. Related service items or service requests can be added to fulfill the order, along with customer-specific discounts.
- Sales Order Credit Worth RunRuns a batch credit-worthiness check across open sales orders.
- Create a Tax Exemption Certificate (Sales Orders view)Records a tax exemption certificate directly from the Sales Orders view.
- Cancel a Sales OrderCancels a sales order that has not yet completed fulfillment.
- Create a Project from a Sales OrderGenerates a new project automatically from a sales order.
- Create Sales Orders Using Microsoft Excel®Creates sales orders in bulk by uploading data from a Microsoft Excel file.
- Customer ContractsCreates and manages agreements with customers that link to sales orders, service requests, and confirmations, supporting fixed-price invoice schedules or time-and-material price agreements.
- Reschedule Automated Tasks With Errors (Contracts)Reruns automated contract tasks that previously failed with an error.
- Price Agreements for Customer ContractsSets negotiated prices for items sold under a customer contract on a time-and-material basis.
- ReturnsProcesses products a customer sends back within a sales order context.
- Sales PlanningSets and monitors sales targets, forecasts, and revenue plans, replacing spreadsheet-based planning with a collaborative tool that keeps planning data consistent and lets users drill into different dimensions.
- Sales PlanningCreates and tracks a sales target plan against actual performance.
- Customer ConsignmentLets a company place stock at a customer's location while retaining ownership until it is used or sold, then invoices only for what the customer actually consumes. It supports batch-managed, serialized, and specification-controlled products, though not kit items.
- Customer Consignment in DetailExplains how consignment stock is owned, tracked, and eventually invoiced.
- Consignment Fill-up ProcessDelivers stock to a customer's site to replenish their consignment inventory.
- Consignment Issue and Invoicing ProcessRecords a customer's consumption of consignment stock and generates the resulting invoice.
Will SAP Business ByDesign meet your sales needs? Build your requirements and perform a full analysis.
Build my requirements →Financial and Management Accounting6
Ties purchasing, manufacturing, and sales activity into one general ledger and its subledgers, giving finance teams a consistent set of data to report on and make decisions from.
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Build my requirements →Service51
Equips service teams with a full view of each customer so they can honor commitments and deliver consistent support across every contact channel. It spans service entitlements, the service desk, service orders, and field service and repair.
- ServicesLists the services a company offers as sellable or serviceable items.
- Service Quote ProcessingMoves a service quote from creation through customer acceptance.
- Export Business Data Using Microsoft Excel®Exports service-related business data to a Microsoft Excel file.
- Service EntitlementsDetermines what level of service a customer is due, based on contracts, warranties, registered products, and service-level agreements on file.
- Service Request ProcessingLogs and resolves a customer's service request from creation to closure.
- ServicesLists the services a company offers as sellable or serviceable items.
- Service Quote ProcessingMoves a service quote from creation through customer acceptance.
- Export Business Data Using Microsoft Excel®Exports service-related business data to a Microsoft Excel file.
- Service EntitlementsDetermines what level of service a customer is due, based on contracts, warranties, registered products, and service-level agreements on file.
- Service Request ProcessingLogs and resolves a customer's service request from creation to closure.
- ContractsManages service agreements with customers, integrating with sales orders, service requests, and confirmations to fulfill contracted materials and services under fixed-price or time-and-material terms.
- Create Contracts Using Microsoft Excel®Creates customer contracts in bulk by uploading data from a Microsoft Excel file.
- Sell a Contract in a Sales OrderAdds a service contract as a line item within a sales order.
- Configuration: Migration of Customer ContractsGuides administrators through migrating existing customer contracts into the system.
- Contract TemplatesProvides reusable contract templates, each linked to an entitlement, so staff can generate new customer contracts quickly with preset invoice schedules and price agreements.
- Create a Contract from a Contract TemplateGenerates a new customer contract from an existing template.
- Registered ProductsRecords which products a customer owns and has registered for service coverage.
- WarrantiesTracks warranty terms and coverage periods for a customer's registered products.
- Service LevelsDefines the response and resolution targets a service agreement guarantees.
- Service CategoriesClassifies service requests and orders into predefined categories.
- Service DeskHandles inbound customer service requests and orders, backed by a knowledge base agents can search while resolving cases.
- Service Order ProcessingCreates and progresses a service order from the service desk through completion.
- Service Request ProcessingLogs and works a customer service request from creation to resolution.
- Service RequestsLists open and past service requests logged with the service desk.
- Knowledge BaseStores articles and solutions agents can search while resolving customer issues.
- Service OrdersPlans, dispatches, and bills service orders, and manages related returns and quotes.
- Service Order ProcessingPlans and assigns a service order using estimated labor time and spare-part needs, tracking associated costs and revenue until the technician confirms the work is done. Completed orders pass their actual costs and prices through to the finance and billing processes.
- Pricing in Customer Relationship ManagementCalculates pricing for labor and parts on a service order.
- Profit MarginCalculates the expected profit margin on a service order.
- Service Order ProcessingProgresses a service order from creation through technician confirmation of completed work.
- Tax DeterminationAutomatically calculates the applicable tax on service orders, accounting for country-specific rules and special cases such as reverse charge or exemptions.
- Tax Determination DetailsBreaks down the master data, rules, and special cases that feed tax calculation for service orders.
- Master Data for Tax DeterminationMaintains the tax codes and jurisdiction data used in service order tax calculations.
- Elements of Tax DeterminationDetails the factors that combine to set the tax rate on a service order.
- Tax Exemption Certificate ProcessingApplies a customer's tax exemption certificate to a service order.
- Tax Determination with Reverse Charge MechanismShifts tax liability to the buyer for service orders subject to reverse charge rules.
- Third-Party Order Processing TaxationApplies correct tax treatment to service orders fulfilled by a third party.
- Tax on Goods and Services - Configuration GuideGuides administrators through configuring tax settings for service order goods and services.
- Tax Determination — USApplies US-specific tax rules when calculating tax on a service order.
- Working with Pricing in Sales and Service DocumentsApplies and adjusts pricing directly within a service order document.
- Dispatching BoardVisualizes and assigns service orders to technicians on a scheduling board.
- ReturnsTracks products a customer sends back for repair, credit, or replacement, from the inbound delivery through to an outbound delivery once repairs are complete.
- Customer Returns ProcessingManages a customer-returned product through inspection, repair, credit, or replacement.
- Service Order ProcessingCreates a service order to handle repair work on a returned product.
- Service QuotesCaptures the services, costs, and replacement parts a customer wants before a service order is finalized, with pricing and an optional parts-availability check. An accepted quote can be converted straight into a service order.
- Create Service Quote Using Microsoft Excel®Creates a service quote by uploading line items from a Microsoft Excel file.
- Field Service and RepairEquips field engineers to plan routes and schedules, identify the labor and parts a job needs, and confirm work once it's done at the customer site, giving managers visibility into the whole delivery.
- Service Confirmation ProcessingRecords completed field work as a service confirmation for billing and reporting.
- Service Order ProcessingProgresses a field service order from assignment through technician confirmation.
- Order PipelineShows the queue of upcoming and in-progress field service orders.
- Service ConfirmationsDocuments completed service work — case category, time spent, spare parts used, and expenses incurred — once the work on a customer order is finished. Recorded time sheet entries can generate these confirmations automatically.
- Working with Pricing in Sales and Service DocumentsApplies and adjusts pricing directly within a service confirmation.
- Pricing in Customer Relationship ManagementCalculates pricing for the labor and parts recorded on a service confirmation.
- Intercompany Field Service and RepairRoutes repair or service work to a subsidiary company when the selling entity lacks the capacity or local coverage to fulfill it directly, across single or separate company tenants.
- Third-Party Field Service and RepairExecutes field service or repair work fulfilled by an external third-party provider.
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Build my requirements →Supply Chain Planning and Control12
Manages demand and supply planning, exception-driven procurement and production planning, resource load, and delivery date confirmation across the supply chain. Blends automated forecasting with hands-on adjustments so both internal and external supply stay flexible.
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Build my requirements →Manufacturing, Warehousing, and Logistics9
Configures and executes day-to-day warehouse and manufacturing operations, including physical inventory, stock transfers, supplier deliveries, customer and supplier returns, and quality checks embedded in production. Aimed at companies running manufacturing or warehousing operations that need inbound, outbound, and internal logistics automated end to end.
- Third-Party Order FulfillmentManages orders that a supplier ships directly to the customer on the company's behalf, covering purchase orders, delivery notifications, availability checks, and returns for these fulfillment scenarios.
- Third-Party Order ProcessingProcesses an order fulfilled by a supplier shipping directly to the customer.
- Third-Party Order Processing — Customer ReturnHandles a customer return for an order that a supplier fulfilled directly.
- Availability Checking in Third-Party Order Processing ScenariosChecks supplier availability before confirming a third-party fulfilled order.
- Delivery Schedules with Multiple Schedule Lines (in Inbound Logistics)Splits a third-party inbound delivery across multiple scheduled receipt dates.
- Third-Party Order FulfillmentManages orders that a supplier ships directly to the customer on the company's behalf, covering purchase orders, delivery notifications, availability checks, and returns for these fulfillment scenarios.
- Third-Party Order ProcessingProcesses an order fulfilled by a supplier shipping directly to the customer.
- Third-Party Order Processing — Customer ReturnHandles a customer return for an order that a supplier fulfilled directly.
- Availability Checking in Third-Party Order Processing ScenariosChecks supplier availability before confirming a third-party fulfilled order.
- Delivery Schedules with Multiple Schedule Lines (in Inbound Logistics)Splits a third-party inbound delivery across multiple scheduled receipt dates.
- Third-Party Purchase OrdersCreates the purchase order sent to a supplier that ships directly to the customer.
- Third-Party Delivery NotificationsReceives advance notice from a supplier that a third-party order has shipped.
- Third-Party Inbound DeliveriesTracks the inbound delivery record created for a third-party fulfilled order.
- Third-Party Outbound DeliveriesTracks the outbound delivery record created for a third-party fulfilled order.
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Build my requirements →Business Partner Data16
Covers the master data for accounts, contacts, suppliers, service agents, and employees a company deals with.
- Address ManagementStores and updates postal and communication addresses for business partners.
- Business Partner Duplicate CheckFlags potential duplicate records when creating or updating a business partner.
- Business PartnersCreates and maintains records for the companies and people a business has dealings with, including status, address, and main contact details. A single business partner can hold multiple roles at once, such as being both a customer and a competitor, so shared information only needs to be entered once.
- Business PartnersCreates and maintains core records for the companies and people a business deals with.
- Additional Identifiers for Business PartnersRecords additional external identifiers, such as registration or tax numbers, for a business partner.
- Address ManagementStores and updates postal and communication addresses for business partners.
- Business Partner Duplicate CheckFlags potential duplicate records when creating or updating a business partner.
- Business PartnersCreates and maintains records for the companies and people a business has dealings with, including status, address, and main contact details. A single business partner can hold multiple roles at once, such as being both a customer and a competitor, so shared information only needs to be entered once.
- Business PartnersCreates and maintains core records for the companies and people a business deals with.
- Additional Identifiers for Business PartnersRecords additional external identifiers, such as registration or tax numbers, for a business partner.
- AccountsGives sales and service teams a complete overview of customer and prospect accounts, including address, classification, contact hours, sales history, and financial data. Account information is shared across work centers, so it only needs to be maintained once.
- Maintenance of Accounts and ContactsCreates and updates account and contact records, including postal and communication details.
- Access Rights and Restrictions for AccountsRestricts which users can view or edit a given account record.
- Process-Integrated Output SettingsConfigures how output documents, such as letters or forms, are generated for an account.
- Overviews of Business PartnersProvides a consolidated overview of a business partner's related accounts and activity.
- ContactsGives an overview of individual contacts linked to a company's accounts, including address, email, phone, department, and role. Personal information like birth date and marital status can also be recorded where relevant.
- Maintenance of Accounts and ContactsCreates and updates account and contact records, including postal and communication details.
- EmployeesMaintains employee master data used across HR, projects, and other business processes.
- Intelligent EnterpriseCovers intelligent automation features, such as business card scanning, that speed up business partner data entry.
- Intelligent Business Contact Creation via Business Card ScanCreates a new business contact automatically by scanning a business card.
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Build my requirements →Other capabilities18
- EntitlementsDefines entitlements, intangible products conferring rights to future service use or product delivery, such as a support agreement or a fixed price for future call-off services. Entitlements are priced using the same price lists, discounts, and surcharges applied to other products.
- EntitlementsCreates and maintains entitlement records representing a customer's right to future services or products.
- Blocking Usage for Business Partners in Supply Chain ManagementPrevents a blocked business partner from being selected in new supply chain documents.
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Build my requirements →SAP Business ByDesign Sales screens
What sales actually looks like in SAP Business ByDesign.
The SAP Business ByDesign Evaluation Kit
An independent assessment of SAP Business ByDesign — strengths, gaps and real pricing — plus a requirements template you can score its sales against alongside every other system on your shortlist.
SAP Business ByDesign Evaluation Kit
2026 Edition · PDF guide + XLSX template
ERP Research
- Buyer's guide (PDF): SAP Business ByDesign independently assessed — where it is strong, where it is not, and what it actually costs
- Requirements template (XLSX): weight your requirements and score vendors side by side
- Built to work with the 27 sales capabilities scored on this page
- The questions to put to the vendor and to implementation partners
SAP Business ByDesign Evaluation Kit
SAP Business ByDesign add-ons & integrations
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Sales coverage across the systems most often shortlisted alongside it, scored against the same capability list.
| Area |  |  | |
|---|---|---|---|
| Order Processing | 5+1/7 | 2+3/7 | 6+1/7 |
| Pricing & Revenue | 5+1/7 | 4+1/7 | 6+1/7 |
| Post-Sale | 4+1/6 | 3+1/6 | 4+1/6 |
| Customer Management | 3+1/7 | 5+1/7 | 1+3/7 |
Each cell reads confirmed+partial/scored. Grey reflects capabilities our research has not confirmed either way — it is not a finding that a product lacks them.
Sales — strength by vendor
| Vendor | Strength | Best for | Starting price | Implementation | Actions |
|---|---|---|---|---|---|
| ★★★ strong | Fast-growing mid-market companies wanting unified cloud ERP | $99/user/mo | 4–9 months | |
 | ★★★ strong | Mid-to-large companies in the Microsoft ecosystem | $50/user/mo | 6–14 months | |
 | ★★★ strong | Midsize companies wanting unlimited users and flexible cloud ERP | Custom | 4–8 months | |
 | ★★★ strong | Process manufacturers (food, chemicals, pharma) needing batch/formula control | Custom | 8–15 months | |
 | ★★★ strong | Small businesses and startups wanting affordable, modular ERP | $24.90/user/mo | 1–4 months | |
 | ★★★ strong | Professional services firms already on Salesforce | $100/user/mo | 3–7 months | |
 | ★★★ strong | Manufacturers and distributors already on Salesforce wanting native ERP | $150/user/mo | 4–8 months | |
| ★★ moderate | Mid-market and standardised enterprises wanting fast time-to-value | $180/user/mo | 3–6 months |
Evaluating sales on SAP Business ByDesign
What to put in front of the vendor before you commit.
- 1Order processing depth: allocation, backorders, partial shipments, returns
- 2Pricing sophistication — contract, volume and margin-based discount approval
- 3Quote-to-order workflow automation and real-time stock visibility
- 4How much customer management the module really has, versus needing Salesforce or HubSpot alongside it
- 5Customer self-service portal capabilities
SAP Business ByDesign starts at $120/user/mo with a typical total cost of $100K–$400K and a 4–8 months implementation.
Full SAP Business ByDesign pricing breakdown →SAP Business ByDesign implementation partners
Firms with proven SAP Business ByDesign delivery experience — start here rather than an open RFP.
delaware
PlatinumLondon, United Kingdom
SAP Platinum Partner and Platinum Reseller. 2024 SAP Pinnacle Award winner for SAP BTP customer value. SAP's leading Digital Supply Chain partner in EMEA. Present in 19 countries.
Products: SAP S/4HANA Public Cloud, SAP S/4HANA Private Cloud, SAP S/4HANA On-Premise
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Birchman
PlatinumBracknell, United Kingdom
Birchman is a UK founded business transformation and IT consultancy specialising in SAP and ERP solutions. We're a Global SAP Platinum Partner and the primary UK member of United VARs, the world's largest alliance of SAP solution providers, giving us access to local expertise and delivery capability in 80+ countries. We help organisations plan, migrate to and thrive on SAP Cloud ERP (S/4HANA), whether that's moving off legacy ECC6, running a phased cloud migration or optimising an existing SAP landscape. Our services cover the full transformation lifecycle: strategy and target operating model design, ERP implementation, data analytics, cloud infrastructure, application development, and IT governance. We back this with industry specific accelerator packages for Mining, CPG, and Professional Services, drawing on 20+ years of sector experience. Over that time, we've built a reputation not just for delivering transformation projects but for steadying them. Brought in when a project needs a safe pair of hands to see it through to a successful outcome. It's why so many customers trust us with their most critical digital transformation and SAP work. We measure our success by our customers', helping them get the most out of their SAP investment, not just at go-live but for years afterwards. Our Application Management Services and ongoing consultancy keep that relationship going, with continuous improvement built in as standard. We're big enough to lead complex, global transformation projects and boutique enough to still care about every client we work with.
Products: SAP Cloud ERP (S/4HANA) Public & Private, Business Technology Platform, Implementation
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TEKROI PRIVATE LIMITED
PlatinumHyderabad, India
TEKROI Private Limited is a Hyderabad-based SAP Business One partner operating under SAP PartnerEdge (Sell & Service). Founded in 2020 by Venkata Siva Reddy Polu and Anitha Vennapusa, the firm rests on a founding team whose first SAP Business One go-lives date back to 2005 — more than 20 years of practice and over 350 implementations delivered across roughly 30 countries, spanning India, Nepal, East and Southeast Asia, the Middle East, Africa, the UK and Europe, and the Americas. A team of 60+ consultants, developers and support engineers works from the company's Innovation Hub in Bowenpally, Hyderabad, with a second office in Kathmandu, Nepal. Services cover new SAP Business One implementations on both SQL Server and HANA, SQL-to-HANA migration, cloud subscriptions, post go-live support and AMC, analytics, and IoT integration. Delivery is organised into 32 industry-specific solutions — 25 of them manufacturing verticals — including pharmaceutical API and formulation, chemicals and blending, food and confectionery, cement, steel and natural stone, cables and LED, automotive and two-wheeler CKD assembly, aerospace and defence components, medical devices, pre-engineered buildings, construction and EPC projects, trading and distribution, retail, healthcare services, agri warehousing and logistics, and technology services. TEKROI also develops TEKAI, an AI layer that connects assistants such as Claude, ChatGPT and Perplexity to live SAP Business One data. SAP featured TEKAI in its global AI Partner Innovations playbook as one of only four Generative AI solutions for SAP Business One worldwide, and the only one from an Asia-based partner. The company name captures its approach: TEK for technology, ROI for return on investment.
Products: SAP Business One, SAP Business One AI MCP Connector, SAP Business One on HANA
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LeverX
PlatinumMiami, United States
LeverX is an SAP Gold Partner with SAP as its core area of expertise. Since 2003, we have grown alongside SAP through every major technology shift, from ERP modernization and in-memory computing to Cloud ERP, data-driven architectures, and enterprise AI. Today, our team of 2,200+ professionals has delivered more than 1,500 SAP projects worldwide. We support the full SAP lifecycle, from advisory and implementation to product engineering, managed services, and continuous innovation, across SAP Cloud ERP, SAP Business AI Platform, and other SAP solutions. We contribute to the SAP ecosystem through proprietary accelerators, including SAP IPS, SAP IPD Formulation, BMAX, and LeverX Data Management Platform. AI is embedded throughout our delivery, combining SAP Business AI, Joule, and leading enterprise AI platforms under a governed framework.
Products: SAP Cloud ERP, SAP Cloud ERP Private, SAP Business AI Platform
View profile →SAP Business ByDesign Sales FAQ
Is ByDesign's CRM a full sales automation suite or just contact management?
It's broader than contact management: account hierarchies, opportunity and lead management, campaign management, and marketing-to-opportunity handoff are all included. Rated moderate overall — it covers the core sales cycle well but isn't as feature-deep as CRM-first platforms.
Does ByDesign CRM track competitors on a deal?
Yes, competitor tracking is a native field on opportunities, letting sales reps log who else is in the deal alongside standard opportunity data. It's a small but useful detail for win/loss analysis that not every ERP-embedded CRM includes.
Can quotes and orders flow directly from CRM into fulfillment?
Yes — sales quotes convert into sales orders and then into order-to-cash processing (stock, services, or project-based) within the same system, so there's no handoff to a separate quoting tool. This end-to-end flow is a benefit of CRM living inside the ERP rather than bolted on.
Is marketing campaign management included, or is it sales-only?
Campaign management is included — campaigns can generate leads that feed the opportunity pipeline, with market information tracked alongside standard account data. It's built for a small in-house marketing function rather than for running large-scale multi-channel campaigns.
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