SAP BUSINESS ONE INTEGRATION FOR FIELD SALES & DSD
Take SAP Business One beyond the back office.
Connect approved customers, items, price lists, inventory and transactions to mobile field sales, DSD, delivery and B2B ecommerce—with a connector installed in your own SAP Business One server environment.
INSITU CONNECTORConnector downloads
Choose the installer for your database environment and download the company configuration file.
SAP BUSINESS ONE CONNECTOR
Keep the ERP in control while teams work where business happens.
inSitu Sales extends SAP Business One into day-to-day distribution execution. The connector runs in the customer-managed server environment and exchanges only the records, fields and directions approved for field, delivery, warehouse and B2B users.
ABOUT SAP BUSINESS ONEHOW TO CONNECT SAP BUSINESS ONE
From Web Backoffice download to monitored synchronization.
The setup keeps the connector and credentials inside the approved customer environment while giving administrators explicit control over data access.
- 01
Download
In the inSitu Sales Web Backoffice, open Integrations > SAP Business One and download the connector installer and configuration file.
- 02
Install
Install the inSitu Sales SAP Business One Connector on a server that can reach the approved SAP Business One services and database.
- 03
Configure
Select SAP HANA or Microsoft SQL Server, then enter the approved company, database, service and connection settings.
- 04
Synchronize
Choose the records, direction and schedule for the implementation, then monitor the latest successful data exchanges.
CUSTOM SAP BUSINESS ONE QUERIES
Adapt data retrieval to the way your SAP Business One database is structured.
Authorized administrators can define custom queries for supported import datasets, control execution sequence and save the configuration for the connector. This supports custom fields, partner extensions and business-specific filters without making every variation a new mobile workflow.
- Separate query syntax for SAP HANA or Microsoft SQL Server
- Dataset-level query and sequence controls
- Reviewable configuration before production synchronization
SELECT * FROM OCRD
WHERE CardType = 'C'READYSELECT * FROM OITM
WHERE validFor = 'Y'READYSELECT * FROM OITW
WHERE OnHand >= 0READYSELECT * FROM OBTN
WHERE Status = 0READYSAP BUSINESS ONE DATA SYNCHRONIZATION
Connect the records wholesale distributors use every day.
Map master data and transactions deliberately so SAP Business One remains the system of record while operational teams work with authorized context.
Give teams approved ERP data
Approved business partners, ship-to addresses, sales representatives, terms and account context
Authorized products, units of measure, categories, barcodes and item details
Configured price lists, item prices, customer-specific pricing and eligible sales rules
Availability by approved warehouse or location, including supported lot-number context
Open invoices, balances, account history and collection context for authorized users
Eligible sales documents and return-request context required by the configured workflow
DATA EXCHANGE
Return operational activity
New or updated transactions captured by approved field or B2B workflows
Eligible invoices created during route sales or delivery operations
Configured cash, check, card, ACH and other supported payment activity
Products, quantities, reason codes and approved credit activity
Signatures, photos, timestamps, notes and delivery outcomes when configured
Approved changes that the implementation explicitly maps back to SAP Business One
SAP BUSINESS ONE MOBILE OPERATIONS
One connector across the route-to-customer workflow.
Use the same approved ERP context across field sales, direct store delivery, delivery management and private B2B ordering.
Give field reps the SAP Business One context they need.
Reps can review assigned customers, product history, inventory and pricing, then take estimates or orders online or offline without exposing the full ERP.
- Mobile order entry
- Customer-specific pricing
- Inventory and lot visibility
- Offline field selling
Sell, invoice, collect and return at the customer stop.
Equip route teams with assigned customers, products, prices and truck inventory for direct store delivery and van-sales execution.
- Route and stop execution
- Mobile invoices and payments
- Returns with reason codes
- Signature and thermal printing
Route orders or invoices and complete delivery in the app.
Dispatch eligible invoices or route sales orders that drivers can convert into invoices at delivery when the approved workflow supports it.
- Optimized delivery routes
- Customer order tracking
- Proof of delivery
- Payments and returns
Turn approved ERP data into a private customer portal.
Give authorized customers a branded ordering channel with their configured catalog, pricing, terms, order history and invoice access.
- Customer-specific catalogs
- Online ordering and reordering
- Configured invoice payments
- Optional white-label customer app
AI-ASSISTED DISTRIBUTION ANALYSIS
Turn synchronized SAP Business One context into better operational questions.
Use permissioned route, sales, customer and inventory data to surface patterns for review while people remain responsible for decisions and transactions.
EXPLORE AI FOR DISTRIBUTIONSAP BUSINESS ONE INTEGRATION FAQ
Practical answers for IT and distribution teams.
Confirm database platform, connector host, access controls, datasets, query requirements and workflows before implementation.
What is the inSitu Sales SAP Business One integration?+
The inSitu Sales SAP Business One integration connects approved ERP records with mobile field sales, DSD and van sales, delivery management, inventory-aware ordering and private B2B ecommerce. The available records, fields and synchronization directions depend on the approved implementation.
Where do administrators download the SAP Business One Connector?+
An authorized administrator can sign in to the inSitu Sales Web Backoffice and open Integrations > SAP Business One. That page provides the connector installer, configuration file and available versions for the supported environment.
Where is the connector installed?+
The inSitu Sales SAP Business One Connector is installed on a customer-managed server that can reach the approved SAP Business One components and database. Server access, credentials, firewall rules and service configuration remain under the customer's administrative control.
Does the connector support SAP HANA and Microsoft SQL Server?+
Yes. inSitu Sales supports approved SAP Business One environments using SAP HANA or Microsoft SQL Server. The connector version, database settings, query syntax and SAP components must match the customer's environment.
Can we define custom SAP Business One queries?+
Yes. Authorized administrators can configure custom data-retrieval queries for supported import datasets. Queries, sequence, permissions and expected fields should be reviewed and tested against the customer's SAP Business One schema before production use.
Is the SAP Business One integration two-way?+
Supported records can move in either direction when the implementation explicitly maps them. The source of truth, fields, timing, conflict rules and synchronization direction are defined per dataset before launch.
Can SAP Business One field sales reps work offline?+
Yes. Assigned data and eligible field activity can remain available on the mobile device without a connection and synchronize after service returns. Offline availability varies by workflow and configuration.
Does the integration support DSD and route accounting?+
Yes. DSD and van-sales teams can work with assigned routes, customer data, products, pricing and inventory to take orders, create invoices, collect payments, record returns, capture signatures and print configured documents.
Can drivers route orders as well as invoices?+
Yes. Delivery teams can work from eligible invoices or routed sales orders that are converted into invoices at delivery when the approved SAP Business One and inSitu workflow supports it.
How are returns handled?+
Authorized users can record returned products, quantities and configured reasons. Eligible return activity can create or update the related credit memo workflow according to the approved SAP Business One mapping.
Does inSitu Sales replace SAP Business One?+
No. SAP Business One remains the ERP and system of record. inSitu Sales extends approved operational data to field, delivery, warehouse and B2B users while limiting each role to the information required for its workflow.
What should we prepare for implementation?+
Prepare the SAP Business One version, database platform, server topology, company databases, roles, locations, target records, custom fields, query requirements, synchronization directions and expected user workflows.
READY TO CONNECT SAP BUSINESS ONE TO THE FIELD?
Map the connector to your SAP Business One environment.
Bring your database platform, server topology, companies, locations, target records, custom-query needs and user workflows. We’ll tailor the demo to your operation.