SapphireOne is equipped with a myriad of features engineered to elevate your organisation to unprecedented success. While the core functionalities of SapphireOne are robust, there exists a plethora of hidden gems within the system that are ripe for exploration. This article aims to shed light on just some of the most compelling and perhaps under-utilised features that establish SapphireOne as a frontrunner in the industry.
Advanced Customisation for Unique Business Needs
SapphireOne stands out with its exceptional customisation capabilities, enabling you to mould the functionality to align seamlessly with the specific demands of your organisation. With the ability to create custom fields, design personalised workflows, and configure per-user customisation of all inquiry lists, including unlimited sets of tailored lists for any inquiry, SapphireOne is designed to conform to your operational needs, ensuring an impeccable integration with your processes.
Explore this functionality in our SapphireOne Knowledge Base:
Custom Inquiry Lists
Accounts Mode > Accounts Receivables > Accounts Receivables Inquiries > Receivables Clients – Custom Page
Management Mode > Management Analysis > Management Workflow Centre
Real-Time Data Analytics and Reporting
Leverage the might of real-time data with SapphireOne’s expansive analytics and reporting tools. These tools empower you to delve into your organisation’s performance metrics, discern patterns, and execute decisions that are informed by data. With intuitive dashboards, comprehensive reports, and the capability to export data to Excel from any inquiry screen, including custom inquiry screens, SapphireOne places critical information at your fingertips.
Explore this functionality in our SapphireOne Knowledge Base:
Accounts Mode > Accounts General Ledger > Accounts General Ledger Reports > Dashboards – Accounts General Ledger
Accounts Mode > Accounts Receivables > Accounts Receivables Reports > Show Reports – Accounts Receivables
Sapphire Tools > Specific Tools > Export Inventory Budget Balances Tool
Sapphire Tools > Specific Tools > Export Activity Quantity by Period Tool by Period
Export to CSV from any inquiry screen and custom inquiry screen
Integrated Document Management
SapphireOne’s integrated document management system, accessible from every data entry and inquiry screen, offers a robust and user-friendly solution for storing, managing, and retrieving all your critical documents. This integration streamlines your document handling processes, ensuring efficient and quick access within SapphireOne.
Explore this functionality in our SapphireOne Knowledge Base:
Procedures > Implementation Course > Workbook General Procedures > Manage Documents
Procedures > Implementation Course > Workbook General Procedures > Utilise Document Manager
Robust Inventory Management with RFID/Barcode/QR Tracking
Advance your inventory management with SapphireOne’s sophisticated tracking capabilities. Maintain precise stock levels, minimise errors, and enhance inventory accuracy with state-of-the-art technology that supports unlimited GS1 codes for each inventory item, facilitating seamless tracking and management.
Explore this functionality in our SapphireOne Knowledge Base:
Inventory – Additional Barcode Details
Multi-Currency and International Business Support
With SapphireOne’s comprehensive multi-currency and international business support, your organisation can confidently extend its global footprint. Handle transactions in various currencies with real-time conversion rates, courtesy of integrations with XE and OANDA API’s. Navigate the complexities of international trade with ease.
Explore this functionality in our SapphireOne Knowledge Base:
Utilities Mode > Utilities Controls > Utilities Default Settings > Utilities Controls FX Currency Settings
Environmentally Friendly e-Invoicing
SapphireOne’s e-Invoicing feature champions sustainability by reducing paper waste, accelerating payment cycles, and contributing to environmental conservation. Embrace electronic invoicing and join the movement towards a more sustainable future.
Explore this functionality in our SapphireOne Knowledge Base:
Utilities Mode > Utilities Controls > Utilities Controls Inquiries > Utilities Controls Email Trigger
Operations > Administration Operations > SapphireOne Email Configuration
Sapphire Tools > Specific Tools > Batch Email Tool
Sapphire Tools > Specific Tools > Email Custom Reports
Comprehensive CRM Integration
Enhance your customer engagement with SapphireOne’s integrated CRM. Keep track of customer interactions, manage leads effectively, and deliver outstanding customer service, all within the SapphireOne environment.
Explore this functionality in our SapphireOne Knowledge Base:
Procedures > Implementation Course > Workbook General Procedures > Classify Contacts – Contact Relationship Management (CRM)
Project Management and Time Billing
SapphireOne’s project management and time billing functionalities provide you with the tools to oversee projects with precision. Monitor progress, allocate resources efficiently, and bill accurately for time expended, ensuring the success and profitability of your projects.
Explore this functionality in our SapphireOne Knowledge Base:
Job Projects Mode > Job Projects Resources > Job Projects Resources Data Entry > Job Project Resource Time Sheet
Job Projects Mode > Job Projects Resources > Job Projects Resources Data Entry > Job Project Time Sheet
Job Projects Mode > Job Projects Resources > Job Projects Resources Data Entry > Job Project Open Time Sheet
Job Projects Mode > Job Projects History > Job Projects History Inquiries > Job Projects History Time Sheets
PDF Capture
The innovative PDF Capture function in SapphireOne can automatically interpret, process, and upload PDF invoices, eliminating the need for manual data entry. This feature streamlines the uploading process to the Document Management System (DMS), enhancing productivity and accuracy.
By harnessing these advanced features, your organisation can optimise operations, foster growth, and maintain a leading edge in today’s competitive landscape. SapphireOne is not just an ERP solution; it’s a catalyst for transformation and innovation within your organisation.
Explore this functionality in our SapphireOne Knowledge Base:
Workbook > General > PDF Capture