Get paid faster with PayPal and SapphireOne

PayPal and SapphireOne working together for online invoicing and payments

It’s the never-ending heartache for business owners, unpaid invoices. Not only does it affect your cash flow but staff productivity in admin and chasing up funds. With PayPal integration into SapphireOne, you can start sending online invoices with a PayPal link.

Customers can then make online payments instantly with their credit card, debit card or PayPal account. 

Start getting paid as soon as the job’s done. 

Benefits of using PayPal and SapphireOne ERP 

In a nutshell, SapphireOne ERP will efficiently manage and automate your back office functions relating to accounting, inventory, sales, customer relationships, human resources and more. PayPal provides an easy, fast and secure solution for payment of invoices online. 

For your customers, offering PayPal gives them more payment choices. The trusted and secure brand will reassure customers and encourage payment. It provides an easy and fast way to pay with the added bonus of less admin on their side. 

SapphireOne, your business engine, will automate invoice processing.  Invoices will be marked as paid, transactions of receipts and fees synced into your Bank Rec for processing. No more manual entering of data. The Sapphire Web Pack allows you to invoice on the go, to create, email invoices, and accept payments from anywhere, anytime, on any device.

Quick and easy steps to connect

We have programmed, free of charge, PayPal into SapphireOne. Follow the steps below to start seeing your money sooner.

In MacOs:

  • Go to Mode drop down and select Utilities
  • In the top toolbar select Controls
  • Click on Master Defaults
  • On the left under Utilities Mode there is now Page drop down
  • Scroll down and click on API
  • In the API screen, go to PayPal
  • Paste in your PayPal details. In Payment Sync- nominate the time for SapphireOne to sync (usually overnight), then tick the Box to include payment link on sales invoice.


In Windows:

  • Go to Mode drop down and select Utilities
  • In the left navigator select Controls
  • Click on Master Defaults
  • On the left under Utilities Mode there is now Page drop down
  • Scroll down and click on API
  • In the API screen, go to PayPal
  • Paste in your PayPal details. In Payment Sync- nominate the time for SapphireOne to sync (usually overnight), then tick the Box to include payment link on sales invoice.


SapphireOne and PayPal- powering together to get your cash flowing.

For more information, SapphireOne ERP, CRM, DMS Business Accounting Software, contact our office, call on (02) 8362 4500, or request a demo.

SapphireOne ERP is an effective management reporting system

SapphireOne ERP is an effective management reporting system

In a data-driven world, having solid and reliable data is critical to manage your business. But the real challenge lies within converting the data into actionable intelligence, to ensure it’s useful and easily understood by your employees.  You need business intelligence to assess, improve performance and drive strategies to ensure your organisation has a competitive edge. With the right tools and techniques, you will stay on top of your business and ahead of the game.

SapphireOne has developed an Enterprise Resource Planning (ERP) system that’s not your average ERP system preloaded with jargon reporting tools, but a simple, logical and effective way to achieve your desired goals.

SapphireOne ERP is part of their CRM and Accounting software suit which includes modules in Accounts, Inventory, Job Projects, Assets, Payroll/HR, Management, Utilities and Workbook…. that are life changing.

Improve efficiency of resources in the delivery of organisational services with SapphireOne Management Reporting system

SapphireOne Management Reporting System (part of the ERP system) enables you to influence and play a key role in shaping your profitable business strategy. The scope of the system is extensive and designed to improve decision making, management effectiveness and efficiency of resources in the delivery of organisational services.

A key functionality of the SapphireOne ERP- Management Reporting System is automation of your traditional bookkeeping or accounting activities. This provides management with the tools to develop and formulate the right business decisions such as; identifying problems, evaluating and implementing alternate solutions and reviewing implementations.

The SapphireOne ERP- Management Reporting System will also generate effective management reports that streamline and enhance your business operations. Our system has undergone continuous development and transformation over the years making it a robust platform for reporting and management.

SapphireOne ERP, CRM and Accounting software suite is an extremely versatile product with the ability to adapt to any necessary requirements requested by the user. SapphireOne is very proud of the ongoing relationships we build with our clients; our development and support teams are on hand to assist and guide you every step of the way.

Take a look at a testimonial from Mark Fawcett, Ballarat Bolts and Fasteners. SapphireOne has provided support since the beginning, is an integral part of their business growth with systems like our SapphireOne ERP- Management Reporting System.

For a sneak peek at the full capabilities ERPCRMAccounting SoftwareHuman ResourcesPayrollAssets and Document Management,  check out SapphireOne and request a live demo, it is everything you’ll ever need to make your company management a success. Know more about us.

Accelerate your Warehousing, Distribution and Logistics Business Enterprise with SapphireOne ERP 

SapphireOne will meet all your warehousing, distribution and logistics requirements with integrated EDI/API functionality

Warehousing, distribution and logistics businesses have a critical need to manage their inventory in a timely and efficient manner. When shipping direct to retailers or customers your ERP solution becomes mission critical for the smooth ongoing operation of your business enterprise.

SapphireOne will meet all your warehousing, distribution and logistics requirements with integrated EDI/API functionality. Our large range of API vendors include freight forwarders, courier companies and various third-party transport and distribution operators. The SapphireOne ERP has everything inbuilt that a warehousing, distribution and logistics business needs, and can help you to create the highest level of efficiency at the lowest cost of operation for your warehousing, distribution and logistics business enterprise.

Some examples of the built-in functionality include unlimited barcodes per item, unlimited images per item, bill of materials with unlimited levels, serial batch control, multiple costing types, material resource processing (MRP), material safety datasheets (MSDS) bin/bay management, multi-location, multi-warehouse, SSCC labling.

SapphireOne ERP is perfect for SMEs and large companies for the wholesale Warehousing, Distribution  and Logistics business enterprises

SapphireOne ERP is suitable for large companies, as well as small and medium-sized enterprises (SMEs) providing extremely high quality information in real time covering all your inventory requirements.

Wholesale distribution and logistics is an extremely competitive market place, it is critical that when dealing with all your inventory needs it is handled in real time.

SapphireOne’s inventory management functionality tracks stock movements quantifying the volume while simultaneously tracking bin and bay management of all inventory items throughout the warehouse.

SapphireOne ERP is perfect distribution software for logistics business enterprises

SapphireOne ERP is an integrated Accounting, Payroll/HR and Inventory Management software solution

At SapphireOne we understand that a wholesale, distribution and logistics business needs to have integration between financials, warehousing, and a full range of customer and supplier information to help anticipate future needs.

SapphireOne ERP system offers an integrated accounting, payroll/HR, inventory management software solution that is perfect to increase efficiency in your warehousing, distribution and logistics business enterprises.

SapphireOne allows you to analyse Payroll/HR expenses and employee productivity to help control costs and review expense distribution.

SapphireOne can facilit­ate the design of an efficient warehouse, distribution and logistics system to create the foundation of an efficient supply chain, one that can service your customers in real time.

For the full capabilities of the ERPCRMAccounting SoftwareHuman ResourcesPayrollAssets and Document Management,  check out the SapphireOne website and request a live demo.

SapphireOne – We have the Power to back you. Find Out More Details

 

8 steps of the Sales Pipeline

Set up a product demonstration to show how your product for sales pipeline

Be ready with an engaging presentation for a smart sales pipeline : –

  1. Prospecting / initial contact
    Quickly and efficiently capturing the company name, contact details, email address, phone numbers and website is the first step in the sales pipeline.
  2. Pre-approach – planning the sale
    You should have a prepared sales pitch for approaching different customers. Prepare a sales pitch based on the customer type, requirements, product specialities etc.
  3. Identifying and cross questioning
    Have your questions prepared to identify the prospects requirements and be prepared to answer all the questions raised by the potential client. List all the probable questions which may arise based on your previous experiences.
  4. Need assessment
    Now that you have understood the client’s needs, you can decide how to meet their requirements and what you are able to deliver. You should then identify the need gap and come up with customised solutions for the client.
  5. Presentation
    Be ready with an engaging presentation, a smart sales person knows how to turn a prospect into a potential client with the sales presentation. Set up a product demonstration to show how your product or service is a better value proposition for them.
  6. Meeting objections
    Your prospective client will make a decision based on the answers of your product delivery, service, prices etc. You have to address all these requirements and be clear on the contract terms and solutions offered.
  7. Gaining commitment
    Once you have addressed all the questions, requirements and objections of the client, it is very important to gain their trust. Show them your previous work, give some client references and testimonials, show them you have the capability to deliver both product and services.
  8. Follow-up
    The final step in the sales pipeline is to follow up and close the sale.

For the full capabilities of the ERPCRMAccounting SoftwareHuman ResourcesPayrollAssets and Document Management,  check out the SapphireOne website and request a live demo.

SapphireOne – We have the Power to back you. Find Out More Details