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Spindle Professional for SAP Business One

Quickly and easily send your business documents at the click of a button

Many businesses today are looking at decreasing the number of printed documents they produce and the amount they spend on postage.

One way of doing this is by using e-mail and fax software to send paperless documents. Historically this hasn't been the easiest or most professional way of getting things out. Spindle Professional for SAP Business One changes all that.

Spindle Professional for SAP Business One is a totally flexible software package that enables you to instantly email, fax, print and record all documents. This includes statements, invoices, remittances, delivery notes, purchase orders and many others.

Spindle Professional merges information from your applications with form design, such as your company logo and branding. This means that you can produce professional looking documents that can be faxed or e-mailed, thus reducing your printing, postage and administration costs.

Spindle Professional 2012 allows you to use PDF digital signatures to authenticate and protect documents; a built-in HTML editor to help you create professional looking emails quickly and easily; multi-tray collation to replicate multi-part documents, save time and effort, and use different trays in one print job; and you now have enhanced SharePoint integration with content type support enabling you to file different document types in one location.


Features:

Email

Complete with your company branding and messages, finished documents are sent as PDF files

  • Writes email for you using a template you've designed and personalised for sender and recipient
  • Accepted by Revenue and Customs (HMRC) and checked for sending original VAT invoices
  • Supports HTML (use branding, colours, lines and images) and plain text email
  • High priority setting highlights important email to recipient
  • Automatically sends copies to multiple contacts as required
  • Attaches other documents e.g., sales offers or terms & conditions
  • Integrates with a range of email applications such as Microsoft Outlook and IBM Lotus Notes

Print

When you simply can't email or fax

  • Always prints correct number of copies
  • Copies can be printed and collated on different stationery
  • Prints to multiple printers simultaneously
  • Automatic printer settings define paper trays, colour or black & white modes

 

 Archive

Stores documents electronically saving manual filing time and filing errors

  • Allows documents to be found and accessed by several people simultaneously
  • Easily backs up and copies to secure location
  • Archives finished document as you would see it


Bar Coding

Spindle Professional creates and automatically inserts barcodes to any or all of your documents.

They can be printed anywhere on the document and you can have more than one barcode per page.

  • Automatically generate barcodes directly onto documents
  • Creates over 40 different barcode types
  • Simplifies order processing - saves time and resources
  • No need for separate label printers or specialised fonts
  • Streamlines a wide range of processes


How automated bar coding saves time & money

Spindle Professional prints an invoice generated by the sales team and sends a copy with a barcode inserted and prices removed, to the warehouse for order picking. Multiple barcodes are listed on a single document, allowing several orders to be placed on one invoice and picking document. The warehouse team simply collects a copy and picks orders directly from that sheet.

Orders don't have to be manually entered onto a separate system for barcodes to be generated, simplifying order processing, saving time and resources.

 

PDF Digital Signatures

The move from mail to e-mail, from print to paperless, from filing to electronic storage means that it is very often impractical to use traditional handwritten signatures. In fact many of the advantages of using electronic systems fail because at some point a physical signature is still required. Digital Signatures allow you to add an electronic "fingerprint" in a cost effective, simple operation.

 

  • Send digitally signed Adobe PDF documents
  • Strengthen integrity and audit potential of electronic transactions
  • Helps protect document integrity
  • Compliant with legislation in most European countries


CRM

Automatically links outgoing documents with a customer or company and saves a record of the communication for reference.

Allows different departments access to all communications for every customer.

  • Links documents directly to companies and contacts in your CRM system for easy access
  • Quotes and accounting documents stored in one place
  • Adds notes to companies and contacts confirming dates documents were sent
  • Integrates with range of applications including Sage 200 CRM V6, Microsoft Dynamics CRM or equivalent, enabling documents from other applications to be saved in your CRM system


How automated CRM integration saves time & money

When your finance department sends an overdue debt letter via Spindle Professional, a copy is automatically saved within the CRM system and linked to that customer. Sales people see the customer correspondence and can mention it next time they call, or put a quote on hold until the issue is resolved. With all sales, marketing and accounting information stored instantly in one place, time is not wasted searching different applications to piece together customer information.

 

Fax

Quick document delivery from one business to another

  • Fax scheduling - save money by sending off-peak and free up phone lines
  • Automatic fax facility
  • No need to print hard copies
  • Fax-optimised stationery can be automatically selected
  • Adds terms & conditions, promotional or other message

 

SharePoint

A valuable addition to SharePoint, making software faster and more effective saving you time and enabling documents to be collated, archived and retrieved instantly. Documents can be searched by any criteria such as customer name or sales value.

 

  • Automatic filing and indexing, saves hours and hours
  • Templates reduce potential for human error
  • Amend and subtract data once for it to be active across every record
  • Comprehensive archive and retrieval
  • Searchable PDF content
  • Can archive virtually any document you can print
  • Works across a range of software applications

How automated archiving into SharePoint saves time & money.

Your personnel department can use Spindle Professional to archive all employee documents including payslips, holidays, sickness, training and appraisal records. You can then search and access for any individual record in PDF files.