Trade & Distribution · Verified Case

An Import & Export Trading Company (Confidential)

Built a digital management platform on SAP Business One + OA + a foreign-trade system for efficient operations

Real customer case (shown anonymously at the client's request)

Chinese name: 某进出口贸易企业
Industry: Trade (import & export)
Products & Services: Import & export trading
Partner: MTC
Solution: SAP Business One + OA + foreign-trade system

Client name and identifying details withheld to protect privacy

Project Summary

A full sales-lead tracking mechanism with stage and conversion analysis

Paperless, traceable e-quoting with automated calculation, integrated with OA approvals and mobile sign-off

① Client Background

Company Profile

To protect the client's privacy, this case withholds the name and identifying details; only industry and outcomes are shared.

This is an import and export trading company whose work includes quotations, booking, container loading, document release and settlement. By connecting SAP Business One with OA and the foreign-trade system, the company linked lead management, quotations, shipping, payment approval and financial posting through shared documents and defined interfaces.

② Business and Management Requirements

Business and Management Requirements

Management Requirements Before Implementation

Sales leads were recorded in separate places, with no consistent opportunity-stage or conversion analysis.
Quotations were prepared manually, limiting calculation control and document traceability.
Shipment planning, booking, container loading, document release and dispatch were not managed through one documented process.
Payment approvals and supporting documents were not consistently connected across sales, trade operations and finance.

Implementation Goals

Manage sales leads by opportunity stage and conversion status.
Create quotations in the system with controlled calculations and document history.
Record shipment planning, booking, container loading, document release and dispatch in one controlled process.
Connect electronic payment requests to OA approval and financial posting.

③ Implemented Solution

Systems and Applications in Scope

SAP Business One + OA + foreign-trade system

Implementation partner: MTC

④ Project Outcomes

Implementation Outcomes

Effective control across shipping planning, booking, loading, document release and dispatch
Electronic payment requests with auto-posted vouchers connected to OA
Sales, trade operations and finance use connected documents from lead management through collection and payment.
OA approval, mobile approval and financial posting use the same supporting documents, reducing duplicate entry and improving traceability.

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