A sales representative wants to quickly create a custom quote for a key customer, including recent sales history, available inventory and customer-specific discounts.

Traditional method in SAP Business One:

Without MyWave's AI capabilities, this process would look like this:

1. Navigating to customer data in the CRM module
2. Searching for the specific customer
3. Viewing customer sales history
4. Switching to the inventory module to check product availability
5. Returning to the sales module to create a new quote
6. Manually add desired products
7. Consulting the discount module to see what discounts apply
8. Manually applying discounts to the quotation
9. Formatting and customizing the quotation
10. Saving the quote and sending it to the customer

This process requires a lot of navigation between different modules, manual data entry, and, of course, a lot of experience with the system.

Using the GenAI addition of MyWave

The same task can be done much easier:

1. Sales associate opens the MyWave.ai interface in SAP Business One
2. He or she issues a language command (prompt), for example, "Create a quote for customer ABC for 100 units of product X and 50 units of product Y. Include sales history for the last 6 months, check inventory and apply our standard volume discount."
3. MyWave processes this request by
   • retrieving customer data;
   • analyzing the sales history;
   • checking inventory;
   • applying the appropriate discounts;
   • generating a draft quote based on all this information.
4. The sales associate gets an overview of the generated quote and can request any adjustments, for example, "Add an additional 5% discount for quick payment."
5. After approval, the sales representative can have the quote sent immediately with a command such as, "Send this quote to ABC's purchasing manager."

This process is significantly faster and more user-friendly than the traditional way. It eliminates the need to navigate between different modules and reduces the risk of errors in manual data entry.

Moreover, it enables the sales associate to respond quickly to customer requests, which can lead to higher customer satisfaction and potentially more sales. By using MyWave, the sales associate can focus on the customer relationship and sales strategy, rather than spending time on administrative tasks in the system.