Saltbox Copilot - B1Sales Agent

First published on: 08/06/2025/8:30 pm

 

 

B1Sales is an AI-powered agent for SAP Business One Sales users. It helps sales teams quickly retrieve information, perform sales-related tasks, and interact with SAP B1 without navigating the SAP Business One manually.

 

Supported Tasks

Task Name Description Keywords (Trigger Phrases) Required Parameters
Last 10 Invoices Retrieves the last ten A/R invoices for a customer. Last 10 A/R invoices CustomerName
Last 3 Returns Retrieves the last three returns for a customer. Last 3 returns CustomerName
Last 3 Opportunities Retrieves the last three sales opportunities for a customer. Last 3 opportunities CustomerName
Credit Limit Displays the credit limit for a customer. Credit Limit CustomerName
Create a New Customer Creates a new customer record. new customer, new client CustomerName
Create a New Customer using ZoomInfo Create a New Customer using ZoomInfo new customer, new client, ZoomInfo CustomerName
Create a Sales Order from Quote Converts an existing quote into a sales order. new quote, convert sales order QuoteNo
Create an A/R Invoice Creates an A/R invoice from a sales order. new A/R invoice, create invoice SalesOrderNo
Create Opportunity from Quote Generates a sales opportunity from a quote. Create Opportunity from Quote QuoteNo
Create A/R Invoice from Delivery Generates an A/R invoice from a delivery document. Create A/R Invoice from Delivery DeliveryNumber
Auto Populate MinMax Level on Item Master Automatically sets Min/Max inventory levels for an item. Auto Populate MinMax Level on Item Master ItemNumber
Automatically Bill all Deliveries Generates invoices for all deliveries for a customer. Automatically Bill all Deliveries CustomerName
Create Activities From Quotes Creates follow-up activities from sales quotes. Create Activities From Quotes QuoteNo
Deactivate Customer Marks a customer as inactive. Deactivate Customer CustomerName
Release Orders to Pick Releases sales orders for picking. Release Orders to Pick OrderNo
Set Customers on Account Hold Places a customer account on hold. Set Customers on Account Hold CustomerName
Set Customers With Overdue Invoice to Frozen Freezes accounts with overdue invoices. Set Customers With Overdue Invoice to Frozen CustomerName
Last 3 Activities Retrieves the last three activities for a customer. Last 3 activities CustomerName
Last 3 Items Ordered Shows the last three purchased items for a customer. Last 3 items ordered CustomerName

 

 

 

 

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Last modified: 08/25/2025/8:30 pm