Otis for SAP Business One
SAP Business One gives smaller enterprises a single view of stock, sales and finance. Otis works on top, turning enquiries into accurate quotes and posting confirmed orders straight into Business One.
An agent that speaks Business One
SAP Business One holds a tightly structured item master, real time inventory and the pricing and discount rules that apply to each customer. Otis reads that data and sells from it, so quotes are accurate to the item and the account, and confirmed orders post straight back into Business One ready to fulfil and invoice.
Otis is the agentic layer on top of Business One, not a replacement for it. Business One stays your system of record. Otis handles the quoting and selling around it, on the website, at the counter and out of hours, so your team stops re keying and starts closing.
What connects
Real time inventory
Live stock from Business One so Otis only sells what you hold.
Item master
Otis resolves enquiries to the right items in your Business One master data.
Price lists
The price lists and discounts Business One applies, per customer.
Orders in
Confirmed orders post into Business One ready to fulfil and invoice.
Counter and web
One integration across the counter and the website.
Scoped access
Proprietary architecture owned by OptiFlow Technologies.
Working on top of SAP Business One
SAP Business One gives a growing business a single view of finance, stock and operations. It is built to run the business efficiently, not to hold a sales conversation with a customer who asks a question after the office has closed. That leaves a gap between what your system knows and what your customers can get an answer to.
Otis works on top of Business One, reading your live product and pricing, and answers trade enquiries around the clock, so the data Business One holds becomes instant answers for customers rather than sitting behind a login.
Otis and SAP Business One
Reads Business One data
Answers from your live SAP Business One product and pricing.
Adds a sales channel
Turns a finance and operations system into an always on point of sale for enquiries.
Sits on top
Layers onto Business One with no change to the core system.
Common questions
Will this disrupt Business One?
No. Otis works through controlled connection points and does not change your Business One setup.
Does it use our price lists?
Yes. Otis applies the price lists and discounts Business One holds for each customer.
Does it match the right items?
Yes. Otis resolves enquiries against your item master so the correct product is quoted.
What about delivery and logistics?
Otis captures the full order including delivery intent, ready for your fulfilment flow.
How quickly can we start?
Timelines depend on data quality. Clean stock and pricing means a faster go live.
Do we stay in control?
Yes. You set what Otis can quote and sell, and Business One stays your system of record.
See Otis working with Business One
Book a call and we will show how Otis quotes and sells from your live Business One data, on the counter and online.