SAP Business One × WhatsApp · Sales orders
Sales order confirmations from SAP B1 on WhatsApp
When a sales order is created or confirmed in SAP Business One, Lead Pattern sends your customer a WhatsApp confirmation with the items, amount and expected dispatch — then dispatch, invoice and payment updates can follow from the same SAP documents.
Last updated: 8 November 2026
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Sent from SAP Business One
SAP · Sales order confirmed
⚡ Order confirmation
Your order is confirmed — items, amount and expected dispatch below.Reply → sales team inbox
Quick answer
Can SAP Business One send sales order confirmations on WhatsApp?
Yes. With Lead Pattern's native SAP Business One connector (a paid add-on on Growth and Enterprise), creating or confirming a sales order in SAP B1 sends the customer an approved Utility template with items, amount and expected dispatch. No custom code inside SAP.
The problem
Dealers ask "is my order booked?"
No confirmation
Orders get booked in SAP, but the dealer doesn't hear back.
Typed by hand
Your sales team copies items and amounts from SAP into WhatsApp.
Mistakes found late
A wrong item or quantity only surfaces at dispatch.
How it works
From SAP sales order to WhatsApp confirmation
1
We connect SAP Business One
Our SAP specialists connect to SAP Business One through its standard interfaces — no custom code inside SAP and no middleware.
2
Choose the template for sales orders
Pick the approved WhatsApp template that goes out when a sales order is created or confirmed, with the items, amount and expected dispatch. Template variables map to SAP fields, so each customer gets their own numbers.
3
Meta approves the template
Messages your business starts need a template approved by Meta. These updates belong in the Utility category — updates about an existing order, account or request.
4
Test, then switch it on
Test with real documents, then switch it on for all customers. When a customer replies, the chat lands in your shared team inbox with the SAP context.
What the message looks like
Sales order message examples
Examples to adapt. Highlighted words are variables, filled from SAP for each customer. Meta reviews every template before you can use it.
Sales order confirmation
UtilityDear {{customer_name}}, your sales order {{order_number}} dated {{order_date}} for {{order_amount}} has been booked. Expected dispatch: {{dispatch_date}}.
Order confirmed (reply to check)
UtilityHello {{customer_name}}, we have confirmed your order {{order_number}} for {{order_amount}}. Please reply here if any item or quantity needs a change.
One order, four updates
What else SAP Business One can send
| When this happens in SAP B1 | The customer gets |
|---|---|
| A sales order is created or confirmed | Order confirmation with items, amount and expected dispatch |
| A delivery is posted | Dispatch update with transporter and tracking details |
| An A/R invoice is created | The invoice as a PDF on WhatsApp |
| A payment is due or overdue | A polite reminder with invoice number and amount |
What you need
Before you switch it on
| You need | Details |
|---|---|
| SAP Business One | Supported natively today. SAP S/4HANA and SAP ECC are coming soon. |
| A Lead Pattern Growth or Enterprise plan | The SAP B1 Basic Connector is a paid add-on on Growth and Enterprise (not on Starter). See pricing. |
| Your number on the WhatsApp Business API | We connect your number to the official API and help with Meta verification — free. |
| An approved Utility template | Written by you or with our help, then reviewed by Meta. Meta has the final say on approval and category. |
| Customer WhatsApp numbers | A mobile number on WhatsApp for each customer, and their permission to receive updates there. |
What it costs
Cost per order update: Meta's utility rate, no markup
Each message is a Utility template — about ₹0.115 per message in India at Meta's own rate, passed through with zero markup (plus GST). On top of that: your plan (Growth is ₹35,000 a year, excl. GST) and the SAP B1 Basic Connector add-on, priced to your setup. A 30-day pilot on one use case is available. Meta rates last checked on 7 November 2026 (Meta's India rate card effective 1 October 2026).
After the message
Customers reply — your team answers from one number
Replies land in the shared inbox
Sales, dispatch or accounts can answer from the same WhatsApp number, with the SAP context next to the chat.
Role-based access
Control who can see SAP-linked conversations, send messages and manage templates.
Encrypted in transit and at rest
Data between SAP, Lead Pattern and WhatsApp is encrypted in transit, and stored data is encrypted at rest.
SAP B1 sales order update FAQ
When does the order confirmation go out?+
When a sales order is created or confirmed in SAP Business One, the approved order template is sent to the customer with the items, amount and expected dispatch.
Is an order confirmation Marketing or Utility?+
Utility — it updates a customer about an order they already placed.
Can the dealer reply to change the order?+
They can reply on WhatsApp, and the chat lands in your shared team inbox with the SAP context so your sales team can act on it. Changes to the order itself are still made in SAP.
Which plan do I need?+
The SAP B1 Basic Connector is a paid add-on on the Growth and Enterprise plans — it is not available on Starter. Connector pricing is tailored to your setup; see the pricing page or ask our team on WhatsApp.
Do we need custom code inside SAP?+
No. Our SAP specialists connect through SAP Business One's standard interfaces. No middleware is needed from our side. Most customers go live in 2–4 weeks, depending on scope.
Can we try it first?+
You can try Lead Pattern free for 14 days. For SAP, you can start with one use case — a 30-day proof-of-value pilot is available before full rollout. There is no free plan.
Keep reading
More SAP Business One on WhatsApp
SAP × WhatsApp guide
The full guide: options, security, rollout and FAQs.
Learn more →SAP Business One connector
Setup and the events it can send.
Learn more →Invoices on WhatsApp
The A/R invoice PDF, sent from SAP B1.
Learn more →Dispatch alerts
Transporter and tracking details when a delivery is posted.
Learn more →Payment reminders
Invoice number and amount when a payment is due or overdue.
Learn more →SAP ROI calculator
Hours and calls you save with automatic updates.
Learn more →Pricing
Plans from ₹15,000/year. Meta fees at zero markup.
Learn more →Confirm every SAP order on WhatsApp.
Book a 30-minute SAP demo — we will show your exact use case.
14-day free trial · No credit card · Free WhatsApp API setup