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SAP Business One WhatsApp integration

Connect SAP Business One items, warehouses, business partners, price lists, sales orders and account transactions to authorised WhatsApp workflows.

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Connected Workflow Operations
Connected workflow

Connected Workflow Operations

Real-time ERP synchronization and verified WhatsApp workflows tailored to your business rules.

01

Company and warehouse scope

Define CompanyDB, branch, warehouse and business-partner boundaries by scenario.

02

Service Layer approach

Prefer Service Layer or the existing integration layer where the installed version supports it.

03

Document lifecycle

Track draft, approval, order and failure outcomes as separate operational states.

Operational Capabilities

SAP WhatsApp B2B Integration Capabilities

Full bi-directional synchronization between SAP ERP and WhatsApp Business API. Execute orders, stock lookups, and financial statements in real time.

01 · Real-Time Stock

Live Stock & Warehouse Lookup in SAP

Customers or field reps ask for products in natural language. Meta Reva queries SAP tables instantly and returns real-time available stock per warehouse.

02 · Custom Pricing

Account-Specific Pricing & Discount Tiers

General catalog prices are never exposed. Meta Reva identifies the sender and applies the exact price list, tier discount, and payment terms defined in SAP.

03 · Automated Orders

Create Official Order Slips in SAP from WhatsApp

Approved WhatsApp carts automatically generate verified order slips in SAP with line items, tax rates, and warehouse codes—ready for warehouse dispatch.

04 · 24/7 Ledger & PDF

24/7 Statement of Account & Signed PDF Dispatch

Authorized customer contacts query their current ledger balance 24/7 and receive official PDF statements directly in WhatsApp with zero human intervention.

05 · Architecture & Security

Enterprise Connection & Security Protocols for SAP

Connect via direct REST API, SQL gateway, or secure on-premise connectors. Read-only query constraints, TLS encryption, and strict token-based authentication ensure your ERP database remains 100% secure.

Technical scope is verified during discovery; unsupported services or tables are never presented as available.

How it connects and which data it uses

Connection method

Depending on the deployment, SAP Business One Service Layer, DI API or existing middleware is assessed. Direct table writes are never assumed.

Data scope

Items, warehouses, business partners, price lists, sales orders and account transactions are scoped by CompanyDB and branch boundaries.

Supported objects

Items, BusinessPartners, ItemWarehouseInfoCollection, Orders and related service objects are used where supported by the deployment.

Example workflow

A customer asks about an item and lead time; business partner, price list and warehouse are verified, then confirmation creates an order draft or sales task.

Validation plan

Session renewal, CompanyDB separation, currency, price lists, warehouse locks, document numbers and repeated webhooks are tested.

Operations screen

The general panel view retains action source, document outcome and failure or handoff path in one record.

Operations screen
Other connection guides

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Review your deployment with us

Let us confirm version, access method, data scope and the first WhatsApp workflow during technical discovery.

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