Solution in detail

SAP Business One gives you instant access to business critical information, when you need it. The integrated business management solution manages all your core operations, giving you accurate information, to enable you make informed business decisions.

Every aspect of your business will become more agile – from administration and financials to operations and customer relationship management .

Accounting and Financials
Financial accounting – Manage all your financial transactions – general ledger, journal entries, budgeting and account setup and maintenance in one system with comprehensive tools and reports.

Budgeting – Manage budget creation, allocation and distribution. Provide budget tracking, reporting and alerts that notify the responsible users whenever a transaction exceeds a monthly or annual budget limit.

Banking – Track all banking processes such as cash receipts, check writing, deposits, advance payments, credit card payments and account reconciliation.

Financial reporting – Provide easy-to-use financial reports, including balance sheets, profit and loss statements, cash flow analysis, transaction reports, multiperiod comparisons and budget reports.

Download the Financials Management fact sheet

 
Customer Relationship Management (CRM)
Sales opportunity management – Manage the entire sales process through different sales stages. Track sales opportunities and activities, analyse their outcome and forecast revenue potential. You can monitor and analyse sales opportunities using dashboards and sales reports.

Web CRM – Give your sales team secure access to customer data over the Web wherever they are. Provide a Web-based interface to your customers so they can log inquiries and check order status – all in real-time.

Microsoft Outlook integration – Import customer data from SAP Business One into your Microsoft Outlook contact list. Activities and tasks entered into your calendar in SAP Business One can be synchronised with your schedule in Microsoft Outlook.

Customer service and support – Allow your customer service and support team to administer customer warranty, service contracts, manage service calls and track all customer interaction activities.

Business partner management – Manage master data for your resellers and channel partners to track sales leads and opportunities, including profiles, contact summaries, account balances and sales pipeline analysis.

	Read the CRM fact sheet
	Read the Web CRM fact sheet

Operations and Distribution
Sales and delivery – Generate price quotes, enter customer orders, set up deliveries, update stock levels, report on customers' current balances and manage all billing and accounts receivables.

Purchasing – Manage and maintain your vendor contracts and transactions, including the issue of purchase orders, updates to stock quantities, calculations for the value of imported items, returns and credits and payment processing.

Download the Purchasing Management fact sheet

Inventory management – Handle inventory levels, item management, price lists, special price agreements, transfers between warehouses and stock transactions – all via integration with other processes like sales and purchasing.

Production planning – Manage your production material requirements through a wizard-based process that enables users to define a planning scenario in five easy steps and predict demand based on forecasts.

Read the Warehouse and Production Management fact sheet

Administration and Reporting
Human resources – Capture pertinent information about each employee so you have one place to maintain and manage your employee records and data.

Automatic alerts – Define your own alerts and unique workflow processes by establishing approvals, procedures and steps that are to be automatically initiated when a specific event occurs.

Dashboards and reports – Create intuitive reports and dashboards for every aspect of your business, including customers and suppliers, sales, cash flow, bookkeeping, warehouse stock, financial statements, pricing and customer activities.

Read the XL Reporter fact sheet

Drag and relate – View important relationships between data – and instantly gain a complete understanding of any business transaction – by dragging the data you want more information on, positioning it on top of other data and then drilling down for more details.

Customisation and integration – Enable users to easily add fields, change forms and personalise queries and reports. A standard software development kit (SDK) consisting of reusable business objects and user interface customisation tools is available to customise and integrate SAP Business One to meet your specific industry and business needs.

E-Commerce
E-commerce – Set up your own online store that is fully integrated with inventory and financials, including online catalog, shopping cart, order processing and notification, customer configuration tools, and online customer services.

Read the E-commerce fact sheet