SAP Business One gives you real-time, direct access to your critical business and operational data. This comprehensive system covers all of your core operations, giving you great insight so you can confidently make informed business decisions. With SAP Business One nearly all aspects of your business – including administration, operations, distributions, customer relationship management and accounting – become more flexible.

ACCOUNTING & FINANCIALS IN SAP BUSINESS ONE

Financial accounting

Manage all your financial transactions, including general accounts, budgeting, journal entries, account setup and maintenance in one system, with full reporting functionality and tools.

Budgeting

Organise budget creation, allocation, and distribution. Provide complete budget tracking, reporting, and alerts that notify the relevant users if a transaction surpasses a budget threshold.

Banking

Monitor all banking practises including cash receipts, cheque writing, deposits, advance payments, credit card payments, and account reconciliation.

Financial reporting

Gives you straight forward financial reports, ranging from profit and loss to balance sheets, transaction reports, cash flow analysis, multi-period comparisons, and budgeting reports.

CUSTOMER RELATIONSHIP MANAGEMENT (CRM) IN SAP BUSINESS ONE

Sales-opportunity management

Organise the entire sales process throughout the different sales stages. Track and evaluate potential leads, and forecast revenue potential. Allows you to monitor and analyse sales opportunities using sales reports and dashboards.

Microsoft Outlook integration

Import customer information from SAP Business One into your Microsoft Outlook contacts list. Synchronise activities and tasks between your calendars in SAP Business One and schedules through Microsoft Outlook.

Customer service & support

Provides support functionality allowing your customer service and support employees to organise customer warranties and service contracts, to manage service calls, and track all customer interaction activities.

Business partner management

Organise the master data for your channel partners and resellers to track potential sales leads and prospects. Including profiles, contact summaries, account balances, and sales – pipeline analyses.

OPERATIONS & DISTRIBUTION IN SAP BUSINESS ONE

Sales and delivery

Create price quotes, enter customer orders, organise deliveries, update stock levels, report on customers’ current balances, and manage all billing and accounts.

Purchasing

Manage and maintain your vendor contracts and transactions including generating purchase orders, stock quantities updates, calculations for the value of imported products, credits and returns, and payment processing.

Inventory management

Organise stock levels, item management, pricing lists, special price contracts, warehouses transfers, and stock transactions—all through integration with other operational processes including sales and purchasing.

Production planning

Manage your production material requirements through a wizard based procedure that allows you to define a planning overview in 5 simple stages and calculate predictions of demand based on forecasts.

ADMINISTRATION & REPORTING IN SAP BUSINESS ONE

Human resources

Maintain and organise your employee data and records in a single system, allowing you to capture and access all relevant information easily.

Automatic alerts

Create your own custom alerts and notifications, as well as unique workflow processes by forming approvals, procedures, and steps, which are automatically implemented when specific events occur.

Dashboards & reports

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

Drag and relate

View important relationships between your company data – giving you an instant and complete understanding of any of your business transactions – by dragging the data you need more information on, positioning it on top of other data, then drilling down for more details.

Customisation & integration

Allow users to add fields, change forms, and personalise queries and reports in a simple and easy way. The standard software development kit (SDK) allows you to utilise reusable business objects and user-interface functions to customise and integrate SAP Business One, and to meet your specific operational and business needs.


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