Core Modules

SAP Business One‘s core modules help manage and streamline all your operations. It will automate everyday accounting tasks, such as, maintaining ledger and journal entries, as well as supporting tax calculations, and enabling multicurrency transactions.

It will help you conduct all your banking activities – such as processing bank statements, payments and reconciling accounts. So you can manage cash flow, track budgets and compare actuals versus plans to instantly see where your business stands. By integrating your financial operation with other business processes you can speed transactions and improve cashflow visibility.

SAP Business One provides:

• Chart of accounts
• Journal entries
• Posting templates
• Recurring postings
• Financial reports
• Budget management
• Cost accounting
• Incoming payments
• Outgoing payments
• Payment run
• Bank statement processing
• Checks & credit cards
• Deferred payments
• Account reconciliation
• DATEV / ELSTER (DE)
• Fixed Assets

Key functionality includes:

• Accounting – SAP Business One will automatically handle all the key accounting processes, such as journal entries, accounts receivable and accounts payable
• Controlling – It will accurately manage cash flow, track fixed assets, control budgets and monitor project costs
• Banking and reconciliation – You will be able to quickly process reconciliations, bank statements and payments
• Financial reporting and analysis – SAP Business One will create reports from real-time data to help with business planning and audit reviews

SAP Business One will give you accurate information about inbound and outbound shipments, inventory and item location. So this means you can value inventory using standard costing, moving average, FIFO and other methods; monitor stock levels; and track transfers in real time. You’ll be able to run real-time inventory updates and availability checks as well as manage standard and special pricing. Plus, you can also apply volume, cash and customer discounts and run reports that reveal their impact.

With SAP Business One you’ll have  comprehensive inventory and distribution functionality, including:

• Item management
• Item lists
• Price lists
• Goods receipts
• Goods issues
• Inventory transactions
• Transfers
• Serial number mgmt
• Batch number mgmt.
• Price lists in multiple currencies
• Special prices
• Period and volume discounts
• Pick and pack
• Recurring transactions
• Inventory Tracking
• Bin Location
• Multiple Measurements
• Inventory Counting
• Warehouse Management System (WMS)
• Advanced inventory planning
• Courier Integration
• Container management

Key functionality includes:

• Warehouse and inventory management – Manage inventories using various costing models, maintain item master data, and use multiple units of measure and pricing
• Bin location management – Manage inventory by dividing each warehouse into multiple subzones, set up allocation rules, optimize stock movement and reduce picking times
• Goods receipt and issue control – Record goods receipts and issues; track stock locations and transfers; enable consignment, drop-ship, and other orders; and perform inventory and cycle counts
• Production and material requirements planning – Create and maintain multilevel bills of materials (BOMs), issue and release production orders manually or by backflush,and globally maintain prices for BOMs
• Efficient reporting – Generate reports with timely data and display them in various formats or dashboards

SAP Business One supports all your basic requirements for production activities by enabling you to accurately and effectively manage bills of materials (BOMs), production orders, and material requirements.

The software provides comprehensive production and Material Resource Planning functionality, including:

• Bills of material
• Item Sets
• Production orders
• Goods issues
• Goods receipts
• Production Dashboards
• GL Account Determination
• Life Cycle Mgmt.
• Item cost calculation
• Forecasts
• MRP
• Make to order
• Order recommendations
• Production Routing
• Rough cut planning
• Finite planning software
• Product configuration
• SFDC
• Engineer to order
• Configure to order
• Engineer Change Control

Key functionality includes:

• Bill of Materials (BOMs) – specifies the quantities of components that make up a product.
• Production Orders – a set of instructions for planning and assembling a production item. It tracks all the material transactions and costs involved in the production process, as well as additional costs, such as labor overhead.
• MRP – Makes the appropriate recommendations, SAP Business One considers various supply and demand sources, including existing stock levels, planned production orders, open purchase orders, actual sales orders, forecasted orders, master data like BOMs, and planning data like lead times and minimum stock levels

Gain control and visibility over all of your projects, from planning through to execution and billing with our Projects add-on for SAP Business One.

Improve all areas of your project management, across job costing, project planning, billing and reporting with SAP Business One for Project Management.

The software provides comprehensive project and resource management functionality, including:

• Project management
• Project stages
• Stage dependencies
• Sub-projects handling
• Project Time Reporting
• Internal project handling
• Employee master data
• Time sheet entries
• Resource master data
• Resource capacity planning
• Gantt chart capacity viewing
• Project Costing

Key functionality includes:

• Accurate Estimating – the quotation process takes into account resources, materials and time
• Accurate Budget vs. Actual – once the order is placed on SAP, all job costs can be compared against the original budget, allowing you to measure the accuracy of your estimates over time.
• Gantt Chart for Project Resourcing and Planning – the drag and drop tool allows you to allocatea all the project elements to the manufacturing process.

Acquiring new customers is important for success, but maximising customer relationships is just as crucial. SAP Business One’s core modules provide the tools to help you efficiently manage the entire sales process and customer lifecycle – from initial contact to final sale to after-sales service and support. Its integrated functionality provides a complete view of prospects and customers so you can better understand and meet their needs. As a result, you can turn prospects into customers, increase sales and profitability and improve customer satisfaction.

The software provides comprehensive sales and service functionality, including:

• Opportunity and pipeline Mgmt.
• CRM
• Campaign Mgmt.
• Blanket agreements
• Quotations
• Sales orders
• Deliveries & Returns
• Invoices
• Dunning & Customer Mgmt.
• Gross profit calculation
• Service Mgmt.
• Service planning
• Customer interactions tracking
• Equipment card handling
• Service Dashboards
• Service contracts
• Human resource integration
• Knowledge database
• Service calendar
• Service call processing
• eCommerce Integration
• eMarketing integration
• Upsell / Alternative Items
• EPOS Integration
• Mobile field service
• Resource planning
• Planned maintenance
• Recurring billing
• Card for site equipment
• Service Consumables
• Project Solutions
• Installation scheduling

Key functionality includes:

• Sales and opportunity management – Track opportunities and activities from first contact to closing
• Marketing campaign management – Create, manage, and analyze marketing activities and their impact
• Customer management – Store all critical customer data in one place, with dashboard overviews of all relevant information
• Service management – Efficiently manage warranty and service contracts; enter and respond to service calls quickly
• Integration with Microsoft Outlook – Manage customer contacts with full Outlook synchronization
• Reporting and analysis – Create detailed reports on all aspects of the sales process, including sales forecasting and pipeline tracking, using time-saving template

Every small business needs a systematic approach to managing the procurement process, from requesting vendor quotes to creating purchase requests to paying vendors.

SAP Business One helps manage the complete order-to-pay cycle, including receipts, invoices, returns, and payments. Integrated reporting tools let you easily compare suppliers and prices to negotiate better deals and identify opportunities for cost savings.

The software provides comprehensive purchasing and operations functionality, including:

• Purchase request
• Purchase quotations
• Web-enabled RFQ
• Purchase orders
• Goods receipt POs
• Goods returns
• A/P Invoice
• A/P Reserve Invoice
• Down-payment Invoice
• Down-payment request
• Cancel Marketing Documents
• A/P credit memos
• Landed costs
• Intrastat
• Supplier price feeds

Key functionality includes:

• Procurement  – Create purchase requests, POs and goods receipts which are linked for audit purposes. Plus manage returns, additional expenses and multiple currencies
• Master data management – See data such as account balance and purchase analyses. While maintain detailed item purchasing information with price lists and tax information
• Warehouse and accounting integration – View real-time goods receipts and inventory levels; process invoices, cancellations and credits. Plan your material needs and schedule your purchases
• Easier, up-to-date reporting – Generate reports with real-time data and display them in various report formats or dashboards

SAP Business One provides powerful analytic and reporting tools. It includes a complimentary and fully integrated version of SAP Crystal Reports® software, so you can gather data from multiple sources and generate timely and accurate reports based on company-wide data. Integrated with Microsoft Office, SAP Crystal Reports lets you choose from a variety of report formats and control access to information displayed.

With optional analytics powered by SAP HANA, SAP Business One takes advantage of inmemory computing for analysis and reporting. It will give you real-time access to predefined dashboards and reports, as well as productivity tools to support decision making.

You can tailor forms and queries to meet specific requirements without technical training. Which means you can also configure settings to define exchange rates, set authorization parameters, and create import and export functions for internal mail, e-mail and data.

The software provides comprehensive management and accounting functionality, including:

• User administration
• Authorizations
• Multiple currencies
• Exchange rates
• Multiple posting periods
• Multi-branch
• Data import
• Opening balances
• Approval processes
• Calendar
• Microsoft Office integration
• Mobile Interaction
• Recurring transactions
• Drop Ship

Key functionality includes:

• Report creation and customization – Access data from multiple sources, create new reports, and customize existing ones in a variety of layouts with minimal IT overhead
• Ad hoc analysis – Leverage Microsoft Excel pivot tables to slice and dice your data, seeing your business from new angles
• Intuitive tools – Drag and relate, drill downs, search assistance, and workflow-based alerts