SAP Business One Features

Financial Management

Improve margins, reduce errors, and drive more profitable decision-making with a complete set of tools for streamlined financial operations.

Accounting

Automate the handling of all key accounting processes such as journal entries, accounts receivable and accounts payable.

Controlling

Manage cash flow, track fixed assets, control budgets, and monitor project costs with greater accuracy and efficiency.

Fixed asset management

Simplify the management of your fixed assets with a virtual function, eliminating the need for repetitive manual data entry.

Banking and reconciliation

Process reconciliations, bank statements, and payments faster through various methods including checks, cash, and bank transfers.

Financial reporting and analysis

Create standard or customized reports from real-time data to improve your business planning and audit review processes.


Sales and Customer Management

Oversee the entire sales process and customer lifecycle more efficiently – from initial contact to final sale, after-sales service, and support.

Sales and opportunity management

Track all sales opportunities and lead activities throughout the sales cycle, from the first contact to deal closing. 

Marketing campaign management

Create, manage, and analyze marketing activities to turn prospects into customers and grow sales and profitability.

Customer management

Store all critical customer data in one place by synchronizing and managing customer contacts stored in Microsoft Outlook.

Service management

Craft and manage warranty contracts and service agreements efficiently, and enter and respond to service calls quickly. 


Purchasing and Inventory Control

Optimize purchasing practices and control costs by managing the complete order-to-pay cycle including receipts, invoices, returns, and payments.

Procurement

Streamline procurement processes such as requisition requests, purchase order, and good receipts creation, and returns management. Improve audits by matching documents, viewing information trails, and handling multiple currencies. 

Master data management

Centralize purchasing processes by managing detailed data through a user-friendly interface. View account balances and purchase analyses while maintaining detailed item purchasing information with price lists and tax information. 

Warehouse and accounting integration

Benefit from real-time synchronization of goods receipts and inventory levels in the warehouse to perform purchase planning with ease and create an accounts payable invoice automatically from a purchase order or goods receipt.

Accounts payable

Lower costs and optimize your supply-chain relationships. Process accounts payable invoices, cancellations, and credit memos with a purchase order reference; plan material needs; and schedule purchases accordingly.

Reporting

Generate integrated reports with real-time data and display them in various report formats or dashboards to gain an overview of what matters most to your business, whether you’re using your desktop or your mobile device.


Business Intelligence

Create timely and accurate reports based on company-wide data with analytics and reporting tools.

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. 

Interactive analysis

See your business from a variety of perspectives by using SAP Business One integrated with standard Microsoft Excel functionalities. 

Intuitive tools

Get insights faster with the ability to drag and relate and drill down data and use search assistance and workflow-based alerts.

Analytics with predefined metrics

Improve your cash balance visibility and sales performance dramatically with analytics and predefined key performance indicators.

Powerful data visualizations

Make better decisions by enhancing your reports with powerful visualizations

Analytics and Reporting

Empower your employees to make smart, confident decisions faster by capturing all critical information and making it instantly available company-wide.

Dashboards and reports

Design intuitive, interactive dashboards and reports that answer your most pressing questions. Managers can also track revenues, costs, and cash flow accurately; assess performance; and take swift corrective action.

Real-time analytics

Access information faster and evaluate it with powerful analytics in real time. With SAP Business One you can simplify data searching and the on-demand creation of standard or ad hoc reports.