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SAP Business One Features & Functions

SAP Business One Main Menu The SAP® Business One Difference

How can SAP Business One help you succeed?  The solution offers:

Integration – SAP Business One is the only integrated business management solution for SMBs that was built to automate CRM, manufacturing, and financial management – all through one single system.

Embedded CRM – Only SAP Business One is built with CRM embedded into the application. Sales, support, and customerfacing processes are seamlessly integrated with all relevant functions across the company.

Drag & Relate – SAP Business One is the only solution that uses Drag & Relate to provide users at all levels with end-to-end visibility of complete operations and the ability to instantly understand key relationships and transactions within the business.

Workflow-based alerts – Only SAP Business One offers workflow-based alerts that let users monitor, notify, and take action based on specific events.

Adaptability – SAP Business One is the only solution that providesusers with the freedom to easily add fields, change forms, and personalize queries and reports. You can add new functionality or upgrade the solution as the needs of the business change.

SAP Business One is a comprehensive application catering for all your core operations. Click the image to the left to get a view of what the main menu looks like. Virtually all aspects of your business can be streamlined with the help of SAP Business One - including Financials, Customer Relationship Management, Procurement, Distribution, Service and Human Resources.
SAP Business One Chart of Accounts

SAP Business One Journal Entry
Financial Management

The core functionality of SAP Business One is its financials management, incorporating all key accounting processes, such as journal entries, accounts receivable, and accounts payable. Real-time transparent postings give the user the ability to drill down from any transaction directly to the general ledger. SAP Business One supports automatic tax calculations for GST as well as foreign currency transactions. Posting templates and recurring postings further streamline and simplify your accounting processes. SAP Business One allows users to set-up a detailed segmented chart-of-accounts as well as track expenditure compared with budgets.
SAP Business Opportunities Pipeline Opportunities and Sales Management

SAP Business One enables you to efficiently manage your tasks and information throughout the sales cycle. Schedule phone calls and meetings, assign tasks, create detailed notes, and other activities and be reminded when they are due. Activities entered into your calendar in SAP Business One can be synchronized with your schedule in Microsoft Outlook™. The sales opportunities module in SAP Business One lets you manage the entire sales process as it progresses through different, custom defined sales stages. It tracks sales opportunities and sales activities, analyzes their outcome, and forecasts revenue potential.
SAP Business One Dynamic Opportunity Analysis
The sales opportunities module in SAP Business One lets you manage the entire sales process as it progresses through different, custom defined sales stages. It tracks sales opportunities and sales activities, analyzes their outcome, and forecasts revenue potential.
SAP Business One Document Generation Wizard Wizards

SAP Business One comes with a number of predefined wizards assisting the user in completing the task easily and intuitively. Such wizards include the Document Generation Wizard, Payment Wizard, Dunning Wizard, MRP Wizard and the Query Wizard.
SAP Business One Foreign Currency Converter Mulit Currency

Multi-currency transactions are fully supported by SAP Business One. Rate differences can easily be managed by individual business partner or by vendor and customer group. Exchange rate difference postings will be created to the corresponding profit or loss accounts whenever exchange rate or conversion differences occur in a multi-currency transaction.
SAP Business One Landed Costs
Landed Costs

A special ‘landed cost’ feature allows you to manage charges from an international transaction involving customs and other import/export related expenditures.
SAP Business One Item Master Data
Warehouses and Inventories

Comprehensive item master data management in SAP Business One lets you maintain item numbers and descriptions with detailed purchasing, sales, and inventory data. Multiple units of measure and factors can be used when managing base, purchasing, packaging, and sales units, in order to streamline picking, packing, and final delivery.
SAP Business One Pick & Pack Manager
Pick & Pack Manager

The SAP Business One Pick & Pack Manager lets you easily create pick lists and pull the listed items from the inventory.
SAP Business One User Defined Fields
User-Defined Fields

In SAP Business One, users can define their own fields for all objects, including items, business partners, and orders. This enables them to manage the typical information required for many different business activities. They can also select userdefined fields to enter various types of information, such as texts, addresses, phone numbers, URLs, file attachments,images, and drop-down lists.
SAP Business One Production Order
Production and MRP

SAP Business One supports standard, special, and disassembly production orders. Bills-of-material can easily be entered into production orders so that item availability, warehouse location, and issue method are automatically recorded.
SAP Business One Outlook Integration 1 Microsoft Outlook™ Integration

The Microsoft Outlook™ add-on for SAP Business One allows you to synchronize calendars and tasks and import customer data from SAP Business One into your Outlook contacts list. The quotation function included in the Microsoft Outlook™ addon enables you to display and edit existing quotations directly in Microsoft Outlook. You can create new quotations in Microsoft Outlook, store them in SAP Business One, and send them as an email to your prospect or customer. E-mails sent and received in Microsoft Outlook™ can be saved and retrieved as activities in SAP Business One
SAP Business One Outlook Integration 2
Using the SAP ‘Snapshot feature, you can define a set of data about a customer or lead and export it into Microsoft Excel™. The exported data can then be associated with a record in your Microsoft Outlook™ contact list.
SAP Business One XL Reporter Dashboard
Easy and Accurate Reporting using XL Reporter

The SAP Business One solution offers a fully integrated reporting and financial analysis tool that works with Microsoft Excel to provide instant access to financial and operational data residing in the SAP Business One database. Employing a Microsoft Excel–style interface and unique drag-and-drop technology, the XL Reporter tool in SAP Business One simplifies report creation. The tool also enables you to create up-to-the-minute dashboards that provide snapshots of key performance indicators such as sales bookings, year-to-date revenue, accounts receivable, and open orders.

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Last updated 05/03/10 
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