SAP Business One – Features and Functions
|SAP Business One Features and Functions|
Accounting and Financials
Financial accounting -Handle all your financial transactions, including 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.
Customer Relationship Management (CRM)
Sales opportunity management-Manage the entire sales process through different sales stages. Track sales opportunities and activities, analyze their outcome, and forecast revenue potential. You can monitor and analyze sales opportunities using dashboards and sales reports.
Web-CRM-Give your sales team the 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 contacts list. Activities and tasks entered into your calendar in SAP Business One can be synchronized 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 the master data for your resellers and channel partners to track sales leads and opportunities, including profiles, contact summaries, account balances, and sales pipeline analyses.
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.[link to: Purchasing Management Fact Sheet.pdf]
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.
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.[link to: XL Reporter Fact Sheet.pdf]
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.
Customization and integration -Enable users to easily add fields, change forms, and personalize queries and reports. A standard software development kit (SDK) consisting of reusable business objects and user interface customization tools is available to customize and integrate SAP Business One to meet your specific industry and business needs.
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.