SAP^® Business One Modules

Accounting: SAP® Business One features a chart-of-accounts template that can be adapted to business requirements.

Journal entries: Create new journal entries and search for existing ones. Most journal entries are posted automatically from the sales, purchasing, and banking areas. In addition, users can automatically allocate each transaction to a project or a profit center.

Journal vouchers: Users can save multiple manual journal entries to a batch and process simultaneously.

Posting templates: Users can define general ledger account assignment models, which saves time and helps avoid mistakes.

Reversing journals: The application allows users to reverse month-end accruals postings automatically.

Financial report templates: Users can generate any number of financial report templates quickly and easily.

Budgets: This feature helps users define and manage budgets.

Profit centre: This function allows users to define different profit centres or departments. Users can allocate the corresponding revenue and cost accounts to a predefined profit centre in the chart of accounts.

Define distribution rules: Based on defined costs and experience, users can define different distribution rules to characterize business activities and then allocate a revenue or a cost account to the corresponding distribution rule.

Table for profit centres and distribution rules: This function allows users to display profit centres and distribution rules in table form.

If you would like to see SAP® Business One Financials in action, why not request a demo?

The sales opportunities features allow users to record every sales opportunity, from the first phone call to the successful close of a transaction. Users can enter various details concerning the opportunity, including the source, potential, closing date, competitors, and activities. As soon as the first relevant quotation is created, users can link it with the opportunity to simplify later tracking and analysis.

If you would like to see SAP Business One Sales Opportunities in action, why not request a demo?

The sales quotation functionality offers complete flexibility when you create the contents of quotations or any marketing document. Gross profit can be calculated for each quotation. A quotation can easily be exported to Microsoft Word.

Order: A comprehensive and simple sales order entry feature, integrated with inventory management.

Delivery: Generate the necessary packing documentation, allocating items into different packages. Warehouse quantities are automatically updated when a delivery is made.

Returns: Users can easily handle returns without credit or repair returns using the returns document.

Accounts receivable: The invoice automatically creates a corresponding journal entry, and an automatic receipt if the customer pays the invoice. Users can create an invoice and receipt in one step. When creating a credit memo, users can easily import the required data from the invoice or from any other sales document.

Automatic summary wizard: This wizard allows users to create a summarized invoice for a customer quickly.

Dunning wizard: This powerful wizard handles multiple dunning letters per customer and maintains a dunning history for each. The wizard can be executed at regular intervals, to check all outstanding customer invoices.

If you would like to see SAP Business One Sales Accounts Receivables in action, why not request a demo?

Purchase order: SAP® Business One lets users order materials or services from vendors. Users can split a single purchase order into multiple parts. Each line item within a purchase order can be shipped to, or specified as, a different warehouse location.

Goods receipt purchase order: This function allows users to receive a delivery at one warehouse or allocate deliveries to multiple warehouses. Users can change the purchase order quantity versus the actual received quantity.

Goods returns: Vendor returns for repair or without credit can be handled using the goods returns document.

Accounts payable invoice: When processing vendor invoices, SAP Business One also creates a journal entry. Users can use this information to process subsequent payments to the vendor.

Accounts payable credit memo: Through this function, the solution lets users issue a credit memo to the vendor for returned merchandise.

Landed costs: SAP® Business One enables users to calculate the purchase price of imported merchandise. They can allocate the various landed cost elements to the FOB costs of each item.

Document printing: This function helps users print all sales and purchasing documents. Users can select by period, document number, or document type.

If you would like to see SAP® Business One Purchasing in action, why not request a demo?

Users can define an unlimited number of contact persons for each business partner, along with their contact details and other important data. All relevant associated data - including customer sales reports and detailed balances - can be displayed.

Business One affords users an advanced search functionality to find the appropriate items.

Activities: This feature tracks interactions with customers, such as phone calls, meetings, and follow-up tasks. Users can also add special notes and attachments to activities and schedule next action items.

Calendar: SAP® Business One allows users to maintain a calendar that graphically displays the activities for one or more users. The calendar also provides functionality for scheduling activities as well as modifying scheduled activities. The calendar can be configured to show only specified activities and users. Team calendars are also supported.

If you would like to see SAP® Business One Business Partners in action, why not request a demo?

Incoming payments: This feature allows users to record all incoming payments. Users can also allocate payments to open invoices. The general ledger is updated automatically when a payment is created.

Cheque fund: This feature helps users manage all cheque data, as well as endorse or cancel individual cheques.

Credit card management: This feature helps users easily manage all credit card data, as well as endorse or cancel a credit card document.

Deposits: This function records cash payments, credit card payments, and cheque deposits. Credit card payments can be deposited automatically.

Outgoing payments: The outgoing payments function lets users define payments to vendors. They can allocate payments to open vendor invoices as well as initiate the automatic issue of cheques to vendors.

Payment wizard: This feature saves time by helping users step through the process of creating a payment batch for electronic bank transfers or outgoing cheques.

Bank statements and reconciliation: The solution enables fully automatic reconciliation. Users can reconcile credit and debit transactions with one another as a means of reconciling any general ledger account or comparing the cashbook balance with the bank statements balance.

Reconciliation wizard: This wizard-based solution uses a sophisticated algorithm to calculate the correct bank reconciliation automatically.

If you would like to see SAP® Business One Banking in action, why not request a demo?

Item master data: This feature allows users to define production, purchase, or non-inventory items. Stocked items can be maintained in multiple warehouses. SAP Business One also supports different inventory valuation methods on a per item basis.

Serial numbers: Serial numbers can be automatically generated based on predefined masks; they can also be manually created and assigned.

Batches: Users can assign batches to products and classify them by any attributes.

Substitute items: This feature allows users to create a list of items that can be suggested to the customer as alternatives if the required item is not available.

Define business partner catalogue number: This feature maintains a cross-reference table of vendor part numbers to inventory part numbers.

Update stock method: Users can easily select items from a list and change the current valuation method.

Goods receipt and goods issue: These two functions enable users to record goods receipts and issues that are not directly related to sales or purchasing.

Stock transfer: This feature allows users to move inventory among warehouse locations.

Cycle counting system: This function streamlines the counting process by identifying when each item in stock is due to be counted, based on different levels of importance.

Material revaluation: This feature enables users to make changes in existing inventory prices.

Price list: Users can define any number of price lists and link them with customers or vendors.

Special prices: Users can define special prices for individual customers or vendors. In addition, users can define discounts based on different terms of payment.

Pick and pack manager: The pick and pack manager function allows users to manage the picking and packing process. The pick and pack manager offers a range of sorting options and flexibility to work with your picking and packing processes.

If you would like to see SAP® Business One Inventory in action, why not request a demo?

Define bill of material: Users can define multilevel bills of material in this window by specifying a finished goods product - and all the raw materials that are required to produce it - with precise specifications for the quantities and warehouses involved.

Production order: Three types of production orders are supported - a standard order, a special order, and a disassembly order (used to disassemble finished goods and put components back into inventory). Production orders can be created with a planned status and later released to the shop floor. The solution also supports partial completion of production orders, giving complete flexibility and control of work orders. Users can view planned quantity versus completed and rejected quantities, and they can monitor the due dates of the order. Customer sales orders can be referenced on a production order, allowing users to check the status of the item while it is in work in process.

Receipt from production: This feature allows users to receive completed production orders into finished goods inventory.

Issue for production: This feature allows users to issue raw material components to specific production orders.

If you would like to see SAP® Business One Production in action, why not request a demo?

Define forecasts: This feature allows users to predict demand based on forecasts, instead of relying solely on received orders. Forecast calculations help users foresee future demand and adjust material planning accordingly.

Planning wizard: The planning wizard steps users through the process of creating planning scenarios in five easy steps. Users define the planning horizon, which can be viewed in weeks or days. The user selects the desired criteria in the scenario, as well as predefined sales forecasts. Once a scenario is executed, the application presents a recommendation to "make" or "buy" items in a report. Numerous drill-down options are available to allow planners to view the net requirement calculations and view the actual documents driving the gross requirements. Exception warnings and visual cues are also available. Planning scenarios can also be saved as simulations; users can run a series of "what if?" scenarios without affecting the recommendation report.

Order recommendation report: From the recommendation report, planners can automatically select recommended production orders and purchase orders for automatic creation. The system allows planners easily to convert a production order to a purchase order. Purchase orders to the same vendor can be consolidated into one order, streamlining the purchasing process.

If you would like to see SAP® Business One Materials Requirements Planning in action, why not request a demo?

Service call: This feature enables users to manage, track, and resolve customer questions and deal with item-related problems. Users can also view and maintain call history related to a particular incident. Calls can be assigned to individual technicians or maintained in a team queue.

Customer equipment card: This feature provides service technicians with detailed information about an item sold to a customer, such as serial numbers and service call history. It also lists service contracts assigned to the item.

Service contract: This feature allows users to create a regular support or warranty contract for items or services sold to a customer. The contract maintains the start and end dates, as well as specific terms of the contract, such as guaranteed response or resolution times. Service call history can be viewed from any contract; this feature also displays all items related to the contract.

Knowledge base solution: This feature includes key solutions for resolving various problems and situations. It helps streamline service and speed up service representatives' performance.

Service reports: These reports enable users to view and analyze data related to service contracts, customer equipment, and service calls. Users can also use the reports to evaluate efficiency and performance.

If you would like to see SAP® Business One Service Management in action, why not request a demo?

Employee master data: This feature allows users to track important information about each employee, such as name, job title, skills, department, reporting manager, attendance information, salary, team membership, and address information.

If you would like to see SAP Business One Human Resources in action, why not request a demo?

The reporting functionality enables users to create reports and initiate corrective actions immediately afterward. It includes accounting reports, enterprise reports, inventory reports, financial reports, and reports to aid decision making. Users can easily export any report to Microsoft Excel. Via the solution's simple data navigation, users can retrieve the exact data needed from these reports, saving valuable time while accessing new data and information. Internal and external reconciliation can be executed with exception reporting, which saves time when closing the books and preparing reports.

SAP Business One integrates with industry standard reporting products like Crystal Reports, giving you additional flexibility and functionality.

If you would like to see SAP® Business One Reporting in action, why not request a demo?