With SAP Business One you can address the below critical areas

• Improve efficiency for a better bottom line – Centralize and connect your entire business across sales, inventory, purchasing, operations, and financials  in one end to end solution, eliminating redundant data entries, errors, and costs
• Focus on growing your business – Streamline operations from end to end, so you can focus on making your business more profitable
• Make smarter, faster decisions – Put your business information into a single data source, so you can instantly drill down to complete, up to date information  and so your people can respond quickly to customer needs and be more empowered to make decisions
• Get faster time to value – Be up and running within two to eight weeks with a single application. The intuitive user experience minimizes user training and reduces the cost of ongoing IT support
• Support your changing needs – With easy to use customization tools and over 550 add on solutions provided by our software solution partners, SAP Business One can be flexibly tailored and extended to meet your specific business needs
• Connect headquarters, subsidiaries, and business partners in one seamless network – Better serve your customers and gain operational efficiency with affordable, right-sized solutions to help manage information flow and harmonize business processes.

• Chart of Accounts – Allows you to define all accounts and their hierarchical relationships such as cost centers, profit centers and etc.
• Journal Entries – Allows you to enter or find manual journal entries and automatically allocate each transaction to a project or profit center.
• Transaction Templates – Enables you to save time and prevent mistakes when entering manual journal entries.
• Recurring Journal Transactions – Lets you create your own set of recurrent transactions, including automatic frequency reminders.
• Exchange Rate Differences – Allows you to enter your foreign currency rates and indexes and automatic recognition of Foreign Currency Exchange Gain or Loss.
• Budget – Helps you define and track your budget in any currency and view a summarizing budget report, which compares the actual versus the planned figures.
• Trial Balance Report – Displays account balances and transactions, enabling you to view all financial reports in any desired currency and in each detailing level.
• Profit and Loss Report – Displays income and expenses in the conventional way used by accountants.
• Balance Sheet – Displays assets and liabilities in the conventional way used by accountants.
• Comparative Reports – Allows all reports to be displayed in a comparative view between months, quarters, years, or any other period.
• Financial Reports Designer – Gives you the power to create unlimited financial reporting templates.
• Taxes maintenance
• Unlimited Accounting Period
• Fixed Asset Maintenance with Depreciation Calculation
• Approvals and Alerts

• Sales and opportunity management – Track sales opportunities and activities from first contact to closing the sale.
• Follow-up of the New Prospects/ Sales Leads based on the pre-defined Stages and the expected completion dates
• Tracking the probability of wining
• Tracing the source of the New Prospects/ Sales Leads
• Recording of any action taken for the New Prospects/ Sales Leads and send notifications to internal users for their actions
• Create instant price quotes, covert them to orders, and perform real-time product availability checks.
• All the relevant documents can be attached to the New Prospects/ Sales Leads
• Competitor analysis
• Sales Person wise New Prospects/ Sales Leads analysis
• All the required documents can be attached

• Customer Agreement – Allows you to maintain customer sales agreement throughout a period of time
• Quotation – Allows you to automatically issue a price quote to customers, measure gross profit for the quotation, update stock levels, and report the customer’s current balance.
• Sales Order – Enables you to enter customer orders, automatically reserve the item ordered, and notify your warehouse of the delivery date.
• Delivery Notes – Enables you to shop merchandise and update stock balances.
• Returns – Lets you record stock entry returned from customers.
• Invoicing – Automatically creates the invoice and records the stock and journal transactions, while issuing an automatic receipt in case customers are paying any part of their bill instantly.
• Credit Notes – Lets you credit customer for any reason, including customer returns.
• Reserve Invoicing – Allows you to issue an invoice without changing the stock balances. Allows you to create Proforma invoices.
• Foreign Customers will be maintained in their currencies
• A sales personal can be assigned to a customer (Master Sales Person) or can be assigned to the Sales Order (Transaction Sales Person)
• Credit Limit and Credit Term
• Customer wise, Item wise, Sales Person wise, Area wise, Item Group wise, Department wise Sales Analysis
• Debtors aging with the desired age buckets
• Cash, Cheque and Credit Card Collection
• Sales Commission
• Attachments
• Approvals and Work flows

• Purchase Agreement – Allows you to maintain supplier purchase agreement throughout a period of time
• Purchase Requisition – any user of the system can request the materials and will get the notifications on update
• Purchase Order – Allows you to issue a purchase order to suppliers for materials or services, update the available amount for the items ordered, and notify the warehouse manager of the expected delivery date.
• Purchase Quotations – Get quotes directly from suppliers and easily compare and evaluate offers.
• Purchase Delivery Note – Updates the actual in-stock amount without affecting the supplier’s account balance.
• Purchase Return – Records goods returned to suppliers.
• Purchase Invoice – Records supplier invoices and simultaneously records a stock entry.
• Purchase Credit note – Credits suppliers upon return of goods or for any other reason that would require such credit.
• Landed Costs – Calculates the landed value of imported goods and helps allocate different types of costs and expenses such as shipping, insurance, and customs.
• Automatic creation of Purchase Requisition or Purchase Order from MRP
• Procurement Follow up
• Damaged good tracking
• Supplier aging with the desired age buckets
• Supplier payment terms
• Attachments
• Approvals and Work flows

• Customer Master
  • Customer Groupings
  • Maintaining of Foreign Customers in their currencies and identifying of Foreign Currency Gain or Loss
  • Contact Persons
  • Credit Terms and Credit Limits
  • Sales Representatives
  • Multiple Delivery Addresses
  • Customer Agreements
• Supplier Master
  • Supplier Grouping
  • Maintaining of Foreign suppliers in their currencies and identifying of Foreign Currency Gain or Loss
  • Preferred Suppliers
  • Supplier Agreements
• Prospects Customers

• Payment to Supplier – Issues a payment to suppliers, allocates payments to open purchase invoices, and automatically prints the Cheque.
• Petty Cash and IOU – Allows to handle multiple Petty cash Floats. IOU process and employee wise receivable/ payable analysis
• Cheques for Payment – Issues Cheques for vendors, employees, or other creditors – and can write and print a check and update the creditor balance accordingly.
• Receipt – Records any payment term given to you by a customer, such as Cheques, credit cards, cash, or bank transfers.
• Deposits – Enables you to deposit cash, credit cards, or Cheques to the bank.
• Reconciliation – Gives you fully automatic bank reconciliation, so you can reconcile debit versus credit transactions or reconcile your data with your bank’s records

• Item Costing
• Location wise stock maintenance
• Multi-unit of measures
• Inventory grouping
• Item wise Gross Profit Analysis
• Re-order level, Minimum Level, Maximum Level and Alerts
• Expiry date tracking
• Serial number tracking
• Traceability of the Inventory movement
• Unlimited Price lists
• Discount Matrix
• Item wise Sales Forecast
• Stock count

• Define Forecasts – Allows users to predict demand based on forecasts, foresee future demand for the product, and adjust material planning accordingly. Forecasts can be automatically populated by sales history.
• Planning Wizard –
  • Steps users through the creation of planning scenarios in five easy steps.
  • Users define the planning horizon, which can be viewed in weeks or days.
  • Scenarios can be run for a range of items or item groups.
  • The user selects the desired criteria in the scenario, such as existing stock levels, open purchase orders, sales orders, work orders, and inventory that has reached its minimum stock level, as well as predefined sales forecasts.
  • Once a scenario is executed, the solution presents a make-or-buy recommendation.
  • Drill-down options allow planners to view the net requirement calculations and view the actual documents driving the gross requirements.
  • Exception warnings and visual cues help users identify orders that need to be expedited.
• Order Recommendation Report – Allows planners to automatically select recommended production orders and purchase orders for automatic creation of same; if an item needs to be outsourced, planners can easily convert a production order to a purchase order

• Bill of Materials (Formulas/ Recipes)
• Automatic creation of Production Order from MRP
• Raw materials Consumption and Excess Returns
• Labour charge and overhead cost absorption
• Work in Progress tracking
• Stage wise Work in Progress tracking ( Sub BOMs )
• Tracing of Wastage
• By product manufacturing
• Under/ Over Manufacturing
• Finished Good Costing
• Standard cost vs. Actual cost variance analysis

• Manage and plan labor and machine resource capacity
• Ability to capture machine, labor or other resources with associated cost
• Linked to fixed assets and employee data
• Resources Group
• Accounts to be used defined in advanced account determination
• Visibility of available capacity to avoid bottlenecks and optimize production plan
• Capacity for a resource is measured in the resource units of measure
• Allocating of resources to the Production Order
• Resource cost will include in final manufacturing cost of the Finished Good

• Job budgets – create a budget against the job. Manage budget vs. actual for the project.
• Sub jobs – create and monitor sub jobs with ease.
• Job Stages – specify the various stages of the job. This can include start and end dates for each stage, tasks associated with each stage, planned costs, % effort, actuals, allocation of tasks to employees and co-dependencies.
• Purchase orders relevant to the job – use the standard and comprehensive SAP Business One Purchase order functionality to track your purchase order commitments against the job. Use authorizations and approval procedures to ensure that purchase orders are signed off and authorized before being sent to the supplier.
• Invoicing – create AR invoices against the job.
• AP invoices – create AP invoices either from an open purchase order or if you don’t use purchase orders then create the AP invoice without completing the PO stage – the choice is yours.
• Job reporting – review stage analysis, open issues and resources from the job reporting.
• Job / project documentation – scan and attach project documentation to the relevant job.
• Job activities and notes – keep activities (meetings, notes, follow-ups and tasks) associated with projects. Allocate tasks to SAP Business One users or employees for follow up.
• Project to do lists – create project to do lists.

• Service contract: This feature allows SAP Business One 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
• Customer equipment card: This feature provides service technicians with detailed information about an item sold to a customer, such as a manufacturer’s serial number, replacement serial number and all service call history. It also lists service contracts assigned to the item in SAP Business One
• Customer equipment report: SAP Business One shows all equipment and corresponding serial numbers sold to a customer or range of customers
• Service calls: Allows SAP Business One users to view all service calls entered in the system that were created, resolved, or closed on a specified date or within a range of dates.
• Service calls by queue: Tracks all pending service calls in the queue. Maintains call history related to a particular incident. Various call statuses can be monitored, and calls can be assigned to individual technicians or maintained in a team queue
• Knowledge Base – Helps service reps resolve problems and optimizes their performance.
• All the required documents can be attached to the Service Card

With the SAP Business One mobile app for iOS and Android, you get immediate access to your most relevant business information, enabling you to run your business from any location at any time.