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Financial management
Accounting
Automate the handling of 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 customised reports from real-time data to improve your business planning and audit review processes.
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Sales and customer management
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 analyse marketing activities to turn prospects into customers and grow sales and profitability.
Customer management
Store all critical customer data in one place by synchronising 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.
Reporting and analysis
Design detailed reports on all aspects of the sales process – from forecasting to pipeline tracking – by using templates.
Mobile sales
Empower your entire sales organisation to manage information on the move anytime, anywhere, and on any mobile device.
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Purchasing and inventory control
Procurement
Streamline procurement processes such as requisition requests, purchase order and good receipts creation, and returns management. You can improve audits by matching documents, viewing information trails, and handling multiple currencies.
Master data management
Centralise purchasing processes by managing detailed data in a user-friendly interface. With SAP Business One, you can view account balance and purchase analyses while maintaining detailed item purchasing information with price lists and tax information.
Warehouse and accounting integration
Benefit from real-time synchronisation 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 optimise your supply-chain relationships by planning material needs, scheduling purchases, and processing accounts payable invoices, cancellations, and credit memos with a purchase order reference.
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.
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Business intelligence
Report creation and customisation
Access data from multiple sources, create new reports, and customise existing ones in a variety of layouts with minimal IT overhead.
Interactive analysis
See your business from a variety of perspectives by integrating SAP Business One with standard Microsoft Excel functionalities.
Intuitive tools
Get insights faster with the ability to drag, relate, and drill down into 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 KPIs.
Powerful data visualisations
Make better decisions by enhancing your reports with powerful visualisations.
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Analytics and reporting
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.