Functions and characteristics of SAP Business One:

Bookkeeping and Finance

• Multiple currencies
• Profit Centers and distribution rules
• Budgets
• Draft journal entries, journal item templates and periodic entries.
• Creation of payment files for electronic banking.
• Reading in files containing bank transaction data from electronic banking.
• Automatic generation of demands for payment via a wizard
• Many financial reports, including cashflow report, VAT return and Intracommunity Deliveries quarterly statements
• Structure of chart of accounts wholly customisable
• Balance sheet and profit & loss account can be wholly modified to user wishes
• Journal entries created automatically on the basis of documents
• Automatic harmonisation of ledger accounts and business partners
• Consolidation of business partners (parent company)
• Various inventory valuation methods
• HR module in which personnel data can be kept up to date
• Supports all credit cards
• Defines projects
• Profit & loss account at project level

Customer Relationship Management (CRM)

• Synchronisation of activities, contacts and tasks with Microsoft Outlook
• Recording customer contact with the help of activities
• Management of service requests, service contracts and proofs of guarantee
• Allocate service request to engineer
• Solution database for service requests
• Service monitor
• Step by step management of opportunities and obtaining insight into sales process
• Extensive reports, including opportunity pipeline and sales forecast
• Linking activities to documents
• Defining own sales phases, partners and competitors
• Measuring the performance of your sales department
• Turnover forecast per customer or per sales employee
• Management of all information on business partners and contact persons

Sales, Purchasing and Logistics

• Sales: the full process from quotation through to sales invoice
• Purchasing: the full process from quotation through to purchasing invoice
• Management of all information on articles
• Many inventory reports available
• Defines as many warehouses as you wish
• Extensive functionality for picking and packing
• Customer-specific discounts by article group, property or producer
• Special prices, including temporary prices or prices for specific quantities (graduated prices), both general and customer-specific
• Delivery-included price function for costs which must be included in the cost price
• Ordering advice on the basis of sales forecast, orders and inventory parameters (MRP)
• Production module for assembly, with the help of production orders
• Sales analysis by customers, article or sales employee (including for purchasing)
• Draft documents (will not be booked immediately)
• Document rules entered in one go and then copied on
• Back order overview

Production and Assembly

• Composite articles
• Production planning which can automatically create production orders
• Batches and serial numbers
• Issue for production
• Receipt from production
• Printing work slips
• Fully integrated with inventory management
• Various production/assembly reports

Management and Reporting

• Drag & Relate: create overviews rapidly and intuitively
• Integration with Microsoft Word and Excel
• Save documents as PDF
• Email or fax directly from the system
• Unlimited number of businesses
• All current languages built in
• Alarm functions in the event that exceptions occur
• Define your own approval procedures
• XL Reporter: develops good-looking reports in Excel
• Adds fields and links search functions to them
• Stores specific information in your own tables
• All layouts are fully modifiable
• Extensive system of authorisations
• Change report keeps a record of who did what and when
• Create your own menu and allocate functions to hot keys
• Standard functionality expandable with add-ons

Batch Management (Serac add-on)

• Full batch/lot administration
• Various methods of inventory valuation
• Cost-price calculation at batch level
• Determine yourself which batch you deliver