SAP Business One | SAP Canada | SAP Winnipeg - Zantek Information Technology Inc.

Features

SAP®, the leader in enterprise resource planning (ERP) software, designed SAP Business One for small and midsize businesses. With Zantek as your IT partner, it’s quick to implement, easy to maintain, and tailored to your needs.

SAP Business One – a flexible, scalable solution

Invest in business management software that adapts to your specific needs and easily expands as your business grows.

1. Financial management - automate, integrate, and proactively manage all your financial and accounting processes (show/hide features)

  • Multi-company and multi-currency accounting
  • Inter-company transactions
  • Project and cost accounting
  • Fixed asset management
  • Recurring journal entries
  • Budgeting and forecasting
  • Cash management
  • Cost centers and allocations
  • Banking and reconciliation
  • Financial reporting and analysis
  • Financial Management with SAP Business One

2. Customer relationship & service management - grow customer profitability and increase customer satisfaction with effective sales and opportunity management, marketing, and after-sales support (show/hide features)

  • Customer contacts, notes, and activities
  • Sales opportunity management and reporting
  • Marketing campaign management
  • Sales quotes, orders, and back orders
  • Deliveries and returns
  • Customer invoice and credit notes
  • Available-to-promise and margin analysis
  • Service call management
  • Service queues by technician
  • Issue and resolution knowledge database
  • Service contract and warranty management
  • Integration with Microsoft Outlook™
  • CRM and Service Management with SAP Business One

3. Purchasing and vendor management - automate your entire procurement process from purchase order to vendor invoice payment (show/hide features)

  • Purchase orders and goods receipts
  • AP invoice, credit notes and payment
  • Purchase requisitions
  • Request for quotation
  • Vendor contact and payment information
  • Multiple vendors with a default per item
  • Last and average purchase price
  • Landed cost
  • Purchase planning using the Material Requirements Planning (MRP) wizard
  • Warehouse and accounting integration
  • Sophisticated valuation and purchase analysis
  • Procurement Management with SAP Business One

4. Inventory and warehouse management - manage inventory across multiple warehouses, track stock movements, and manage production orders based on material requirements planning (show/hide features)

  • Multi-warehouse inventory management
  • Multiple valuation methods
  • Multiple units of measure
  • Storage location management
  • Automated data collection (barcoding)
  • Multiple price lists and special pricing
  • Serial and batch number management
  • Goods receipt, issue, and transfer
  • Consignment and drop-ship
  • Stocktaking with period and cycle counting
  • Material requirements planning (MRP)
  • Warehouse Management with SAP Business One

5. Production and order fulfillment - manage the complete process from quoting, order creation, materials purchasing, and manufacturing, all the way through delivery and product costing (show/hide features)

  • Discrete and process-based manufacturing
  • Make-to-stock, make-to-order, configure-to-order, and engineer-to-order manufacturing
  • Advanced quoting
  • Production planning and scheduling
  • Resource scheduling
  • Real-time shop floor control
  • Production data collection
  • Product costing
  • Multilevel bill of materials (BOM)
  • Quality assurance / quality control

6. Job costing - prepare estimates and quotations and track labour, materials, purchases, and resource usage against jobs, projects, and contracts (show/hide features)

  • Job management
  • Resource planning and management
  • Costing and profitability, per job
  • Estimating and quoting
  • Work-in-progress and estimated-cost-to-completion reporting
  • Time and expense approval
  • Contract management
  • Web-based labour, material, and expense entry
  • Invoicing - retentions, fixed price, and time and materials
  • Inventory allocation, per job
  • Inventory purchasing, directly to a job
  • Microsoft Project™ integration

7. Rental management - allows detailed real-time cost and profit analysis at the click of a button (show/hide features)

  • Quoting, including defined rates, periods, and frequencies
  • Equipment dispatch, delivery, and return
  • Equipment inspection and repair
  • Rental variance and billing
  • Rental contracts and change orders

8. Project management - prepare quotes based on customer specifications and manage all aspects of a project including equipment, labour, materials, and subcontract activities (show/hide features)

  • Engineer-to-order and project-based production
  • Advanced estimating with available to promise
  • Job costing and project accounting
  • Project-level procurement
  • Web or remote ticketing for time and expenses
  • Progress billing and percent-complete reporting
  • Gant charts showing capacity and material requirements
  • Graphical-based capacity planning with drag and drop

9. Maintenance, repair, and overhaul (MRO) - adds essential functions for preventative and corrective maintenance and supports service-order estimating based on templates and past projects (show/hide features)

  • Service orders and contracts
  • Graphical service planning and dispatching
  • Recurring service and maintenance
  • Flexible invoicing

10. Configurable, user- friendly interface - easily define fields and adjust settings for specific users or groups (show/hide features)

  • Personalized work space cockpit
  • Application wide search feature
  • User-defined menus, fields, and tables
  • Customizable windows and forms
  • User-defined alerts and messages
  • User-specific dashboards
  • Microsoft Outlook™ integration

11. Integrated reporting and analytics with SAP® Crystal Solutions - act on instant and complete information with comprehensive, real-time reports (show/hide features)

  • Report creation and customization
  • Powerful drill down and cross-tab features
  • Intuitive drag-and-drop custom queries
  • Interactive dash boards
  • View and export reports in multiple formats
  • Publish and distribute reports using multiple mediums
  • Control and secure access to sensitive reports
  • Reporting and Business Intelligence with SAP Business One

12. Mobility application for iPhone and iPad - access relevant information to run your business from any location, any time (show/hide features)

  • Task and activity management
  • Alerts on important business events
  • Management of approval tasks with drill down
  • Built-in, mobile-customized reports and dashboards from Crystal Reports
  • Real-time management of key customer and vendor data
  • Inventory monitoring and intuitive browsing of detailed item data
  • Flexible technology to add custom features
  • SAP Business One Mobile Application for iPhone

Take the next step

Talk to an expert at Zantek Information Technology, a gold-level SAP partner, to learn how SAP Business One can solve your specific business issues. Our experience ensures that you get a tailored solution.