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 feature list  |  Watch Accounting demo | Download Financial Management brief

• 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
• VIEW PRODUCT BRIEF: Financial Management with SAP Business One
• WATCH DEMO: Accounting demo  

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 feature list | Download Managing Customer Relationships brief

• 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™
• VIEW PRODUCT BRIEF: Managing Customer Relationships with SAP Business One

3. Purchasing and vendor management - automate your entire procurement process from purchase order to vendor invoice payment.  Show/hide feature list | Download Procurement Management brief

• 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
• VIEW PRODUCT BRIEF: 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 feature list | Download Warehouse Management brief

• 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)
• VIEW PRODUCT BRIEF: 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 feature list | Watch Production demo

• 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
• WATCH DEMO: Production in SAP Business One (6:25)

6. Job costing - prepare estimates and quotations and track labour, materials, purchases, and resource usage against jobs, projects, and contracts.  Show/hide feature list

• 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

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 feature list

• 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 feature list

• 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 feature list | Watch Usability demo

• 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
• WATCH DEMO: Usability features in SAP Business One

11. Integrated reporting and business analytics - act on complete information with instant access to real-time data. Show/hide feature list | Watch Dashboard Analytics video |  Download Analytics brief

• 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
• VIEW SOLUTION BRIEF: Take your business to the next level of performance with SAP HANA

12. Mobility applications - access relevant information to run your business from any location, any time.  Show/hide feature list

• 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
• VIEW PRODUCT BRIEF: SAP Business One Mobile Application for iPhone
• DOWNLOAD FREE APP: iTunes and Google Play

See SAP Business One in action!

Take an interactive test drive to see how easy it is to monitor cash flow, manage orders, sales opportunities, and purchasing, and work remotely using the mobile app. 

> SAP Business One test drive