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SAP Business One - Features and Functions  


Profitability and Growth for small and mid size business

SAP Business One software enables small and medium businesses to effectively and efficiently automate the following core operations necessary to run a successful business. The solution provides all of the administrative functions you need to customize and back up data, define currency exchange rates, configure permissions and alerts, and access information from non-SAP software. In addition, it includes 12 key capabilities that extend SAP Business One far beyond its primary administrative function -thereby streamlining your entire business process. This modular design allows components to "talk" to each other, using an Application Programming Interface (API) for improved adaptability. These key capabilities include:

Comprehensive business management Solution

Sales Opportunities

Records every sales opportunity, from the first phone call to the successful close of a transaction. This key component of SAP Business One's integrated CRM solution allows users to enter various details concerning the opportunity, including the source, potential, closing date, competitors, and activities. As soon as the first relevant quotationis created, they can link it with the opportunity to simplify later tracking and analysis. Another critical piece of the CRM functionality is the powerful reports that allow users to analyze opportunities by lead source, territory, industry, customer, and item. Furthermore, they can manage forecasts and view anticipated revenue by a variety of date ranges, such as month and quarter. Users can also see the distribution of leads by source over time to identify the most profitable lead generation activities


Helps create price quotes, enter customer orders, set up deliveries, update stock balances, and manage all invoices and accounts receivables.


Manages and maintains vendor contracts and transactions, such as issuing purchase orders, updating in-stock numbers, calculating the landed cost value of imported items, handling returns, and credits.

Business Partners

Controls all information on customers, resellers, and vendors - including profiles, activities with business partners, and account balances - and provides a calendar for user activities.


Takes care of all payment processing such as cash receipts, check writing, deposits, credit card payments, and bank reconciliations. The flexible banking system accommodates user preferences and working styles. You can open mail, put a check in a pile to be posted, then later in the day deposit it in the bank.

Warehouse Management

Handles inventory levels, item management, price lists, special price agreements, transfers between warehouses, stock adjustment transactions, and picking and packing of inventory for shipment.


Delivers production tools that define multilevel bills of materials (BOMs) and create work orders while verifying and reporting on product and material availability.


Manages material requirements planning (MRP) through a wizard-based process. This process enables users to define a planning scenario in five easy steps based on a range of criteria; it also enables them to predict demand based on forecasts.

Service Management

Optimizes the potential of service departments, providing support for service operations, service contract management, service planning, tracking of customer interaction activities, and customer support. This capability offers a knowledge database that helps technicians research or troubleshoot issues.

Human Resources

Supports staff management with capabilities such as employee details, contact information, and presence reports.


Creates powerful reports for nearly every aspect of the enterprise, including customer and supplier debt, sales, cash flow, customer-contact summaries, bookkeeping, warehouse stock, financial statements, pricing, and customer activity. Uses predefined reports or define-it-yourself queries, with the option of working directly in Microsoft Excel as the primary reporting tool to leverage your existing familiarity with its analysis capabilities and templates.