What is SAP Business One?

SAP Business One (also known as SAP B1 and Business One) is a simple to use, affordable, and extremely effective all-in-one enterprise resource planning (ERP) software system and data management application used by the most competitive growing small and midsize businesses (SMB/ SME) in the world today.

The enterprise software system makes it simple for businesses to grow regionally, nationally, and/or internationally with ease.

Why is SAP Business One SAP’s Fastest Selling Enterprise Resource Planning (ERP) System on the Market?

By design, the software makes managing every department of your business easy. As the system offers a completely unified system of financial accounting, customer relationship management (CRM), inventory stock control, warehouse management, production, material requirement planning (CRM), and more, you no longer have to use different (non-integrated) software programs to manage each department in your business.

What are the Benefits of Having Connected Modules?

Business One connects the financial accounting, customer relationship management (CRM), inventory / warehouse management, production, as well as material requirements planning (MRP) modules and stores the data in one database, so that you and your staff do not waste valuable time trying to enter, locate, or analyze critical information.

What are the Benefits of Integrated Modules and Automated Processes in SAP Business One?

Customer Relationship Management (CRM)

The software provides you with a complete view of prospects and customers, in real-time, so you can better understand and meet their needs. You can easily manage all information on existing and prospective customers, partners and suppliers – including profiles, opportunities and account balances.

Automation: The system automates tasks such as reminders about upcoming meetings, calls, marketing campaigns, and more.



The application handles all financial transactions including general ledger, account maintenance, journal entries, foreign currencies and budgets.

The Financial Accounting module:

  • Includes all functions and reports required for the accounting and financial operations of the company

  • Includes all tax-related reports according to the regulations in each country

  • Enables you to document all financial and accounting-related transactions

Automation: The program automates everyday accounting tasks such as maintaining ledger and journal entries, supporting tax calculations, and enabling multi-currency transactions.


Inventory Items Tracking and Control

The inventory module offers you simple to use tools to manage inventory levels, item management, price lists, special price agreements, transfers, and picking and packing of inventory for shipment.

You can easily optimize inventory tracking, control and management. The module provides you with an easy system for:

  • Managing item master data records

  • Working with serial and batch numbers

  • Managing Inventory transactions, including goods receipts, goods issues, inventory transfers, initial item quantity settings, and inventory counts

  • Managing Lots and Bins
  • Managing price lists, including period and volume discounts, and special prices

  • Working with the pick and pack process

  • Generating inventory-related reports

Automation: The software allows you to set up alerts that will notify you regarding any deviation with your inventory levels.


Production (for (light) discreet manufacturing)

The production module provides you with the tools which allow you to easily define multilevel bills of materials (BOMs) and create work / production orders.

  • Bill of Materials (BOMs) – specifies the quantities of components that make up a product.

  • Production Orders – a set of instructions for planning and assembling a production item. It tracks all the material transactions and costs involved in the production process, as well as additional costs, such as labor overhead.

    SAP Business One supports the following types of production orders:

    • Standard – used for regular production. Components are copied from the item BOM

    • Special – used to produce items or perform activities on the shop floor that are not based on the Standard BOM

    • Disassembly – used to report the disassembly of an item with a production BOM. Components are copied from the item BOM

A finished product may be the result of an entire production process, or a collection of items that are sold as a unit, but are not the output of a production or assembly process.

Automation: The application allows you to use backflushing to issue goods automatically, update the materials used in producing the order while also recording the cost of goods manufactured. You can also set the system up for Automatic Goods Receipt.


Material Requirements Planning (MRP)

The MRP module enables you to plan material requirements for a manufacturing or procurement process based on the re-evaluation of existing inventories, demands, and supplies on changing planning parameters such as:

  • lead time determination
  • make or buy decisions
  • holiday planning

MRP calculates gross requirements for the highest bill of materials (BoM) level, based on existing inventory, sales orders, purchase orders, production orders, forecasts, and so on. It calculates gross requirements at the lowest BOM levels by carrying down net parent demands through the BOM structure. Dependent levels might have their own requirements, based on sales orders and forecasts.

The results of the MRP run provides you with recommendations that fulfill gross requirements by taking into consideration the existing:

  • inventory levels
  • purchase orders
  • production orders

The MRP run also takes into account predefined planning rules such as Order Multiple, Order Interval, Minimum Order Quantity, Inventory Level, and so on.


Purchasing – Accounts Payable (A/P)

The program makes it easy for you to manage and maintain supplier contracts and transactions, such as issuing purchase orders, updating in-stock numbers, and credits. You can manage the entire purchasing process from purchase orders through processing accounts payable (A/P) invoices with ease. Furthermore, you can create various reports to analyze purchasing information such as purchase volume analysis, pricing information, vendor liabilities aging, and so on.

SAP Business One supports the following purchasing documents:

  • Purchase Quotations
  • Purchase Order
  • Goods Receipt PO
  • Goods Return
  • A/P Down Payment Invoice
  • A/P Invoice
  • A/P Credit Memo
  • A/P Reserve Invoice
  • Landed Costs


Sales – Accounts Receivable (A/R)

The software offers you a simple way to process sales, from creating quotations for customers and interested parties, to enter orders and invoicing, creating document drafts, and printing. SAP Business One provides an extensive range of sales documents, each of which pertains to a different stage of the sales process.

You can customize documents to meet special requirements, such as:

  • Combine different types of content in one sales document by making appropriate settings in the Form Settings window
  • Perform batch processing of target documents using the Document Generation Wizard
  • Create letters using the Dunning Wizard to notify customers of their open invoices and to remind them of overdue payments
  • Add predefined text to a document with the built-in text editor


Service Management

This module provide you with the tools to easily provide support for service operations, contract management, planning and customer support. If your company provides support services to its customers, you can manage all activities related to those services using the service component.

For example, you can:

  • Manage the interaction between service representatives and customers
  • Maintain information on service contracts, items, and serial numbers as well as customer complaints and inquiries
  • Monitor and manage the activities of your service department by using standard and custom reports that assist managers and support staff in their daily work
  • Optimize the potential of your sales and service departments and generate additional revenue by supporting business functions such as:

◦Service operations
◦Service contract management
◦Service planning
◦Tracking of customer interaction activities
◦Customer support
◦Management of sales opportunities

  • Create and manage a knowledge base of solutions for issues raised by your customers



The Banking module provides you with easy to use tools for performing all monetary transactions that involve bank accounts, including the following:

  • Manual and automatic creation of incoming and outgoing payments for various payment means
  • Manual and automatic performance of internal and external reconciliations
  • Postdated and cash deposits of checks and credit card vouchers
  • Batch and single check printing

Additional Functionality Which Help Simplify Business Processes

Microsoft Integration
SAP Business One integrates with Microsoft Outlook, Word, and Excel enabling you to easily exchange and share data.

There are countless out-of-the-box reports to help you analyze every aspect of the business.

In addition, SAP Crystal Reports is built into this enterprise business management software system.

Cockpits with Dashboards
The cockpit is a personalized work center where you can view, search, organize, and perform your regular work and related activities in SAP Business One.

This topic describes how to work with the cockpit from the perspectives of both system administrators and regular company users. The cockpit enables you to:

  • Group your most frequently used functionalities in one place
  • Focus on your responsibilities with the necessary information and data presented to you

Check Out SAP’s ERP for Small and Midsize Business Enterprises (SMB/ SME) | Schedule Your SAP Business One ERP Demo

Would you like to see a demonstration of this amazing business management software system? Call 813-321-1300 to schedule a demo.