SAP Business One Overview
SAP Business One Solution Management SAP AG
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SAP Solutions for SMB
SAP Offers Solutions for Companies of all Sizes
Midsize Companies /Subsidiaries
Small Companies /Subsidiaries
mySAP All-in-OneConsists of the mySAP
Business Suite tailored to the needs of midsize
companies; the software is easy to install,
implement, and maintain, and provides a full range
of business functions
SAP Business OneCan be implemented in
a matter of days and provides all the
functions you need
LargeEnterprises
mySAP Business SuiteComplete set of business
functionality for all requirements
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Accounting Software out - Business Management Software in: What Makes SAP Business One so Different?
Yesterday’s patchwork systems lock your information into silos. Maintaining these multiple systems is costly and prevents you from getting the data you need to run your business.
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Introducing the Integrated Office: Using one Application, one View Across the Organization
Analyzes the impact putting a delinquent customer on credit hold will have on revenue before communicating to the customer
Get actionable alerts when service quality in the support organization drops
Block sales orders when they fall below needed gross profit margins
Reduce back-orders or over stock by planning purchasing according to real customer demand
SAP Business One allows you to stay on top of your business and provides a true and unified picture of critical, up-to-the minute business information across your organization with embedded CRM, finance and manufacturing capabilities.
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SAP Business One®: Designed for Your Success
SAP Business One® is an affordable, integrated business management solution designed specifically for small and midsize companies.
For the first time, business owners have a single system that was built to automate business processes and deliver a true and unified picture of critical, up-to-the minute business information across CRM, manufacturing, and finance.
With SAP Business One®, owners can increase the profitability of their business and achieve a new level of control.
SAP Business One® is delivered by a worldwide network of qualified business partners that leverage SAP global knowledge to provide local service and support.
SAP Business One® is from SAP, the world's leading provider of business software solutions.
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SAP Business One Product Coverage
Human ResourcesLogisticsFinancials
Software Development Kit
Customer Relationship Management
Reporting And Data Navigation Capabilities
General Technologies (Drag & Relate; Alerts; User Defined Fields, etc.)
Chart of Account General Ledger Journal Entry Journal Vouchers Multi-currency Financial Reports Cash Flow Data G/L Accounts & Business
Partners Aging Reports Tax
Banking Incoming Payments Bank Statements Reconciliation Dunning System
Cost Accounting Profit Centers
Sales Sales Order Delivery Pick & Pack Gross Profit Calculation Structured Marketing Docs Sales Analysis Report
Procurement Purchase Order MRP Purchase Analysis Report
Inventory Management Batch Management Serial Numbers Mngmt. Customer/Vendor Catalog
Numbers Continuous Stock
Management Price Lists
Production Bill of Material Production Orders
Activities Management Opportunity Management
Opportunities Opportunity Analysis
Reports Opportunities Pipeline
Service Management Service Call Customer Equipment Card Service Contract Solutions Knowledge Base
Service Reports
Calendar Calendar Microsoft Outlook
Integration
Payroll provided through partner
solutions
Employee Data Management
Employee Human Resources Reports
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Demo Cycle – SAP Business One
Forecast and MRP
Sales Process
Sales Opportunities Management
Procurement Process
Inventory Management
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Forecast and Planning Process
Forecast and MRP
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Forecast and Planning Process
Sales Forecast
Allows you to plan for procurement and production, even before you receive the actual Sales Order from the customer Helps you to supply the goods at short notice
Material Requirement Planning Enables you to analyze Inventory Supply and Demand
Receive Make or Buy Recommendations and Make recommendations from SAP Business One
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Forecast
The Below screen shot shows the forecast created for 4 items. Forecast in SAP Business One also allows you to create Daily, weekly and monthly forecast.
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Material Requirement Planning - Results
The Below screen shot shows the result of Material Requirement Planning (MRP) on weekly basis. It lets you analyze the supply and demand of goods either weekly or monthly basis.
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Material Requirement Planning - Recommendations
The screen shot shows the recommendations given by MRP. Quantity, Due date is automatically calculated by MRP. And for each it gives the preferred vendor and the procurement price details. Purchase order can be also created from this report
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Benefits
Some of the key benefits.. Maintain Inventory Levels
Make Informed Decisions
Quickly Respond to Customer Demands
Automatic creation of purchase order saves a lot of time
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Procurement Process
Forecast and MRP
Procurement Process
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Procurement Process
Transaction Coverage Purchase Order
Goods Receipt Note
Returns
Purchase Invoice
Accounts Payable Credit Memo
Landed Cost
Down-payment Request and Invoice
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Document Creation - PO
Multiple Currency Option
Last Prices Report User Defined Field
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Copy From and Copy To Options
Copy from and copy to options helps us to create a reference with the base document. For example while generating a GRN, you use copy from option to copy the details from the purchase order already created
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Integration with Finance Department
Shows the Journal entry posted at the back end while receiving the items in the warehouse
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Landed Cost – Calculated the actual value of the product
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Benefits
Some of the key benefits.. Last Prices report displays the price history that helps us to have a better negotiation with the vendors
Copy from and copy to options
Since the details are copied from the base document (PO), enables user to save a lot of time in data entry.
Avoid errors in manual data entry, which leads to accuracy in reports
System automatically captures the difference between the base document (PO) and the target document (GRN). Helps us to easily monitor the price and quantity variations between PO and GRN
The options also helps to manage partial receipts.
User defined fields allows us to customize the solution as per our business requirements
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Inventory Management
Inventory Management
Purchase Process
MRP
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Inventory Management
• Maintain Inventory Level and get actionable alerts when it deviates from the level
• Maintain multiple warehouse and manage items warehouse wise
• Get real time information about the availability of items warehouse wise
• Different valuation methods
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Sales Process
Forecast and MRP
Inventory Management
Procurement Process
Sales Process
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Sales Process
Transaction Coverage Sales Quotation
Sales Order
Delivery Note
Sales Returns
Sales Invoice
Credit Memo
Dunning wizard
Down-payment Request and Invoice
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Sales Order Generation
The system Automatically checks the Available Qty in
Warehouse
Gross profit report Order
wise
Last prices Report Item
wise
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Partial Deliveries
Step 1 – Copy from sales Order
Step 2 – Select the Order given by the customer
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Partial Deliveries
Step 3 – Actual order is for 1000 qty, but deliver only 400
You can see only we have delivered 400 to the customer. By the next you deliver the items referring to the same sales order it will display only 600, as we have delivered 400 already
You can see the automatic remark created by SAP Business One, clearly shows the delivery document is based on sales order 68
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Integration with Finance
The Screen-shot shows the journal entry posted in the ledger during the invoice process.
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Benefits
Some of the key benefits.. Last Prices report displays the price history that helps us to have a better negotiation with the customers
Automatic item availability check, enables you to know the status of inventory while receiving an order
Gross profit report shows the profit you will getting which enables you to maintain your margin
Automatic Journal entry posting avoids duplication of work for finance department
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Sales Opportunities Management
Forecast and MRP
Sales Process
Inventory Management
Sales Opportunities Management
Procurement Process
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Sales Opportunities Management
• Sales Force Automation
• Allows your sales employees to manage their leads
• Allows Top management to view the opportunities stage wise
• Closely monitor competitors
• Enables management to have a unified view on all the opportunities they are working with
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Opportunity Pipeline Report
• Lets you know all the opportunities you are working with.
• Enables management to focus on the opportunities they need to
• Allows management to analyze the expected cash flow
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Activities Management
• Sales employees can create the meeting schedules rather than maintaining it in papers
• Enables Sales employees to do effective follow-up
• Record all the interaction you are having with your customers
• Analyzing previous interaction lets other sales and service employees support the customer when allotted sales employee is not there
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Benefits
Increases visibility – Opportunity wise
Analyze the performance of the Sales Employees
Enables you to do Effective Follow-up with the Customer
Allows Top Management to analyze the expected cash flow
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Additional Capabilities
1. Alert Management
2. Drill Down
3. Drag and Relate
4. XL Reporter
5. Approval Procedures
6. Print Layout designer
7. MS Office Integration
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1. Alerts Management
• Alerts in SAP Business One allows you take proactive actions
• Enables you to take immediate actions whenever there is a deviation from set standards • Allows you to create customized alerts as per requirements
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2. User Experience: Sophisticated Navigation Thanks to Drill-Down Capabilities
Using the Drill-Down menu users can easily navigate to all related business data, such as Sales Analysis, Account Balance, Chart of Accounts, etc.
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3. User Experience:Intuitive Navigation Thanks to Drag&Relate
Drag&Relate is a particularly effective means of linking two business objects to create a query
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4. Sophisticated Reporting Capabilities
Users can use MS Excel, which they are already familiar with, as the user interface for definition and execution of reports
XL Reporter is fully and completely integrated with SAP Business One®
”Drag & Drop”-based user interface- Easy to create standard profit and loss reports, balances, forecasts, key figures, dashboards etc.
Reports on live data: data are extracted directly from SAP Business One® without staging data in OLAP cubes or in a data-warehouse
Standard functionality for financial reporting included
Supports live drill-down to posting level from the reports.
XL Reporter extends the power of MS Excel in reporting and analyzing with seamless access to SAP Business One information
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5. Full Control of Your Purchasing and Sales Processes
No
?
?
Yes
Condition met? (for example, Document Value > 5000 USD?)
The system saves the document as a draft.
The system generates a message to inform the persons responsible that a document requires approval.
Approved or Rejected
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6. Easy Design of Your Marketing Documents
Powerful and easy to use design tool
Flexible output management and export capabilities (PDF, e-mail and fax support)
SAP provides ready-to-use marketing templates
SAP Business One offers extended editing and printing functionality for all marketing documents
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7. Seamless MS Office Integration
Synchronization of data in SAP Business One® and MS Outlook (calendar appointments, contacts, tasks)
Creating snapshots of SAP Business One® information and associate them with MS Outlook contacts
Quotations Management: Saving MS Outlook e-Mails as SAP Business One® activitiesSaving MS Word and MS Excel documents as an activity with a business
partner or contact person in SAP Business One®
SAP Business One® is fully integrated with Microsoft Outlook, enabling seamless communication that can span the organization and business functions
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Some Key Reports.. Full control of your Business
Based on the combination selected, you can create multiple reports
Sales Analysis Report
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Reports - Open Items List Report
This report displays the list of customer orders that are still pending fully or partially
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Reports – Profit & Loss statement
Cash Flow Analysis
Profit and Loss Statement
SAP Business One provides powerful reports for nearly every aspect of the enterprise
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Demo Cycle – SAP Business One
Forecast and MRP
Sales Process
Sales Opportunities Management
Procurement Process
Inventory Management
11
22
3344
55
• Real - Time information
• Increase Visibility on key functional dept
• Reduce Duplication of work
• Focus on “What is Important?”
• Adaptable to your Business
• Enables you to take proactive actions through
alerts and Workflow
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Some typical areas of benefit may include:
1. Productivity – Streamlined business processes may allow your employees to accomplish more in less time.
2. Labor costs – Automating certain applications can reduce the number of people required to support your business.
3. Financial performance – More accurate financial reporting can speed receivables or give you a more accurate picture of your short- and long-term balance sheet.
4. Inventory management – Keeping a closer eye on inventory can speed inventory turns and reduce the amount you must spend on slow-moving products.
5. Pricing – Real-time financial reporting may give you a clearer picture of your overall costs and help you improve margins on your products or services.
6. Customer revenue – By using CRM to recognize customer needs, you can increase revenue per customer, or reduce customer turnover rates.
7. Technology maintenance and support – Less money may need to be spent on maintaining out-of-date legacy systems, improving your bottom line.