SAP Business One

SAP Business One
What is SAP Business One?

SAP® Business One is a completely integrated business management solution that supports all of the key business processes and workflows of small, midsize and growing businesses.

It goes far beyond the typical stand-alone, disconnected silos of departmental automation to deliver a true, cross-functional system. It is simultaneously connected, concurrently networked, and continuously aware of all interrelated enterprise business processes.

Key Functions for Your Business

SAP Business One is the only solution built for small and midsize businesses that features built-in Customer Relationship Management (CRM). You can manage sales opportunities and conduct sales pipeline analysis, track customer and vendor profiles, maintain contact information, track account balances, and administer contracts, and handle service planning. It also gives you equally easy views into future sales, as into past performance.

SAP Business One features user-programmable alerts, workflows, and unique functions for management by exception to create an end-to-end solution for complete visibility, tracking, management, control, and analytic reporting of all key enterprise drivers.

SAP Business One synchronizes communications with adaptability and a seamless integration with the Microsoft Office suite of products.

Visibility, Management, and Control – From Prospect to Profitability

Think of SAP Business One as a series of concentric workflows – from customer acquisition through manufacturing and delivery to after-sale service and support.

Each of these workflows is fully integrated and aware of the critical hand-offs, activities, and transactions downstream in the enterprise. In this context, it’s easy to see how SAP Business One provides the necessary connectivity and integration to manage the entire enterprise life cycle from customer prospect to profitability.

SAP Business One Price Calculator

Embedded Functionality – SAP® Business One

Complete Sales and Service Integration

SAP Business One delivers integrated CRM functionality as part of the complete solution. Tightly integrated features across marketing, sales, and service provide end-to-end visibility of the complete customer life cycle. You have complete control of customer acquisition, retention, loyalty, and profitability for the business.

Sales Cycle Management

SAP Business One records every sales opportunity across the customer life cycle—from lead identification, through discovery, qualification, proposal, and closure to after-sale service and support. You can enter details of the sales opportunities, including the source, potential deal size, closing date, competitors, and activities.

Reports are a critical piece of the sales puzzle. You can analyze opportunities by lead source, territory, industry, customer, and item. The reports manage forecasts and display anticipated revenue by a variety of date ranges, such as month and quarter.

You can see the distribution of leads by source over time so you can identify the most profitable lead generation activities.

Service Cycle Management

SAP Business One handles support for service operations, service contract management, service planning, tracking of customer interaction activities, customer support, and sales opportunity management.

You can create regular support or contracts for items or services sold to a customer. The contract maintains the start and end dates, as well as specific terms of the contract, such as special pricing or guaranteed response times.

You can view all service calls that were created, resolved, or closed on a specified date or within a range of dates. You can restrict the report to service calls for a specific queue, employee, problem type, priority, item, and call status. Or you can view only overdue calls.

The software maintains a call history related to a particular incident. You can monitor the status of calls and assign them to individuals or maintain them in a team queue.

You can follow the interaction between a customer and service; you can even record the time necessary to respond to a single service call.

Management By Exception – SAP® Business One

With SAP Business One, you can manage by exception — monitoring, notifying, and taking action when specific events occur. An embedded workflow management tool allows you to designate the activities you want to track and to take immediate corrective action when necessary.

When the system indicators fall out of range, SAP Business One notifies the appropriate person, allowing an instant response. Any breach of preset business policies triggers an immediate notification to the manager and initiates a workflow to manage the event.

Embedded Business Intelligence

Managers receive alerts that not only focus attention on a particular business event, but also trigger workflows so they can automatically take action. Alerts notify you of discrepancies or specific business events. They can provide information according to each employee’s role within your company. Each time a threshold is crossed, a real-time alert notifies the appropriate person.

You can instantly drill down to detailed information on the cause of an alert, so that you can make truly well-informed decisions.

You can establish unique workflows, including approvals, procedures, and automatic responses, so you can respond instantly to an event.

Workflow-Based Alerts and Key Performance Indicators (KPIs) – SAP® Business One

Analytical reporting of all key enterprise drivers

SAP Business One’s reporting tools enable you to create reports and initiate corrective actions based on immediate analytical insights. You can create accounting, enterprise, inventory, and financial reports, as well as reports to aid decision making.

Reports range from standard sales and balance reports to complex, ad hoc reports, including dashboards with instant views of key performance indicators. And you can drill down all the way to the posting level. You can schedule reports for automatic distribution via e-mail.


SAP Business One helps you to identify key relationships. Using SAP’s patented Drag&Relate feature, you can select a data field with the mouse, then drag that field to virtually any menu item. The resulting instant report displays the relationship of the field to the menu item for on-the-fly, train-of-thought reporting.

Drag&Relate empowers non-technical users to create ad-hoc reports quickly and easily. SAP Business One hides the technical names and table structures of the database so you don’t require this knowledge to develop reports.

XL Reporter Tool

The XL Reporter tool provides real-time views of data within SAP Business One with all of the powers of Excel for report formatting. A report composer allows you to drag and drop the information into the report. You can also manage and organize report definitions, execute reports, and report books. The reports can be scheduled to run automatically with the results being printed or e-mailed to the desired recipients.

Executive Dashboards and Scorecards

Monitor your business performance in real-time with graphical indicators that monitor your performance against industry standard KPI’s or internal benchmarks.

Easily perform ‘What if’ analysis with the turn of a dial. In a controlled manner, you can peer into your company’s future by connecting to your company data and quickly, in graphical representation, visualize how actual changes to your business affect your future business outcomes.

The result: faster, more intelligent business decisions that let you capture lucrative market opportunities before your competitors even realize they exist or help you correct a minor problem before it becomes a major problem.

Adaptability and Integration – SAP® Business One

You can easily and cost-effectively adapt SAP Business One to changing business requirements without creating a heavy, ongoing IT burden. Users can set their preferences for forms, policies, queries, and reports, so the software directly mirrors actual day-to-day business activities.

SAP Business One easily integrates with other applications, so you can leverage your existing IT investments and take advantage of new technologies. Because of its open integration and single-server architecture, SAP Business One can trigger transactions and workflows downstream in other solutions.

You can implement changes to SAP Business One instantaneously, so the software always fits the way you run your business.

When you upgrade SAP Business One, you can easily integrate your existing modifications into the new software, eliminating the costs typically associated with upgrades.

Rapid Implementation

SAP Business One uses a business-process oriented methodology for rapid implementation.

Once you establish business rules, deployment is extremely rapid. Typically, businesses are up and running in a matter of weeks.

SAP Business One Readiness Quiz