SAP Business One Overview

SAP Business One Solution Management SAP AG

SAP Offers Solutions for Companies of all Sizes

SAP Solutions for SMB
Large Enterprises Midsize Companies / Subsidiaries Small Companies / Subsidiaries

mySAP Business Suite Complete set of business functionality for all requirements

mySAP All-in-One Consists 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 One Can be implemented in a matter of days and provides all the functions you need

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Accounting Software out - Business Management Software in: What Makes SAP Business One so Different? Yesterdays 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

Reporting And Data Navigation Capabilities

General Technologies (Drag & Relate; Alerts; User Defined Fields, etc.)
Financials
Chart of Account

Logistics
Sales

Customer Relationship Management

Activities Management Opportunity Management

Human Resources
Payroll

General Ledger Journal Entry Journal Vouchers Multi-currency Financial Reports Cash Flow Data G/L Accounts & Business Partners Aging Reports

Procurement

Sales Order Delivery Pick & Pack Gross Profit Calculation Structured Marketing Docs Sales Analysis Report Purchase Order MRP Purchase Analysis Report

provided through partner solutions

Service Management

Opportunities Opportunity Analysis Reports Opportunities Pipeline

Employee Data Management

Employee Human Resources Reports

Banking
Incoming Payments Bank Statements Reconciliation Dunning System

Tax

Inventory Management

Cost Accounting
Profit Centers

Production

Batch Management Serial Numbers Mngmt. Customer/Vendor Catalog Numbers Continuous Stock Management Price Lists Bill of Material Production Orders

Calendar

Service Call Customer Equipment Card Service Contract Solutions Knowledge Base Service Reports

Calendar Microsoft Outlook Integration

Software Development Kit

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Demo Cycle SAP Business One

Forecast and MRP
Sales Opportunities Management 5 1 Procurement Process 2

4 Sales Process

3 Inventory Management

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Forecast and Planning Process

Forecast and MRP

1

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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

1 Procurement Process 2

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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

MRP
1 2 Purchase Process

3
Inventory Management

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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

1 Procurement Process 2

3 4 Sales Process
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Inventory Management

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

Gross profit report Order wise The system Automatically checks the Available Qty in Warehouse 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

1 Procurement Process 2

Sales Opportunities Management

5

3 4 Sales Process

Inventory Management

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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 datawarehouse 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

Condition met? (for example, Document Value > 5000 USD?)

Yes
Approved or Rejected

The system saves the document as a draft. The system generates a message to inform the persons responsible that ? a document requires approval.

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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 Saving

MS Outlook e-Mails as SAP Business One activities

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

Sales Analysis Report
Based on the combination selected, you can create multiple reports

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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

Profit and Loss Statement

Cash Flow Analysis

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 Opportunities Management 5 1
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

Procurement Process 2

4 Sales Process

3 Inventory Management

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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.

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