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Solution Details

Get familiar with feature-rich SAP Business One management system by choosing one of the following areas.

Financial Management
  • SAP Business One fully supports bookkeeping in small and medium enterprises in accordance with Polish law, which is proven by the Recommendation of Polish Chief Accountants Association.

    Accounting – handles all financial transactions, ledger keeping, entries into revenue and expense ledger, creating accounts and their managing, making bookkeeping entries and searching entries, creating temporary documents, calculating exchange rate differences and budgeting.

    Budget – handles budget creating, allocation and distribution. The feature includes budget tracking, reporting and alerts (notifications) sent to appropriate users if the transaction exceeds monthly or annual budget limit.

    Bank transactions – processes all bank transactions such as incoming payments, checks, deposits, advance payments, credit card payments and account balance agreement. Compatibility with home banking systems – making money transfers, reading account statements.

    Financial reporting – helps to define profit centers and an expense factor as well generate profit and loss accounts for a company or even for each center/project. Easy-to-use financial reports include also statements, cash flow analysis, transaction reports, periodic statements and budget reports.

  • Operating Activities and Distribution

    Sale and delivery – supports creating price lists, entering Customer orders, creating deliveries, updating inventories and managing all invoices and Customer receivables – the invoice is automatically associated with an appropriate book entry. It helps to organize and manage Customer deliveries. It enables automatic notification of Customer about order fill status by e-mail or SMS.

    On-line trade – enables to create one or many Internet stores which are fully integrated with a warehouse and financial department. The on-line store consists of an on-line catalogue, shopping cart, order handling, configuration tools and Customer services. The alternative to an Internet store is creating an on-line product catalogue or an on-line order platform for business partners, which can work in numerous language versions.

    Supply – supports managing contracts concluded with sellers and transactions including issuing purchase orders, updating warehouse inventory, calculating value of imported goods, returns and granting trade credits and payment processing.

    Managing warehouse inventory – supports transfers between warehouses, provides processing of warehouse operations, stock levels, positions, price lists, agreements regarding discount prices – all fully integrated with the area of sale and purchase. Integrates itself with warehouse peripheral devices. The support of high storage warehouses is also possible

    Manufacturing planning and management – supports management of material requirements via wizards enabling to define scenarios in five easy steps and supports requirements forecasting on the basis of predictions. Advanced manufacturing also enables forward and backward scheduling on the basis of Gantt charts with the capability of replanning. From picking and packing, the system handles all types of manufacturing. It constantly controls machine load and enables to precisely control manufacturing costs. It consists of a standard interface for applications (CAD) and an interface for solutions used to download and store manufacturing data (PDA).

    Project management – supports advanced project planning and management, handles the whole document flow process from the project to built-in business analyses, records expenses and provides remote access.

    Customer Relationship Management

    Sales management – embraces the whole sales process and its all stages. Tracking actions connected with sale, their analysis and forecasting potential income. It enables monitoring and analysis of actions connected with the sale by means of windows and sales reports.

    Customer Relationship Management by means of a website – sales department employees can gain access to Customers data via the Internet.

    Microsoft Outlook integration – enables to import Customers data from SAP Business One to Microsoft Outlook contact list. Entries and tasks entered into SAP Business One calendar can be synchronized with Microsoft Outlook task list.

    Customer service and support – enables the Customer service and support department to manage warranties, service contracts, telephone calls and to track all interactions with Customers.

    Customer Service by means of a web browser – Customers can enter queries, service requests and check the status of their orders/requests in real time via a web browser. It is also possible to provide Customers with access to a knowledgebase or downloadable documents.

    Business partner contacts management -  facilitates the management of resellers and partners data in order to track after-sales actions including profiles, contact summaries, balance sheets and sales analysis.

    Management and Reporting

    Human resources – stores data on each employee and thus allows to manage the said data.

    Automatic notification and document flow – enables to define own alerts and unique document flow processes by setting confirmations, procedures and steps which are automatically executed when a specified event occurs.

    Windows and reports – simplifies creating intuitive reports and windows for each aspect of company activity, including Customers and suppliers, sale, cash flow, accounting, warehouse inventory, financial reports, price lists and Customer actions.

    Privileges management – allows to freely define the scope of privileges associated with the system users as well as allows to define data access with the possibility to specify data type or even value.

    Flexibility and Ease of Use

    Drag and relate – important associations between data can be previewed by dragging data about which you are trying to obtain more information, placing it over other data and drawing more details.

    Individual keyboard shortcuts and appearance – each user can individually define own keyboard shortcuts and change menu appearance, table column alignment and even change field names or add subsequent fields and easily adjust queries, reports and printouts to his or her needs. The ERP system allows to create reports and printouts using drag and drop method.

    Integration with other applications – integration via API is possible due to the fact that Standard Software Development Kit (SDK) is available. The SDK consist of multi-use business objects and tools for individual adjustments of the user interface, which enables to tailor SAP Business One to unique needs of a given sector and company. The system is mutually integrated with Microsoft Word, Excel and Outlook.

    Comprehensive training materials – apart from contextual help and standard documentation in the Polish language, SAP users can utilize an e-learning platform with training videos and use a bulletin board allowing to share experiences.