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SAP Business One

Small Business ERP | Medium Sized Business ERP

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Have you outgrown your small business accounts software? Are you having to rely on spreadsheets when you would rather be using fit-for-purpose software that is better suited to the needs of a growing business?

ICAEW Accredited Software

Used by more than 60,000 small and medium sized organisations, SAP Business One (SAP B1) is award winning ERP software for all your financial and business management needs. It offers more in terms of ease of use, market leadership and breadth of the solution. And Business One is affordable; it costs less than you might imagine and you get a lot for your money.

Used by more than 60,000 small and medium sized organisations, SAP Business One (SAP B1) is award winning ERP software for all your financial and business management needs.

Sector Expertise

SAP Business One is a flexible solution that makes it suitable for companies in sectors as diverse as Food, Retail, suppliers of Medical Devices, Manufacturing and Wholesale.

Key Features

For an overview of some of its key features, please select from the options below.

Accounting & Financial Management

SAP Business One Financials screenshot

SAP Business One provides a complete set of tools to help manage and streamline your financial operations.

Manage all financial transactions including general ledger, account set up and maintenance, journal entries, multi-dimensional cost centres, foreign currency adjustments, and budgets.

Streamline all financial processes such as receipts, bank transfers, deposits, advance payments, credit card payments, and bank reconciliation.

Key features:

  • Chart of accounts
  • Journal entries
  • Posting templates
  • Recurring postings
  • Exchange rates in multiple currencies
  • Financial reports
  • Budget management
  • Fixed assets
  • Cost accounting
  • Multiple posting periods
  • Incoming payments
  • Outgoing payments
  • Payment run
  • Bank statement processing
  • Cheques
  • Credits
  • Deferred payments
  • Account reconciliation
  • SEPA

Analysis & Reporting

SAP Business One HANA screenshot

SAP Business One is available for two database options: SQL Server and SAP HANA. Both versions include powerful reporting capability. SAP HANA goes further by allowing you to take advantage of the latest advances in in-memory computing technology.

SQL Server:
Create reports for nearly every aspect of your business including customer and supplier debt, sales, cash flow and more. Integral SAP Crystal Reports provide in-depth analysis and graphical reporting.

Create and run reports on up-to-date data in SAP Business One in seconds, without IT assistance, and perform 'what-if' analysis with the data you use most.

Use predefined content and multi-dimensional data sources to analyse data and build reports, and use Microsoft Excel to explore and investigate real-time data.

Gain access to a variety of pre-built reports, customised around the business processes you use most.

Find and access all data in SAP Business One with freestyle enterprise search.

Sales Order Management

SAP Business One Sales screenshot

All the tools you need to help efficiently manage the entire sales process and customer life cycle, from quotes to orders to deliveries to invoices.

Key features:

  • Opportunities and pipeline management
  • Contact management
  • Activities management
  • Calendar
  • Campaign management
  • Blanket agreements
  • Quotations
  • Purchase orders
  • Deliveries
  • Returns
  • Invoices
  • Recurring document generation
  • Bulk invoicing
  • Dunning
  • Price lists in multiple currencies
  • Special prices
  • Period and volume discounts
  • Customer management
  • Gross profit calculation
  • Microsoft Office integration

Purchase Order Management

SAP Business One Purchasing screenshot

Provides your business with the tools that it needs to handle the entire procurement process, including orders, receipts, invoices, and payments.

Key features:

  • Purchase request
  • Purchase quotations
  • Web enabled RFQ
  • Purchase orders
  • Goods receipt POs
  • Goods returns
  • A/P invoice
  • A/R reserve invoice
  • Down payment invoice/request
  • A/P credit memos
  • Landed costs
  • Intrastat
  • Import process
  • Workflow and purchase approvals

Customer Relationship Management

SAP Business One CRM screenshot

SAP Business One delivers fully integral CRM functionality as part of the complete solution. This functionality enables complete control of customer acquisition, retention, loyalty, and profitability for the business. Tightly integrated features across marketing, sales, and service provide end-to-end visibility of the complete customer lifecycle.

Key features:

  • Sales:
    Create quotes, enter customer orders, deliveries, update stock balances, and manage invoices and accounts receivable.
  • Purchasing:
    Manage and maintain supplier transactions such as issuing purchase quotations and orders, update stock numbers, calculate landed costs for imports, handle returns and credits, and process payments. Business partners: Control all information on customers, resellers, and suppliers: including e-mail address, profiles, sales reports, activities with business partners, account balances, and provides a calendar for user activities with search capability to find the necessary item.
  • Marketing campaign management:
    Create, manage, and analyse marketing campaign activities and their impact.


SAP Business One Inventory screenshot

A complete solution for the management of items, stock levels, price lists, special price agreements, transfers between warehouses, and stock transactions.

Key features:

  • Item management
  • Item lists
  • Price lists
  • Goods receipts
  • Goods issues
  • Stock counting
  • Supplier catalogue numbers
  • Transfers
  • Serial number management
  • Batch number management
  • Pick and pack
  • Recurring transactions
  • Inventory tracking
  • Bin location
  • Multiple units of measure

Materials Requirements Planning

SAP Business One MRP screenshot

A simple, powerful MRP system that helps schedule and manage items for production or purchasing based on a variety of criteria.

Key features:

  • Forecasting and Planning:
    Forecasts allow users to predict demand based on potential future requirements, instead of relying solely on received orders. Forecast calculations help users foresee future demand for the product and adjust material planning accordingly. These demand forecasts can be used in the MRP wizard.

    The MRP planning wizard takes users through the process of creating planning scenarios in five easy steps. Users define the planning horizon, which can be viewed in weeks or days. They can also opt to exclude non-working days from the production and purchase planning.

    Scenarios can be run for a range of items or item groups. The user selects the desired criteria in the scenario, such as existing stock levels, open purchase orders, sales orders, work orders, and stock that has reached its minimum level, as well as pre-defined sales forecasts.

    Once a scenario is executed, the solution presents a recommendation to ‘make’ or ‘buy’ items in a recommendation report. Drill-down options are available to allow planners to view the net requirement calculations and view the actual documents driving the gross requirements. Exception warnings and visual queries are also available. These help users identify orders that need to be expedited.
  • Order Recommendations:
    From the recommendation report, planners can automatically select recommended production orders and purchase orders for automatic creation. If an item needs to be outsourced, the system allows planners to easily convert a production order to a purchase order. Purchase orders to the same supplier can be optionally consolidated into one order, streamlining the purchasing process.


SAP Business One Production screenshot

Key features:

  • Bill of Materials
  • Production Orders with Route Sequencing
  • Machine and Labour Resource Management
  • Resource Daily Capacity Planning and Reporting
  • Issue and Receipt to/from Production
  • Bill of Materials Component Management
  • Work in Progress Reporting


Field Service for SAP Business One screenshot

The service management capabilities help service departments provide support for service operations, service contract management, service planning, tracking of customer interaction, activities, and customer support.

When combined with the optional Field Service module, it provides everything you need to ensure you get the right service technicians to the right place, on time, with the parts they need.

Key features:

  • Service management
  • Service planning
  • Tracking across multiple customer interactions
  • Equipment card handling
  • Service dashboards
  • Service contracts
  • Mobile interaction
  • Recurring transactions
  • Human resource integration
  • Knowledge database
  • Service calendar
  • Service call processing

Ease of Use

In addition to offering rich functionality, SAP B1 is easy to navigate and easy to understand. This makes it particularly well suited to smaller companies that may have little time to devote to configuration and training.

Market Leadership

SAP Business One is an award winning ERP system for small and medium sized companies with a growing community of more than 65,000 customers. That success is due, in part, to SAP's position as a leading global brand.

Affordable ERP

SAP Business One is an affordable solution for SME's of all sizes. And following the announcement of Made Simple by LAKE, it is more affordable then ever.

Purchase Options
There are two ways to buy:

  • Outright purchase deployed onsite or hosted
  • Made available via Software as a Service (Saas)

To find out just how affordable this solution is, visit our SAP Business One cost page.

Finance Everything
For those companies that choose outright purchase, there is the option of finance. And finance can cover every aspect of your SAP B1 solution:

  • Software
  • Hardware
  • Implementation services
  • Maintenance and support services

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