SAP Business One Core Modules | Ochiba Business Solutions

+44 (0) 114 299 9430

Core Modules

SAP created Business One to make sure SMEs are able to manage the whole of their business from a single system. As a result, the core modules of SAP Business One cover every aspect of your company to streamline how you work and make your life simpler.

SAP Business One Modules Header
  • Chart of accounts
  • Journal entries
  • Posting templates
  • Recurring postings
  • Exchange rates in multiple currencies
  • Financial reports
  • Budget mgmt
  • Post accounting
  • Multiple posting periods
  • Incoming payments
  • Outgoing payments
  • Payment run
  • Bank statement processing
  • Checks
  • Credits
  • Deferred payments
  • Account reconciliation
  • Fixed Assets
  • SEPA
  • Project Costing
  • Opportunity & pipeline mgmt
  • Contact mgmt
  • Activities mgmt
  • Calendar
  • Campaign mgmt
  • Blanket agreements
  • Quotations
  • Purchase orders
  • Deliveries
  • Returns
  • Invoices
  • Dunning
  • Price lists in multiple currencies
  • Special prices
  • Period and volume discounts
  • Customer mgmt
  • Drop Ship
  • Gross profit calculation
  • Microsoft Office integration
  • eCommerce Integration
  • eMarketing integration
  • Upsell / Alternative Items
  • EPOS Integration
  • Service mgmt
  • racking across multiple
  • Service planning
  • Customer interactions
  • Equipment card handling
  • Service Dashboards
  • Service contracts
  • Mobile Interaction
  • Recurring transactions
  • Human resource
  • integration
  • Knowledge database
  • Service calendar
  • Service call processing
  • Mobile field service
  • Resource planning
  • Planned maintenance
  • Recurring billing
  • Card for site equipment
  • Service Consumables
  • Project Solutions
  • Installation scheduling
  • Purchase request
  • Web-enabled RFQ
  • Purchase quotations
  • Goods receipt POs
  • Purchase orders
  • Goods return A/P Invoice
  • A/P Reserve Invoice
  • Down-payment
  • Invoice/ Request
  • Cancel Marketing
  • Documents
  • A/P credit memos
  • Landed costs
  • Intrastat
  • Import Process
  • Workflow
  • Supplier price feeds

Accounting and Finance

SAP Business One‘s core modules help manage and streamline your operations. It automates everyday accounting tasks, such as, maintaining ledger and journal entries, supporting tax calculations while enabling multicurrency transactions.

You can conduct all your banking activities – including processing bank statements and payments, as well as reconciling accounts. This means you can also manage cash flow, track budgets and compare actuals versus plans to see where your business stands at a moment’s notice. By integrating your financial operation in real time with other business processes, such as purchasing and sales, you can speed transactions and improve visibility into cash flow.

The software provides comprehensive accounting and financial functionality, including:

  • Accounting – Automatically handle all key accounting processes, such as journal entries, accounts receivable, and accounts payable
  • Controlling – Accurately manage cash flow, track fixed assets, control budgets and monitor project costs
  • Banking and reconciliation – Quickly process reconciliations, bank statements, and payments by various methods including checks, cash, and bank transfer
  • Financial reporting and analysis – Create standard or customized reports from real-time data for business planning and audit reviews

Sales and Customer Management

Acquiring new customers is important for success, but maximising customer relationships is just as crucial. SAP Business One’s core modules provide the tools to help you efficiently manage the entire sales process and customer lifecycle – from initial contact to final sale to after-sales service and support. Its integrated functionality provides a complete view of prospects and customers so you can better understand and meet their needs. As a result, you can turn prospects into customers, increase sales and profitability and improve customer satisfaction.

The software’s functionality includes:

  • Sales and opportunity management – Track opportunities and activities from first contact to closing
  • Marketing campaign management – Create, manage, and analyze marketing activities and their impact
  • Customer management – Store all critical customer data in one place, with dashboard overviews of all relevant information
  • Service management – Efficiently manage warranty and service contracts; enter and respond to service calls quickly
  • Integration with Microsoft Outlook – Manage customer contacts with full Outlook synchronization
  • Reporting and analysis – Create detailed reports on all aspects of the sales process, including sales forecasting and pipeline tracking, using time-saving templates

Purchasing and Operations

Every small business needs a systematic approach to managing the procurement process, from requesting vendor quotes to creating purchase requests to paying vendors. SAP Business One helps manage the complete order-to-pay cycle, including receipts, invoices, returns, and payments. Integrated reporting tools let you easily compare suppliers and prices to negotiate better deals and identify opportunities for cost savings.

SAP Business One features extensive functionality for managing purchasing and operations, including:

  • Procurement  – Create purchase requests, POs, and goods receipts; link purchasing documents and view document trails for audit purposes; and manage returns, additional expenses, and multiple currencies
  • Master data management – Manage detailed data in a user-friendly interface, view account balance and purchase analyses, and maintain detailed item purchasing information with price lists and tax information
  • Warehouse and accounting integration – Achieve real-time synchronization of goods receipts and inventory warehouse levels; process accounts payable invoices, cancellations, and credit memos with a PO reference; plan your material needs; and schedule your purchases accordingly
  • Easier, up-to-date reporting – Generate reports with real-time data and display them in various report formats or dashboards

Inventory and Distribution

SAP Business One provides accurate information about inbound and outbound shipments, inventory and item location. This means you can value inventory using standard costing, moving average, FIFO and other methods; monitor stock levels; and track transfers in real time. It will allow you to run real-time inventory updates and availability checks and manage standard and special pricing. And, you can also apply volume, cash and customer discounts and run reports that reveal their impact.

The software’s functionality supports:

  • Warehouse and inventory management – Manage inventories using various costing models, maintain item master data, and use multiple units of measure and pricing
  • Bin location management – Manage inventory by dividing each warehouse into multiple subzones, set up allocation rules, optimize stock movement and reduce picking times
  • Goods receipt and issue control – Record goods receipts and issues; track stock locations and transfers; enable consignment, drop-ship, and other orders; and perform inventory and cycle counts
  • Production and material requirements planning – Create and maintain multilevel bills of materials (BOMs), issue and release production orders manually or by backflush,and globally maintain prices for BOMs
  • Efficient reporting – Generate reports with timely data and display them in various formats or dashboards

Reporting and Administration

SAP Business One provides powerful analytic and reporting tools. It includes a complimentary and fully integrated version of SAP Crystal Reports® software, so you can gather data from multiple sources and generate timely and accurate reports based on company-wide data. Integrated with Microsoft Office, SAP Crystal Reports lets you choose from a variety of report formats and control access to information displayed.

With optional analytics powered by SAP HANA, SAP Business One takes advantage of inmemory computing for analysis and reporting. It will give you real-time access to predefined dashboards and reports, as well as productivity tools to support decision making.

You can tailor forms and queries to meet specific requirements without technical training. Which means you can also configure settings to define exchange rates, set authorization parameters, and create import and export functions for internal mail, e-mail and data.

SAP Business One includes:

  • Report creation and customization – Access data from multiple sources, create new reports, and customize existing ones in a variety of layouts with minimal IT overhead
  • Ad hoc analysis – Leverage Microsoft Excel pivot tables to slice and dice your data, seeing your business from new angles
  • Intuitive tools – Drag and relate, drill downs, search assistance, and workflow-based alerts

Mobile Solutions

Run your business while you’re on the go with the SAP Business One mobile app for iPhone and iPad devices. It lets you access your SAP Business One application in real time – so you can stay in touch with your business while away from the office. Its features include the ability to:

  • Create, edit, or view sales opportunities, sales quotations and sales orders
  • Manage tasks, activities, and approvals – including processing service calls and warranties
  • Manage sales leads together with customer and vendor data
  • Monitor inventory and access detailed item data
  • Access built-in, mobile-customized dashboards and reports from SAP Crystal Reports software


5 Hazel Court
Midland Way
Barlborough Links Office Park
S43 4FD

Tel: +44 (0) 114 299 9430

Click here for directions

Contact Us

Upcoming Events

15:00 - Discover the Aphix SalesRep App
Discover The Aphix SalesRep App

For a full list of upcoming events see the drop down list below. Select your chosen event and click register to enter your details.


Contact Us

All information will be processed in accordance with our Privacy Policy.