SAP Business One as ERP for service providers

Record all project-related transactions, resources and activities transparently and clearly in project management in SAP Business One as ERP for service providers. Monitor tasks, project stages and phases to keep an eye on the project from start to finish.

Work time and expense recording
The SIGMA web portal supports you in the project-related recording of working hours and expenses, so that project members can easily record their services via web access.

Billing
The times and any expenses are transferred directly to SAP Business One and can be settled automatically via the invoicing assistant.

Project management
Manage tasks, project stages and also phases directly in the system so that you have a transparent overview of the entire project at all times. Individual queries, alerts and reports offer you extensive evaluation options for the current status of your projects.

Project controlling
Link the data from your financial accounting with the projects and compare planned budgets and current costs directly with each other at any time.

Service and support are an important building block in aftersales to ensure long-term customer loyalty. Manage warranty and service contracts more efficiently than ever before. Increase the service experience of your customers with the help of the ERP for service providers SAP Business One by helping them quickly and easily at any time.

Customer and prospect management
Store all your important customer data in one place and then easily synchronise it with your Microsoft Outlook contacts.

Customer Relationship Management ( CRM )
Record meeting notes, visit reports or even tasks directly and at any time traceably as an activity in the system.

Sales and opportunity management
Track business opportunities and customer activities seamlessly - from the first contact to the conclusion of a contract.

Mobile sales
With the mobile app for SAP Business One, you can access all important data on the go.

SAP Business One gives you all the tools you need to simplify financial management. Automatically manage bookings, calculate taxes and carry out transactions in a wide range of currencies. All banking transactions can be handled with the application:
Process bank statements and payments, reconcile accounts, manage cash flow and keep an eye on budgets. You can also compare the actual situation with the target situation in the blink of an eye and immediately determine how your business is doing. Your financial processes are seamlessly linked in real time with other business processes, such as purchasing and sales. The result: faster transactions and more transparency on cash flow.

Accounting
Automate all core accounting processes, such as the accounting journal and receivables and payables.

Financial transactions
Quickly reconcile accounts, process bank statements and postings of various payment methods such as transfers, cash payments and credit cards.

Financial reports and analyses
Create standardised or customised reports and incorporate real-time data from corporate planning and auditing.

Sales and customer management
Winning new customers is crucial to success. But it is equally important to fully exploit the potential of existing customer relationships. With SAP Business One, you can manage the entire sales process and every customer contact quickly and easily - from the first conversation to the commitment to service and support in aftersales.

Customer and prospect management
Store all important customer data in one central place and then conveniently synchronise it with your Microsoft Outlook contacts.

Master data management
The customer equipment card bundles all service-relevant information on a device, such as location, serial number, service contracts, history of service calls, so that you always have all relevant data at hand.

Solution database
The solution database provides your service staff with possible solutions for the current service call based on key terms from past service reports. The handling of complaints is simplified and efficiency is increased thanks to a common level of knowledge.

Winning new customers is crucial to success. But it is equally important to fully exploit the potential of existing customer relationships. With SAP Business One, you can manage the entire sales process and every customer contact quickly and easily - from the first conversation to the commitment to service and support in aftersales.

Customer and prospect management
Store all important customer data in one central place and then conveniently synchronise it with your Microsoft Outlook contacts.

Master data management
The customer equipment card bundles all service-relevant information on a device, such as location, serial number, service contracts, history of service calls, so that you always have all relevant data at hand.

Solution database
The solution database provides your service staff with possible solutions for the current service call based on key terms from past service reports. The handling of complaints is simplified and efficiency is increased thanks to a common level of knowledge.

Every company needs a clearly defined purchasing process. This helps to increase efficiency in procurement. SAP Business One supports you in every step of this order-to-pay process. You enter receipts, invoices, returns and payments. Integrated reporting allows you to compare suppliers and prices more easily - so you can negotiate better terms and uncover new opportunities for cost savings.

Procurement
Create supplier enquiries, purchase orders and goods receipts. Documents can be linked and tracked for auditing. You can also keep track of returns, additional expenses and different currencies.

Warehouse and accounting integration
Reconcile goods receipt confirmations with your stock levels in real time.

Payables
Process supplier invoices, cancellations and credit notes and link them to the associated purchase order. Plan material requirements and schedule your purchases precisely.

SAP Business One offers all employees the possibility of accessing your system simply and easily with mobile devices.

An ERP (Enterprise Resource Planning) system is a software solution that supports companies in managing their business processes by bundling information in a central database. An ERP system is particularly important for service providers as it improves the efficiency of projects, personnel management, finances and customer service. It enables centralized management of resources and promotes transparency in processes such as project billing, time recording and customer service.

Yes, SAP Business One is a scalable solution that can keep pace with a company's growth. Companies can add new features and users as demand increases. This is especially important for service companies that need to flexibly adapt their business processes as they expand or extend their services.

With SAP Business One's integrated CRM module, service providers can significantly improve customer communication and support. It helps to track customer histories, identify sales opportunities and respond to customer inquiries more quickly. This leads to better customer satisfaction and long-term business relationships.

SAP Business One provides integrated financial management that enables service providers to track their revenues, expenses, invoices and payments in real time. It automates many financial processes, such as generating reports, managing receivables and payables, and processing payments. This leads to improved financial control and accuracy.

• Customized notifications and alerts: Custom queries can be used to set up automatic alerts and notifications based on specific conditions. This helps to monitor processes and react to events in good time.
• Approval processes: SAP Business One has a built-in approval system that allows you to set up approval workflows for specific business processes (e.g. purchase orders, quotes, payments). Approval requests can be triggered automatically and sent to the relevant employees by e-mail or directly in the system.
• Invoicing and payment processes: The invoicing wizard and other tools support automated workflows for recurring tasks such as invoicing and payment processing.

Yes, SAP Business One can be used on the move, which is particularly advantageous for on-site customer deployments

• The SAP Business One Web Client enables access to the ERP system via the browser without having to install additional software. Many core functions of the desktop version are also available in the Web Client, allowing flexible access from anywhere.
• SAP Field Service Management (FSM)   can be integrated into SAP Business One as an add-on to provide advanced functions for field service. Using a mobile app, technicians can access all information relevant to the job, such as customer history, service orders and work instructions. They can create reports on site, record working hours and book materials. The status of service jobs is updated in real time so that everyone involved is up to date. All data collected in the field flows seamlessly into SAP Business One to improve the billing process, inventory and resource management and customer satisfaction