Business Gateway
What is Business Gateway?
- Provide web access to Sage Evolution agents and customers
- Adds web access to Sage Evolution Resolve and certain accounting functionalities
What’s new in Sage Evolution Business Gateway?
Structural changes
-Entirely new technology platform
-The previous system was written using older technology which got in the way of new development.
-The new system is written using current best-practise technology and techniques which will make system maintenance.
Focus on ease of installation
- The previous system was very difficult to install. Installers needed fairly advanced knowledge of IIS and Component services.
- The new system is much simpler to set up.
New feature highlights
- Dashboard landing page – provides a quick overview of current tasks and progress.
- Fully mobile – screens and charts can be viewed on devices like smartphones and tablets. Flash charts fall back to html5 so that they can still display on devices that don’t support flash.
- Statement drill-downs – this was the most requested feature for the previous version.
- Procurement – PO approvals provides access to approving managers that are rarely in the office.
- Much more administrative information and control.
Features
Customers
- Create incidents
- Monitor existing incidents and provide feedback
- View and search knowledge base articles
- View customer statements
- Drill down into invoices
- View linked products and contracts
- Update account details
Sage Evolution Agents
- Create incidents
- Work with existing incidents (action, update, close, workflow)
- Inventory details including images and full pricing and stock information
- Agent directory (internal lookup of basic staff info)
- View contract information
- View and update customer information
- View and update people information
- Procurement purchase order authorisations
- View and search knowledge base articles
Mobile Sales Reps – Web app targeted at smartphones (cross-platform)
- Basic incident management (simple versions of create, action, update, close, workflow)
- View customers
- Basic details
- Open incidents
- Recent Transactions
- View inventory
- Basic details
- Images
- Stock including warehouse stock
- Pricing
- Sales orders / Quotations