Business Gateway

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
  1. Create incidents
  2. Monitor existing incidents and provide feedback
  3. View and search knowledge base articles
  4. View customer statements
  5. Drill down into invoices
  6. View linked products and contracts
  7. Update account details


Sage Evolution Agents
  1. Create incidents
  2. Work with existing incidents (action, update, close, workflow)
  3. Inventory details including images and full pricing and stock information
  4. Agent directory (internal lookup of basic staff info)
  5. View contract information
  6. View and update customer information
  7. View and update people information
  8. Procurement purchase order authorisations
  9. View and search knowledge base articles


Mobile Sales Reps – Web app targeted at smartphones (cross-platform)
  1. Basic incident management (simple versions of create, action, update, close, workflow)
  2. View customers
  3. Basic details
  4. Open incidents
  5. Recent Transactions
  6. View inventory
  7. Basic details
  8. Images
  9. Stock including warehouse stock
  10. Pricing
  11. Sales orders / Quotations