Sage 100 Evolution

Sage 100 Evolution

(previously Sage Evolution Standard)

Sage 100 Evolution delivers an entire business management solution

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A Business Management Solution that gives you the ability to control your financial situation effectively

Product Overview

Sage 100 Evolution offers the following:

 

A cost-effective solution built on the latest technology

 

Sage 100 Evolution helps companies like yours take control of all business operations without the need of a full-scale ERP solution. Sage 100 Evolution does not require lengthy deploy times, intricate configuration and a consultant always on site, making it a cost-effective solution for managing your business.


 

Simple, easy to use features

 

Sage 100 Evolution boasts a modernised interfaces, process flows, quick links to reports, a recently used section, the ability to copy and paste directly to and from Excel, and many more features designed to enhance your business processes making for a more efficient and productive working environment.


 

Additional functionality through add-ons

 

Sage 100 Evolution comes with a range of standard add-on modules like Sage Intelligence Reporting which makes customising and distributing reports simple and easy, as well as CRM and Point of Sale,making it a robust and scalable business management solution that can be tailored according to your business needs.


 

Take control of all business operations

 

With Sage 100 Evolution you can control every aspect of your business, from inventory and finances to supplier engagements and customer relationships, allowing you to make informed decisions at every step, based on the data at hand.


 

Get a holistic picture of your business

 

The Sage 100 Evolution dashboard display is an intuitive and simple way of identifying and monitoring key factors of the organisation, ensuring that they perform at a level that ensures the achievement of business objectives.


 

Full integration means one reliable management experience

 

Sage 100 Evolution is powered by Microsoft SQL Express that results in a consistent user interface.



Sage 100 Evolution Features:

No. of Users Multi-users, 1 - 10
No. of Companies Unlimited
Database required MS SQL Express
Support Included in the annual renewal

 

More Information:

Sage Evolution Accounting and all modules within the Sage Evolution range are subject to an annual renewal fee. This ERP software business model provides you with a number of important benefits including:

  • Updates
  • Upgrades
  • First line telephonic and e-mail support

The compulsory annual renewal is payable on the anniversary date of registration of the application. It gives you peace of mind that you will always have the backup service, support and expertise you need.

We also suggest you read more about Sage 200 Evolution.

Product Features

Features of the Core Sage Evolution Application.

It is time to revolutionise the way that you do business with Sage 100 Evolution. By bringing all the aspects of your operating environment together, Sage 100 Evolution is a Business Management Solution that gives you the ability to control your financial situation as well as your relationships with your customers, suppliers and employees.


System Manager

The System Manager is the control centre for the entire Sage Evolution application. It is the system’s user interface. Featuring a System Tree for navigation, it also controls the system environment and set up, online help and multi-level password security. Sage 100 Evolution delivers enhanced efficiency, productivity and security to any business.

System Manager offers the following:

  • A consistent user interface no matter which module you are using. Fixed Assets or Accounting, they all share the same common interface and all appear as options on a single System Tree.
  • Standard navigation tools such as menus, the System Tree, toolbars and favourites.
  • Powerful tools for maintaining, sorting, searching and grouping your lists of data.
  • The ability to customise the interface to suit each user’s requirements and to create user defined fields on master and transaction file records.

Features within System Manager:

  • Store Data Indefinitely
  • Transaction Rollback
  • Supports Multiple Companies
  • Transaction Drill Downs
  • Document Imports and Exports
  • Document Profiles

Advanced Security

Your data is your data! We understand the need for confidentiality within your business. You need to control access to this information. Sage 100 Evolution features multi-level, menu-driven password access control. Sage 100 Evolution also enables you to control who sees what with password protected menus.

System Audit Manager

Eliminate internal fraud and unauthorised transacting within your business with the System Audit Manager. This tool assists you to track and manage database activities for all or selected database tables allowing you to report on detail changes for both transaction and masterfile tables.

Integrated with Microsoft® Office

Seamless integration with MS Office means that you can email any report. You can use several standard formats such as HTML or PDF. You can also export data into Word or Excel, where you can perform your own complex data manipulations. This feature complements Sage’s extensive range of management reports. The Sage Evolution CRM module integrates e-mail management with Microsoft® Outlook.


Graphs and Visual Reports

Sage 100 Evolution offers a number of graphs which enable you to:

  • Compare General Ledger account movements over a period of five financial years
  • Compare sales and purchases in the Orders module
  • View incident analysis in the CRM module

Report Writer & Stationery Customisation

The Report Writer module allows you to customise standard reports per user as well as stationery layouts per user. It integrates into every module in the Sage 100 Evolution range.

Receivables and Payables

Sage Evolution gives you instant access to customer and supplier balances, overdue totals and sales/ purchases history. Drill down features and reports are available when you need a more detailed analysis of customer/supplier transactions.

You can create multiple delivery addresses for each customer and supplier. Set processing defaults for delivery requirements/addresses, selling prices and discounts which you can override for each transaction.

Multiple Debtor & Creditor Control Accounts

If you wish to analyse debtors and/or creditors in the General Ledger, you can use more than one General Ledger control account for Receivables or Payables. This is over and above your normal reporting within the Receivables and Payables ledgers.


Project Tracking

This module allows you to allocate income or expense transactions to particular projects. You can then filter reports on a project basis and create an income statement per project.

General Ledger

The General Ledger is the heart of the financial function of your company. All processing you do eventually reflects in the General Ledger. The system has no tedious month or year-ends. The system is date driven, allowing you to post transactions to any period at any time. You can block periods that are complete, thereby preventing operators from accessing them in error and stores unlimited years of information.

Cheque Printing and EFTs

You can print cheques from any bank account. The cheque layout is fully customisable to accommodate requirements from different banks. You utilise user access levels to control who can print cheques.

Unlimited Financial Periods

You can now create unlimited financial accounting periods, allowing you to analyse historical data and make more informed decisions and to forecast more accurately.

Sales & Purchase Order Entry

You can maintain and control outstanding orders, processed orders and back orders. This module integrates fully into Sage Evolution’s Inventory, Receivables and Payables modules.

This module allows for the following:

  • Print and process purchase and sales orders, and then fill these orders in part or in whole, keeping track of outstanding orders.
  • Create financial lines, which allows you to post non-stock amounts directly to General Ledger accounts
  • Allocate sales and purchases to projects.
  • You can do this on a document basis or even line by line on each document
  • Allocate sales representatives to each document or even to individual document lines
  • Reserve stock quantities for customers when they place an order
  • Print picking slips and delivery notes
  • Create purchase orders automatically using the reorder fields on the inventory records
  • Create quotes and convert into sales orders once confirmed
  • Powerful reports help you manage outstanding and overdue orders
  • Merge multiple orders into a single invoice

Inventory Control

Sage Evolution’s powerful Inventory module gives you unlimited control over your stock. The system provides both summarised management reports as well as detailed operational reports, all customisable per user.

Unit of Measure

This feature gives you the ability to specify a buying and selling unit for each inventory item and advises which unit will be used to account for the inventory on hand.

Goods Received Voucher

This feature allows you to receive and immediately update your stock levels. This is based on a delivery note from your supplier and you do not have to update the supplier account until you receive the actual supplier invoice.

Import Cost Allocations

When you import goods, there are frequently additional costs that do not originate from the supplier. For example, you may be liable for shipping costs and/or import duties. This feature allows you to process these additional costs at the same time as the Goods Received Voucher. The system uses the additional costs to calculate the item costs correctly. Without this, you have to process these costs at another time and then adjust your item costs manually.

  • With Multi-Warehousing, you can create multiple warehouses or stores and move items between these stores
  • Serial Number Tracking serialises individual inventory items and keeps track of them by their history. The system follows their purchase, internal movement in the company, sale and possible return for repair or refund.
  • Bill of Materials allows you to manufacture or assemble items from components. The system takes the component materials out of stock into
    work in progress, and then allows you to create finished items ready for resale **
  • Pricing Matrix lets you have selling prices per inventory item or inventory group and per customer/supplier or customer/supplier group. These can be price or percentage discounts on the customer’s/supplier’s standard price

Inventory Optimisation**

This new feature will form part of the core modules of Sage 100 Evolution. It allows you to manage your inventory levels by specifying minimum and maximum stock levels, minimum re-order levels and quantities. An automatic purchase order will be generated by the system, taking into account the preferred suppliers linked to the inventory item, lead times and reorder levels determined by your business’ standard operating procedures.

Main features of Sage Evolution Inventory Optimisation:

  • Automate the process using templates
  • Perform real-time sales analysis
  • Manage minimum, maximum and re-order inventory levels
  • Create custom formulas
  • Cost optimisation
  • Makes use of the Just In Time (JIT) approach

Inventory Issue

The Inventory Issue feature manages and tracks your internal stock distribution between departments, business units, staff members, jobs & projects.

Main features of the Sage Evolution Inventory Issue Module:

  • It generates inventory requisitions for approval within a multi-level workflow environment
  • Allows you to issue inventory for job cards, general ledger accounts and projects
  • Different templates for recurring entries can be created using this feature
  • Allows you to process Inventory Issue transactions in batches

Tax Processing (for SA users)

A new Tax node has been added to the Sage Evolution software to align the SARS requirements pertaining to VAT submissions in South Africa. This node will host all tax related information pertaining to your business. This node will include the generating of:

  • Tax Types
  • Tax Groups
  • A Tax Report based on the SA VAT 201 layout. This is referred to as the Tax Box Report. This report will allow you to consolidate transactions by reference.

Sage Pay (for SA users)

Do you want a safe and secure payment solution for your business? Sage Pay has over 10 years experience in providing payment solutions to small and medium sized businesses throughout South Africa. We are excited to announce that Sage Pay integrates with Sage 100 Evolution, allowing your business to receive customer payments, as well as make supplier
payments in a few easy steps.You can also validate bank details and request credit risk reports via Sage Pay.

Customer Zone

The Customer Zone is aimed at uploading certain data to the cloud which will allow customers selfservice features such as viewing their statements and drilling down to the invoices. Customers will be able to reprint invoices and make secure payments via the Sage Pay secure payment gateway.

** Not for this release – coming soon

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Included Modules

Modules included in Sage 100 Evolution (Version 9 onwards)

Bank Manager

This module allows for the cash book to be electronically populated when a bank statement is imported where large volumes of transactions are processed. Once verified, the information can be updated to a cash book batch and then to the general ledger. The bank statements are acquired by using a download facility that’s provided by each of the four major banks in South Africa (ABSA, First National Bank, Standard Bank, Nedbank). Supported formats include OFC, CSV and ASCII.

The advantages of using this module include the instant processing and coding of accounts once the initial process of assigning recurring coding has taken place; and the process of reconciliation and account coding is virtually guaranteed. Another benefit exists for transactions where the codes have been assigned as per the relevant accounts. Codes need not be assigned a second time – only new transactions have to be coded in the months to follow.


Mobile App (Up to 5 Users)

Empower your sales force by allowing them to transact anywhere, anytime and stay ahead of the competition. Sage 100 Evolution’s mobile sales app allows sales executives and management to view customized dashboards and information on customers, inventory, expenses and other key business information in real-time.

  • Create templates, and process quotations and sales orders on the go.
  • Incorporate line discounts supporting both amount and percentage

Customer Zone

The Customer Zone is aimed at uploading certain data to the cloud which will allow customers self-service features such as viewing their statements and drilling down to the invoices. Customers will be able to reprint invoices and make secure payments via the Sage Pay secure payment gateway.

Multi-Warehousing

Streamline your inventory management and warehouse management with Sage 100 Evolutions warehousing software. Set-up and use multiple stores or warehouses with the Sage 100 Evolution Multi-warehousing module.

Working with multiple stores is almost identical to working with normal inventory or stock. The only difference is that each time you want to access an inventory item, you must specify the store in which the item exists. Sage 100 Evolution warehouse management software makes it easy to track and control inventory items. Some of the features include:

  • Ability to link users to one or more stores and prevent users from accessing items in other stores/li>
  • Creation of up to 999 stores with an unlimited number of inventory items per store/li>
  • The same inventory item code can exist in different stores and will share all item fields except quantities, cost prices, selling prices and reorder information/li>
  • Ability to copy selling prices from one store to another, per item per store/li>
  • Ability to transfer items between stores using a Store Transfer Journal/li>
  • Inventory reports will allow you to filter on stores

Point of Sale (POS)

Sage 100 Evolution Point of Sale (POS) brings together a fully integrated front office POS and back office software that meets the needs of SMME retailers for an end-to-end retail management solution. It has been designed for businesses with high retail volumes and multiple branch locations that require the flexibility of offline capabilities and branch retail independence. Easy to use, fast and robust, it is fully and seamlessly integrated with Sage 100 Evolution and has a centralised maintenance area which is controlled from head office. The solution offers the ability to generate sales orders, invoices and credit notes all from a single simple interface depending on user rights or security profiles.

Definable schedules for synchronisation eliminate any need for your branches to remember to send and receive data. The information flowing between head office and branches includes new product, price changes with start dates as well as sales and associated transactions to update Sage 100 Evolution. Control and maintain purchases from branch level and inter-branch transfers (IBT). This ensures that goods sent between your warehouses are monitored and tracked, reducing shrinkage.


Sage Online Tools

Your business must get noticed online!

Sage Online Tools is an easy-to-use and manage website building tool with an eCommerce module that integrates with your Sage Accounting suite. With more businesses looking at online channels to streamline their ordering Process and marketing efforts, Sage Online Tools becomes the obvious choice for an all-encompassing tool to grow your business via the web.


Sage 100 Evolution CRM (Standard)

Traditionally termed ‘CRM’ or “Contact Management”, Sage Evolution CRM is core to the Sage Evolution system’s functionality. Sage 100 Evolution CRM has taken the concept of traditional Contact Management much further by weaving it into the very fibre of the Sage 100 Evolution accounting system, thus elevating accounting software to its next logical state allowing you to not only capture numbers, but also what we refer to as business activities. Activity data is integrated and presented together with the numbers providing a holistic view of your business instead of a numbers only view. This integration provides you with the ability to control not only your financial situation but your relationships with your customers, suppliers and employees. Any issue that takes place in a business, and is important enough to be tracked, is recorded as an Incident in Sage Evolution CRM.

Sage 100 Evolution CRM will track all Incidents to their conclusion or until they are closed off. The Sage 100 Evolution system stores Incidents even after they have been closed, allowing you to track a history of events as they occurred, as far back as you wish.


Add-On Modules

Add-On Modules available for Sage 100 Evolution (Version 9 onwards)

Bill of Materials

Together with the Inventory module and the Sage Bill of Materials module gives you access to two related functions: Bill of Materials and Kit Item Codes.

With the Bill of Materials module, you can build, assemble, or manufacture any inventory item using other inventory items as parts or components.

The Kit Item Codes allow for the specification of one code on an invoice, and the system leads multiple invoice lines that can include inventory items and remark lines.

You can also create Bills of Materials or Kit Item Codes with an unlimited number of components. Up to three non-inventory additional costs associated with the Bill of Materials can be created, for example, labour, freight and overhead costs, per Bill of Material. When you manufacture you can remove component items and create manufactured items. Reporting for the Bill of Materials module includes:

  • An audit trail
  • Material requirements to determine whether there are sufficient components on hand to manufacture
  • Components used in Bill of Materials / Kit Item Codes to track inventory items (components) allocated to a finished inventory item (manufactured product)

Debtors Manager

Get serious about getting paid with Sage Pastel Debtors Manager software.

Sage Pastel Debtors Manager is a debtor management system suitable for any business in any industry seeking to optimise the debtor collection process. Sage Pastel Debtors Manager debt collection software has been designed to instantly implement tracking and control in your debtors collection department. Unlike other products which tend to focus on the macro level, this is a hands-on practical system that automates the daily control of the debtors book. This debt recovery module is only available while you have a valid Sage Pastel Business Care Licence contract.

Sage Pastel Debtors Manager creates reports to monitor debt collection progress, staff performance and accurately forecasts cash flow
With ready to run debtors management reports for every outstanding invoice, you can determine why the amount is outstanding; when it will be paid; what has been done and what still needs to be done. Get paid and improve your cash flow - with Sage Pastel Debtors Manager, there are no more excuses!


Sage Intelligence Reporting

We have combined South Africa’s leading accounting software with Microsoft® Excel® and have produced a reporting tool that revolutionises the way you make decisions in your business!

Sage Pastel Intelligence Reporting is an add-on module that dynamically links to your Sage accounting data, taking your business beyond standard reporting functionality. You can generate spreadsheets by simply extracting Sage Accounting data and converting it into an easy-to-read, graphic format. Sage Pastel Intelligence Reporting retains report formats and makes them available for future use. You also have instant access to ‘live’ information and that last minute journal no longer impacts your Excel reporting. Monthly financials account for a large percentage of manual Excel labour.

Sage Pastel Intelligence Reporting offers a customisable pack which provides drill-down functionality. You can customise the standard set of reports and templates, and create new ones. It gives you flexibility with the combinations of financial data you choose to report on.

Sage Pastel Intelligence Reporting ships with Management Packs (Balance Sheet, Income Statement), Sales Master (Sales Reports), Inventory, Purchasing options, and more.


Multi-Currency

With the Sage Multi-currency module, you can process customer and supplier transactions in their currency. It allows you to track foreign currency, customer and supplier values in both the foreign and home currency. You can view balances and transactions in either currency at any time.

You can maintain separate buy and sell rates for each currency. Sage Multi-currency maintains a history of exchange rates so that you can process transactions at earlier dates using the most accurate exchange rate. When you process customer receipts or supplier payments, Sage 100 Evolution uses the current exchange rate to calculate any foreign exchange profit or loss, which is automatically posted. In addition Sage Multi-currency allows you to:

  • Process and print customer and supplier sales and purchase documents in foreign currency or home currency
  • Print customer and supplier statements, age analysis and transaction reports using foreign currency or home currency
  • Process foreign currency cashbook transactions

Voucher Management

The process of creating a payment or receipt voucher is an essential function for many businesses and the Voucher Management module helps streamline and automate these processes. This module is suitable for clubs, schools and other organisations where money is collected from members, students or customers and documented proof is required for audit and record purposes. Main features in Sage 100 Evolution Voucher Management:

  • Role base authorisations, permissions and discretionary limits per user
  • Process Accounts Receivable receipts
  • Process Accounts Payable payment advices
  • Process General Ledger receipts and/or payments
  • Support for multi-currency accounts
  • Customisable receipts and payment voucher layouts
  • Capture and save receipts and payments for future processing
  • Maintain and print audit trials

Fixed Assets

Fixed assets are physical items such as desks, computers, cars, and machinery which you acquire to run your business. South African Company Law requires that you keep a register of your business' fixed assets as part of its accounting records. However, business fixed asset management can be tedious and time-consuming. As you use assets, they depreciate or become obsolete. You can legally expense depreciation in your accounts for tax purposes. Sage Pastel’s fixed asset tracking software module takes care of all of this for you. Managing your fixed assets includes the following tasks:

  • Tracking each asset’s value, both from a tax and an accounting point of view
  • Depreciating assets correctly using an appropriate depreciation rate and method
  • Updating the replacement values of your fixed assets for insurance purposes
  • Maintaining an accurate fixed assets register which records information such as: date of purchase; date of disposal; purchase price; accumulated depreciation and net book value
  • The Sage Evolution Fixed Assets software module automates all these processes for you
  • Once you provide the initial information, the fixed asset management system takes over and manages your assets for you. One of the realities of fixed assets processing is that companies frequently change depreciation rules as legislation allows and as company policy changes. Some changes are retroactive to when you purchased the asset. Sage 100 Evolution Fixed Assets calculates its values dynamically from the start of each asset’s life, which makes retroactive changes simple. Imagine the time required to accurately programme all this yourself into a spreadsheet!

*Sage 100 Evolution Fixed Assets can be used in conjunction with the core Sage Evolution Accounting system or can be purchased as a stand-alone product.


Pricing Matrix

This module adds great flexibility to Sage 100 Evolution’s standard pricing feature. With this module, you can not only create volume-based or time-based price breaks you can specify discounts by customer or group of customers. In addition, you can design unlimited discount variations, such as multiple discounts per customer per stock item, and discounts per stock group while having the ability to override discounts on processing invoices.

Serial Number Tracking

Track items from the moment of purchase to sale with Sage Pastel’s Serial Number Tracking Module

Sage Pastel Partner Serial Number Tracking allows you to track items from the moment you purchase or manufacture them to the time you sell them. With this stock control software module, inventory management even extends to you being able to track the item for warranty purposes should it be returned to you for repairs.

Each item has its own unique serial number

With Sage Pastel’s inventory control software, Serial Number History allows one to view movement history for serial number items. With Serial Number Listing, the serial number per inventory item, along with its status can be viewed.

Use the Serial Number Tracking Module with other Add-On modules: Multi-Stores and Bill of Materials

By using the Multi-Stores module, you can transfer serialised inventory items between stores. Use of the Bill of Materials module allows manufacture into serialised items.

Request Demo

Request a Product Demo

See the product of interest in action before you buy

At Preferred Solutions, we encourage our clients to make an informed decision on any purchase. What better way than seeing the product in action during a demonstration? Simply fill out the form below, and we will be in contact to set up a product demonstration, either in person or via webinar, depending on accessibility and time constraints. We look forward to hearing from you!


Training

Get Equipped to use Sage 100 Evolution effectively

On-Site Training

Ideal for group training during and after product implementation

With your qualified and experienced Sage Evolution consultants on-site to implement your Sage Evolution software, there is also the opportunity to provide training at your premises to individuals or groups who will be working on the software. All on-site training is on request and the training will be customised to the specific needs / modules used by the client.


Formal, Classroom-based Training

Ideal for Skills Improvements and Career Growth

All Sage Evolution classroom-based training is conducted directly by Sage, but Preferred Solutions can advise on these training courses which includes:

  • Sage 100 Practitioner: This comprehensive training course will give you a broad overview on how to use your Sage 100 software.
  • Sage 100 Product Consultant: This comprehensive training course will give you an opportunity to familiarise yourself with the different Sage 100 add-on modules.
  • Sage 100 Maintenance Technician: This comprehensive training course covers the maintenance activities and tools available for a Sage 100 environment.
  • Sage 100 Bank Manager: This comprehensive training course will give you an opportunity to familiarise yourself with the Sage 100 Evolution Version 9 Bank Manager add-on module.
  • Sage 100 Fixed Assets: This comprehensive training course will give you an opportunity to familiarise yourself with the Sage 100 Evolution Version 9 Fixed Assets add-on module.
  • Sage 100 Bill of Materials: The process on how to create a bill containing different items is explained.
  • Sage 100 Debtors Manager: The Debtors Manager content will show you how to use the Debtors Manager add-on module to effectively manage your debtors’ age analysis.
  • Sage 100 Pricing Matrix: With the Pricing Matrix module, you can not only create volume-based or time-based price breaks, you can also specify discounts by customer or group of customers.
  • Sage 100 Serial Number Tracking: The Serial Number Tracking module allows you to track items from the moment you purchase or manufacture them to the time you sell them.
  • Sage 100 Voucher Management: The Voucher Management module allows you to streamline and automate the creating of payment and receipt vouchers where the documented proof is required for audit and record purposes.

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