Sage 200 Evolution

Sage 200 Evolution

(previously Sage Evolution Premium)

Gain full control with smart, cost-effective software for managing large businesses and enterprises

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

Product Overview

It is time to revolutionise the way that you do business with Sage 200 Evolution. By bringing all the aspects of your operating environment together, Sage 200 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.

Sage 200 Evolution offers the following:

 

Fully integrated business management application

 

Sage 200 Evolution is built with a wide range of features and functionality, complemented by a number of add-on modules allowing the solution to be a scalable, flexible and a robust management tool for a growing business. Integrated Business Activity Management functionality is woven into the core accounting package, providing you with a holistic view of your business as both accounting and operational data reside in the same system.


 

Lowest total cost of ownership

 

Unlike other vendors who bill extra for support services and demand large teams of expensive skills to deploy a Business Management Solution functionality, our solutions offer the lowest total cost of ownership because they are quicker to deploy and requires less configuration / training.


 

Ease of Use

 

With many years of experience in software development and with thousands of businesses using our software, Sage Pastel has an in-depth understanding of what makes software usable and flexible. Sage 200 Evolution is both intuitive and easy to implement and use.


 

Specialised modules for industry specific requirements

 

Sage 200 Evolution has a range of add-on modules that cater for industry-specific needs. The modules seamlessly integrate with Sage 200 Evolution’s core financials, are cost-effective and can be rapidly deployed.


 

Simplified reporting

 

Sage 200 Evolution Intelligence Reporting allows you to manipulate data in any way you need. Design specialised reports that give you a competitive edge. See trends in your business that would otherwise be difficult to recognise. Slice and dice data through “what-if” scenarios enabling you to run ideas through your financials.


 

Improve and enhance customer and supplier relations

 

Sage 200 Evolution gives your business the competitive edge. It is a very powerful tool that allows you to track, analyse and manage customer and supplier interactions within your business, allowing you to be proactive in meeting and exceeding their demands. Sales Force Automation helps you track and manage sales opportunities which are very precious in today's competitive business environment.


 

Increased productivity

 

Use Sage 200 Evolution's unique Business Activity functionality to set and manage employee tasks and productivity. View graphical representations of which activities have been closed and which are still open.


 

Backed by an extensive national service and support infrastructure

 

Preferred Solutions is the Top Sage Evolution Business Partner in the Western Cape for more than 10 years running, and a leader in Sage Evolution sales, consulting and support in South Africa. With our experienced, expertly trained support staff and consultants, you can be sure that you are always in the best hands.


Sage 200 Evolution Features:

No. of Users Multi-users, 1 - 300+
No. of Companies Unlimited
Database required MS SQL Express (note: upgrade to MS SQL Server might be needed, depending on the number of users or volume of transactions processed, please enquire with our sales team for more information)
Support Included in the annual renewal

 

More Information:

Sage 200 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.

 

Product Features

Features of the Core Sage 200 Evolution Software

It is time to revolutionise the way that you do business with Sage 200 Evolution. By bringing all the aspects of your operating environment together, Sage 200 Evolution is a powerful Business Management Solution and ERP System 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 200 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 200 Evolution features multi-level, menu-driven password access control. Sage 200 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 master file tables.

Password Complexity and Agent Lockout

Password Complexity enables you to enforce specific password combinations which can be aligned to your business’s IT protocols. The Agent Lockout feature allows you to control users entering their passwords incorrectly by specifying lockout attempts and durations.


Integrated with Microsoft® Office

Seamless integration with MS Office means that you can e-mail 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 Contact Manager module integrates e-mail management with Microsoft® Outlook.

Graphs and Visual Reports

You have the ability to view graphs. For example, you can compare General Ledger account movements over a period of five financial years. You can compare sales and purchases in the Orders module, and you can view incident analysis in the Contact Manager 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 200 Evolution range.

Customers and Suppliers

Sage 200 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 Customers and Suppliers.This is over and above your normal reporting within the Customers and Suppliers ledgers.


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.

Quick Grid Entries

Work more efficiently within the within grids using the copy and paste feature from Excel in various inventory forms. Make quick changes in Excel and copy them back into Sage 200 Evolution.

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.

Dimension Items

Dimension Items gives you the ability to stock items using specific dimensions such as m² and m³. You can specify buying and selling dimensions depending on the type of item and it’s perfect for environments where inconsistent measurements are sold based on client requirements.

Inventory Attributes

Define attributes per inventory item for more accurate reporting and maintaining of inventory items. Create an attribute group with attribute types to manage inventory a more granular level.

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.

Three Stage Invoicing

This feature allows you to perform invoicing in stages, by issuing stock first, in cases where customers only wanting a consolidated invoice at month end or invoicing a customer first, before delivery of goods have taken place. The best thing about this feature is that it makes use of a Delivery Accrual account giving you peace of mind that your Cost of Sales account will balance at the end of the day.

You can process Customer Goods Return Vouchers and Credit Notes based on the stage in which the stock was issued.

Extend Sage 200 Evolution’s power by combining the Inventory module with other related add-on modules:

  • With Multi-Warehousing, you can create multiple warehouses or stores and move items between these stores. Define multiple bin locations per warehouse to simplify physical counts and picking of inventory.
  • 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.
  • Lot Tracking lets you track items by lot, where batches of items all have the same lot number. You can specify expiry dates and a status per lot number.
  • 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.

All these add-on modules work together. For example, you can manufacture serialised items into warehouses and track lot numbers.


Inventory Optimisation

This new feature will form part of the core modules of Sage 200 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 200 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 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.

Alert Management

To cater for the move by many businesses to increase staff productivity and become more efficient, the Alert Management module has been designed to streamline key roles within the business. The module allows you to receive notifications based on a set of predefined criteria to allow for better planning and control in your business. Alert Management allows you to send and receive notifications via SMS or email based on predefined criteria. This allows you to keep your employees, customers and suppliers up-to-date with business related information, account balances and inventory status updates. Also available as a mobile application.

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Included Modules

Modules included in Sage 200 Evolution


Mobile App (5 Users included)

With mobility now the cornerstone for operating a cutting-edge business, Sage 200 Evolution Mobile sales app is the perfect tool to stay ahead of the competition. Now with an innovative suite of mobile applications, this home-grown Business Management Solution (BMS) gives your sales force the ability to extend your business borders by transacting anywhere, anytime.

Key Features and Benefits
  • Key performance indicators and comprehensive dashboards
  • Real-time inventory levels, customer and balance information
  • Create templates and process quotations and sales orders
  • Incorporates line discounts supporting both amount and percentage
  • Fast flexible searching capabilities enables you to quickly and easily look-up prices and stock availability
  • E-mail confirmed sales orders to customers
  • Access permissions for each sales representative allowing you to limit their access to their own customised KPIs
  • Task scheduler facilitates setting up meetings
  • The built-in mapping system gives sales representatives the location of their customers’ offices
  • Automated and seamless integration process
  • Allows for online and offline capabilities
  • Customers can accept orders by physically signing on a tablet

Sage 200 Evolution Mobile sales app allows sales executives and management to view customised dashboards and real time information on customers, inventory, expenses and other key business information. The ability to check item quantities and prices with quick searches allows users to create in-the-moment quotes and orders with discounts. -This means that deals can be negotiated and closed in one meeting and customers can accept terms by signing on the tablet and an e-mail confirmation will follow.

Sage 200 Evolution’s Mobile sales applications offers you online/offline modes, allowing the programmes to operate even when users are out of 3G range and still ensure an automated and seamless integration back into Sage 200 Evolution BMS.

Available on Apple’s App Store and Google Play Store for Android. Users exceeding the free allocation of 5 devices, must be paid for. Please enquire with our sales team.


Sage Online Tools

Your business must get noticed online!

More and more customers are searching for products and services on the Internet. But without a professional online presence they might not know you even exist. We will help you create and manage your own website and online store.

We’ll make it easy for you to do business on the web and can also help you with social media and online marketing campaigns. We integrate all the relevant data with your Sage Pastel accounting package so that online orders and quotes feed straight into our software. So as you change information like product prices and stock levels, your online store will update automatically.

Key Features:
  • Digital Marketing: You can easily reach your customers to cross-sell and up-sell your products and services. And, of course, you can promote your business to win new customers.
  • Link your social media: Stay connected with your client base across the right social platforms.
  • Optimised for online search: When they’re looking to buy, we’ll make sure customers can find you online.
  • User-Friednly Site Builder: You can rely on our web design expertise and technical knowledge to build and manage your site.
  • Manage your marketing: Track each marketing campaign with detailed stats, such as who received your mails, who opened them and who clicked through. You can then export a list of hot prospects and contact them to clinch the deal.

Add-On Modules

Add-On Modules available for Sage 200 Evolution (Version 9 onwards)

Use the below links for quick navigation to the selected module, or scroll down to read more.

Accounts Consolitation
Annuity Billing
Bank Statement Manager
Bill of Materials
Business Gateway / Web Resolve
Customer Credit Risk Management
Debtors Manager
Delivery Management
Fixed Assets
Lot Tracking
Manufacturing
Multi-Currency
Multi-Warehousing
Point of Sale (POS)
Pricing Matrix
Procurement
Retail Point of Sale
Sage 200 Evolution CRM / Contact Manager
Sage Intelligence Reporting
Serial Number Tracking
Voucher Management

Add-On Modules available for Sage 200 Evolution (Version 7 only)

Use the below links for quick navigation to the selected module, or scroll down to read more.

Branch Accounting
Services Manager
Job Costing
SDK Connector
Advanced Procurement
Municipal Billing

.

Accounts Consolidation

Integrating with Customers, this module allows for the separate invoicing of branches, but with the added functionality of printing one customer statement at a consolidated head office level. This is particularly useful when you wish to keep track of a group customer with a head office, or where you need to capture sales made to the individual branches, but then present a consolidated statement to your customer's head office.

Annuity Billing

Sage 200 Evolution Annuity Billing integrates with both Customers and Inventory and provides for repetitive or recurring invoices on a daily, weekly, monthly or quarterly basis. You can specify contract periods, design recurring invoice templates or simply set up base amounts to be charged to your customers periodically. It is a flexible module that allows you to customise it according to your business’s specific requirements.

Bank Statement 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.


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 to 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)

Business Gateway / Web Resolve

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.

Powerful 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

Credit Risk Management

Integrating with Customers, Sage 200 Evolution Credit Risk Management helps you manage your customer credit risk through a step-by-step process. Your customer will complete a credit risk application form in order for you to assess his/her potential credit-worthiness before granting them any credit. It will generate the credit application form and run the data through a scoring system giving you a credit-worthiness result on your potential customer. A passing score will see a new account being opened. A failing score will request guarantees or security against granting credit.

It will also generate standard legal documentation based on the type of business you are operating. The following documentation, amongst others, is included:

  • Terms and conditions of sale.
  • Credit application forms.
  • Both ‘soft’ and ‘final’ demand letters.
  • Power of attorney forms.

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!


Delivery Management

Businesses that manage large items or quantities of inventory items from invoicing to on premise deliveries can now easily manage their processes from dispatch to the customer. The Delivery module seamlessly integrates into Sage 200 Evolution’s Retail Point of Sale, Invoicing and Sales Order modules allowing for items to be flagged for collection or delivery at time of sale. All items flagged as delivery are updated electronically into the Delivery module where the warehouse manager can then control the dispatching of inventory.

Main features in Sage 200 Evolution Delivery Management:

  • The management of Inventory deliveries.
  • Confirm partial deliveries and cancel deliveries.
  • Search by invoice number, delivery method, item code or description.
  • Generate delivery notes and re-print delivery notes.
  • Generate reports on outstanding, partial and completed deliveries.
  • Automatic delivery note sequence.
  • Delivery note enquiries.

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


Lot Tracking

Lot Tracking allows you to track several units of a stock item using the same lot or batch number. Expiry dates and user-defined status allow you to further control stock items. Users can determine what can be purchased or sold by Lot Status. You cannot sell stock items that have expired. You can track items simultaneously by Lot Number and by Serial Number.

Manufacturing

This module is an extension of Sage 200 Evolution Bill of Materials. It separates the manufacturing process into time periods where items being manufactured are transferred into Work In Progress and then into Finished Goods. In addition this module allows you to:

  1. See a full audit trail of each manufacturing process.
  2. Draw stock at the beginning of the manufacturing process, and reverse any unused stock once the process is complete.
  3. Change a Bill of Materials without affecting an ongoing manufacturing process that uses the same Bill of Materials.
  4. Replace one or more components in an existing process if you need to, and then continue manufacturing with the new components.
  5. Create by-products in addition to your main manufactured item.
  6. Forward plan with the material requirements feature.

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 200 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

Multi-Warehousing

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 Pastel’s 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
  • Creation of up to 999 stores with an unlimited number of inventory items per store
  • 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
  • Ability to copy selling prices from one store to another, per item per store
  • Ability to transfer items between stores using a Store Transfer Journal
  • Inventory reports will allow you to filter on stores

Point of Sale (POS)

Sage 200 Evolution Point of Sale integrates with both Customers and the Inventory add-on module, while addressing the practical issues you may encounter within the retail Point-of-Sale environment. It contains the following features which can assist you with:

  • Security parameters
  • Tender types (cash, voucher, credit card and cheque)
  • Flexible pricing
  • Discounting

It supports peripheral devices such as pole display units, cash drawers, slip printers and a bar code scanner. It is user friendly, while offering you flexibility by allowing for per-till configuration and giving you powerful reporting features.


Pricing Matrix

This module adds great flexibility to Sage 200 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.

Procurement

This module offers a three-tiered process that allows you to precisely manage the numerous purchase orders in your business and keep control of purchases either for internal purposes or specific projects.

The first tier is the requisition process where the purchase of an item or consumable can be requested and routed to a head of the department for authorisation.

The second tier allows purchase orders to be generated based on configurable rules. Different levels of authorisations can be administered and setup. The procurement process also validates all purchases against budgets set up in the general ledger.

The third tier allows the purchase order to be converted into a goods received voucher to receipt the inventory items. Throughout the span of a requisition to purchase order completion, all movements or comments are logged against incidents in Sage 200 Evolution Contact Manager Premium. Workflows and Escalations rules can be configured to create efficiencies and automate processes ensuring that purchase orders are actioned on time.


Retail Point of Sale

Sage 200 Evolution Retail 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 200 Evolution Accounting and has a centralised maintenance area which is controlled from head office.

Sage 200 Evolution Retail is an easy to use, robust, keyboard driven application. 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 200 Evolution Accounting.

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 200 CRM Standard & Premium / Contact Manager

Traditionally termed ‘CRM’ or “Contact Management”, Sage 200 Evolution CRM is core to the Sage 200 Evolution systems functionality. Sage 200 Evolution CRM has taken the concept of traditional Contact Management much further by weaving it into the very fibre of the Sage 200 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 200 Evolution CRM.

Sage 200 Evolution CRM will track all Incidents to their conclusion or until they are closed off. The 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.


There are two versions of Sage 200 Evolution CRM:

Sage 200 Evolution CRM Standard contains basic incident tracking. This module must be purchased in conjunction with the core Sage 200 Evolution accounting system.

Sage 200 Evolution CRM Premium contains more advanced features such as Sales Force Automation, Business Gateway, Calendar, Knowledge Base, Workflow processing, Incident Graphs, Escalations and Contract Invoicing and now also Microsoft Outlook Integration. This module can be purchased as a stand-alone product.


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.


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.


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 200 Evolution Voucher Management:

  • Role-based authorisations, permissions and discretionary limits per user
  • Process Accounts Receivable receipts
  • Process Accounts Payable payment advice
  • 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

Add-On Modules available for Sage 200 Evolution (Version 7 only)

Advanced Procurement

Supply chain management can be regarded as one of the most heavily regulated and aggressively audited fields in the public sector. This requires a business software solution that caters for both operational functionality and statutory compliance. The Advanced Procurement module is a feature-rich add-on module, seamlessly integrating with the Evolution core. It allows you to create and approve requisitions, request and evaluate quotations and place purchase orders with preferred suppliers. This module allows you to establish credibility in the marketplace with your respective suppliers and stakeholders. Care has been taken to keep abreast of the ever-changing regulatory environment, ensuring compliance with PFMA, MFMA and PPPFA prescripts. Manage your requests for quotations from suppliers and allow the system to help you choose the most appropriate supplier quote based on criteria set up by you. Analyse your supply chain and manage your supplier’s performance on a rotational basis, by sector or specified supplier criteria. Fully integrated with Sage Evolution CRM Premium all movements are logged against incidents. Workflows and escalations can be configured to create efficiencies and automate purchasing processes.

Branch Accounting

Organisations which have legal entities in multiple locations may encounter difficulties in optimising operational efficiencies and control within their various branches. Branch Accounting simplifies and streamlines business processes and transactions between all of these entities.

Branch Accounting enables bi-directional synchronisation and consolidation of data. Information can now be shared, consolidated and saved on both the centralised system at the head office as well as at branch level. For example, all financial, inventory and pricing data is always up-to-date and consistent across branches. Product prices can be changed at the head office level and automatically pushed to all branches.

Branch Accounting includes the ability to transact at the local level even if the internet supply or virtual private network becomes unavailable. In addition, any potential loss of data due to fire or theft will be kept to a minimum, as regular consolidation and replication will house data at head office over and above any off-site backup processes. Data for a particular branch can be restored and sent to the relevant branch within hours of the loss.


Job Costing

This add-on module lets you invoice jobs to customers. A job card is more powerful than an invoice because you can link more types of items besides inventory items in a job. For example, you can purchase an item directly for use in a job, and you can allocate employee hours from the Payroll module into a job. You can also invoice a job on a partial basis. You can allocate costs and measure the profitability of short to medium term jobs. Create an unlimited number of job cards, with the ability to archive these for future estimates. You can allocate jobs to projects on a job card basis or a job line basis.

Click here to download brochure.


Municipal Billing

The Sage Evolution Municipal Billing Solution is an affordable solution that delivers essential operational information and can create National Treasury reports. It interfaces and updates all billing data directly into Sage Evolution financials, and updates both the consumer and General Ledger accounts. Expense control with the Procurement module and Asset management allow for Municipalities to run efficiently. The system enables municipalities to improve the accuracy and timeliness of billing and, therefore, substantially improve revenue collection and consumer relationships.

Read more about Municipal Billing


Sage 200 SDK

Third party software developers can use the Sage 200 Evolution SDK to create customer-specific applications that integrate with the Sage 200 Evolution ERP software system without the need for issuing direct SQL statements against the Sage 200 Evolution database or having to work out relevant business rules and processes for updating the accounting system. The Sage 200 Evolution SDK is typically used for transaction processing and account maintenance, and these records can originate from any external source, whether it is an external database, XML, web service, or custom user interface. The Sage 200 Evolution SDK consists of an Application Programming Interface (API) that exposes typical Sage 200 Evolution functionality to application developers.

The API embeds Sage 200 Evolution business logic enabling external applications to interact directly with Sage 200 Evolution databases. Third party developers can currently interface with Sage 200 Evolution on the database level; however, through the introduction of the SDK, the relevant processing logic gets taken care of, development time is dramatically reduced, and data integrity is ensured.

Since the Sage 200 Evolution SDK is packaged as a Microsoft .NET 2.0 assembly, the ideal platform for utilising the SDK is of course the .NET framework. However, to accommodate the many third party developers utilising various other mainstream languages, integration through COM is possible using development environments such as Visual Basic 6, Visual C++, Visual Basic for Applications, and Delphi.

The following Sage 200 Evolution modules are currently supported, in whole or in part:

  • General Ledger
  • Customers
  • Suppliers
  • Inventory
  • Orders (Sales and Purchase Orders)
  • Serial Number Tracking
  • Multi-Warehousing
  • Customer Account Consolidation
  • Job Costing

In order to take advantage of the abilities of the Sage 200 Evolution SDK, developers and clients need to subscribe to additional add-on modules. This subscription is subject to your acceptance of the Sage Pastel Software Developers’ License Agreement.


Services Manager

If your business deals in the rental and servicing of assets, you may find it difficult to keep track of the customer letting, repair and maintenance processes involved. Let us assist in streamlining these processes so that you can work more productively. Our Service Manager module gives you full control over the scheduling and management of any service asset with the automation of service requests, tasks and timetables.

Click here to download brochure.

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 200 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 200 Practitioner: This comprehensive training course will give you a broad overview on how to use your Sage 100 software.
  • Sage 200 Product Consultant: This comprehensive training course will give you an opportunity to familiarise yourself with the different Sage 100 add-on modules.
  • Sage 200 Maintenance Technician: This comprehensive training course covers the maintenance activities and tools available for a Sage 100 environment.
  • Sage 200 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.

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