Sage 200

Sage 200 Evolution – An integrated and holistic software solution

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 provides complete financial management, including invoicing orders, accounts receivable, accounts payable, inventory, order fulfilment with built in CRM functionality to adapt to a variety of industry requirements.

BUILT-IN BUSINESS INTELLIGENCE that provides real-time insights into key business performance metrics to make informed decisions.

MAKE BETTER INVENTORY DECISIONS with Sage Inventory Advisor’s optimized order management and fulfilment processes to minimize stock outs, place orders more quickly and reduce excess stock ensuring continually efficient operations.

A POWERFUL PLATFORM that enables businesses to tailor the system to meet their unique requirements and industry-specific needs via best of breed ISV solutions and partner ecosystem that can help businesses scale up

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Features of the Core Sage 200 Evolution Application

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 200 Evolution delivers enhanced efficiency, productivity and security to any business.

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.

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 CRM module.

Report Writer

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.

Receivables and Payables

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.

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 five years of information.

Inventory Control

Sage 200 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.

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 e-mail 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.

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.

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 200 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

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.

Features Table

Additional user licenses can be purchased, according to the number of users accommodated per product, as outlined below.

* Purchase as an add-on module
° Purchase as a stand-alone module
† Annual License Fee product
‡ Available as part of Sage 200 Evolution Core on the subscription model