Add-on modules

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Acc-ConsolidationAccount Consolidations

Integrating with Receivables, 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.

Advanced-ProcurementAdvanced 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 market place 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 200 Evolution CRM Premium all movements are logged against incidents. Workflows and escalations can be configured to create efficiencies and automate purchasing processes.

Annuity-BillingAnnuity Billing

Sage 200 Evolution Annuity Billing integrates with both Receivables 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-managerBank 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-MaterialsBill of Materials

Designed for the manufacturing and assembly environment, this module allows you to create assembly sheets (or Bills as they are commonly known) detailing each component making up the completed item. Completed items can be manufactured before they are sold or you can simply invoice the completed item and Sage 200 Evolution will manufacture the item on-the-fly, where-upon the sub-components will be drawn from stock.

You can manufacture items in a single operation or, for more complex manufacturing and for processes that occur over a significant time period, you can work on an open manufacturing process over time.

Branch-AccountingBranch 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 head office level and automatically pushed to all branches.

Branch Accounting includes the ability to transact at local level even if the ADSL lines or virtual private network become 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.

Branch Accounting assists in:

  • Increasing productivity as a result of simplified transactions.
  • Minimising potential errors with once-off data capturing.
  • Providing full visibility into business activities with the complete audit trail, which details transaction histories for the head office per branch.
  • Creating efficient, cost-effective transactions with affiliate and subsidiary companies.

Main features of Sage 200 Evolution Branch Accounting:

  • Centralised and Decentralised Accounting.
  • Document numbers and transaction types per branch.
  • Ability to merge data to the head office database.
  • Reports consolidated by branch at the head office.
  • Global and local Customers and Suppliers.
  • File Transfer Protocol (FTP) as a communication protocol

Business-Intelligence-CentreSage Pastel Intelligence Reporting – Standard & Advanced

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.

Sage Pastel Intelligence Reporting Report Designer

The user friendly Sage Pastel Intelligence Reporting Report Designer gives you the power to transform data using an intuitive drag and drop interface to construct reports.

Reasons why you need the Sage Pastel Intelligence Reporting Report Designer

  • It is an extension of the Sage Pastel Intelligence Reporting
  • You can generate financial statements from predefined lists
  • Edit existing and/or create new financial layouts using drag and drop functionality
  • Caters for consolidations, segmented General Ledgers and column reporting using drag and drop functionality
  • Refresh newly added accounts into your existing layouts at the click of a button
  • Supports the use of native Exces

Cash-ManagerDebtors Manager

What problems does Debtors Manager solve for you?

Management seldom have time to focus on debtors. Meeting with staff and going through the age analysis will show the amounts outstanding, but not the reasons why the amounts are outstanding, nor will it show you the expected amounts to be collected.

Collectors will try to track payment progress and the reasons for late or non-payment, and may write down cryptic clues on the age analysis which only they can interpret. If they are recording the information on a spreadsheet, they may save that spreadsheet in a place that is only known to themselves.

There is no central place for management to extract the reasons behind the late payments, and management therefore have to rely on their collectors to share the information when requested.
Tracking debtors trends to establish what the common reasons are for late payment becomes difficult, and cash flow planning is then based on general payment trends rather than actual customer promises to pay.

Knowing the reasons for late or non-payment is important, as is tracking the agreed outcome and ensuring that arranged terms are adhered to. If a debtor is permitted to delay payment repeatedly, it becomes increasingly difficult to collect the amounts due.

Collectors may not have an adequate manual system of their own, and can lose track of when a debtor promised to pay, or what actions they needed to take in order to collect the money, making it difficult for management to generate timeous and accurate cash flow forecasts that can be relied upon.

 

Credit-Risk-managementCredit Risk Management

Integrating with Receivables, 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.

WarehouseMgmtDelivery 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-AssetsFixed Assets*

South African Company Law requires that you keep a register of your business’ fixed assets as part of its accounting records. However, managing your company’s fixed assets can be tedious and time-consuming. Fixed assets are physical items such as desks, computers, cars, machinery, etc which you acquire to run your business. As you use assets, they depreciate or become obsolete. You can legally expense depreciation in your accounts for tax purposes.

 

Information-AlertsInformation Alerts

To cater for the move by many businesses to increase staff productivity and become more efficient, the Information Alerts module is designed to streamline key processes within the business. Information Alerts allows you to receive notifications based on a set of predefined criteria and take on a more proactive stance in dealing with exceptions in the business. Information Alerts can be configured to send out notifications to relevant users via e-mail or CRM (Contact Management) incidents.

These notifications can be setup to notify you on time based intervals, daily, weekly or monthly. It comes with a set of predefined methods, which the business can utilise to define which criteria they would like to be aware of for example a client reaching their credit limit.

An action can be for example a notification being generated and sent to the financial manager, who can then take action. The module currently supports Accounts Receivable and Payables, Inventory and Job Costing modules.

Inventory-Adviserage Inventory Advisor

With the right inventory in the right place at the right time, growing your business has never been easier with Sage Inventory Advisor – an affordable cloud solution that helps companies to:

  • Minimise stock-outs
  • Release cash tied up in excess inventory
  • Significantly reduce the time spent on planning, forecasting and ordering.

Sage Inventory Advisor can be implemented in just a few hours and is accessible anytime, anywhere. It requires no local hardware installation and provides worry-free updates and maintenance.

 

Job-CostingJob 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.

 

Lot-TrackingLot 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.

ManufacturingManufacturing

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:

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

Mobile Sage 200 Evolution Mobile App by Sage Pastel

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

Available on Apple’s App Store and soon for Android too, Sage 200 Evolution Mobile 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 deals can be negotiated and closed in one meeting. Customers can accept terms by signing on the tablet and an e-mail confirmation follows.

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

 

Multi-CurrencyMulti-Currency

With Sage 200 Evolution Multi-Currency 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 200 Evolution 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 200 Evolution 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-WarehousingMulti-Warehousing

This add-on module allows you to keep inventory items in discrete areas, or warehouses. You can use warehouses for many types of situations:

  • Physical warehouses in different geographic areas.
  • Keep raw materials and/or internal parts separate from items you sell.
  • Keep track of consignment stock/samples in a separate warehouse.
  • Separate obsolete items into a separate warehouse.
  • Track demo stock allocated to sales representatives.
  • Track costs per warehouse.

Municipal-BillingMuncipal Billing

The Sage 200 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 200 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.

 

Pricing-MatrixPricing 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.

Point-Of-SalePoint of Sale

Sage 200 Evolution Point of Sale integrates with both Receivables 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.

ProcurementProcurement

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 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 setup 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 CRM Premium. Workflows and Escalations rules can be configured to create efficiencies and automate processes ensuring that purchase orders are actioned on time.

Resolve Sage 200 Evolution CRM

Traditionally termed ‘CRM’ or “Contact Management”, Sage 200 Evolution CRM is core to the Sage 200 Evolution system’s functionality. Sage 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.

Retail-Point-Of-SaleRetail 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.

 

Serial-Number-TrackingSerial Number Tracking

Sage 200 Evolution Serial Number Tracking allows you to individually track items. For example, if you sold an item that carries a warranty, you will need to know when you sold the item, to whom you sold the item so that you know if the item is bought in for repairs, if it is still under warranty or not.

Integrating with Sage 200 Evolution’s Inventory module, Sage 200 Evolution Serial Number Tracking keeps detailed information on specific inventory items. From purchase to sale, to returns, each item is tracked uniquely providing you with absolute control over individual inventory items.

With Sage 200 Evolution Serial Number Tracking you can receive Serial Number Listing reports that provide you with key information regarding your items, such as where the current location of the serial numbered item is, the item code and description, the date of its last movement, the current general location in stock and the customer it was sold to.

While the Serial Number Transaction report will show you all the transactions for a Serial Number, by reflecting one transaction per line. Each line will report on the following information: the Serial Number, item code and description, transaction date and reference, the customer/supplier account code and its originating module.

BusGatewayBusiness Gateway

Sage 200 Evolution Business Gateway provides web access to your customers and agents.

 

QuoteAirQuote On Air

Our Quote on Air module can assist your sales force in working smarter and more efficiently by assisting them in producing standardised, professional quotes on-the-go!

 

service_manService Manager

Schedule and manage the servicing of assets within your business.