EVOLUTION

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.

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 Sage 200 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 all movements are logged against incidents. Workflows and escalations can be configured to create efficiencies and automate purchasing processes.

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.

of transactions are processed. Once verified, the information can be updated to a cash book batch and then to the general ledger. 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..

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.

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.

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.

manage their processes from dispatch to the customer. The Delivery module seamlessly integrates into Sage 200 Evolution’s 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.

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 within 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 & suppliers up to date with business related information, account balances, and inventory status updates (also available as a mobile application).

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.

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 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.

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.

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 200 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!

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.