Sage 200 Evolution
Sage 200 Evolution serves as a comprehensive solution that unifies various facets of your operational landscape, empowering you to manage not only your financial status but also your interactions with customers, suppliers, and employees. Constructed within the Sage Evolution Framework™, every element and module within the Evolution series seamlessly integrates. These components share a unified interface, ensuring a consistent user experience. The utilization of the Microsoft® SQL Server database guarantees data integrity, consolidating all your information within a centralized database. While Sage Evolution as a foundational product boasts an array of features, the additional modules contribute to its status as a genuinely ground-breaking ERP software solution.
Core Features and Benefits
System Manager
The System Manager functions as the central command hub for the entire Sage 200 Evolution application, serving as the user interface for the system. Equipped with a System Tree for navigation, it oversees the system environment, configuration, online help, and multi-level password security, thereby enhancing efficiency, productivity, and security for businesses.
Your data’s confidentiality is paramount, and we recognize the importance of maintaining control over access within your business. Sage 200 Evolution incorporates a multi-level, menu-driven password access control system, providing you with the means to regulate access to information. Additionally, Sage 200 Evolution allows you to manage visibility by implementing password-protected menus.
The capability to visualize graphs is at your disposal within Sage 200 Evolution. For instance, you can analyze General Ledger account movements spanning five financial years, enabling a comprehensive comparison. In the Orders module, you have the ability to contrast sales and purchases through graphical representation. Additionally, the CRM module facilitates incident analysis, allowing you to view and interpret data through graphical representations for a more insightful understanding.
Sage 200 Evolution provides immediate access to customer and supplier balances, overdue totals, and sales/purchases history. In instances where a more detailed analysis of customer/supplier transactions is required, drill-down features and reports are readily available.
For in-depth analysis of debtors and/or creditors within the General Ledger, Sage 200 Evolution offers the option to utilize multiple General Ledger control accounts for Receivables or Payables. This capability extends beyond the standard reporting within the Receivables and Payables ledgers, allowing for a more nuanced examination while adhering to the original size of the system.
This module provides the capability to allocate income or expense transactions to specific projects. Subsequently, you can filter reports based on a project, allowing the creation of an income statement dedicated to each project.
The General Ledger stands as the core of your company’s financial function, capturing the reflection of all processing activities. In contrast to systems with cumbersome month or year-end procedures, this system operates seamlessly on a date-driven basis. This flexibility enables you to post transactions to any period at any time. Additionally, you have the ability to block completed periods, preventing operators from accessing them inadvertently. The system efficiently stores five years’ worth of information, providing a comprehensive financial record.
The Order Processing module within Sage 200 Evolution empowers you to manage and overseeoutstanding orders, processed orders, and back orders efficiently. This module seamlessly integratesinto Sage 200 Evolution’s Inventory, Receivables, and Payable’s modules, providing a comprehensivesolution.
Sage 200 Evolution’s robust Inventory module grants you unparalleled control over your stock. The system offers a wealth of management reports, ranging from summarized overviews to detailed operational insights, all of which are customizable on a per-user basis.
To accommodate the growing trend among businesses to enhance staff productivity and efficiency, the Alert Management module has been crafted to optimize key roles within the business. This module facilitates the receipt of notifications based on predefined criteria, enhancing planning and control in your business.
This new feature is set to become an integral part of the core modules of Sage 200 Evolution. It empowers you to efficiently manage your inventory levels by defining minimum and maximum stock levels, minimum re-order levels, and quantities. The system automatically generates purchase orders, considering preferred suppliers linked to the inventory item, lead times, and reorder levels in accordance with your business’s standard operating procedure
The Inventory Issue feature in Sage Evolution efficiently oversees and monitors the internal distribution of your stock among departments, business units, staff members, jobs, and projects.
The software provides a comprehensive Tax module that automates the calculation and recording of taxes, ensuring accuracy and compliance. Key features include support for multiple tax types, customizable tax codes, and automated tax calculations. The system adapts to changes in tax regulations, making retroactive adjustments when necessary. With dynamic calculation capabilities, Sage solutions allow businesses to stay up-to-date with evolving tax laws and company policies. This module significantly reduces the administrative burden associated with tax processing, ensuring businesses can focus on strategic financial planning and compliance.
Add-on Features and Benefits
Account Consolidations introduces the capability for branches to be separately invoiced, along with the added functionality of producing a single customer statement at the head office level. This add-on module seamlessly integrates with Receivables within Sage 200 Evolution’s software solution.
In the realm of supply chain management, particularly within the rigorously regulated public sector, the Advanced Procurement module stands out as a pivotal add-on seamlessly integrated with the Evolution core. This robust module not only facilitates the creation and approval of requisitions but also empowers businesses to request and evaluate quotations and place purchase orders with preferred suppliers.
The Sage Evolution Annuity Billing management software module seamlessly integrates with both Receivables and Inventory, offering a comprehensive solution for repetitive or recurring invoicing. This add-on module to Sage 200 Evolution’s application caters to businesses requiring repetitive billing on a daily, weekly, monthly, or quarterly basis. The Annuity Billing module is meticulously designed to handle the invoicing and billing functions of your business.
Sage 200 Evolution Branch Accounting simplifies and enhances business processes for organizations with multiple legal entities across various locations. This module facilitates bi-directional synchronization and consolidation of data, ensuring seamless information sharing and consistency between the centralized system at the head office and individual branches. Financial, inventory, and pricing data are always up- to-date and uniform across all branches, with the flexibility to modify product prices at the head office and instantly push changes to all branches.
Sage 200 Evolution Credit Risk Management offers a comprehensive solution to manage customer credit risk through a systematic process. It integrates seamlessly with Receivables and facilitates the evaluation of customer credit-worthiness.
DebtorsManageraddressesseveralcriticalchallengesthatbusinessesfaceinmanagingoutstandinginvoicesanddebtcollection.
Sage 200 Evolution Delivery Management is designed for businesses handling large quantities of inventory items, providing seamless integration with Sage 200 Evolution’s Retail Point of Sale, Invoicing, and Sales Order modules. The Delivery Management module enhances the overall control and efficiency of the delivery process, ensuring accurate and timely fulfillment of customer orders. This integrated solution is particularly valuable for businesses that handle a high volume of inventory items and require a streamlined approach to managing their delivery operations.
Sage 200 Evolution Retail Point of Sale (POS) is a comprehensive solution that integrates both front office POS and back-office software, catering to the needs of SMME retailers seeking an end-to-end retail management solution. Designed for businesses with high retail volumes and multiple branch locations, it offers the flexibility of offline capabilities and independent retail operations at branch levels.
The Sage 200 Evolution’s Serial Number Tracking module provides efficient tracking of individual inventory items with unique serial numbers.
The Sage 200 EvolutionServiceManagermoduleisdesignedtoenhancethemanagementofrentalandservice-relatedprocessesforbusinesses.
The Sage 200 Evolution Fixed Assets module simplifies the complex task of managing a company’s fixed assets in accordance with the Kenyan Company Law.
The Information Alerts module in Sage 200 Evolution is designed to enhance business efficiency by streamlining key processes and allowing users to receive proactive notifications based on predefined criteria.
The job costing feature in Sage 200 Evolution enables you to allocate jobs to projects on a job card or job line basis. This versatile add-on module allows for more comprehensive invoicing by linking various item types, such as direct purchases for jobs and allocation of employee hours from the payroll module. Unlike regular invoices, job cards offer enhanced capabilities, supporting a variety of items beyond inventory. Additionally, you can invoice jobs partially, track labor costs from payroll time sheets, and calculate transactions based on rates, lump sums, or percentages. The system provides robust tools to allocate costs and assess the profitability of short to medium-term jobs, allowing for unlimited job cards with archiving capabilities for future estimates.
Sage 200 Evolution’s Lot Tracking module provides precise control over inventory, particularly beneficial for managing the quality and sell-by dates of perishable stock. In industries like manufacturing, distribution, and retail of perishable items, batch codes and serial numbers play a crucial role. This enables tracking items that surpass their sell-by or best-by dates, preventing sales of expired products and facilitating the identification and disposal of problematic batches.
Manufacturing module extends the capabilities of Sage 200 Evolution Bill of Materials. This module introduces a structured manufacturing process with defined time periods, involving the transfer of items from manufacturing into Work in Progress and ultimately into Finished Goods
The Multi-Currency module in Sage 200 Evolution provides extensive capabilities for businesses dealing automation, ensuring timely action on purchase orders.
The Warehousing module is a versatile addition to your Sage 200 Evolution system, offering advanced inventory management capabilities for diverse scenarios.
The Sage 200 Evolution Municipal Billing Solution is a cost-effective tool designed to streamline municipal operations, offering essential operational information and National Treasury report creation. This solution seamlessly interfaces with and updates all billing data directly into Sage 200 Evolution financials, ensuring synchronization between consumer and General Ledger accounts. With integrated modules for expense control through Procurement and Asset management, municipalities can enhance efficiency in their operations.
Sage 200 Evolution Point of Sale is an integrated solution that works seamlessly with Receivables and the Inventory add-on module. Specifically designed for the retail Point-of-Sale environment, it addresses practical challenges and offers essential features, including security parameters, support for various tender types (cash, voucher, credit card, and cheque), flexible pricing, and discounting. This system also accommodates peripheral devices like pole display units, cash drawers, slip printers, and barcode scanners. With user-friendly interfaces and per-till configuration options, Sage Evolution Point of Sale provides flexibility and robust reporting features.
The Sage 200 Evolution Advanced Pricing module enhances the standard pricing feature by introducing greater flexibility. Users can create volume-based or time-based price breaks and specify discounts based on customer or customer groups. Additionally, the module allows for the creation of unlimited discount variations, such as multiple discounts per customer per stock item, and discounts per stock group. It also provides the ability to override discounts when processing invoices
The Sage 200 Evolution Purchase Order module facilitates a three-tiered process for managing purchase orders efficiently. In the requisition process, purchase requests can be initiated and routed to department heads for approval. The second tier involves the generation of purchase orders based on configurable rules, with various authorization levels and budget validations against the general ledger. The third tier allows conversion of purchase orders into goods received vouchers for inventory items. The module logs all movements and comments against incidents in CRM Premium. It also supports configurable workflows and escalation rules for increased efficiency and process