Gain full control with smart and cost effective software for managing big businesses

Sage Evolution delivers an entirely new dimension in business management software, taking your business way beyond the traditional realms of accounting software. By bringing all the aspects of your operating environment together, Sage Evolution is an ERP (Enterprise Resource Planning) system that gives you the ability to control your financial situation as well as your relationships with your customers, suppliers and employees. The comprehensive range of features and functionality of this ERP software package, complemented with a number of add-on modules, provides scalable, flexible, and robust financial management of your growing business.

Key features

Get to know the Sage Evolution user interface, how to navigate the system and how to set it up so that you only see what you need to in your own dynamic business environment. Make use of tools that give you the power to maintain, sort, search and group your data.

Protect your data with controlled access, and eliminate the risk of internal fraud. Allow the system audit manager to track and manage access to your database and activities within.

Select, view, and compare information in graph format, across a range of modules.

Use the report writer to allow each user to customise reports and layouts across every module in Sage Evolution.

Get instant access to supplier and customer balances, purchase and sales history, as well as outstanding balances. Also get a detailed analysis of transactions with drill-down features and reports when you need them.

Use one or more General Ledger control accounts to analyse debtor/creditor activity and transactions.

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.

The General Ledger is the heart of the financial function of your company. The system has no tedious month or year-ends. The system is data 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.

Integrating fully into Sage Evolution’s Inventory, Receivables & Payables module, maintain and take charge of all orders in the sales and purchase process.

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.

This module assists with streamlining key staff roles to ensure highest productivity and efficiency – allowing for better planning and control. Send and receive SMS notifications based on specified criteria, keeping your suppliers, customers and staff up-to-date with relevant business information.

Manage your inventory between a minimum and maximum stock, order levels, and quantities. Link preferred suppliers to specific inventory items, identify lead times and reorder levels of your business. Automate processes with templates, create customised formulas and cost optimisations, and do sales analysis in real time.

Track and manage internal stock distribution in a multi-level workflow environment. Issue and distribute inventory for a range of requirements.

Add-on Modules

Sage Intelligence Reporting takes 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 may also have instant access to ‘live’ information and that last minute journal. It offers a customisable pack which provides drill-down functionality. This add-on module ships with Management Packs (Balance Sheet, Income Statement), Sales Master (Sales Reports), Inventory, Purchasing options and other reports as well.

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. This add on module has been designed to instantly implement tracking and control your debtors collection progress, staff performance and accurately forecasts cash flow.

Bill of Materials and Kit Item Codes

Sage Pastel  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 multiple invoice lines that can include inventory items and remark lines.

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).

With Sage Evolution Multi-Currency you can process customer and supplier transactions in their currency, 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 and  maintain a separate buying and selling rates for each currency.

Fixed Assets add on module helps you to control your fixed assets easily, affordably and reliably. The different methods of depreciation include straight line, reducing balance, immediate write-off, units of usage, plant & machinery, and equal allowance.

Some of the key features include:

  • Tracking an unlimited number of fixed assets by cost centres or departments.
  • Group multiple assets into one asset. For example, you can treat five identical desks as a single asset. You can split these at any stage into lesser or individual desks.
  • Use master and sub-assets to add improvements to existing assets and track them together. This is especially useful for computers, where for example you can add additional memory to an existing computer.
  • Multiple Assets Type.
  • Capex Budgets and Orders.
  • Import assets serial numbers and receive a comparison reconciliation report displaying both matched and unmatched records.
  • Impairment Cost Movements.
  • Assets Consolidation Listing Report.
  • Assets Financing Information.

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

Set-up and use multiple stores or warehouses with the Sage Pastel Multi-Warehousing module. Sage Pastel’s warehouse management software makes it easy to track and control inventory items.

Some of the key 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

This module adds great flexibility to Sage Evolution standard pricing features. 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.

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 enables you to track the item for warranty purposes.

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.

This add on 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 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. 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.

Sage 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.

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 provided by our local banks.

Branch Accounting enables information  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.

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.

Main features of Sage 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.

Integrating with Receivables, Sage 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.

Traditionally termed ‘CRM’ or “Contact Management”, Sage Evolution CRM is core to the Sage Evolution system’s functionality. This integration provides you with the ability to control not only your financial situation but your relationships with your customers, suppliers and employees.

This module 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.

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 jobs to projects on a job card basis or a job line basis.

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.

This module is an extension of Sage 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.

Some of the Key features include:

  • 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.

Sage 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.

The main features include:

  • 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 barcode scanner. It is user-friendly while offering you flexibility by allowing for per-till configuration and giving you powerful reporting features.

This module 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 procurement process also validates all purchases against budgets setup in the general ledger.

Retail POS 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 Evolution Accounting and has a centralised maintenance area which is controlled by head office.

Main features in Sage Evolution Retail Point of Sale:

  • Quotes, Orders, Invoices and Credit Note processing.
  • Receipting of debtor payments – Evolution debtors or external debtors systems.
  • Multiple payment methods (split tendering).
  • Maintaining and controlling payments.
  • Unit pricing linked to volume sales.
  • Line discount supporting both amount and percentage.
  • Supervisor authorisation for unit price changes, discounts and Credit Notes.
  • Printing of documents to multiple printers (Picking slips).
  • Support for Windows printers and OPOS compliant POS printers, cash drawers and line-displays.
  • Remote disconnected sites with scheduled bi-directional synchronisation with central POS database.
  • Re-printing of all transactions.
  • Barcode scanning.
  • Automated integration process

Sage 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 for Android too, Sage Evolution Mobile allows sales executives and management to view customised dashboards and real-time information on customers, inventory, expenses and other key business information.

Schedule and manage the servicing of assets within your business.

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