Sage Pastel

Sage Evolution

Sage Evolution delivers an entirely new dimension in business management software, taking your business way beyond the traditional realms of accounting software.

Sage Evolution Premium

Sage Evolution – Smart, Cost-Effective, Accounting & ERP

Are you finding it difficult to get an integrated and holistic view of your business? If so, revolutionise the way you do business with Sage Evolution. 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.

  • Optional Modules
  • Payroll & Human Ressources
  • E-Commerce
  • Business Gateway

    Business Gateway

    • The Business Gateway extends Evolution Resolve onto the Internet and allows customers to logon to the system
    • Customers do not need to contact a call centre and wait in queues for an agent
    • Internet queries are notorious for not being dealt with or acknowledged
    • However, the Business Gateway sends each query into Evolution Resolve individually, where it is tracked and escalated
    • The Business Gateway requires Microsoft™ IIS and Windows 2000 Server or later
  • Branch Accounting

    Branch Accounting

    • Offline Accounting
    • Document numbers per branch
    • Transaction types per branch
    • Ability to merger data to Head Office (HO) database
    • View data by branch at HO
    • Reports consolidated by branch
    • Global and local Customers and Suppliers
    • File Transfer Protocol (FTP) – Communication layer
    • Download brochure for more details 
  • Mobile Sales
  • Procurement

    Procurement

    • Three-tiered process for precise management of many purchase orders and keeping control of purchases for internal purposes of specific projects
    • First tier is the requisition process where you can request the purchase of an item or consumable which can be routed to a head of department for authorisation
    • Second tier allows for the purchase order to be generated and based on configurable rules, different levels authorisations can be setup and be administered
    • The procurement process also validates all purchases against budgets in the general ledger
    • The third and final 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 PO completion, all movements or comments are logged against incidents in Resolve Premium
    • Workflows and Escalations rules can be configured to create efficiencies and automate processes ensuring that purchases orders are actioned on time
    Download Brochure
  • Manufacturing

    Manufacturing

    • Separates the manufacturing process into time periods where items being manufactured are transferred into Work In Progress and then into Finished Goods
    • The manufacturing facility allows the following:
    • You can see a full audit trail of each manufacturing process
    • You can draw stock at the beginning of the manufacturing process, and reverse any unused stock once the process is complete
    • You can create by-products in addition to your main manufactured item
    • The manufacturing facility allows the following:
      - You can change a bill of materials without affecting an ongoing manufacturing process that uses that same bill of materials
      - You can replace one or more components in an existing process if you need to, and then continue manufacturing with the new components
  • Retail Point of Sale

    Retail Point of Sale

    • Easy to use, fast and robust
    • Powerful front and back office retail solution
    • Supports offline and online environments
    • Inter-Branch transfer – fully electronic
    • Support for Windows & standard POS printers, cash drawers and pole displays
    • Automated integration directly into Pastel Evolution
    • Bi-directional integration with offline remote sites
    • Supports Terminal Server and Citrix environments

     

  • Job Costing

    Job Costing

    • Allocate costs and measure the profitability of short-to-medium-term jobs
    • Enjoy an unlimited number of job cards and the ability to archive these for future estimates
    • Track labour costs from payroll time sheets in Pastel Evolution Payroll and calculate transactions on a rate, lump sum or percentage basis
     
    Download Brochure
  • Customer Relationship Management Premium

    Customer Relationship Management Premium

    • Helping manage customer credit risk through a step-by-step process
    • A credit application is completed to assess a potential customer’s credit-worthiness before the granting of credit
    • Generates credit applications and runs the data through a scoring system
    • Passing scores will see a new account opened
    • A failing score will request guarantees or security against granting credit
    • Generates standard legal documentation based on the type of business being operated
    • The following documentation, amongst others, is included:
    • Term & conditions of sale Credit application forms
    • Both “soft” & “final” demand letters
    • Power of attorney forms
  • Serial Number Tracking

    Serial Number Tracking

    • Integrating with Evolutions’ Inventory module, Serial Number Tracking keeps detailed information on specific inventory items
    • From purchase to sale, to returns, each item is tracked uniquely providing absolute control over customise inventory items
    • Sometimes you may need to track items individually e.g. if you sell items that have warranties, you need to know when you sold the item, and to whom you sold the item, so you know whether it is under warranty
    • A Serial Number Listing report shows the current location of serial numbered items
    • For each serial number, the report shows the item code and description, the date of its last movement, the current general location in stock, the customer it was sold to, and so on
    • A Serial Number Transactions report shows all transactions for a serial number
    • Reflecting one transaction per line, each line shows the serial number, item code and description, transaction date and reference, the customer/supplier account code and its originating module
  • Pricing Matrix

    Pricing Matrix

    • This module adds great flexibility to Evolution’s standard pricing feature
    • Establish volume- based or time – based price breaks and much more
    • Discounts can also be specified by customer or groups of customers
    • Design unlimited discount variations, such as multiple discounts per customer per stock item, discounts per stock group and the ability to override discounts on processing invoices
  • Point of Sale

    Point of Sale

    • This module integrates with Inventory as well as Receivables, perfectly addressing the practical issues within the retail or Point-of-Sale environment
    • Functionality includes security parameters, tender types (cash, voucher, credit card or cheque), flexible pricing and discounting
    • This module supports peripheral devices such as pole customer display units, cash drawers, slip printers and a bar code scanner
    • Evolution Point-of-Sale is user friendly and offers flexibility by allowing for per till configuration and has powerful reporting features
  • Multi-Warehousing

    Multi-Warehousing

    • The Multi-Warehouse add-on module allows you to split your inventory items into 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
  • Multi Currency

    Multi Currency

    • Pastel Evolution 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, Pastel Evolution uses the current exchange rate to calculate any foreign exchange profit or loss, which it posts automatically
    • Pastel Evolution 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

    Download Brochure
  • Lot Tracking

    Lot 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
    Download Brochure
  • Bill of Materials
  • Sage Pastel Intelligence Reporting

    Sage Pastel Intelligence Reporting

    • A simple and easy to use reporting solution (Business Intelligence)
    • Customizable and flexible reporting and analysis capabilities
    • User friendly and centralized interface
    • Eliminating “loose” Excel spreadsheet use
    • Delivering a single version of the truth via a suite of  preformatted report templates
    • In Excel, formatted the way you choose
    Download Brochure
  • Delivery
  • Customer Consolidation

    Customer Consolidation

    • 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 head office’ situation where you need to capture sales made to the individual branches, but then present a consolidated statement to your customer’s head office
    • 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 head office’ situation where you need to capture sales made to the individual branches, but then present a consolidated statement to your customer’s head office
  • Credit Control
  • Bank Manager

    Bank Manager

    • The Bank Statement Manager for Pastel Evolution is considered to be one of the most powerful and reliable tools for processing large volumes of transactions within the cashbook
    • This module allows for the cashbook 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 cashbook 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 and Nedbank)
    • Supported formats include OFC, CSV and ASCII
    • The advantages of using this module include the instantaneous processing and coding of accounts once the initial process of assigning recurring coding has taken place, 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

     

    Download Brochure
  • Cash Manager

    Cash Manager

    Can it really make a difference to your cashflow?

    Improve:
    • Internal Processes
    • Methodology
    • Communication
    • Change behaviour
    • Of staff
    • Of customers
    • Become more competitive in the way you collect

    From a management point of view

    • Visibility on debtors Book
    • Productivity of employees
    • Forecast cash flow out of debtors
    • Control
    • Reduce interest
    • Reduce risk of write-offs

    From a debt collectors point of view

    • Instant reconcilliations
    • Auto email payment reminders
    • Easy tracking of Promise to Pay
    • Enhanced communication with
    • Debtors
    • Colleagues
    • Management 
     
  • Asset Management

    Asset Management

    • With features like an unlimited number of assets and multiple forms of depreciation, Evolution Fixed Assets 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
    • Other key features include:
      Track unlimited number of Fixed Assets by cost centres or departments
      Multiple Asset Types
      Capex Budgets and Orders 
      Capture Actual Picture of the Asset
      User Defined Fields on the Asset
    • Pastel Evolution Fixed Assets can be used fully integrated into the Evolution system or can be purchased as a stand-alone product
  • Annuity Billing

    Annuity Billing

    Integrating to both Receivables and Inventory, this module provides for repetitive or recurring invoices on a daily, weekly, monthly or quarterly basis
    Specify contract periods, design recurring invoice templates or simply setup base amounts to be charged to customers periodically
    Annuity Billing is another flexible module that provides you with the ability to customize the application to fit the specific requirements of your business
  • Base Modules
  • Inventory Management
  • Project Tracking
  • Sales & Purchase Orders

    Sales & Purchase Orders

    • Sales Force Automation allows Sales Managers to track sales pipeline on individual sales people
    • Sales force automation also makes use of the working calendar in Resolve, every interaction with client can be created as an incident and these can be used in the sales process
    •  SFA gives companies the ability to track closure rates and time taken to close deals
     
  • Accounts Payable
  • Accounts Receivable
  • Cash Book
  • General Ledger
Hardware Single User Work Station Server
Minimum Pentium IV Pentium IV Pentium IV
Recommended Intel Core 2 Duo or
equivalent
Intel Core 2 Duo or
equivalent
Xeon Dual/Quad Core
Memory
Minimum 512MB 512MB / 1GB 2GB or higher
Recommended 1GB or higher 1GB or higher 4GB or higher
Screen Resolution
Minimum 800 x 600 800 x 600 800 x 600
Recommended 1024 x 768 1024 x 768 1024 x 768
Operating Systems
Microsoft ® Windows 2000 Pro, Windows XP Pro, Windows Vista¹, Windows 7, Server 2000, Server 2003, Server 2008 (32 Bit and 64 Bit)
Database Server
Microsoft® SQL Server 2005 & 2008

Kindly note, if you have 11 users or more on your network, we strongly recommend you speak to your Sage Evolution Business Partner regarding the system requirements recommended for your specific environment.

  • DVD-Rom.
  • 256 Colour VGA or SVGA Video Graphics.
  • The on-line help requires Internet Explorer version 6 or higher, or a compatible browser.
  • Up-to-date network drivers, service packs and operating systems.
  • Windows 7 Home and Basic editions are not supported.
  • Windows 7 personal computers/notebooks need to ensure that the recommended RAM memory and video graphics adapter are met.

The above serves as a guideline. Hardware requirements may differ depending on the operating system and the version of SQL Server.

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