Sage Evolution Add-On Modules
Sage Evolution add-on modules make it a truly revolutionary ERP software solution
Sage Evolution Account Consolidations allows for the separate invoicing of branches, with the added functionality of printing one customer statement at head office level.
Integrating with Receivables, this Accounts Consolidation software add-on module to Sage’s Evolution ERP software solution allows for the separate invoicing of branches, but with the added functionality of printing one customer statement at a consolidated head office level. This business management software module 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.
Generate repetitive or recurring invoices according to any time period specification
Sage Evolution Annuity Billing management software module integrates with both Receivables and Inventory and provides for repetitive or recurring invoices or recurring billing on a daily, weekly, monthly or quarterly basis. The Annuity Billing add-on module to Sage’s Evolution ERP application is designed to take care of your business invoice and billing function.
The invoice management software’s invoice run allows for an option of printing or e-mailing to customers. You can specify contract periods, design recurring invoice templates or simply set up base amounts to be charged to your customers periodically.
Annuity Billing is a flexible ERP module that provides you with the ability to customise the invoice and billing application according to the specific requirements of your business.
Bank 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 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 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 Accounting simplifies and streamlines business processes and transactions between all of these entities
Organisations which have legal entities in multiple locations may encounter difficulties in optimizing operational efficiency and control within their various branches.
Branch Accounting enables bi-directional synchronization and consolidation of data. Information can now be shared, consolidated and saved on both the centralized 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 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.
We have combined South Africa’s leading accounting software with Microsoft® Excel® and have produced a reporting tool that revolutionizes 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.
Common problems experienced in the Collections Department
Management seldom have time to devote solely to debtors, and often rely on reports from staff showing only the amounts outstanding and the expected payment estimates.
Looking at the Age Analysis will show clearly the amounts outstanding, but not the reasons why the amounts are outstanding, nor will it show you the expected amounts to be collected.
Credit Risk Management
Will generate standard legal documentation based on the type of business you are operating
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.
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.
E-Business And E-Billing
The internet has fast become a necessary extension to the traditional manner in which business is conducted
Sage Evolution’s E-Business module enables you to open an online web store quickly and easily, with seamless integration between your online store and Sage Evolution. For example, you can draw product and price information from Sage Evolution into the online store. In turn, online orders can be automatically downloaded into Sage Evolution for processing.
Sage Pastel E-Billing will allow your customers to view their detailed statements, with drill-down into source transactions over the internet. You will however need to supply your customer with a password. The benefits from this module are as follows:
- Get paid faster.
- Customer self-service.
- Customer account access 24/7/365.
- Uniform electronic remittance advice.
- Mobile sales representatives with up-to-date information.
- Detailed account research.
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.
The Sage Evolution Fixed Assets module automates all these processes for you. Once you provide the initial information, the 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 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!
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.
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.
Inter-branch Transfers (IBT)
This feature has been designed so that you are able to transfer items from the dispatching warehouse directly into a “goods in transit” (GIT) warehouse. The inventory will remain in this warehouse until the receiving warehouse does a receipt from the GIT warehouse.
Two additional warehouses are created by the program: a damaged goods warehouse and a variance warehouse. This allows you to allocate and account for the receipt of inventory items by allocating them into the receiving warehouse. Any items not accounted for, will either be allocated to the damaged goods or variance warehouse where reconciliation can later be processed. Documentation is printed through the different stages to accompany the delivery of goods, and reports can be printed to indicate the location of stock at any given time within the system.
Retail Point of Sale
Sage 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 Evolution Accounting and has a centralised maintenance area which is controlled from head office.
Sage 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 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.
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 of lay-aways and 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.
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 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 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.
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.
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.
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. 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.
With Sage 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 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 Evolution uses the current exchange rate to calculate any foreign exchange profit or loss, which is automatically posted. In addition Sage 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.
The Sage 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 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.
The Municipal Billing Solution includes:
- Property Information Management
- Billing Frequency
- Customer Categories
- Flexible Tariff Structure for Fixed and Consumption Services
- Rates Billing
- Refuse Billing
- Consumption Billing
- Indigent Support Subsidy Billing
- Database Management Tool
- Aligned to latest Property Legislation
- Comprehensive exception reporting
- Statistical Management Information
- Robust Security
Point of Sale
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. It contains the following features which can assist you with:
- Security parameters
- Tender types (cash, voucher, credit card and cheque)
- Flexible pricing
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.
Sage Evolution CRM
Traditionally termed ‘CRM’ or “Contact Management”, Sage Evolution CRM is core to the Sage Evolution system’s functionality. Sage Sage Evolution CRM has taken the concept of traditional Contact Management much further by weaving it into the very fibre of the Sage 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 Evolution CRM.
Sage 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.
There are two versions of Sage Evolution CRM:
Sage Evolution CRM Standard contains basic incident tracking. This module must be purchased in conjunction with the core Sage Evolution accounting system.
Sage Evolution CRM Premium contains more advanced features such as Sales Force Automation, Business Gateway, Calendar, Knowledge Base, Workflow processing, Incident Graphs, Escalations and Contract Invoicing and now also Microsoft Outlook Integration. This module can be purchased as a stand-alone product.
Serial Number Tracking
Integrating with Sage Evolution’s Inventory module, Sage 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 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.
With mobility now the cornerstone for operating a cutting-edge business, 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 soon 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. 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 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 Evolution ERP.
This module adds great flexibility to Sage 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.
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