Sage 200 Evolution - Add-On Modules

Customise and Expand your Sage 200 Evolution to Fit Your Unique Business and Industry

Customise Your Sage 200 Evolution ERP with add-on modules to suit your unique business processes

Accounts Consolidation

Integrating with Customers on Sage 200 Evolution, 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 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

Supply chain management can be regarded as one of the most heavily regulated and aggressively audited fields in the public sector. This requires a business software solution that caters for both operational functionality and statutory compliance. The Sage 200 Evolution 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 marketplace 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 Evolution CRM Premium all movements are logged against incidents. Workflows and escalations can be configured to create efficiencies and automate purchasing processes.

Annuity Billing (free with Subscription Option)

Sage 200 Evolution Annuity Billing integrates with both Customers 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.

Bank Statement Manager (free with Subscription Option)

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 the Sage 200 Evolution Bank Statement Manager 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

Together with the Inventory module and the Sage 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 to 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. 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)
Branch Accounting

Organisations which have legal entities in multiple locations may encounter difficulties in optimising operational efficiencies and control within their various branches. Branch Accounting simplifies and streamlines business processes and transactions between all of these entities.


Sage 200 Evolution 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 the head office level and automatically pushed to all branches.


Sage 200 Evolution Branch Accounting includes the ability to transact at the local level even if the internet supply or virtual private network becomes 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.

Credit Risk Management (free with Subscription Option)

Integrating with Customers, Sage 200 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.It will also generate standard legal documentation based on the type of business you are operating. 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.
Debtors Manager

Get serious about getting paid with Sage Debtors Manager software.


Sage 200 Evolution Debtors Manager is a debtor management system suitable for any business in any industry seeking to optimise the debtor collection process. Sage 200 Evolution Debtors Manager debt collection software has been designed to instantly implement tracking and control in your debtors collection department. Unlike other products which tend to focus on the macro level, this is a hands-on practical system that automates the daily control of the debtors book. This debt recovery module is only available while you have a valid Sage Pastel Business Care Licence contract.


Sage 200 Evolution Debtors Manager creates reports to monitor debt collection progress, staff performance and accurately forecasts cash flow. With ready to run debtors management reports for every outstanding invoice, you can determine why the amount is outstanding; when it will be paid; what has been done and what still needs to be done. Get paid and improve your cash flow – with Sage 200 Evolution Debtors Manager, there are no more excuses!


Fixed Assets

Fixed assets are physical items such as desks, computers, cars, and machinery which you acquire to run your business. South African Company Law requires that you keep a register of your business’ fixed assets as part of its accounting records. However, business fixed asset management can be tedious and time-consuming. As you use assets, they depreciate or become obsolete. You can legally expense depreciation in your accounts for tax purposes. Sage Pastel’s fixed asset tracking software module takes care of all of this for you.


Managing your fixed assets includes the following tasks:

  • Tracking each asset’s value, both from a tax and an accounting point of view
  • Depreciating assets correctly using an appropriate depreciation rate and method
  • Updating the replacement values of your fixed assets for insurance purposes
  • Maintaining an accurate fixed assets register which records information such as: date of purchase; date of disposal; purchase price; accumulated depreciation and net book value
  • The Sage 200 Evolution Fixed Assets software module automates all these processes for you
  • 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 100 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!
    *Sage 200 Evolution Fixed Assets can be used in conjunction with the core Sage Evolution Accounting system or can be purchased as a stand-alone product.
Job Costing

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.


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Lot Tracking

Sage 200 Evolution 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 200 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:

  1. See a full audit trail of each manufacturing process.
  2. Draw stock at the beginning of the manufacturing process, and reverse any unused stock once the process is complete.
  3. Change a Bill of Materials without affecting an ongoing manufacturing process that uses the same Bill of Materials.
  4. Replace one or more components in an existing process if you need to, and then continue manufacturing with the new components.
  5. Create by-products in addition to your main manufactured item.
  6. Forward plan with the material requirements feature.

With the Sage 200 Evolution Multi-Currency module, 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 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.


In addition Sage 200 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

Working with multiple stores is almost identical to working with normal inventory or stock. The only difference is that each time you want to access an inventory item, you must specify the store in which the item exists. Sage Pastel’s warehouse management software makes it easy to track and control inventory items.


Some of the 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
Municipal Billing

The Sage 200 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
  • Rates Billing
  • Refuse Billing
  • Consumption Billing
  • Indigent Support Subsidy Billing
  • Database Management Tool
  • Aligned to latest Property Legislation
  • Statistical Management Information
  • Robust Security
  • Aligned to latest Property Legislation
  • Comprehensive exception reporting
Point of Sale (POS)

Sage 200 Evolution Point of Sale integrates with both Customers 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
  • Discounting

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.


This module offers a three-tiered process that 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 first tier is the requisition process where the purchase of an item or consumable can be requested and routed to a head of the department for authorisation.


The second tier allows purchase orders to be generated based on configurable rules. Different levels of authorisations can be administered and setup. The procurement process also validates all purchases against budgets set up in the general ledger.


The third 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 purchase order completion, all movements or comments are logged against incidents in Sage 200 Evolution Contact Manager Premium. Workflows and Escalations rules can be configured to create efficiencies and automate processes ensuring that purchase orders are actioned on time.

Retail Point of Sale (RPOS)

Sage 200 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 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.

Sage 200 Evolution SDK

Traditionally termed ‘CRM’ or “Contact Management”, Sage 200 Evolution CRM is core to the Sage 200 Evolution systems 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.Sage 200 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 200 Evolution CRM:

  • Sage 200 Evolution CRM Standard contains basic incident tracking. This module must be purchased in conjunction with the core Sage 200 Evolution accounting system.
  • Sage 200 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.
Sage 200 Evolution SDK

Third party software developers can use the Sage 200 Evolution SDK to create customer-specific applications that integrate with the Sage 200 Evolution ERP software system without the need for issuing direct SQL statements against the Sage 200 Evolution database or having to work out relevant business rules and processes for updating the accounting system. The Sage 200 Evolution SDK is typically used for transaction processing and account maintenance, and these records can originate from any external source, whether it is an external database, XML, web service, or custom user interface. The Sage 200 Evolution SDK consists of an Application Programming Interface (API) that exposes typical Sage 200 Evolution functionality to application developers.


The API embeds Sage 200 Evolution business logic enabling external applications to interact directly with Sage 200 Evolution databases. Third party developers can currently interface with Sage 200 Evolution on the database level; however, through the introduction of the SDK, the relevant processing logic gets taken care of, development time is dramatically reduced, and data integrity is ensured.


Since the Sage 200 Evolution SDK is packaged as a Microsoft .NET 2.0 assembly, the ideal platform for utilising the SDK is of course the .NET framework. However, to accommodate the many third party developers utilising various other mainstream languages, integration through COM is possible using development environments such as Visual Basic 6, Visual C++, Visual Basic for Applications, and Delphi.


The following Sage 200 Evolution modules are currently supported, in whole or in part:

  • General Ledger
  • Customers
  • Suppliers
  • Inventory
  • Orders (Sales and Purchase Orders)
  • Serial Number Tracking
  • Multi-Warehousing
  • Customer Account Consolidation
  • Job Costing

In order to take advantage of the abilities of the Sage 200 Evolution SDK, developers and clients need to subscribe to additional add-on modules. This subscription is subject to your acceptance of the Sage Pastel Software Developers’ License Agreement.

Pricing Matrix (free with Subscription Option)

This module adds great flexibility to Sage 200 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.


Serial Number Tracking

Track items from the moment of purchase to sale with Sage’s Serial Number Tracking Module

Sage 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 even extends to you being able to track the item for warranty purposes should it be returned to you for repairs.

Each item has its own unique serial number

With Sage’s inventory control software, Serial Number History allows one to view movement history for serial number items. With Serial Number Listing, the serial number per inventory item, along with its status can be viewed.

Use the Serial Number Tracking Module with other Add-On modules: Multi-Warehousing 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.

Sage Intelligence Reporting

We have combined South Africa’s leading accounting software with Microsoft® Excel® and have produced a reporting tool that revolutionises the way you make decisions in your business!


Sage 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 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 Intelligence Reporting ships with Management Packs (Balance Sheet, Income Statement), Sales Master (Sales Reports), Inventory, Purchasing options, and more.

Services Manager

If your business deals in the rental and servicing of assets, you may find it difficult to keep track of the customer letting, repair and maintenance processes involved. Let us assist in streamlining these processes so that you can work more productively. Our Service Manager module gives you full control over the scheduling and management of any service asset with the automation of service requests, tasks and timetables.

Voucher Management

The process of creating a payment or receipt voucher is an essential function for many businesses and the Voucher Management module helps streamline and automate these processes.

This module is suitable for clubs, schools and other organisations where money is collected from members, students or customers and documented proof is required for audit and record purposes.


Main features in Sage 200 Evolution Voucher Management:

  • Role-based authorisations, permissions and discretionary limits per user
  • Process Accounts Receivable receipts
  • Process Accounts Payable payment advice
  • Process General Ledger receipts and/or payments
  • Support for multi-currency accounts
  • Customisable receipts and payment voucher layouts
  • Capture and save receipts and payments for future processing
  • Maintain and print audit trials

Do You Have a Very Specific Function or Process Not Covered in the Above?

Your business is as unique as you are – and might require a customized solution for your business processes. While we endeavour to have as much information and “out-of-the-box” solutions ready, we are well-versed in doing specific customisations for our clients as required. Give us a call on contact us, and we will set up a dedicated session to discuss your exact requirements.


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