The General Ledger is the heart of the financial function of your company. All processing you do eventually reflects in the General Ledger. The system has no tedious month or year-ends. The system is date-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 unlimited years of information.

Cheque Printing and EFTs

You can print cheques from any bank account. The cheque layout is fully customizable to accommodate requirements from different banks. You utilize user access levels to control who can print cheques.

Unlimited Financial Periods

You can now create unlimited financial accounting periods, allowing you to analyze historical data and make more informed decisions and to forecast more accurately.

Sales & Purchase Order Entry

You can maintain and control outstanding orders, processed orders, and backorders. This module integrates fully into Sage Evolution’s Inventory, Receivables, and Payables modules.

This module allows for the following:

• Print and process purchase and sales orders, and then fill these orders in part or in whole, keeping track of outstanding orders.
• Create financial lines, which allows you to post non-stock amounts directly to General Ledger accounts.
• Allocate sales and purchases to projects. You can do this on a document basis or even line by line on each document.
• Allocate sales representatives to each document or even to individual document lines.
• Reserve stock quantities for customers when they place an order.
• Print packing slips and delivery notes.
• Create purchase orders automatically using the reorder fields on the inventory records.
• Create quotes and convert into sales orders once confirmed.
• Powerful reports help you manage outstanding and overdue orders.
• Merge multiple orders into a single invoice.

Sage 200 Evolution Inventory Module

Sage 200 Evolution’s powerful Inventory module gives you unlimited control over your stock. The system provides both summarized management reports as well as detailed operational reports, all customizable per user.

Quick Grid Entries

Work more efficiently within the grids using the copy and paste feature from Excel in various inventory forms. Make quick changes in Excel and copy them back into Sage 200 Evolution.

Unit of Measure

This feature gives you the ability to specify a buying and selling unit for each inventory item and advises which unit will be used to account for the inventory on hand.

Dimension Items

Dimension Items give you the ability to stock items using specific dimensions such as m² and m³. You can specify buying and selling dimensions depending on the type of item, and it’s perfect for environments where inconsistent measurements are sold based on client requirements.

Inventory Attributes

Define attributes per inventory item for more accurate reporting and maintaining of inventory items. Create an attribute group with attribute types to manage inventory at a more granular level.

Goods Received Voucher

This feature allows you to receive and immediately update your stock levels. This is based on a delivery note from your supplier, and you do not have to update the supplier account until you receive the actual supplier invoice.

Import Cost Allocations

When you import goods, there are frequently additional costs that do not originate from the supplier. For example, you may be liable for shipping costs and/or import duties. This feature allows you to process these additional costs at the same time as the Goods Received Voucher. The system uses additional costs to calculate the item costs correctly. Without this, you have to process these costs at another time and then adjust your item costs manually.

Three Stage Invoicing

This feature allows you to perform invoicing in stages, by issuing stock first, in cases where customers only want a consolidated invoice at month-end or invoicing a customer first, before delivery of goods has taken place. The best thing about this feature is that it makes use of a Delivery Accrual account giving you peace of mind that your Cost of Sales account will balance at the end of the day.

You can process Customer Goods Return Vouchers and Credit Notes based on the stage in which the stock was issued.

Extend Sage 200 Evolution’s Power with Add-On Modules

All these add-on modules work together. For example, you can manufacture serialized items into warehouses and track lot numbers.

• Multi-Warehousing: Create multiple warehouses or stores and move items between these stores. Define multiple bin locations per warehouse to simplify physical counts and picking of inventory.
• Serial Number Tracking: Serializes individual inventory items and keeps track of them by their history. The system follows their purchase, internal movement in the company, sale, and possible return for repair or refund.
• Lot Tracking: Lets you track items by lot, where batches of items all have the same lot number. You can specify expiry dates and a status per lot number.
• Bill of Materials: Allows you to manufacture or assemble items from components. The system takes the component materials out of stock into work in progress and then allows you to create finished items ready for resale.
• Pricing Matrix: Lets you have selling prices per inventory item or inventory group and per customer/supplier or customer/supplier group. These can be price or percentage discounts on the customer’s/supplier’s standard price.

This new feature will form part of the core modules of Sage 200 Evolution. It allows you to manage your inventory levels by specifying minimum and maximum stock levels, minimum re-order levels, and quantities. An automatic purchase order will be generated by the system, taking into account the preferred suppliers linked to the inventory item, lead times, and reorder levels determined by your business’ standard operating procedures.

Main Features of Sage Evolution Inventory Optimisation:

• Automate the process using templates
• Perform real-time sales analysis
• Manage minimum, maximum, and re-order inventory levels
• Create custom formulas
• Cost optimization
• Makes use of the Just In Time (JIT) approach

The Inventory Issue feature manages and tracks your internal stock distribution between departments, business units, staff members, jobs & projects.

Main Features of the Sage 200 Evolution Inventory Issue Module:

• Generates inventory requisitions for approval within a multi-level workflow environment
• Allows you to issue inventory for job cards, general ledger accounts, and projects
• Different templates for recurring entries can be created using this feature
• Allows you to process Inventory Issue transactions in batches

A new Tax node has been added to the Sage 200 Evolution software to align with the SARS requirements pertaining to VAT submissions in South Africa. This node will host all tax-related information pertaining to your business. It will include the generation of:

• Tax Types
• Tax Groups
• A Tax Report based on the SA VAT 201 layout. This is referred to as the Tax Box Report. This report will allow you to consolidate transactions by reference.

Do you want a safe and secure payment solution for your business? Netcash has over 10 years of experience in providing payment solutions to small and medium-sized businesses throughout South Africa.

Netcash integrates with Sage 200 Evolution, allowing your business to receive customer payments, as well as make supplier payments in a few easy steps. You can also validate bank details and request credit risk reports via Netcash.

The Customer Zone is aimed at uploading certain data to the cloud which will allow customers self-service features such as viewing their statements and drilling down to the invoices. Customers will be able to reprint invoices and make secure payments via the Netcash secure payment gateway.

To cater for the move by many businesses to increase staff productivity and become more efficient, the Alert Management module has been designed to streamline key roles within the business. The module allows you to receive notifications based on a set of predefined criteria to allow for better planning and control in your business.

Alert Management allows you to send and receive notifications via SMS or email based on predefined criteria. This allows you to keep your employees, customers, and suppliers up-to-date with business-related information, account balances, and inventory status updates. Also available as a mobile application.