Sage 200 Evolution

A Powerful, Cost-Effective and Scalable ERP Software Solution to Bring All the Aspects of Your Operating Environment Together

Smart, cost-effective business management software (ERP) for mid-market to enterprise

It is time to revolutionise the way that you do business with Sage 200 Evolution (previously known as Sage Evolution Premium). By bringing all the aspects of your operating environment together, Evolution is an ERP (Enterprise Resource Planning) and Business Management Solution that gives you the ability to control your financial situation as well as your relationships with your customers, suppliers, and employees.

Sage 200 Evolution offers the following:

Fully integrated business management application

Sage 200 Evolution is built with a wide range of features and functionality, complemented by a number of add-on modules allowing the solution to be a scalable, flexible and a robust business management tool for a growing business in any industry type.

Improve and enhance customer and supplier relations

Sage 200 Evolution gives your business a competitive edge. It is a very powerful tool that allows you to track, analyse and manage customer and supplier interactions within your business, allowing you to be proactive in meeting and exceeding your clients’ demands.

Extensive national service and support infrastructure

Preferred Solutions is the Top Sage Evolution Business Partner in the Western Cape (and Top Business Partner in South Africa for 2010, 2018 & 2019) and a leader in Sage Evolution sales, consulting and support in South Africa. You are always in the best hands.

Specialised modules for industry specific requirements

Sage 200 Evolution has a range of add-on modules that cater to industry-specific needs. These add-on modules seamlessly integrate with Sage Evolution’s core software, are cost-effective, and can be rapidly deployed to enhance your business processes.

Simplified Reporting

Sage 200 Evolution Intelligence Reporting allows you to manipulate data in any way you need. Design specialized reports that give you a competitive edge. See trends in your business that would otherwise be difficult to recognize. Slice and dice data through “what-if” scenarios enabling you to run ideas through your financials.

Lowest total cost of ownership

Unlike other vendors who bill extra for support services and demand large teams of expensive skills to deploy a Business Management Solution functionality, Sage 200 Evolution offers the lowest total cost of ownership because it is quicker to deploy and requires less configuration & training to operate in a live environment.

Increased productivity

Use Sage 200 Evolution’s unique Business Activity functionality to set and manage employee tasks and productivity. View graphical representations of which activities have been closed and which are still open. Incident Alerts inform staff of important tasks to be completed, decreasing turnaround time.

Complete Ease of Use

As a global leader in software development, and with thousands of businesses using our software, Sage has an in-depth understanding of what makes software user-friendly. Sage 200 Evolution has an easy-to-understand and intuitive user interface with a clear menu structure, making it easy to implement and use.

Powerful Features of Sage 200 Evolution

System Manager

The System Manager in Sage 200 Evolution

The System Manager is the control centre for the entire Sage 200 Evolution application. It is the system’s user interface. Featuring a System Tree for navigation, it also controls the system environment and set up, online help, and multi-level password security. Sage 200 Evolution delivers enhanced efficiency, productivity, and security to any business.


System Manager offers the following:

  • A consistent user interface no matter which module you are using. Fixed Assets or Accounting, they all share the same common interface and all appear as options on a single System Tree.
  • Standard navigation tools such as menus, the System Tree, toolbars, and favorites.
  • Powerful tools for maintaining, sorting, searching, and grouping your lists of data.
  • The ability to customize the interface to suit each user’s requirements and to create user-defined fields on master and transaction file records.

Features within System Manager:

  • Store Data Indefinitely
  • Transaction Rollback
  • Supports Multiple Companies
  • Transaction Drill Downs
  • Document Imports and Exports
  • Document Profiles
Advanced Security

Data Security in Sage 200 Evolution

Your data is your data! We understand the need for confidentiality within your business. You need to control access to this information. Sage 200 Evolution features multi-level, menu-driven password access control. Sage 200 Evolution also enables you to control who sees what with password-protected menus.


System Audit Manager

Eliminate internal fraud and unauthorized transacting within your business with the System Audit Manager. This tool assists you to track and manage database activities for all or selected database tables allowing you to report on detailed changes for both transaction and master file tables.


Password Complexity and Agent Lockout

Password Complexity enables you to enforce specific password combinations that can be aligned with your business’s IT protocols. The Agent Lockout feature allows you to control users entering their passwords incorrectly by specifying lockout attempts and durations.

Delivery Management

Sage 200 Evolution Delivery Management

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 200 Evolution’s Retail Point of Sale, Invoicing, and Sales Order modules allowing for items to be flagged for collection or delivery at the 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 200 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 inquiries.
Works with Microsoft Office

Seamless integration with MS Office means that you can e-mail any report. You can use several standard formats such as HTML or PDF. You can also export data into Word or Excel, where you can perform your own complex data manipulations. This feature complements Sage’s extensive range of management reports.


The Contact Manager module integrates e-mail management with Microsoft® Outlook.



Graphs & Visual Reports

You have the ability to view graphs. For example, you can compare General Ledger account movements over a period of five financial years. You can compare sales and purchases in the Orders module, and you can view the incident analysis in the Contact Manager module.

Report Writer & Stationery Customisation

The Report Writer module allows you to customise standard reports per user as well as stationery layouts per user. It integrates into every module in the Sage 200 Evolution range.

Customers and Suppliers

Sage 200 Evolution gives you instant access to customer and supplier balances, overdue totals, and sales/purchases history. Drill-down features and reports are available when you need a more detailed analysis of customer/supplier transactions. You can create multiple delivery addresses for each customer and supplier. Set processing defaults for delivery requirements/addresses, selling prices, and discounts which you can override for each transaction.


Multiple Debtor & Creditor Control Accounts

If you wish to analyze debtors and/or creditors in General Ledger, you can use more than one General Ledger control account for Customers and Suppliers. This is over and above your normal reporting within the Customers and Suppliers ledgers.



Project Tracking

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.

General Ledger

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.



Inventory Control

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.



Inventory Optimisation

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



Inventory Issue

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



Tax Processing (for SA users)

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.



Netcash (for SA users)

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.

Customer Zone

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.

Alert Management

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.

Did You Know That You Can Now Get Sage 200 Evolution In The Cloud?

Sage 200 Evolution can now be a cloud-based ERP system thanks to Evolution Anywhere. It works directly on your desktop and does not require remote desktop login to function.

Evolution Anywhere is a SQL server tool that allows applications to connect seamlessly to a SQL server database through any internet connection. Evolution Anywhere was developed to overcome the restrictions of having your SQL database and application software on the same server or network.

Evolution Anywhere is your remote Sage 200 Evolution access solution. Connecting remotely to Sage 200 Evolution Company Database using Internet connection is now simple, affordable and possible.

Sage 200 Evolution Payment Options

Sage 200 Evolution payment options
(this also includes payment for all add-on modules within the Sage Evolution range):

  • Annually (a once-off amount each year)
  • Monthly (12 monthly instalments per annum)

Sage 200 Evolution subscription benefits include:

  • Updates (latest legislation and tax requirements)
  • Upgrades to the latest software version
  • First-line telephonic and e-mail support

Sage 200 Evolution Specifications:

No. of Users Multi-users, 1 – 300+
No. of Companies Unlimited
Database required MS SQL Express (note: upgrade to MS SQL Server might be needed, depending on the number of users or volume of transactions processed, please enquire with our sales team for more information)
Support Included in the subscription pricing

Request More Information or a Product Demo


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