Features of the Core Sage
Evolution Application

System Manager

The System Manager is the control centre for the entire Sage 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 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 favourites.
• Powerful tools for maintaining, sorting, searching and grouping your lists of data.
• The ability to customise 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

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

System Audit Manager

Eliminate internal fraud and unauthorised 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 detail changes for both transaction and masterfile tables.

Integrated with Microsoft® Office

Seamless integration with MS Office means that you can email 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 Sage Evolution CRM module integrates e-mail management with Microsoft® Outlook.

Graphs and 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 incident analysis in the CRM module.

Report Writer

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 Evolution range.

Receivables and Payables

Sage 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 addresses for customer and supplier. Set processing defaults for deleivery requirements/addresses, selling prices and discounts which you can override for each transaction.

Multiple Debtor & Creditor Control Accounts

If you wish to analyse debtors and/or creditors in the General Ledger, you can use more than one General Ledger control account for Receivables or Payables. This is over and above your normal reporting within the Receivables and Payables 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 customisable to accommodate requirements from different banks. You utilise user access levels to control who can print cheques.

Unlimited Financial Periods

You can now create unlimited financial accounting periods, allowing you to analyse 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 back orders. 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 picking 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 Evolution’s powerful Inventory module gives you unlimited control over your stock. The system provides both summarised management reports as well as detailed operational reports, all customisable per user.

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.

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 the 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

Inventory Optimisation**

This new feature will form part of the core modules of Sage 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 optimisation
• 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 Evolution Inventory Issue Module:

It 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