Sage Evolution

Sage Evolution provides an entire business management solution

It’s the new way to work

Sage Evolution Premium is a solution that brings all aspects of your operating environment together, giving you the ability to control your financial situation as well as your relationships with your customers, suppliers and employees.

All components and modules in the Evolution range are fully integrated. They share a common interface, providing a consistent user experience. The Microsoft® SQL Server database ensures data integrity and maintains all your data in one central database. Sage Evolution as a core product is feature-rich, but the add-on modules that are available make it a truly revolutionary ERP software solution.

Features

  • General Ledger
  •  Unit of Measure
  • Cash Book
  • Goods Received Voucher
  • Accounts Receivable
  • Alert Management
  • Accounts Payable
  • Advanced Security
  • Inventory Control
  • Microsoft® Office Integration
  • Import Cost Allocations
  • Graphs
  • Invoicing
  • System Audit Manager
  • Sales & Purchase Order Entry
  • Tax Module
  • Project Tracking
  • Report Writer & Stationery Customisation

The above features and modules are referred to as the core Sage Evolution system.

 

Add-on Modules

  • Annuity Billing
  • Lot Tracking
  • Bank Statement Manager
  • Manufacturing
  • Bill of Materials
  • Sage Evolution Mobile
  • Branch Accounting
  • Multi-Currency
  • Business Gateway
  • Multi-Warehousing
  • Business Intelligence Centre
  • Municipal Billing
  • Debtors Manager
  • Payroll*
  • Customer Account Consolidations
  • Point of Sale
  • Customer Credit Risk Management
  • Pricing Matrix
  • Delivery Management
  • Procurement **
  • E-Business & E-Billing
  •  Advanced Procurement**
  • Fixed Assets*
  • Sage Evolution CRM Standard
  • Retail Point of Sale
  •  Sage Evolution CRM Premium*
  • Job Costing
  • Serial Number Tracking
  • Voucher Management
  • Service Manager

* These modules can be purchased as stand-alone applications.

Unlimited Financial Accounting Periods

We know and understand how important historical data is for a company; therefore we now allow you to create unlimited financial accounting periods. Previously we only stored data for 5 years but now you will be able to view historical data well into the past.

You will benefit from this by analysing historical data to make more informed decisions and accurate forecasting.

Password Complexity and Agent Lockout

As an added software control measurement, we have enhanced our login security by adding Password Complexity and Agent Lockout settings.

The Password Complexity enables you to enforce specific password combinations which can be aligned to your business’s IT protocols.

The Agent Lockout feature allows you to control users entering their passwords incorrectly by specifying lockout attempts and durations.

General Ledger

Automatic Allocations in Cashbook Batches

This time saving feature allows you to automate balance forward transaction allocations when processing cashbook batches in Sage Evolution.

View Ledger Balances per Financial Year

Previously you could not view ledger balances per financial year, but now due to the unlimited financial periods, we have dedicated a Ledger Balances tab on the General Ledger Enquiry screen, allowing you to view specific account balances per financial year.

Visual Reports

This amazing new feature is a Pivot table within Sage Evolution, which allows you the freedom to mix and match information to display exactly you would you want to see it.

You can even drill down to the source document of the transaction as well as save this Pivot in an Excel, HTML, TXT or XML format.

Different types of charts are available for visual analysis.

Automatic Payment and Remittances

We have added enhanced settings when saving your automatic payment and remittances.

Supplier Transactions – On Hold

Should you have any unresolved disputes with a particular supplier’s transaction, this feature allows you to put supplier transactions on hold, withholding the payment until such time it is placed off hold.

This will filter through to your automatic payment and remittances whereby the scheduled payment will exclude the supplier transactions placed on hold.

IFRS Alignment

We have aligned Sage Evolution to IFRS reporting requirements, general ledger accounts now have the IFRS reporting categories and financial statements formatted to display accordingly.

Accounts Receivable and Accounts Payable

View Ledger Balances per Financial Year

Previously you could not view ledger balances per financial year, but now due to the unlimited financial periods, we have dedicated a Ledger Balances tab on the General Ledger Enquiry screen, allowing you to view specific account balances per financial year.

Automatic Payment and Remittances

We have added enhanced settings when saving your automatic payment and remittances.

Supplier Transactions – On Hold

Should you have any unresolved disputes with a particular supplier’s transaction, this feature allows you to put supplier transactions on hold, withholding the payment until such time it is placed off hold.

This will filter through to your automatic payment and remittances whereby the scheduled payment will exclude the supplier transactions placed on hold.

Document Profiles

To give you peace of mind and control about what type of documents reach your customers or suppliers by post or email, Document Profiles allow you to enforce specific invoice numbering and creates consistency by allocating specific printing and emailing document layouts per agent. Document layouts can also be selected from any inventory related document before printing it, which allows other agents to also make use of the layouts, when and if necessary.

Quick Price Enquiries

This feature allows for proactive processing, by performing quick inventory price enquires at any time. You are able to create quotes and invoices with a click of a button as well as toggle between pricelists.

Additional Charges

Keep control of additional charges incurred like courier or surcharge levies by quickly adding them to an invoice. Sage Evolution allows you to update the correct general ledger expense accounts and can apply the charges based on a fixed value or percentage value.

Three Stage Inventory

This might seem like unfamiliar territory, however, Sage Evolution has made it simple and easy. By enabling this, it allows you to perform invoicing in stages, by issuing stock first, in cases where customers only wanting a consolidated invoice at month end or invoicing a customer first, before delivery of goods have taken place. The best about this feature is, is that it makes use of a Delivery Accrual account giving you piece of mind that your Cost of Sales account will balance at the end of the day.

Dimensions

The availability of Units of Measure Items have been a dynamic feature in Sage Evolution since its inception; however, after extensive research and customer interaction it has become clear that we have to take it to the next level, which then translated into Dimension Items as seen in Version 7.

Dimension Items gives 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 is perfect for environments where inconsistent measurements are sold based on client requirements. 

Customer invoice document Gross Profit

View the Gross Profit % when you are processing a customer invoice on the fly.

Warehouse lookup on inventory enquiries

When performing specific inventory item enquiries, you are now able to invoke a warehouse lookup field enabling you to establish which warehouse this item belongs to.

Excess Invoicing

Mostly applicable to insurance claims, this feature allows for secondary customer processing.

Depending on your setup, the system simultaneously generates two invoices which are linked to a common transaction.

Ideally used in businesses where the customer is invoiced for the excess amount and the insurance company for the full value of the item.

Contact Management

This is a tool that lets you manage interaction between you, your customers, your potential customers, even your fellow company members.

The system has many powerful features and capabilities:

  • Processing Incidents
  • Escalation Groups and the Sage Services function
  • Workflows
  • Sales Force Automation
  • Contract Invoicing
  • Knowledge Base
  • The Document List
  • Bill of Materials

User defined fields on BOM headers and lines

We previously limited bill of material user defined fields to document header sections, but now you are able to create specific bill of material user defined fields for transaction lines.

Import of Bill of Materials using DDS

To avoid recreating simple to complex bill of material recipes, we have alleviated your possible frustrations by allowing you to import them using our dynamic Data Distribution Services utility.

Sage Inventory Advisor

Features

This easy-to-use web based interface assists you to manage your inventory replenishment processes.

Some key features include:

  • Dashboard
  • Visibility to critical Inventory KPI’s and financials
  • Stock holding, stock outs, potential stock outs
  • Excess stock and surplus orders.
  • Inventory Forecasting
  • Inventory Monitoring
  • Provides early warning of stock-outs
  • Potential stock-outs, or Surplus orders
  • Ordering Schedule
  • Supplier Performance
  • Interactive Reports