Sage 200 Suite
Sage 200 Suite
Integrate your Sage Epos Software directly to Sage 200 accounts
Traditionally, business management software for all but the largest organisations has been based on many different software applications – each running in a different part of the business. Some software might link together, but often in a basic way. Software spanning the whole organisation has been the preserve of the largest businesses.
Now, many of our customers are telling us that they want software that operates across the business as a whole and delivers:
- Support for business processes that span departments, for example, managing a prospect to a ‘suspect’ to a customer.
- Data sharing – for example, giving customer-facing teams a view of aged debtors information or operations teams access to information on orders being placed.
- Data for analysis across the business, enabling improved management decisions and strategic direction setting.
In response, we are organizing our software into a portfolio of suites. Each suite will include a variety of software to suit a wide spectrum of businesses. The Sage 200 suite will make it simple to pick and choose the software needed to manage processes across the business and deliver these ‘wishes’.
Want to know more?
Our IT specialists are here to help. Contact us today with your questions.
Sage 200 Suite
Software to manage a wide range of business processes
Over time, Sage 200 will offer software to manage a wide range of business processes, including:
- Customer Relationship Management (CRM)
- Asset Management
- Financial Forecasting
- Human Resources
- Wholesale and Retail
Sage 200 Suite
This approach will give you very powerful benefits
You get the integration you want, you get the sophisticated business processes to the design you want and all of this in a familiar environment, with ease of use and affordability. And, you’ll be able to adopt the software you need, when you need it.
Flexibility. Sage 200 is flexible throughout. From the main screen of the product – which is configured to show the information most pertinent to each user to the many configuration options available within each area of the system, Sage 200 is designed to work the way you do.
Speed Batch entry facilities in Sage 200 give you the ability to enter large volumes of transactions and choose when to commit them to the ledgers. Additionally, colour-coded alerts let you know if there’s a potential problem without stopping your workflow.
Multi-user capability. Sage 200 is extremely scalable thanks to its SQL relational database and is able to support many concurrent users, typically up to 50.
Foreign currency capability. You can trade with customers and suppliers outside of the UK and in any mixture of currencies. For example, you can produce foreign currency invoices, statements, receipts and payments and you can maintain currency-specific product pricing and discounts. You can specify spot and/or period rates of exchange for each currency and all changes are recorded along with who made them. All transactions are recorded in base currency with the exchange rate used, so you can closely track the effects of currency fluctuations over time.
Management Information. Information is presented graphically throughout the system, to give you quick answers to your questions. A wide range of management reports is available and the report designer (with which Sage 50 customers will already be familiar) allows you to tailor these reports, or create your own. You can also ‘pull’ information from Sage 200 directly into Microsoft Excel for instant analysis.
New Project Accounting. The Sage 200 Project Accounting module is a highly configurable and flexible costing application. It is ideally suited to businesses that run projects or services and can be adjusted to suit the needs of each industry type, whether that be companies requiring simple or detailed costing and analysis structures. It will provide you with in-depth analysis and reporting features, ensuring that projects remain on track and profit levels are maintained.
Accounts and Finance
Nominal cost centre and departmental analysis – you can attribute costs, analyse budgets and produce management reports, e.g. Balance Sheet and Profit and Loss, by department and cost centre. You can also attribute individual transactions by your own analysis codes, for example, to track projects across departments and cost centres.
Group budgets make it easy for you to manage your subsidiary companies. Sage 200 Financials includes multi-company consolidated financial reporting and group budgeting capabilities.
Open or Closed Period Accounting – you can open, close and re-open periods as required, ledger by ledger; up to 20 periods can be set for each financial year. Access is tightly controlled by individual user permissions and there’s a full history of who changed what and when.
Trading Periods can be set up to match the accounting periods if required or have their own date range structure. These date ranges can be set to suit your business, for example, you could measure sales performance on a weekly basis at busy times of the year and monthly at other times.
Comprehensive customer records store all the details on your customers for easy retrieval, with instant links to their sales orders.
Sage 200 Price Book allows you to trade with your customers in a fully flexible way. Unlimited and currency aware price bands for each product can be used along with unlimited discount schemes; pricing ‘communities’ can then be created to link into them.
Credit Management – a range of credit tools are supplied including debtors’ letters, statement production, provisions for doubtful and bad debts and the ability to place customer accounts on hold. Detailed credit information can be held against each customer/supplier record.
Prioritisation of orders – you can decide which orders are to be fulfilled first, either manually, on a ‘first come, first served’ basis, by prioritising your customers, or by scheduling against deliveries.
Repeat and duplicate orders – cut down on processing time by raising quotations and pro formas and converting them to orders or invoices.
Multiple delivery addresses can be quickly chosen, allowing you to meet your customers’ needs.
Rapid sales order entry – simply choose a customer, choose a product, enter a quantity and hit ‘Save’. For simple or batch order entry you will soon appreciate the speed and efficiency that Sage 200 gives you.
Full sales order entry option – switch to full order entry for complete flexibility over each sales order – change the delivery address, discounts, record cash with order. Add further stock items, non-stock items, additional charges, and comments to the order. You can modify any attribute of an existing line item such as the quantity, price, delivery date, and allocation.
Trade Counter sales order entry completes the sales order cycle in one swift routine, allowing you to offer a quick service to your customers.
Mix order entry types within your business to suit your needs.
Profit Analysis – you can authorise individuals to view the margin of a sales order line – assisting in price negotiation.
Discount Analysis – instantly see how a price has been calculated, even if your business has complex pricing and discount model.
Better customer service – Sage 200 is packed with many more features to help you offer the best service to your customers and therefore keep your competitive edge. For example, custom search categories allow you to quickly locate products to meet your customers’ requirements. You can quickly locate and call up any sales order, drilling down to see the exact status in terms of invoices, allocations and dispatches made. Unlimited alternative stock items allow you to suggest alternatives if the chosen item is out of stock.
Comprehensive supplier records – store all details of your suppliers for easy retrieval and drill down to related Purchase Orders.
Choice of delivery addresses – orders raised with your suppliers can be shipped to a choice of delivery addresses, including direct to your own customers.
Flexible terms of business – you can specify the terms of your agreement with your suppliers, including early settlement discounts.
Automated payments – Sage 200 will suggest which payments to make in order to benefit from early settlement discounts Purchase Order authorisation allows you to set limits for supervisor approval.
3-way order matching – you can check that each delivery matches your purchase order and supplier invoice, including multiple orders and delivery note numbers.
Full Back-to-Back ordering allows you to run a lean supply chain. You can drill down from Purchase Orders to related Sales Orders and vice versa. Flexibility is built into the model: by default, a particular high-value stock item might be supplied back to back from your supplier to your customer, but this can be over-ruled at sales order entry, for example, if you happen to have one of that stock item on hand following a customer return.
Suggested Orders – Sage 200 can automatically compile lists of what you should order, based on shortfall (by warehouse, if necessary) and what’s required for back-to-back orders. The system will then generate reports to assist in negotiation if required and create consolidated Purchase Orders for you. The whole process can save you a significant amount of time.
Order Consolidation – save paperwork by consolidating multiple Purchase Orders into a single invoice.
Multi-location stock makes it easy to work with stock held in different locations. You can run each location independently in terms of stock levels, purchases and reporting.
Serial numbered items – you can control high-value items or other items that require a unique ID.
Batch numbered items – you can track items that need to be purchased, stored and sold in batches.
Units of measure – you can buy stock in bulk and sell in smaller quantities, maximising your purchasing power.
Organise your stock – you can organise your products into Groups for reporting purposes and create custom search categories to help you quickly locate items during order entry.
Default fulfilment methods – customer orders for a particular stock item can by default be fulfilled from your own stock, from a supplier via your stock and from a supplier direct to your customer. These defaults can be over-ruled at the point of sale order entry to allow you full flexibility and to manage exceptions.
Default comment lines can be entered against a stock item to appear on picking lists and dispatch notes, for example, to convey special handling instructions to warehouse and delivery staff. These comments can be amended or over-written at sales order entry if required, for example, to add customer-specific delivery comments.
Alternative stock items – you can specify unlimited alternatives to each item to ensure that your customers are never disappointed.
Stock takes – you are able to run cyclical stock-takes and only on items meeting your chosen criteria, therefore saving you time. Negative items can be recorded, to reflect ‘real world’ operation.
Unlimited suppliers – you can manage multiple suppliers for full flexibility while recording a default supplier and cost for each stock item to speed up your purchasing process.