Sage 200 Suite
Sage 200 combines financial accounting, management and CRM software to give you a complete view of your customers and their interaction with your business. Enabling you to increase productivity, revenue and customer service levels.
Core Functionality:
Financials
Sage 200 Financials will equip your accounts department with the tools to analyse key information, improve productivity and make informed strategic decisions to move your business forward.
Features:
- Attribute costs, analyse budgets and produce management reports
- Adjust trading period dates to suit your business’ trading periods
- Comprehensive customer records with instant links to their sales orders
- Speed batch entry allows you to enter large volumes of transactions in one go
- Access can be tightly controlled with individual user permissions
- Foreign currency capability means you can trade with overseas customers and suppliers
- Group budgets makes it easy to manage subsidiary companies costs
- Sage 200 suggests which payments to make to suppliers in order to benefit from early settlement discounts
CRM
Sage 200 CRM is customer relationship management software that provides 360 degree customer visibility to enable enhanced customer relationships and higher customer retention and loyalty rates.
Features:
- Real-time pipeline management and forecasting for the most up-to-date information
- Leads can be escalated and automatically reassigned to an individual or multiple locations
- Track leads from first contact to final sales closure
- A complete diary solution that includes reminders and notification alerts
- Integrates with Microsoft Outlook where you can send emails, view calendar and update contacts
- Graphical forecasting and reporting feature
- Have access to the data wherever you are, whether in the office or remotely
- Easy access to, and management of, all current and historical account details, activities and opportunities
Business Intelligence
Sage 200 Business Intelligence (BI) provides powerful analysis and reporting which help you make critical management decisions based on complete and accurate business information.
Features:
- Dynamic charts show a graphical view of the data, ideal for presentations and reporting
- Multi dimensional analysis gives you a view of the data from different angles e.g.sales by region
- Predefined out-of-the-box reports include P&L, worst paying customers, average sales etc
- Customised reporting and analysis – report fields can be easily changed in seconds
- Drill down facility – from a summary report to detailed analysis
Commercials
Sage 200 Commercials is a complete inventory and warehouse management solution that allows you to automate the delivery of your customer orders and effectively manage your stock.
Building on Sage 200 Financials, Sage 200 Commercials comprises of a number of further capabilities:
- Sales order processing
- Stock and pricing
- Purchase order processing
Features:
- Automatically compiles lists of what stock you should order, based on shortfall
- Multi-location stock makes it easy to work with stock held in different locations
- Serial numbered items control high value items, or other items that require a unique ID
- Rapid sales order entry – choose a customer, a product, enter a quantity and hit ‘save’
- Full sales order entry option for complete flexibility over each sales order
- Add further stock items, non-stock items, additional charges, and comments to the order
- Trade counter sales order entry completes the sales order cycle in one swift routine
- 3-way order matching against purchase order, supplier invoice and delivery note numbers
- Instantly see how a price has been calculated, even if your business has a complex pricing model
- Organise your stock into groups for reporting purposes and create custom search categories
- Full multi-supplier management
Bill of Materials
Sage 200 Bill Of Materials (BOM) allows you record and monitor the cost of materials, labour, machines, operations associated with a product or job.
Features:
- Allows you to follow your bill of materials process from beginning to end
- Attach all relevant documents such as drawings and detailed instructions to each BOM
- Store all history against each BOM and view the BOM structure in different ways
- Manage products with multiple units of measure
- Customise your Bill of Material requirements as the system can be configured to suit how you work
- Multiple finished items can be included in stock calculations
- Detailed costs can be built in for each unit or build run so you know your precise costs
Manufacturing
Sage 200 Manufacturing helps you stay on track throughout every stage of the production process and gives you greater control of your business.
Features:
- Multiple bill of materials can be stored and used in the system
- Master production schedule (MPS) gives control over production, work orders and resource management
- Material requirements planning (MRP) provides recommendations on materials required
- Works order processing is automated
- Stock levels are automatically updated when you allocate or issue stock against orders
- A powerful stock projection facility where you can view a list of predicted stock or a range of products at any given time
- The rapid order entry feature allows you to create estimates quickly and speeds up the creation of multiple estimates
- Integrated with Sage 200 Graphical Planner it shows graphically the schedule of work
- Shop floor data collections (SFDC) – the time functionality, working alongside Works Order, allows you to work more efficiently
- Full batch and serial number order processing – enables you to trace the product to the customer who received it
- Actual vs. estimates allows you to view the costs entered and see the variance against what you had estimated for a product or job
Project Accounting
Sage 200 Project Accounting allows you to capture time and expenditure associated with a job to help you deliver projects on time and to budget.
Features:
- A flexible project structure allows you to set up simple or detailed project structures
- Configure the fields within the system to suit your internal or industry terms of reference
- Create new projects using the project templates supplied or by basing them on existing projects
- Cost a project based on either time and materials or at a set price, or a combination of the two
- Automatically convert sales orders or quotations into works orders
- Ability to automate invoicing processes and set up billing schedules
- Drill down analysis, accounts integration and detailed reporting to track profitability of a project
- View, sort and filter customisable reports and enquiries
- Links seamlessly with your Sage 200 Financials and Sage 200 Commercial
- Print and post bills directly through to the Sage 200 Financial ledgers
Retail and Wholesale
Sage 200 Wholesale & Retail includes a comprehensive multi-store, retail and merchandising management system that enhances both back-office control and point of sales effectiveness.
Features:
- The merchandise hierarchy can be set-up to reflect the way your products are structured across your business
- Promotion manager will help you to organise your offers, discounts and promotions and report on them
- Simply drag and drop items into a purchase or sale order from the merchandise hierarchy that you’ve defined
- System will automatically print the picking list and dispatch notes for each store
- Samples of spreadsheets are provided i.e. profit and loss, balance sheet, key performance indictors etc
- A wide range of documents such as credit letters and invoice layouts for everyday use in your business are available
- Over 250 ready made reports or tailor your own reports
- The system caters for multiple currencies and card payments
- Multi-branch control by regions, areas, stores and warehouses, using the company hierarchy
- Microsoft® Excel integration – allows information to be pulled from Sage 200 into Excel for analysis
- Integrates with Sage 200 Point of Sale, our EPoS software, giving a complete retail solution
Construction
Sage 200 Construction will help you keep within contract budgets, comply with complex and ever changing legislations, reduce costs and manage cash flow.
Features:
- Record and report on information associated with all contracts
- Drill down functionality to view subcontractor and supplier details and transactions
- Record sub-contractor applications and generate both self-billing and authenticated receipts
- Generate purchase orders for subcontractors, materials etc
- Produce payroll integrated timesheets for labour analysis
- Track plant hire deliveries and invoices
- Manage retentions on sales and purchases
- Comprehensive management and WIP reporting
- Integrates with Sage 200 Financials and Commercials for total stock management and recording of timesheets
