“Being on par in terms of price and quality only gets you into the game. Service wins the game.”

- Tony Alessandra


Sage Evolution delivers an entirely new dimension in business management software, taking your business beyond the traditional realm of accounting software. With business

activity  management functionality interwoven into the core of the accounting application,Sage Evolution brings all aspects of your operations together, providing you with an integrated, holistic view  of your business. The comprehensive range of features and functionality, complemented with a number of add-on modules, provides a scalable, flexible, and robust management tool for your  growing business.


Developed within the Sage Evolution Framework - Sage’s technology standard - all components and modules in the Evolution range are fully integrated. They share a common    interface, providing a consistent user experience. Microsoft®’s SQL Server Database ensures data integrity and maintains all your data in one, central database.




•   Accounts Payable

•   Accounts Receivable

•   Cash Book

•   General Ledger

•   Import Cost Allocations

•   Inventory Control

•   Invoicing

•   Project Tracking

•   Report Writer & Stationery Customisation

•   Sales & Purchase Order Entry


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


Add-on Modules

•   Annuity Billing

•   Bank Statement Manager

•   Bill of Materials

•   Branch Accounting

•   Business Gateway

•   Business Intelligence  Centre

•   Cash Manager

•   Customer Account Consolidations

•   Customer Credit Risk Management

•   E-Business & E-Billing

•   Fixed Assets*

•   Information Alerts

•   Job Costing

•   Lot Tracking

•   Manufacturing

•   Mobile

•   Multi-Currency

•   Multi-Warehousing

•   Municipal Billing

•   Payroll*

•   Point of Sale

•   Pricing Matrix

•   Procurement **

•   Resolve Basic (Contact Management)

•   Resolve Premium* (Contact Management)

•   Retail Point of Sale

•   Serial Number Tracking


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

** Requires Resolve Premium module.



Features of the Core Sage Evolution Application



1. The 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 multilevel password security. Evolution  delivers  enhanced efficiency,  productivity  and security to any business.


The System Manager offers the following:

•   A consistent user interface no matter which module you are using. Fixed Assets, Payroll, and Accounting 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 create user-defined fields on master and transaction file records to suit your business.


2. Database System

Sage Evolution takes advantage of the latest database technologies, utilising Microsoft®'s MS-SQL Server or SQL Express Edition. MS-SQL provides Evolution  with the ability  to scale and to support an unlimited number of concurrent users. Additional data integrity is ensured through the use of SQL’s transaction rollback feature. Sage Evolution includes MS-SQL Express. Larger sites must purchase MS-SQL Server.


3. Store Data Indefinitely

The General Ledger stores five years of data and requires no month or year end procedures. You can however, block accounting periods. This prevents transaction processing into closed periods. The Subsidiary Ledgers (Inventory, Receivables, Payables, etc.) store information indefinitely.


4. Transaction Rollback

Data protection and integrity is significantly improved over older database systems. This feature optimises data integrity by ensuring that users will never have incomplete entries or corrupt files, even if they suffer a power failure while a transaction is in process.


5. Supports Multiple Companies

The system can maintain multiple sets of books, each with its own chart of accounts. Access to companies and their related functions are password protected. Data can also be copied from one company to another, simplifying  the company setup procedure.


6. Transaction Drill Downs

Drill down functionality  allows you to find exactly what you’re looking for. From summarised information you can drill down to detailed transactions right down to source documents - with just a click of the mouse!


7. Advanced Security

Every business requires its data to be confidential.  You need to control access to this information.  Sage

Evolution features multi-level, menu-driven password access control.

You can establish access control per user. In addition, you can establish user groups and then assign users to a group. Each user who belongs to a group has the same access level restrictions  and capabilities.  This streamlines the control process and leaves less room for error.


8. 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.


9. Integrated with Microsoft®  Office

Seamless  integration  with MS Office means that you can e-mail any report. You can use many 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 Resolve module also integrates its e-mail management with Microsoft®  Outlook.


10. Graphs

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 Contact Management module.


11. 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. You can change layouts, add and remove fields and perform additional calculations or subtotals. You can even write your own SQL script for advanced reporting. The system includes a tutorial program that will guide you through the process of report writing.


12. 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  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. You can create sales codes and assign a commission structure to each sales code.


You can also capture multiple transactions within batches to be posted at a later stage. Settlement discounts can be calculated automatically based on the settlement terms set up when processing receipts and payments.


Force and check for duplicate customer and supplier reference numbers to aid in faster audit processing and detailed management reporting.


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.


13. 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. Create master and sub projects and allocate budgets against each project to manage profitability.


14. 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. The system stores five years of financial information.


Segmented General Ledger

If you have a complex and multi-dimensional General Ledger, you can create General Ledger accounts using multiple  segments up to ten levels.  Each segment becomes a reporting dimension  in its own right. If for example,  you segment the account structure  into sub-levels  such as accounts, branch, department  and project, you can extend your financial reporting to include combinations of these levels. You can also report on an isolated section of the General Ledger.


Cheque Printing and EFTs

You can print cheques from any bank account. The cheqpasue layout is fully customisable  to accommodate requirements from different banks. You utilise user access levels to control who can print cheques. Each bank account has its own series of cheque numbers. You can make payments to all the major banks via Electronic Funds Transfer.


15. Sales and Purchase Order Entry

You can maintain and control outstanding orders, processed orders and back orders. This module integrates fully into 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 let you 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 re-order 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.


16. Inventory Control

Sage Evolution’s powerful Inventory module gives you unlimited control over your stock. The system provides both summary management reports as well as detailed operational reports, all customisable per user.


You can include  service  and physical  items which can be flagged  as non-commissionable. You can use inventory  groups to sort and filter  inventory  items. Having a costing  method per inventory  item such as average, latest or manual costs gives you the power of increased flexibility of managing inventory within your business.


The system has an unlimited number of standard selling prices per item. You can link each customer to one of these prices, and you can specify a percentage discount per customer. You can view gross margins and percentage values in the invoice screens and also control pricing by only allowing a minimum gross profit value per inventory item.


Control access regarding who can view costs within the business, by either masking or encrypting cost prices as you deem necessary.


Extend Sage Evolution’s  power by combining the Inventory module with other related add-on modules:


•   With Multi-Warehousing,  you can create multiple warehouses or stores and move items between these stores.

•   Serial Number Tracking serialises 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

•   Managing your inventory 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.


All these add-on modules work together. For example, you can manufacture serialised items into warehouses and track lot numbers.


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. Whenever a purchase order is processed against a particular inventory item, the program will default to the buying unit and when selling the item, the program will default to the selling unit. Units can also be set up to round off to the nearest whole unit for easy stock management.


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. The program also recalls the last cost per supplier, per item when in a GRV.


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.


Add-on Modules

Sage Evolution grows with your business


The utilisation of the MS-SQL database makes Sage Evolution scalable, supporting an unlimited number of concurrent users. In addition, the growth of your business may demand the ability to add new functionality to your accounting system. By using Sage Evolution as the core engine, you can add specialised modules to cater  for industry-specific requirements.  Developed  within  the Evolution  Framework™,  these add-on modules offer complete integration with the core system, as well as a common interface and user experience. Furthermore, all components within the Evolution Framework™ utilise a MS-SQL database ensuring that all your business data resides in one central database.


Sage Evolution Business Intelligence Centre (BIC)

What    do   you    get    when you combine South Africa’s leading accounting software with Microsoft® Excel?  A reporting  tool  that revolutionises the way you make decisions in your business!


Business Intelligence Dashboard

If you are comfortable using Microsoft® Excel to share, present and analyse information, Sage Evolution's Business Intelligence Centre is perfect for you. BIC is an add-on module that dynamically links to your Sage Evolution data, taking your business beyond standard reporting functionality.  You generate spreadsheets by simply extracting Sage Evolution data and converting it into an easy-to-read, graphic format. The user friendly BIC Excel Genie gives you the power to transform data using an intuitive drag and drop interface to construct reports.


BIC retains report formats and makes them available  for future use. You also have instant access to ‘live’ information  and that last minute journal no longer impacts your Excel reporting. Monthly financials  account for a large percentage of manual Excel labour. BIC offers a customisable  pack which provides  drill down functionality.


You can customise the standard set of reports and templates and create new ones. You can be flexible in the combinations of financial data you choose to report on. BIC ships with Management Packs (Balance Sheet, Income Statement), Sales Master (Sales Reports), Inventory, Purchasing options and more.

OLAP Cubes (Online Analytical Processing)


OLAP Cubes is an extension to BIC. The OLAP module caters for multi-dimensional analysis of your data. It answers the questions ‘what if’ and ‘why’. It analyses trends over months and years from a set of predefined cubes for Financials, Sales and Inventory. You can modify and build your own cubes based on your business requirements, rank customers and suppliers in order of importance and drill down to the level of detail you need. OLAP is predominantly  powerful in analysing large volumes of data where traditional  End User Query Reporting may not be appropriate.


Online Web Reporting


This module is an extension of the BIC module. It provides worldwide secure access to your business reports through a standard web browser. This is an excellent platform to share information  with partners, suppliers and customers. All you need is internet access from your web browser. Once you authenticate yourself the reports will be made available to you. You will have access to critical information  about your business from anywhere in the world at any time you choose. Online Web Reporting supports secure access so you receive your reports in a variety of formats across the web for example Microsoft®  Excel, PDF or HTML.



Sage Evolution Resolve (Contact Management)


Traditionally   termed  CRM  or  Contact  Management,  this unique module has taken the concept of traditional Contact Management much further by weaving it into the very fabric of the Evolution Accounting System. Sage Evolution Resolve is a tool that lets you manage the interaction between your business and your customers, potential customers, suppliers and even your fellow company members.


Any activity that takes place in a business, and is important enough to be tracked, is recorded as an Incident. Evolution Resolve  will track these Incidents  to their conclusion  - or until they are closed off. Evolution will store Incidents even after they have been closed, allowing you to track a history CRM Incident History of events as they occurred, as far back as you wish. Using this information,  you can track all sales and support activities associated with a customer and the agent or agent group who dealt with the customer.


There are two versions of Resolve:

•  Evolution Resolve Basic contains basic Incident tracking as outlined above.

•  The full version, Evolution Resolve Premium, contains more advanced features outlined as follows:



Sales Force Automation


Evolution  Sales  Force  Automation  allows  you  to track  sales  opportunities  for  existing  and prospective customers. Sales personnel can update the status of opportunities through customisable sales cycle workflow steps. They can continually update the estimated possibility of making a successful sale. Information can also be captured about competitors, so that you can recognise and track patterns about sales lost to competitors. You can use this information to give sales personnel and managers an overview of the current sales pipeline and to produce  sales forecast  reports. These reports  show actual  values  weighted  by the probability  of closing the sale.


Business Gateway


The Business Gateway extends Evolution Resolve onto the Internet and allows customers to log into the system. Customers can create, view and update Incidents. Customers do not need to contact a call centre and wait in queues for an agent. Internet queries are notorious for not being dealt with or acknowledged. However, the Business Gateway sends each query into Evolution  Resolve individually,  where it is tracked and escalated.  The Business Gateway requires Microsoft®  IIS and Windows 2000 Server or later.




The calendar organises your company’s time management. Incidents can be prioritised by date. The calendar also allows you to integrate Incident priorities with employees’              availability.


Knowledge Base


The Knowledge Base lets employees create topics. In these topics, they can share information about support, sales or any other issues. In addition, employees can link documents from the document list into Knowledge Base articles.


The articles  can also be linked  to Incidents  and if you e-mail  Incidents,  you can optionally  include  the

Knowledge Base articles in the e-mail, either in the text or as an attachment.


Workflow Processing


Workflow processing allows you to process Incidents  on an authorisation  basis. You create a hierarchy of actions that a process has to go through in order to complete.


For example, if you are installing a product at a customer, you may require site inspection, installation, testing and approval stages. You create these workflow steps and then specify which agents or agent groups can approve each step. If necessary, the responsible person can send the process back to an earlier stage. If an inspection fails, for example, the responsible person can send the process back to the installation action. This type of processing ensures the highest level of quality.


Incident Graphs


You can view Incidents graphically  (bar charts) per user, per Incident type and per Incident status. Graphical representations of Incidents give a birds-eye view of your business activities  - perfect for management. You can even drill down by clicking on a particular area of the chart to see the underlying detail making up the chart.



One of the most compelling reasons to use Contact Management is its ability to ensure that Incidents are dealt with in acceptable time frames. Taking too long to respond to a customer complaint/incident  is damaging to your company. Escalations allow you to design a flow of responsibility  for each Incident type. If an Incident is not dealt with within a specified time, the system escalates it to a higher level such as a supervisor, and will continually escalate the incident until it has been dealt with.


Contract Invoicing


This feature  allows  you to set up contracts  for customers,  based on time or number of Incidents.  If a customer’s contract expires, agents cannot process Incidents for the customer. This ensures that customers who are up-to-date always receive prompt service.


If you use the Annuity Billing  module, you can produce automatic renewal invoices for contracts that are about to expire.


Microsoft® Outlook Integration


Seamless integration with Microsoft®  Outlook 2007/2010 allows you to capture all communication with your customers directly  into Contact Management.  The ability  to capture new or existing  incidents  and sales leads allows you to be more efficient and productive using an interface that allows you to communicate on a daily basis. Customer and prospect contact details are available from Evolution and the Outlook Calendar appointments make tracking appointments via the Contact Management module even easier to do. Evolution Resolve Premium can be purchased as a stand-alone product.



Sage Evolution Mobile


The Mobile  add-on module allows  your sales personnel  to securely  interact  with Sage Evolution  using mobile technology. Using a PDA or a mobile phone, sales personnel can perform customer and inventory enquiries,  and process sales orders from any location.  The system accesses live Sage Evolution  data, guaranteeing  salespersons’  instant access to the latest available  information.  Sales personnel can review customer orders and account details, check inventory levels and reserve inventory by placing orders, all from the customer’s premises, without a traditional landline connection.


This add-on module requires the following:

•  On the mobile user side: a 3G or GPRS cellphone or PDA that supports HTML web browsing.

•  The Evolution Resolve add-on module (the full Contact Management module).

•  Microsoft®  IIS (Internet Information Server) V5 or higher.



Sage Evolution Annuity Billing


Integrating with both Receivables and Inventory, this module provides for repetitive or recurring invoices on a daily, weekly, monthly or quarterly basis. The invoice run allows for an option of printing or e-mailing to customers. Specify contract periods, design recurring invoice templates or simply set up base amounts to be charged to customers periodically.  Annuity Billing is another flexible  module that provides you with the ability to customise the application to fit the specific requirements of your business.

Sage Evolution Multi-Warehousing

The Multi-Warehousing add-on module allows you to keep inventory items in discrete areas, or warehouses. You can use warehouses for many types of situations:

•  Physical warehouses in different geographic areas.

•  Keep raw materials and/or internal parts separate from items you sell.

•  Keep track of consignment stock/samples in a separate warehouse.

•  Separate obsolete items into a separate warehouse.

•  Track demo stock allocated to sales representatives.

•  Track costs per warehouse.



Inter-branch Transfers (IBT)


This feature has been designed so that you are able to transfer items from the dispatching warehouse directly into a “goods in transit”  (GIT) warehouse.  The inventory  will remain in this warehouse  until the receiving warehouse does a receipt from the GIT warehouse.


There are two additional warehouses created by the program - a damaged goods warehouse and variance warehouse. This allows you to allocate  and account for the receipt of inventory  items by allocating  them into the receiving  warehouse. Any items not accounted for will either be allocated  to the damaged goods or variance warehouse where reconciliation  can be processed later. Documentation  is printed through the various stages to accompany the delivery of goods, and reports can be printed to indicate the location of stock at any given time within the system.



Sage Evolution Serial Number Tracking


Sometimes you may need to track items individually.  For example, if you sell items that have warranties, you need to know when and to whom you sold the item, so that you know whether it is under warranty. For these types of items, you use Serial Number Tracking.


Integrating with Evolution’s inventory module, Serial Number Tracking keeps detailed information on specific inventory items. From purchase to sale, to returns, each item is tracked uniquely, providing absolute control over individual inventory items.


A Serial Number Listing report shows the current location of serial numbered items. For each Serial Number, the report shows the item code and description, the date of its last movement, the current general location in stock and the customer it was sold to.


A Serial Number Transactions report shows all transactions for a Serial Number. Reflecting one transaction per line, each line shows the Serial Number, item code and description, transaction date and reference, the customer/supplier  account code and its originating module.



Sage Evolution Lot Tracking


Lot Tracking allows you to track several units of a stock item using the same lot or batch number. Expiry dates and user-defined status allow you to further control stock items. Users can determine what can be purchased or sold by Lot Status. Users cannot sell stock items that have expired. You can track items simultaneously  by Lot Number and by Serial Number.



Sage Evolution Pricing Matrix


This module adds great flexibility to Evolution’s standard pricing feature. You can establish volume- based or time-based  price breaks and much more. You can specify  discounts by customer or group of customers. Design unlimited discount variations,  such as multiple  discounts per customer per stock item,

discounts per stock group and the ability to override discounts on processing invoices.



Sage Evolution Bill of Materials


Designed for the manufacturing and assembly environment, this module allows you to create assembly sheets (or Bills as they are commonly known) detailing each component making up the completed item. Completed items can be manufactured  before they are sold or you can simply invoice the completed item and Sage Evolution will manufacture the item on-the fly, whereupon the sub-components will be drawn from stock.


You can manufacture items in a single operation, or for more complex manufacturing and for processes that occur over a significant time period, you can work on an open manufacturing process over time.


Alternative units of measure


This feature is particularly  useful when dealing in different units of measure. For example, when you receive goods, you can automatically break down items in case lots to smaller units. This feature works in conjunction with the Bill of Materials module.



 Evolution Job Costing


The Job Costing add-on module lets you invoice jobs to customers.  A job card is more powerful than an invoice,  because  you can link  different types of items besides  inventory  items in a job. For example,  you can purchase an item directly for use in a job and you can allocate  employee hours from the Payroll module into a job. You can also invoice a job on a partial basis.


You   can   allocate    costs   and   measure   the profitability  of short to medium term jobs. Create an unlimited number of job cards, with the ability to archive these for future estimates. Track labour Job Card Screen costs from payroll time sheets in Sage Evolution Payroll and calculate transactions on a rate, lump sum or percentage basis.

You can allocate jobs to projects on a job card basis or a job line basis.



SageEvolution Manufacturing


This module is a further extension to the Bill of Materials module. It separates the manufacturing process into time periods where items being manufactured  are transferred  into work in progress and then into finished goods.


The manufacturing facility allows for the following:

•   View a full audit trail of each manufacturing process.

•   Draw stock at the beginning of the manufacturing process and reverse any unused stock once the process is complete.

•   Change a Bill of Materials without affecting an ongoing manufacturing process that uses that same Bill of Materials.

•   Replace one or more components in an existing process if you need to, then continue manufacturing with the new components.

•   Create by-products in addition to your main manufactured item.

•   Allow for over and under manufacturing of finished goods without altering the Bill of Material master. Additional features include forward planning with the material requirements feature.



Page Evolution Point of Sale (POS)


This module integrates with Inventory as well as Receivables, perfectly addressing the practical issues within the Point of Sale environment  with powerful reporting features. Functionality  includes security parameters, tender types (cash, voucher, credit card or cheque), flexible  pricing and discounting. This module supports peripheral  devices such as pole display  units, cash drawers, slip printers and a bar code scanner.  Evolution Point of Sale is user-friendly  and offers flexibility by allowing for per-till configuration.



Sage Evolution Retail Point of Sale (POS)


Evolution  Retail  Point  of Sale  brings  together  a fully  integrated  front office  POS and back office software that meets the needs of SMME retailers for an end-to-end retail management solution.


It  has  been  designed  for  businesses  with  high retail volumes and multiple  branch locations  that require  the  flexibility of  offline  capabilities   and branch retail


Easy to use, fast and robust, it is fully and seamlessly integrated with Sage Evolution Accounting  and  has  a  centralised  maintenance

area which is controlled from head office.


Sage Evolution Retail POS is an easy to use, robust, keyboard driven application.  This solution offers the ability to generate sales orders, invoices and credit notes all from a single simple interface depending on user rights or security profiles.


Definable schedules for synchronisation eliminate any need for your branches to remember to send and receive data. The information flowing between head office and branches includes new product, price changes with start dates, as well as sales and associated transactions to update Evolution Accounting.


Control  and  maintain  purchases  from  branch  level  and  inter-branch  transfers (IBT). This ensures that goods sent between your warehouses are monitored and tracked, reducing shrinkage.


Main features in Sage Evolution Retail Point of Sale


•     Quotes, orders, invoices and credit note processing.

•     Receipting of debtor payments – Evolution debtors or external debtors systems.

•     Multiple payment methods (split tendering).

•     Unit pricing linked to volume sales.

•     Line discount supporting both amount and percentage.

•     Supervisor authorisation for unit price changes, discounts and credit notes.

•     Printing of documents to multiple printers (picking slips).

•     Support for Windows and POS printers, cash drawers and line-displays.

•     Remote disconnected sites with scheduled bi-directional  synchronisation  with central POS database.

•     Re-printing of all transactions.

•     Barcode scanning.

•     Automated integration process.



Sage Evolution Credit Risk Management


Integrating  with Receivables,  Customer Credit Risk Management helps you manage your customer credit risk through a step-by-step  process.  A credit application  is completed  to assess a potential  customer’s creditworthiness  before the granting of credit. This module generates credit applications  and runs the data through  a scoring  system. A passing  score will  see a new account opened.  A failing  score will  request guarantees or security against granting credit.


This module will also generate standard legal documentation based on the type of business you are running.


The following documentation, amongst others, is included:

• Terms and conditions of sale.

• Credit application forms.

• Both ‘soft’ and ‘final’ demand letters.

• Power of attorney forms.



Sage Evolution Account Consolidations


Integrating with Receivables, this module allows for the separate invoicing of branches, but with the added functionality  of printing one customer statement at a consolidated head office level. This is particularly useful when you wish to keep track of a group customer with a head office, where you need to capture sales made to the individual branches, but then present a consolidated statement to your customer’s head office.

Sage Evolution E-Business



The Internet  is a necessary  extension  to the traditional  manner  in which  business  is conducted.  Sage Evolution’s E-Business module enables you to open an online web store quickly and easily. You can set up seamless integration  between your online store and Sage. For example, you can draw product and price information  from Sage Evolution  into the online store. In turn, online orders automatically  download into Sage Evolution for processing.

Fully integrated with Sage Evolution, E-Business provides:

•   Full E-Business integration - seamlessly draw customer, product and pricing information from Evolution directly into your website enabling you to merchandise and sell products online.

•   Full order integration means orders automatically  flow back from your E-Business web store into Sage Evolution.

•   Offline set up. No IT knowledge required.



Sage Evolution E-Billing


Customers can view their detailed statements, with a drill down into source transactions over the Internet. This requires a password which you provide to the customer.


The benefits include:

•   Getting paid faster.

•   Customer self-service.

•   Customer account access 24/7/365.

•   Uniform electronic remittance advice.

•   Mobile sales representatives  with up-to-date information.

•   Detailed account research.



Sage Evolution Fixed Assets


With features like an unlimited number of assets and multiple forms of depreciation,  Sage Evolution Fixed Assets helps you control your fixed assets easily, affordably and reliably. The different methods of depreciation include straight  line, reducing balance, immediate  write-off,  units of usage, plant & machinery,  and equal allowance.


Other key features include:

•   Tracking an unlimited number of fixed assets by cost centres or departments.

•   Group multiple assets into one asset. For example, you can treat five identical desks as a single asset. You can split these at any stage into lesser or individual desks.

•   Use master and sub assets to add improvements to existing assets and track them together. This is especially useful for computers, where for example you can add additional memory to an existing computer.

•   Multiple Asset Types.

•   Capex Budgets and Orders.

•   Import asset serial numbers and receive a comparison reconciliation  report displaying both matched and unmatched  records.

•   Impairment Cost Movements.

•   Asset Consolidation  Listing Report.

•   Asset Financing Information.


Sage Evolution Fixed Assets can be used in conjunction with the core Sage Evolution application or can be purchased  as a stand-alone product.



Sage Evolution Information Alerts


To cater for the move by many businesses  to increase staff productivity  and become more efficient,  the Information  Alerts 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.


Information Alerts can be configured to send out notifications  to relevant users via e-mail or Resolve (CRM) incidents. These notifications  can be set up to notify you on time based intervals, daily, weekly or monthly. It comes with a set of predefined methods, which the business can utilise to define which criteria they would like to be aware of, for example a client reaching their credit limit. An action can be, for example a notification being generated and sent to the financial manager, who can then take action. The module currently supports the Accounts Receivable and Payable, Inventory and Job Costing modules.



Sage Evolution Bank Statement Manager


This module allows for the cash book to be electronically populated  when a bank statement is imported where large volumes of transactions are processed. Once verified, the information can be updated to a cash book batch and then to the General Ledger. The bank statements are acquired by using a download facility that’s provided by each of the four major banks in South Africa (ABSA, First National Bank, Standard Bank, Nedbank). Supported formats include OFC, CSV and ASCII.


The advantages of using this module include the instant processing and coding of accounts once the initial process of assigning recurring coding has taken place. The process of reconciliation  and account coding is virtually guaranteed. Another benefit exists for transactions where the codes have been assigned as per the relevant accounts. Codes need not be assigned a second time – only new transactions have to be coded in the months to follow.



Sage Evolution Procurement


The Procurement module is a three tiered process that allows you to precisely manage the numerous purchase orders in your business and keep control of purchases either for internal purposes or specific projects. The first tier is the requisition process where the purchase of an item or consumable can be requested and routed to a head of department for authorisation.


The second tier allows  purchase orders to be generated  based on configurable  rules. Different  levels  of authorisations can be administered and set up. The procurement process also validates all purchases against budgets set up in the General Ledger.


The third tier allows the purchase order to be converted into a goods received voucher to receipt the inventory items. Throughout the span of a requisition to purchase order completion, all movements or comments are logged against incidents in Resolve Premium. Workflows and escalation  rules can be configured  to create efficiencies  and automate processes ensuring that purchase orders are actioned on time.



Sage Evolution Multi-Currency


The Multi-Currency module allows you to process customer and supplier transactions in their currency. Sage Evolution tracks foreign currency, customer and supplier values in both the foreign and the local currency. You can view balances and transactions in either currency at any time.


You can maintain  separate  buy and sell rates for each currency.  Sage Evolution  maintains  a history  of exchange rates so that you can process transactions at earlier dates using the most accurate exchange rate. When you process customer receipts or supplier payments, Sage Evolution uses the current exchange rate to calculate any foreign exchange profit or loss, which it posts automatically.


The Multi-Currency  module allows you to:

•     Process and print customer and supplier sales and purchase documents in foreign currency or home currency.

•     Print customer and supplier statements, age analysis and transaction reports using foreign currency or home currency.

•     Process foreign currency cash book transactions.



Sage Evolution Branch Accounting


Organisations  that  have  legal  entities  in  multiple  locations  struggle  with  the  challenges  of optimising operational efficiencies  and control within their distributed  branches. Branch Accounting  lets you simplify and streamline business processes and transactions between all of these entities.


Branch Accounting introduces bi-directional  synchronisation  and consolidation  of data. Information  is now shared, consolidated and saved on both the centralised system at head office as well as at branch level. A practical example is that all financial, inventory and pricing data is always up-to-date and consistent across branches. Product prices can be changed at head office level and automatically pushed to all branches.


Some of the other benefits of Branch Accounting include the ongoing ability to transact at local level even if the ADSL lines or virtual private network goes down. In addition, any potential loss of data due to fire, theft etc. can be kept at a minimum because the regular consolidation  and replication activity performed by the system means that data is housed in two locations, over and above any off-site backup processes. Data for a particular branch can be rebuilt and sent to the relevant branch within hours of loss of data.


Branch Accounting assists in:


•     Increasing productivity  as a result of time saved and simplified  transactions.

•     Minimising error potential with once-off entry of information.

•     Providing full visibility  into business activities with the complete audit trail, which details transaction histories per branch.

•     Creating efficient, cost-effective  transactions with affiliate and subsidiary companies.



Main features in Sage Evolution Branch Accounting:


•     Centralised or decentralised accounting.

•     Document numbers and transaction types per branch.

•     Ability to merge data to the head office database.

•     Reports consolidated by branch at head office.

•     Global and local customers and suppliers.

•     File Transfer Protocol (FTP) as a communication protocol.

•     Branch Accounting Synchronisation

Sage Evolution 100