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Financials

The Financials module is the core financial management and accounting module that comes as standard with Sage 200. Features of the module include:

  • The core accounting ledgers, giving you great financial control. All with unrivalled usability and customisation capability.

  • Straightforward to implement and easy to learn

  • The ideal 'out of the box' software to many companies with complex business processes

  • An ideal upgrade path for many Sage 50 users who are experiencing rapid growth

  • Utilises a SQL relational database for scalability (typically up to 50 users), robustness and ease of integration with other applications

  • Powerful tools to enable third party developers to customise and integrate with your software

 

Business Intelligence

The Business Intelligence module is the complete business analysis tool that comes as standard with Sage 200.

It enables you to mine your data across every aspect of your business. You can identify customer and product trends and measure performance against difference benchmarks.

  • Use powerful analytical tools to slice and dice data quickly and easily and inform your decision making

  • Build your own tailored reports and bring data to life using charts and graphs

  • Share business data widely across your organisation

  • Explore scenarios to see the effectiveness of investments or changes

  • Create personalised dashboards and automated reports

Customer Relationship Management (CRM)

The Customer Relationship module comes as standard with Sage 200 and is designed to help you manage every aspect of your customer interactions, from first contact through to purchase and post-sales.

  • The system provides outstanding sales, marketing and customer care functionality and has deep integration into the Financials and Commercials modules of Sage 200, delivering 'straight-through' business processes and related information

  • Sage 200 CRM is easy-to-use and quick to deploy, allowing you to start building stronger relationships with your existing customers, target new customers more effectively and drive your sales revenues

  • The software is flexible and can be tailored to match your individual business needs to help you streamline your internal processes

Commercials (optional)

The Commercials module is an optional module with Sage 200 that makes responding to product demands quick, accurate and fully automated. Sage 200 Commercials enables users to:

  • See the full story of an order, from initial point of contact to order fulfilment

  • Source goods worldwide and record purchases in up to 100 currencies

  • Apply automated authorisation limits and alerts, authorise orders remotely and keep track of any amends or order issues, such as incorrect deliveries.

  • Compile order lists for all your office locations based on purchase orders so you know what stock to order and when

  • Calculate a running total when you’re matching invoice line items to orders

  • Record disputes giving you a full audit trail within the system

  • Get the best deals from suppliers by recording details of price history, price history and lead time

  • Track your stock, identify inactive items and count your most valuable items

  • Manage discounts, promotions and margins so authorised staff can negotiate on prices

  • Control stock items by serial or batch number, include criteria like ‘sell-by’ and ‘use-by’ dates

Project Accounting (optional)

Project Accounting is an optional module with Sage 200 and provides accurate bills delivered by capturing and allocating projects costs, overheads and revenues.

  • Get a single view of all projects and track their progress

  • Allow project managers to raise and authorise purchase orders

  • Add an unlimited number of additional fields and define their function

  • Personalised workspaces for each user to help to get the right information to the right people

  • Integrated with accounts, sales and purchase order processing, and payroll

  • Submit and authorise timesheets and expenses online anytime, anywhere

  • Flexible billing schedules that can differ by project and by customer

  • Integrates with Sage 50 Payroll so you have one view of all your outgoing costs and a streamline process with the HM Revenue and Customs (HMRC)

Bill of Materials (optional)

The Bill of Materials module is an optional module with Sage 200 and allows you to monitor, control and cost your manufacturing processes.

It’s ideal for businesses involved in light manufacturing assembly, helping to simplify complex processes and analysis:

  • Store and use multiple versions of a Bill of Materials, including full version control and audit trail capability

  • Track costs over time

  • Use different options for set sub-assembly builds, builds from stock or a combination with multiple units of measure

  • Maintain control of stock and goods

  • Get accurate costs for each unit or build run

  • Receive full batch and serial number traceability

  • Specify structures for different sub-assemblies and components using lists, including ability to specify raw materials, components and processes for that Bill of Materials

  • Use in a range of different applications: apply materials, labour, machine, tooling, sub-contract and piece work costs

  • Easily estimate production capabilities, using the trial kitting tool to check whether you have sufficient stock to build the Bill of Materials required

Manufacturing (optional)

The Manufacturing module is an optional module with Sage 200 Extra that covers the entire manufacturing process.

It covers the planning, order processing, materials and stock management.

  • Standardise and streamline production scheduling so you can coordinate your distribution channels and get automated reports

  • Support assembly, repackaging of bulk items, resource planning, and scheduling work and materials

  • Reduce costs and delivery times, helping you improve productivity by monitoring production processes and tracking components through the whole manufacturing cycle

  • Built in scheduling solution that will help you assess potential production issues and produce flexible schedules

  • Accurate resource planning to help identify potential areas for savings and reduce the cost of production

  • Share manufacturing data across the whole of your business so employees have access to accurate, timely information

  • Keep up to date with the latest regulatory requirements by monitoring quality standards in line with regulations such as ISO

  • Trace serial numbers and batches back to suppliers and key components

Excel reporting tool

The Excel reporting tool provides detailed analysis across your business.

The standard Excel reports include nominal, customer, supplier and stock.

  • Add your own data to workbooks along with charts and formulas

  • Get in-depth analysis on specific business functions such as financials or stock levels

  • Pivot and analyse data in more detail

  • Workbooks can easily be uploaded and you can run them time and time again with refreshed data

  • If you require more in depth analysis on a particular business function, we offer additional Excel reports at an extra cost

Technical details

Compatible with: Most 32 or 64-bit variants of Microsoft®. Windows, 7 & 8, Server, 2008 R2 (standard and enterprise) & 2012 (essentials and standard), Windows 2011 Small Business Server, Microsoft Office 2007, 2010, 2013 and 365.

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