Sage Pastel Evolution 2007

Add-on Modules

Sage Pastel Evolution Grows with your Business

The utilisation of the MS-SQL database makes Sage Pastel 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 Pastel 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.

Evolution Resolve

Evolution’s standard functionality includes Resolve Lite. However, to maximize this module’s potential, Resolve includes the following added functionality:

Escalations

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 (or Incident) could be damaging to your company. Escalations allow you to design a flow of responsibility for various Incident types that is automatically triggered after a specified time.

Calendar

The calendar feature in the Resolve module allows for the linking of Incidents to a particular appointment in your calendar making it easier to prepare for meetings. Schedules for other users can also be viewed when scheduling an event to avoid conflict in appointments.

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.
Contract Invoicing

This feature allows controlled invoicing against customers that have contracts in place and services that are rendered on the basis of a valid contract. Contracts are created within a specific time period and on a particular charge basis, which is automatically invoiced out against the customer from directly within the contact management module.

Resolve can be purchased as a stand-alone product.

Incident Graphs

View Incidents graphically (bar charts) per user, per Incident type, per Incident status and so on. Graphical representations of Incident information gives 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.

Evolution Annuity Billing

Integrating to both Receivables and Inventory, this module provides for repetitive or recurring invoices on a daily, weekly, monthly or quarterly basis. Specify contract periods, design recurring invoice templates or simply setup 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.

Evolution 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 serialised inventory items.

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

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, the customer it was sold to, and so on.

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.

Evolution Job Costing

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

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 Evolution will manufacture the item on-the-fly, whereupon the sub-components will be drawn from stock.

Additional features include the ability to update inventory files during the manufacturing process and forward planning with the Material Requirements feature.

Alternative Units Of Measure

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

Evolution Multi-Warehousing

The Multi-Warehouse add-on module allows you to split your inventory items into 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.
  

Evolution Point-Of-Sale

This module integrates with Inventory as well as Receivables, perfectly addressing the practical issues within the retail or Point-of-Sale environment. Functionality includes security parameters, tender types (cash, voucher, credit card or cheque), flexible pricing and discounting. This module supports peripheral devices such as pole customer 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 and has powerful reporting features.

Evolution Pricing Matrix

This module adds great flexibility to Evolution’s standard pricing feature. Establish volume-based or time-based price breaks and much more. Discounts can also be specified 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.

Evolution Customer 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 head office’ situation where you need to capture sales made to the individual branches, but then present a consolidated statement to your customer’s head office.

Evolution Customer 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 credit-worthiness 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.

The 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 Pastel e-Business

The Internet has fast become a necessary extension to the traditional manner in which business is conducted. Evolution’s E-Business module enables you to quickly and easily open an online web store. Set up seamless integration between your online store and Sage Pastel. For example you draw product and price information for the online store and orders can be automatically downloaded into Sage Pastel and processed. Fully integrated with Sage Pastel Evolution, E-Business provides:

• Full E-Business integration – seamlessly draw customer, product, pricing information from Evolution directly into your website enabling you to merchandise and sell products online.
  
• Full order integration – orders automatically flow back from your E-Business web store into Sage Pastel Evolution.
  
• Offline set-up; no IT knowledge required.
  
• Sage Pastel E-Billing

View detailed customer statements, with a drill down into source transactions over the Internet. The benefits include:

• Get 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.