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Equa Via Systems Ltd.
trading as Pastel UK & Ireland
2 Cromwell House
Oldham OL1 1ET  UK

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Pastel Evolution

Taking your business to the next level

Sage Evolution: gain full control with smart, cost-effective software for managing big business

 
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Works with your Microsoft® software Word, Excel & Outlook

Grows with your business

Are you finding it difficult to get an integrated and holistic view of your business? Revolutionise the way you do business with the Sage Evolution ERP Software system. It delivers an entirely new dimension in business management software, taking your business way beyond the traditional realms of accounting systems. By bringing all the aspects of your operating environment together, Sage Evolution is an ERP (Enterprise Resource Planning) software system that gives you the ability to control your financial situation as well as your relationships with your customers, suppliers and employees.

The comprehensive range of features and functionality of this Sage Evolution ERP software system package, complemented with a number of add-on modules, provides scalable, flexible, and robust financial management for your growing business.

Sage Evolution ERP Systems: Get back to basics with smart, cost-effective software for big businesses.

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

Fully modular

Customise your accounting system to match your needs, and only pay for what you use.

Add on modules include:

 
 
 

Point of Sale

 

Sage Evolution Point of Sale integrates with both Receivables and the Inventory add-on module, while addressing the practical issues you may encounter within the retail Point-of-Sale environment. It contains the following features which can assist you with:

  • Security parameters
  • Tender types (cash, voucher, credit card and cheque)
  • Flexible pricing
  • Discounting

It supports peripheral devices such as pole display units, cash drawers, slip printers and a bar code scanner. It is user friendly, while offering you flexibility by allowing for per-till configuration and giving you powerful reporting features.

Bill of Materials

 

Together with the Inventory module, the Sage Pastel Partner Bill of Materials module gives you access to two related functions: Bill of Materials and Kit Item Codes. With the Bill of Materials module, you can build, assemble, or manufacture any inventory item using other inventory items as parts or components. The Kit Item Codes allow for the specification of one code on an invoice, and the system leads multiple invoice lines that can include inventory items and remark lines. You can also create Bills of Materials or Kit Item Codes with an unlimited number of components.

Up to three non-inventory additional costs associated with the Bill of Materials can be created, for example, labour, freight and overhead costs, per Bill of Material. When you manufacture you can remove component items and create manufactured items.

Sage Intelligence Reporting

 

Sage Pastel Intelligence Reporting is an add-on module that dynamically links to your Sage accounting data, taking your business beyond standard reporting functionality. You can generate spreadsheets by simply extracting Sage Accounting data and converting it into an easy-to-read, graphic format. Sage Pastel Intelligence Reporting 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.

Fixed Assets

 

Fixed assets are physical items such as desks, computers, cars, and machinery which you acquire to run your business. You need to keep a register of your business' fixed assets as part of its accounting records. However, business fixed asset management can be tedious and time-consuming. As you use assets, they depreciate or become obsolete. You can legally expense depreciation in your accounts for tax purposes. Sage Pastel’s fixed asset tracking software module takes care of all of this for you.

Multi-currency

 

With Sage Evolution Multi-Currency you can process customer and supplier transactions in their currency. It allows you to track foreign currency, customer and supplier values in both the foreign and home 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 Multi-Currency 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 is automatically posted.

Multi-warehousing

 

Streamline your inventory management and warehouse management with Sage Pastel’s warehousing software (Sage Pastel Partner Multi-Warehousing module)

Set-up and use multiple stores or warehouses with the Sage Pastel Partner Multi-Warehousing module
Working with multiple stores is almost identical to working with normal inventory or stock. The only difference is that each time you want to access an inventory item, you must specify the store in which the item exists. Sage Pastel’s warehouse management software makes it easy to track and control inventory items.

Some of the features include:

  • Ability to link users to one or more stores and prevent users from accessing items in other stores
  • Creation of up to 999 stores with an unlimited number of inventory items per store
  • The same inventory item code can exist in different stores and will share all item fields except quantities, cost prices, selling prices and reorder information
  • Ability to copy selling prices from one store to another, per item per store
  • Ability to transfer items between stores using a Store Transfer Journal
  • Inventory reports will allow you to filter on stores

Debtors Manager

 

Sage Pastel Debtors Manager is a debtor management system suitable for any business in any industry seeking to optimise the debtor collection process. Sage Pastel Debtors Manager debt collection software has been designed to instantly implement tracking and control in your debtors collection department. Unlike other products which tend to focus on the macro level, this is a hands-on practical system that automates the daily control of the debtors book. This debt recovery module is only available while you have a valid Sage Pastel Business Care Licence contract.

Sage Pastel Debtors Manager creates reports to monitor debt collection progress, staff performance and accurately forecasts cash flow
With ready to run debtors management reports for every outstanding invoice, you can determine why the amount is outstanding; when it will be paid; what has been done and what still needs to be done.

Get paid and improve your cash flow - with Sage Pastel Debtors Manager, there are no more excuses!

Evolution CRM

 

Traditionally termed ‘CRM’ or “Contact Management”, Sage Evolution CRM is core to the Sage Evolution system’s functionality. Sage Sage Evolution CRM has taken the concept of traditional Contact Management much further by weaving it into the very fibre of the Sage Evolution accounting system, thus elevating accounting software to its next logical state allowing you to not only capture numbers, but also what we refer to as business activities. Activity data is integrated and presented together with the numbers providing a holistic view of your business instead of a numbers only view. This integration provides you with the ability to control not only your financial situation but your relationships with your customers, suppliers and employees. Any issue that takes place in a business, and is important enough to be tracked, is recorded as an Incident in Sage Evolution CRM. 
 Sage Evolution CRM will track all Incidents to their conclusion or until they are closed off. The Evolution system stores Incidents even after they have been closed, allowing you to track a history of events as they occurred, as far back as you wish.

There are two versions of Sage Evolution CRM:

Sage Evolution CRM Standard contains basic incident tracking. This module must be purchased in conjunction with the core Sage Evolution accounting system.

Sage Evolution CRM Premium contains more advanced features such as Sales Force Automation, Business Gateway, Calendar, Knowledge Base, Workflow processing, Incident Graphs, Escalations and Contract Invoicing and now also Microsoft Outlook Integration. This module can be purchased as a stand-alone product.
 

Serial Number Tracking

 

Track items from the moment of purchase to sale with Sage Pastel’s Serial Number Tracking Module

Sage Pastel Partner Serial Number Tracking allows you to track items from the moment you purchase or manufacture them to the time you sell them. With this stock control software module, inventory management even extends to you being able to track the item for warranty purposes should it be returned to you for repairs.

Each item has its own unique serial number
With Sage Pastel’s inventory control software, Serial Number History allows one to view movement history for serial number items. With Serial Number Listing, the serial number per inventory item, along with its status can be viewed.

Use the Serial Number Tracking Module with other Add-On modules: Multi-Stores and Bill of Materials
By using the Multi-Stores module, you can transfer serialised inventory items between stores. Use of the Bill of Materials module allows manufacture into serialised items.

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. You cannot sell stock items that have expired. You can track items simultaneously by Lot Number and by Serial Number.

Job Costing

 

This add-on module lets you invoice jobs to customers. A job card is more powerful than an invoice, because you can link more 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.

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

Manufacturing

 

Further extension of the Bill of Material module - it separates the manufacturing process into time periods where items being manufactured are transferred into Work In Progress and then into Finished Goods. In addition this module allows you to:

  • See 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 the same Bill of Materials.
  • Replace one or more components in an existing process if you need to, and then continue manufacturing with the new components.
  • Create by-products in addition to your main manufactured item .
  • Forward plan with the material requirements feature.

Evolution Mobile

 

With mobility now the cornerstone for operating a cutting-edge business, Sage Evolution Mobile is the perfect tool to stay ahead of the competition. Now with an innovative suite of mobile applications, this home-grown ERP solution gives your sales force the ability to extend your business borders by transacting anywhere, anytime.

Available on Apple’s App Store and soon for Android too, Sage Evolution Mobile allows sales executives and management to view customised dashboards and real time information on customers, inventory, expenses and other key business information. The ability to check item quantities and prices with quick searches allows users to create in-the-moment quotes and orders with discounts - this means deals can be negotiated and closed in one meeting. Customers can accept terms by signing on the tablet and an e-mail confirmation follows.

Sage Evolution’s Mobile applications offers you online/offline modes, allowing the programs to operate even when users are out of 4G range and still ensure an automated and seamless integration back into Sage Evolution ERP.

Pricing Matrix

 

This module adds great flexibility to Evolution's standard pricing feature. With this module you can not only create volume-based or time-based price breaks you can specify discounts by customer or group of customers. In addition you can design unlimited discount variations, such as multiple discounts per customer per stock item, and discounts per stock group while having the ability to override discounts on processing invoices.Volume or time based price breaks by customer or groups of customers.

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 a head office, or where you need to capture sales made to the individual branches, but then present a consolidated statement to your customer's head office.

Annuity Billing

 

Sage Evolution Annuity Billing integrates with both Receivables and Inventory and provides for repetitive or recurring invoices on a daily, weekly, monthly or quarterly basis. You can specify contract periods, design recurring invoice templates or simply set up base amounts to be charged to your customers periodically. It is a flexible module that allows you to customise it according to your business’s specific requirements.

Customer Credit Risk Management

 

Integrating with Receivables, Sage Evolution Credit Risk Management helps you manage your customer credit risk through a step-by-step process. Your customer will complete a credit risk application form in order for you to assess his/her potential credit-worthiness before granting them any credit.  It will generate the credit application form and run the data through a scoring system giving you a credit-worthiness result on your potential customer. A passing score will see a new account being opened. A failing score will request guarantees or security against granting credit. 

It will also generate standard legal documentation based on the type of business you are operating. 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
 

Procurement

 

This module offers 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 setup. The procurement process also validates all purchases against budgets setup 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 CRM Premium. Workflows and Escalations rules can be configured to create efficiencies and automate processes ensuring that purchase orders are actioned on time.

Information Alerts

 

Create notifications to staff members using defined criteria, e.g. client reaching their credit limit, via email, incidents.

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. 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.

Branch Accounting

 

Links branch locations to head office allowing for shared and consolidated information saved at both branch and head office level, including offline working.

Municipal Billing

 

An affordable solution that delivers essential operational information - it interfaces and updates all billing data directly into Sage Evolution financials, and updates both the consumer and General Ledger accounts, substantially improving revenue collection and consumer relationships.

Get to know your customers better

Pastel Evolution gives you unprecedented control over both your finances and your relationship with your customers and suppliers. Keep track of all your business interactions in one place, saving you time, and giving you a clear competitive advantage.

Great support

When you buy any Pastel product, you get 12 months comprehensive support by phone, email and online, along with free access to software updates. We're here to give you the peace of mind that if you ever have a question, we've got the answer.