Sage 200 Suite Version 2009: Commercial Modules

Sage 200 Commercials automates the delivery of your customer orders with effective stock management. By responding to product and pricing demands quickly and effectively you can maintain customer loyalty and customer satisfaction and you have the complete control required to manage your supply chain.

Sage 200 Commercials comprises of the Sales Order Processing, Purchase Order Processing, Stock Control and Price Book modules, which integrate with Sage 200 Financials.

Sage 200: Sales Order Processing Module

Sage 200 Sales Order Processing gives you control of your entire sales order process, from raising a quotation or an order and ensuring stock availability, to dispatching goods and creating customer invoices. All documentation is produced efficiently as part of this workflow, such as delivery notes and invoices. In addition, picking lists and order acknowledgment documents can be produced if required.

Key Sales Order Processing features include:

• Choice of Full, Rapid and Trade Counter order entry
  - Rapid order entry mode uses standard pricing and delivery addresses, so that orders can be entered with just a few keystrokes. If more information needs to be recorded against the order the option to switch to full order entry is provided.
  - Full order entry mode allows for full flexibility – you can change discounts and add non-stock items, free text items etc.
  - Trade Counter order entry quickly creates an order, allocates and dispatches stock, generates and prints an invoice in one process.
  
  
• Margin and discount analysis - Authorised staff can view the margin of a sales order at overall and line item levels, to allow instant price negotiation. In addition the sales order displays realised profit that takes into account any changes to the cost pricing. The discounts applied to a particular item can also be called up - allowing customer queries to be easily answered.
  
  
• Search categories and alternative items - Using the custom search categories for each stock item, products matching customer requirements can easily be located during the sales order entry process. For example, if a customer requires a white bathroom cabinet, this information can then be used to create a short list of applicable stock items. Alternative items can also be instantly called up if the desired item is out of stock.
  
  
• Sales order details are easily accessible - At the point of booking stock in, you will be notified of outstanding sales orders waiting for those items and allow allocation if required.
  
  
• Integration - By working with the Stock, Price Book modules and the Sales Ledger, the Sales Order Processing module ensures that pricing control and credit management are handled smoothly and efficiently. Once orders are processed, all relevant information is updated automatically throughout the system, including stock records, customer balances, VAT return and management reports.
  
  
• Process foreign currency orders - Sage 200 enables your customers to place orders with you in their own currency, and all order documentation is produced using the appropriate currency. Exchange rates are controlled by you and applied either at order entry or at the invoicing stage. This allows you to manage the risk of exchange rate fluctuations.
  
  
• Quotations and Pro Formas - Using existing templates you can quickly create quotations for existing customers and new customers who may not have an existing account. Creating new account customers on the fly and converting quotations to sales orders are simple tasks. Pro Forma invoices can also be created with ease and converted to sales orders.
  
  
• Advanced sales order management - Sage 200 manages repeat orders in a very straightforward way. You can also manage back-to-back orders (in conjunction with the Purchase Order Processing module) and drill down on sales orders to view linked purchase orders.
  
  
• Fulfillment methods - Customer orders can be fulfilled using a number of methods; from your own stock, from a supplier via stock or from a supplier direct to the customer.
  
  
• Allocation methods - Stock can be allocated to sales orders in a number of ways; by product group, use by dates, sell by dates, bin number order, user defined order and much more.
  
  

Sage 200: Sales Order Processing Map




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Sage 200: New Sales Order

Sage 200: Purchase Order Processing

Sage 200 manages the entire Purchase Order Processing procedure, from creating a purchase order to checking goods received against purchase order and supplier invoice. Automated processes help you to manage your supply chain with confidence and efficiency - ensuring that the correct goods are always received and paid for.

Key Purchase Order Processing features include:

• Straightforward supply chain management - Sage 200 allows you to easily manage all your Purchase Orders, quickly finding individual orders and drilling down to view the details.
  
  
• Integrates fully with other Sage 200 modules - By working with the Stock Module, Purchase Ledger and Sales Order Processing, the Purchase Order Processing module ensures that once goods are received they are available to your customers. As soon as the invoice is matched with goods received, all relevant information is updated automatically throughout the system, including stock pricing, supplier balances, and VAT return and management reports. Full links to the Sales Order Processing module allow you to see which customer orders are linked to a particular purchase order.
  
  
• Manual or semi-automatic Purchase Order Processing - You can create Purchase Orders manually if you wish; alternatively, the system can compile lists of what you should order based on shortfall (by warehouse, if necessary) and what’s required for back-to-back orders. You can then choose who to buy from and what to pay.
  At the point of booking stock in, you will be notified of outstanding sales orders waiting for those items and allow allocation if required.
  
  
• Full matching of POs to invoices and deliveries - 2-way or 3-way GRN matching is supported, and Sage 200 calculates a running total when matching invoice line items to orders - making it easier to spot errors as you go.
  
  
• Disputed invoices - Sage 200 allows you to record invoices and flag them up as under dispute. Therefore, no invoice will go through to the Purchase Ledger until the dispute has been resolved - either by accepting it ‘as is’ or matching it to further deliveries or a credit note. Disputed item reports can also be generated.
  
  
• Full Back to Back ordering - When you enter a sales order for an item not normally carried in stock, a purchase order can be automatically raised to the item’s supplier. However, you have the flexibility to choose whether to use on-hand stock first - ensuring stock that is managed and controlled efficiently.
  
  
• Direct Delivery - Purchase Order items can be delivered to a number of delivery addresses including your premises, customers, suppliers and ad hoc addresses.
  
  
• Process foreign currency orders - Sage 200 enables you to source goods worldwide, purchasing in up to 100 currencies.
  
  
• Purchasing control - Sage 200 controls the purchasing process every step of the way. Ensuring that only authorised personnel place orders, to rejecting unexpected or incorrect deliveries, highlighting any invoice discrepancies and allowing for committed costs.
  n Landed Costs - Sage 200 supports landed costs and will display the individual costs and overall order cost associated with importing goods on a purchase order.
  
  
  

Sage 200: Generate Purchase Orders Facility

Sage 200: Stock Control Module

Whether your requirements are simple or complex, Sage 200 provides a complete inventory and warehouse management solution. Optimising stock levels, keeping costs to a minimum and satisfying the needs of your customers are all benefits of the Stock Control module.

Key Stock Control benefits includes:

• Unlimited prices per item - Sage 200 offers unlimited price bands for each stock item. These bands can be used and named as you wish - for example, a trade price, retail price, web price etc. The currency for each price band can also be specified.
  
  
• Unlimited quantity breaks for discounts - You can set up discounts based on as many quantity breaks as required.
  
  
• Customer price and discount groups - You can create customer price groups or ‘communities’ to attach to individual price schemes.
  
  
• Import and export prices - You can import and export price lists in .csv or .xml formats, Making it easy to create and manipulate special promotional price lists, then restore the original pricing when required.
  
  
• Complex pricing made simple - Sage 200 Price Book is powerful enough to support very complex pricing models. However, this is made simple to manage with a summary screen showing you which price bands and discounts apply to each customer.
  
  
• Price book validation during sales order entry - When entering sales orders, you can instantly see the margin on an individual product sale (if authorised to do so). Additionally, you can see how the price for each item has been arrived at - helping answer customer queries quickly.
  
  
• Integration - Price Book links fully with the Sales Order Processing and Stock Control modules to ensure that your pricing schemes are consistently and correctly implemented.
  
  
  

Sage 200: Stock Control List

Sage 200: Price Book Module

Price Book allows you to easily manage prices and discounts across your customer base.

Sage 200 supports two types of pricing schemes - discount-based and price-band based, and allows you to create ‘communities’ of customers to attach to either kind of scheme - or - combinations of the two.

Key Price Book functionality includes:

• Unlimited prices per item - Sage 200 offers unlimited price bands for each stock item. These bands can be used and named as you wish - for example, a trade price, retail price, web price etc. The currency for each price band can also be specified.
  
  
• Unlimited quantity breaks for discounts - You can set up discounts based on as many quantity breaks as required.
  
  
• Customer price and discount groups - You can create customer price groups or ‘communities’ to attach to individual price schemes.
  
  
• Import and export prices - You can import and export price lists in .csv or .xml formats, Making it easy to create and manipulate special promotional price lists, then restore the original pricing when required.
  
  
• Complex pricing made simple - Sage 200 Price Book is powerful enough to support very complex pricing models. However, this is made simple to manage with a summary screen showing you which price bands and discounts apply to each customer.
  
  
• Price book validation during sales order entry - When entering sales orders, you can instantly see the margin on an individual product sale (if authorised to do so). Additionally, you can see how the price for each item has been arrived at - helping answer customer queries quickly.
  
  
• Integration - Price Book links fully with the Sales Order Processing and Stock Control modules to ensure that your pricing schemes are consistently and correctly implemented.
  

Additional Information & Brochures

The following brochures and guides are in Adobe Acrobat (PDF) format. You'll need Adobe Reader in order to view them.

	Sage 200 Suite Introduction	Size: 2.91 MB
	Sage 200 What's New Guide	Size: 301 KB
	Upgrading From Sage Line 50 Guide	Size: 6.67 MB
	Upgrading From Sage Line 100 Guide	Size: 890 KB

Additional Links

The following links may also be of interest to you.

	Sage 200 Bill of Materials Module	Link
	Sage 200 Project Accounting Module	Link
	Sage 200 Financials	Link
	Sage 200 Manufacturing	Link
	Draycir Spindle Professional	Link

Current Offers

Free Product Demonstration

We're currently offering free of charge product demonstrations, held either at your offices, at our offices in the West Midlands, or over the internet.

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Free Sage 200 CRM User

With all new sales of the Sage 200 Suite, you are eligible for 1 free user for the Sage 200 CRM (Customer Relationship Management) application.

Sage 200 CRM is a powerful customer relationship management application, which seamlessly integrates with your Sage 200 Financials and Commercials system. Sage 200 CRM runs within your web browser, allowing rapid access to key information, whether you are in your office or half way around the world.

Sage 200 CRM allows your external staff to enter quotations, sales orders, view account information including balances, view transactions, and much more from where ever they are. Web users will see the actual screens from the Sage 200 system appear, so the system is instantly familiar.

Track your customers from prospects, to customers, through to support, and eventually through to retention, all within the same system.

Free / Reduced Software Costs for Existing Sage Customers

Exisiting Sage MMS customers with SALP (Sage Annual License Plan) receive the core Sage 200 Financials system at no charge for the software. You simply pay for consultation and installation time, for any additional modules required and for any additional custom programming required.

Existing Sage Line 100 customers receive discounts on the core Sage 200 Financials system, based on your current configuration.

Contact us to find out more.