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Microsoft Gold Partner and Microsoft Small Business Specialist, specialising in Microsoft Dynamics CRM (formerly Microsoft CRM) and Microsoft Dynamics GP (formerly Microsoft Great Plains). With the new Microsoft Dynamics range of software businesses can transform their customer relationship management and financial reporting.
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Sage 200 Wholesale and Retail

Sage 200 Wholesale and Retail is designed to enhance the standard Sage 200 Commercial module with Retail, Wholesale and Trade Counter specific functionality.

Integration with Sage 200 Point of Sale - Wholesale and Retail includes total integration with Sage 200 Point of Sale, so that changes in such things as the stock file, prices and promotions need only be changed in one area of the system. This eliminates duplication of data entry and amendments - often an expensive and time consuming activity in non-integrated solutions.

Merchandise Hierarchy - The merchandise hierarchy functionality enhances your stock management process by matching the way your products are structured across your company. This increased flexibility gives you a true view of your stock with accurate reporting.

Stock Management - Sage 200 Wholesale and Retail enhances stock management with the introduction of a merchandise hierarchy which allows a true reflective view of how the customer wants to define how stock is managed. It offers single entry, company wide promotions structure that enhances the already powerful promotional pricing application in the standard Commercial suite.

Company Hierarchy - Sage 200 Wholesale and Retail introduces a company hierarchy that can be designed to accurately represent the physical make up of your company - regions, areas, stores and warehouses. The structure of the module also allows movement of stock (allocations & despatch) and price changes, to be handled as complete ranges (by department, supplier etc), again a powerful enhancement of the standard module which tends to be designed to deal with individual rather than collective groups.

All of these enhancements, and there are more, such as advanced serial & batch number traceability, barcode management, multiple pricing, price rounding and margin control, to name but a few, are speciically designed to add to the already powerful portfolio of reports, making this module an invaluable addition to the suite for retailers, wholesalers and trade counter environments.

By integrating Sage 200 Wholesale and Retail, your company will maximise its IT investment by providing more comprehensive, timely and meaningful information to all key staff. This will give you operational and strategic advantages that will repay you time and again.

Sage 200 Wholesale and Retail encompasses key capability such as:

  • Multi-branch control.
  • Comprehensive merchandise management.
  • Stock allocation and despatch
  • Multiple pricing and promotions control.
  • EPoS management.
  • Comprehensive reporting.

Merchandise Management System

Competition in the retail, trade, wholesale and service sectors has never been more aggressive. As well as competing against traditional rivals, businesses have to contend with demanding consumers with seemingly unlimited purchasing options open to them. Any business selling products and services directly to the public or trade has to offer speedy, eficient sale and payment transactions, and provide the added value that strengthens customer loyalty.

Sage 200 Wholesale and Retail contains the following modules:

As a business grows it becomes more expansive and its structure gains in complexity, especially as new branches are opened. Sage 200 Wholesale and Retail enables you to map your logistical structure within the software to support the way you operate. So a retailer or trader may wish to set up the system with the following hierarchy:

  1. 1. Company head ofice.
  2. 2. Company warehouse(s)Company stores.
  3. 3. Names warehouse(s). Stores by region.
  4. 4. Stores by area.
  5. 5. Named stores.

They may then define up to nine levels of store hierarchy, allowing the maintenance of store details to facilitate replenishment. These attributes, for example, could be:

  • Location types – city, town, rural, etc.
  • Store types – large, medium, small, etc.
  • Operational status – active, planning outstanding, being shop itted, closed, etc.
  • Store status – active, dormant, etc.
  • Replenishment methods – warehouse to store, store to store, etc.
  • Replenishment sources – warehouses, stores, etc.

Merchandise Hierarchy - This works in a similar manner to the company hierarchy and can be produced to match the way your products are structured across your company. At ‘stock item’ levels, inbuilt ‘product matrix’ technology can be utilised, offering the lexibility to structure a product that has ‘variants’ associated to it, such as size, colour or style. We call these ‘dimensions.’ The products can be grouped lexibly across a matrix, depending on what suits you best, such as:

  • Dimensions - colour, size, brand, etc.
  • Dimension Sets - Summer, Winter, Autumn, Spring.
  • Dimensions Breakup - colour ranges: red, blue, black, etc.

Promotions Management - This enables you to increase stock turnover with special offers such as ‘3 for 2’ and ‘buy one get one free’. Customers expect consistency across a network of branches for the same company, so Sage 200 Wholesale and Retail supports this with company wide promotions that can be set up centrally.

Nominated buyers can be assigned to any given promotion and different reward types can be offered, such as a discount within a deined time line. If you wish to set a limit to the number of offers that an individual customer can claim in a single transaction, there is also the ability to set up such thresholds.

Purchase Orders - Setting up and processing Purchase Orders is made as easy as possible, providing all the information needed so you can quickly and accurately replenish stock wherever it’s needed. You can simply drag and drop items into a Purchase Order from the merchandise hierarchy that you’ve deined. If you have set parameters such as a rule dictating that even quantities of a certain range should be replenished, then this can be accounted for too. Entering a total quantity of any item would split this quantity evenly across the product variant range.

Sales Orders - Sales Orders can be processed in exactly the same manner. The drag and drop facility is particularly popular in telesales environments when speed of processing is important because customers should not be expected to be kept waiting whilst requesting a list of items they want. The systems also accounts for multiple currencies if trading with companies or customers abroad. As you would expect, all existing quantities of stock are on hand at any given time.

Allocations and Despatch - Allocations and despatches can be controlled between warehouses and stores, as your hierarchy dictates. Once the stock has been allocated, the system will print picking lists for each store and despatch notes can then be produced. A very simple process which ensures total control over stock movements.


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