Sage 200 Commercials from Sage Software
For a company relying on distribution of products, 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 works and fully integrates with
Sage 200 Financials.
Sage 200 Commercials consists of the following modules:
Sage 200 Sales Order Processing
The Sage 200 Sales Order Processing module gives you control of the entire sales
order process, from raising a quotation or an order and ensuring stock availability,
to dispatching goods and creating the invoices. All documentation is produced efficiently
as part of this workflow, such as delivery notes and invoices. Additionally picking
lists and order acknowledgment documents can be produced if required.
Key Features and Benefits
- 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.
- Fulfilment 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
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 Features and Benefits:
- 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.
n 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.
- 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 Stock Control
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 Features and Benefits:
- Stock record details are easily accessible - Sage 200 has an intuitive
user interface, which allows you to call up the full details of an item quickly
and easily. All information can be viewed in an instant, including supplier details,
stock levels, stock location and stock history. This means you always know how you
arrived at your current stock levels – by understanding where your products came
from, where they are now, when they were sold and at what price they were sold.
From summary information, you can quickly drill down to transaction level.
- Serial number controlled stock items - Each item can have a serial
number allocated to it; you can choose whether this has to be unique. For added
flexibility you can specify whether the serial number must be entered when goods
are received. Serial numbers can be automatically generated, to include dates and
prefixes. In addition serial-numbered items can be specified on a picking list,
or defined during the ‘pick and pack’ process. Serial-numbered items can have ‘Sell
By’ and ‘Use By’ dates associated with them, with a shelf life expressed as number
of days. In addition each item can store up to 15 pieces of extra information, for
example inspector references and QA standards.
- Batch number controlled stock items - Items can be associated with
a batch number. As with serial numbers, you have full flexibility on the recording
and generation of batch numbers. You can specify whether items for sale must be
taken from the same batch.
- Unlimited suppliers for stock items - You can specify unlimited
alternative suppliers for each stock item with details, including price history,
lead time, part reference and purchase history. Against each supplier a last price
and list price can be recorded (including an import option), either price can be
used when raising purchase orders.
- Units of measure - You can buy, store and sell the same stock items
in different quantities. For example, you could buy tiles by the pallet, store by
the box and sell by the square metre.
- Search categories - Sage 200 allows you to set up unlimited categories
to suit your product lines; these can be used for reporting purposes or to assist
in locating products during the sales order entry process.
- Inactive stock items - You can set a flag to make a stock item
inactive, so that it can’t be ordered but remains on the system with full history.
- Internally-issued goods - Stock issued internally to individual
areas of a business (as opposed to the departments defined in the Nominal Ledger)
can be recorded to assist in monitoring internal usage. Furthermore, an option to
specify whether a stock item is available to sales orders, helps control items which
are only used internally.
- Stock taking procedure - With Sage 200, you can produce reports
to assist in making comparisons between physical stock amounts and computer stock
levels. You can also make adjustments to the total stock if appropriate, to deal
with any anomalies in these levels. Cyclical stock takes are supported - i.e. scheduling
counts for individual items as required.
- Manage stock in multiple locations - If your business operates
one or more locations (for example, warehouses divided into bays), Sage 200 can
help you manage these effectively. Each location can be operated independently in
terms of replenishment, sales, reporting and stock takes. You can also prevent sales
from individual stock locations – for example, a bonded warehouse.
- Landed Costs – Extra costs such as customs duties associated with
importing stock items purchased from abroad, can be catered for within Sage 200.
Each supplier can have different costs associated with them per stock item, which
are automatically utilised on a purchase order.
- Integration - The Stock module integrates closely with the Sales
and Purchase Order Processing modules and the Price Book and ensuring that purchase
orders are placed with the correct supplier at the right price and that sales orders
are fulfilled efficiently. You can drill down from ‘allocated’ and ‘on order’ totals
to the linked sales and purchase orders, to easily view which customers have been
allocated a particular product. The Stock module also integrates with Sage 200 Bill
of Materials.
Sage 200 Price Book
The Sage 200 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 Features and Benefits:
- 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.
Sage 200 Bill of Materials
For companies combining component stock items to sell as another product
i.e. gift sets and light manufacturing, Sage 200 Bill of Materials provides all the necessary
support to account for this.
Key Features and Benefits
Precise Costing - Detailed costs can be built in for each unit
or build run. Additionally, you can allocate a proportion of a fixed cost/operating
overhead to a run, based on an average number of units per run. If a component changes
the rolled-up costs can be calculated automatically if desired. For components that
do not use the standard costing method, the system will re-calculate the rolled-up
cost of the finished goods upon allocation.
Flexible Nominal Ledger analysis - Stock use can be summarised
to a single line for each nominal account when posting to the Nominal Ledger, or
split out to multiple lines by component. Summarising nominal postings significantly
reduces the volume of Nominal Ledger transactions, improving performance.
Easily manage multiple Bills of Materials (BOM) - Multiple versions
of a BOM can be stored and used, one of which is ‘live’ at a given time.
Intuitive operation - The Bill of Materials module shares the same
outstanding usability as the rest of the Sage 200 system with uncluttered screens
and intuitive navigation. Making it easier for your staff to use the software.
Multiple views of BOM structures - Four views of BOMs are available.
The tree view allows drill-down through all levels and branches of the BOM. The
top level view shows only the first level of components below the finished item.
The bottom level view shows only the end points of each of the BOM branches. Consolidated
view shows rolled-up totals of all components used.
Flexible build options - The system can be configured to always
build subassemblies, or always use from stock, or allow choice in each case. Picking
lists can be produced at the time of allocation or separately.
Customised BOMs and ‘Specials’ - Existing item quantities can be
changed, individual items can be replaced and new items added.
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