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Sage Evolution ERP

Sage Evolution Premium is an Enterprise Resource Planning solution that brings all aspects of your operating environment together, giving you the ability to control your financial situation as well as your relationships with your customers, suppliers and employees.

Developed within the Sage Evolution FrameworkTM, all components and modules in the Evolution range are fully integrated. They share a common interface, providing a consistent user experience. The Microsoft® SQL Server database ensures data integrity and maintains all your data in one central database. Sage Evolution as a core product is feature-rich, but the add-on modules that are available make it a truly revolutionary ERP software solution.

Core Modules

  • General Ledger
  • Unit of Measure
  • Cash Book
  • Goods Received Voucher
  • Accounts Receivable
  • Alert Management
  • Accounts Payable
  • Advanced Security
  • Inventory Control
  • Microsoft® Office Integration
  • Import Cost Allocations
  • Graphs
  • Invoicing
  • System Audit Manager
  • Sales & Purchase Order Entry
  •  Tax Module
  • Project Tracking
  • Report Writer & Stationery Customisation
*The above features and modules are referred to as the core Sage Evolution system.
Add-on Modules
  • Annuity Billing
  • Lot Tracking
  • Bank Statement Manager
  • Manufacturing
  • Bill of Materials
  • Sage Evolution Mobile
  • Branch Accounting
  • Multi-Currency
  • Business Gateway
  • Multi-Warehousing
  • Business Intelligence Centre
  • Municipal Billing
  • Debtors Manager
  • Payroll*
  • Customer Account Consolidations
  • Point of Sale
  • Customer Credit Risk Management
  • Pricing Matrix
  • Delivery Management
  • Procurement **
  • E-Business & E-Billing
  • Advanced Procurement**
  • Fixed Assets*
  • Sage Evolution CRM Standard
  • Retail Point of Sale
  • Sage Evolution CRM Premium*
  • Job Costing
  • Serial Number Tracking
  • Voucher Management
  • Service Manager
* These modules can be purchased as stand-alone applications.

** Requires

Account Consolidations

Sage Evolution Account Consolidations allows for the separate invoicing of branches, with the added functionality of printing one customer statement at head office level.
Integrating with Receivables, this Accounts Consolidation software add-on module to Sage’s Evolution ERP software solution allows for the separate invoicing of branches, but with the added functionality of printing one customer statement at a consolidated head office level. This business management software module 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

Supply chain management can be regarded as one of the most heavily regulated and aggressively audited fields in the public sector. This requires a business software solution that caters for both operational functionality and statutory compliance. The Advanced Procurement module is a feature rich add-on module, seamlessly integrating with the Evolution core. It allows you to create and approve requisitions, request and evaluate quotations and place purchase orders with preferred suppliers. This module allows you to establish credibility in the market place with your respective suppliers and stakeholders. Care has been taken to keep abreast of the ever changing regulatory environment, ensuring compliance with PFMA, MFMA and PPPFA prescripts. Manage your requests for quotations from suppliers and allow the system to help you choose the most appropriate supplier quote based on criteria set up by you. Analyse your supply chain and manage your supplier’s performance on a rotational basis, by sector or specified supplier criteria. Fully integrated with Sage Evolution CRM Premium all movements are logged against incidents. Workflows and escalations can be configured to create efficiencies and automate purchasing processes.

Bank Statement Manager

Generate repetitive or recurring invoices according to any time period specification
Sage Evolution Annuity Billing management software module integrates with both Receivables and Inventory and provides for repetitive or recurring invoices or recurring billing on a daily, weekly, monthly or quarterly basis. The Annuity Billing add-on module to Sage’s Evolution ERP application is designed to take care of your business invoice and billing function.

The invoice management software’s invoice run allows for an option of printing or e-mailing to customers. You can specify contract periods, design recurring invoice templates or simply set up base amounts to be charged to your customers periodically.

Annuity Billing is a flexible ERP module that provides you with the ability to customise the invoice and billing application according to the specific requirements of your business.

Bill of Materials

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. The bank statements are acquired by using a download facility that’s provided by each of the four major banks in South Africa (ABSA, First National Bank, Standard Bank, Nedbank). 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; and 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

Branch Accounting simplifies and streamlines business processes and transactions between all of these entities.

Organisations which have legal entities in multiple locations may encounter difficulties in optimising operational efficiencies and control within their various branches.

Branch Accounting enables bi-directional synchronisation and consolidation of data. Information can now be shared, consolidated and saved on both the centralised system at the head office as well as at branch level. For example, all financial, inventory and pricing data is always up-to-date and consistent across branches. Product prices can be changed at head office level and automatically pushed to all branches.

Branch Accounting includes the ability to transact at local level even if the ADSL lines or virtual private network become unavailable. In addition, any potential loss of data due to fire or theft will be kept to a minimum, as regular consolidation and replication will house data at head office over and above any off-site backup processes. Data for a particular branch can be restored and sent to the relevant branch within hours of the loss.

Branch Accounting assists in:

  • Increasing productivity as a result of simplified transactions.
  • Minimising potential errors with once-off data capturing.
  • Providing full visibility into business activities with the complete audit trail, which details transaction histories for the head office per branch.
  • Creating efficient, cost-effective transactions with affiliate and subsidiary companies.

Main features of Sage Evolution Branch Accounting:

  • Centralised and Decentralised Accounting.
  • Document numbers and transaction types per branch.
  • Ability to merge data to the head office database.
  • Reports consolidated by branch at the head office.
  • Global and local Customers and Suppliers.
  • File Transfer Protocol (FTP) as a communication protocol.

Intelligence Reporting

We have combined South Africa’s leading accounting software with Microsoft® Excel® and have produced a reporting tool that revolutionises the way you make decisions in your business!
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.

Sage Pastel Intelligence Reporting offers a customisable pack which provides drill-down functionality. You can customise the standard set of reports and templates, and create new ones. It gives you flexibility with the combinations of financial data you choose to report on.

Sage Pastel Intelligence Reporting ships with Management Packs (Balance Sheet, Income Statement), Sales Master (Sales Reports), Inventory, Purchasing options, and more.

Sage Pastel Intelligence Reporting Report Designer
The user friendly Sage Pastel Intelligence Reporting Report Designer gives you the power to transform data using an intuitive drag and drop interface to construct reports.

Reasons why you need the Sage Pastel Intelligence Reporting Report Designer

  • It is an extension of the Sage Pastel Intelligence Reporting
  • You can generate financial statements from predefined lists
  • Edit existing and/or create new financial layouts using drag and drop functionality
  • Caters for consolidations, segmented General Ledgers and column reporting using drag and drop functionality
  • Refresh newly added accounts into your existing layouts at the click of a button
  • Supports the use of native Excel
Sage Pastel Intelligence Reporting:

This module is an extension of the existing Sage Pastel Intelligence Reporting module. It provides worldwide secure access to your business reports through a standard web browser. This is an excellent platform to share information with partners, suppliers and customers. All you need is Internet access from your web browser and then authenticate yourself and the reports will be made available to you.

You will have access to critical information about your business from anywhere in the world at any time you choose. Online Web Reporting supports secure access so you receive your reports in a variety of formats across the web for example Microsoft® Excel, PDF or HTML.

Debtors Manager

What problems does Debtors Manager solve for you?

Management seldom have time to focus on debtors. Meeting with staff and going through the age analysis will show the amounts outstanding, but not the reasons why the amounts are outstanding, nor will it show you the expected amounts to be collected.

Collectors will try to track payment progress and the reasons for late or non-payment, and may write down cryptic clues on the age analysis which only they can interpret. If they are recording the information on a spreadsheet, they may save that spreadsheet in a place that is only known to themselves.

There is no central place for management to extract the reasons behind the late payments, and management therefore have to rely on their collectors to share the information when requested.
Tracking debtors trends to establish what the common reasons are for late payment becomes difficult, and cash flow planning is then based on general payment trends rather than actual customer promises to pay.

Knowing the reasons for late or non-payment is important, as is tracking the agreed outcome and ensuring that arranged terms are adhered to. If a debtor is permitted to delay payment repeatedly, it becomes increasingly difficult to collect the amounts due.

Collectors may not have an adequate manual system of their own, and can lose track of when a debtor promised to pay, or what actions they needed to take in order to collect the money, making it difficult for management to generate timeous and accurate cash flow forecasts that can be relied upon.

Debtors Manager can help businesses overcome these problems

Debtors Manager is powerful, and provides businesses with an easy to use toolset  to improve debt collection processes.

Debtors Manager provides instant visibility across all outstanding invoices, making it easy to determine :

  • Why it is outstanding
  • When it will be paid
  • What has been done to date
  • What still needs to be done
  • Which sales person the invoice belongs to

Users of Evolution’s Debtors Manager consistently say that the visibility provided by the Summarised Contact Report has saved them hours and hours of time and frustration.
This report displays the age analysis complete with the last contact note made, date of contact, and the total value of Promises to Pay.

Debtors Manager is designed help the debtors department become a vital communication centre – this is based on the premise that outstanding invoices are not the sole responsibility of the debtors department. Debtors Manager allows you to pinpoint the problem areas within your own company, and assign responsibility to the appropriate people within your organisation.

Debtors Manager will change the behaviour of collectors, debtors and possibly even management

Collectors will be able to confidently provide debtors with accurate reconciliations, contact reports, as well as a list of outstanding invoices immediately, and not have to first compile a specific report for each debtor.

The visibility that management have into collectors’ productivity encourages healthy competition to get outstanding debts settled as quickly as possible.

Your customers will become aware of your professional management and communication systems, your professional  reports will assist both them and you in managing their account with you, and they will never be able to take advantage of bad communication.

Managements’ increased visibility into the efficiency of the department will allow them to alter business processes for more efficient outputs. A competent debtors department will be able to quickly establish common trends for non-payment, and management will have the ability to make informed decisions based on categorised reasons for non-payment of outstanding invoices. This data is easily saved by the debtors department as part of their usual collections processes.

You will be able to see how many calls the collectors have made, and what the outcomes of those calls have been. In addition to this, you will also have insight into the content of those calls.

The collector will record the reasons for late or non-payment, the actions to be taken, and detail the due dates or action dates for follow-up. Daily reports will show collectors what they still need to do in order to collect the funds in cases where debtors have missed their promise to pay dates, as well as  a full and complete history of previous communications with the customer.

When contact is made with a client, the expected outcome is either a promise to pay amount and date, or a reason for the delayed payment. Debtors Manager makes it easy to capture this information, and then renders this data into valuable business intelligence.

Collectors can then run accurate cash flow reports, based on actual promises to pay. A cash flow forecast will become instantly available for any given date range. Management will be able to get an accurate picture of exactly how much money is coming in at any given time, and if a target has been missed, the reasons for that can be easily tracked and identified.

How does Sage Pastel Debtors Manager work?

Working with Debtors Manager is really easy. Collectors will work directly from the Debtors Manager dynamic age analysis and record information in just two places.

Your collection activities are automatically in sync with the underlying accounting records. Promises to Pay are automatically updated when payment has been received.

By clicking on the amount in the aged period, the collector will see all invoices that make up the balance.

Contact Notes allow users to store the details of the conversation with the debtor.

Per invoice, or per aged amount, the collector then records the information such as:

  • The Promise to Pay date.
  • The Reason Code for the customer not paying. Reason codes are customisable.
  • Expected amount and date to be collected.
  • Action  to be taken. Action are customisable
  • Set a Call Back date.

Automated payment reminders can be sent via email or sms. Different aging buckets can have customisable templates attached to the list of overdue invoices that is emailed to the customers.

The email functionality and format of the emails has proven to be an exceptionally effective way of getting paid, especially on those hard to collect amounts that are long overdue. After that, the payment reminder function helps maintain the debtors book closer to agreed credit terms.

Key Benefits Summarised

  • Visibility – Management 
    Instead of looking at the 30, 60 or 90 days amounts on the Age Analysis, you can now see the reasons behind why the money is outstanding.
  • Debtors
    Reconciliations are instantly available and easily emailed to debtors, providing more security for you and for your debtor.
  • Reduce the risk of write-offs
    As you are able to track trends for non-payment such as service level issues; missing POD’s etc, action can be taken to correct the situation in order to collect the moneys due.
    All outstanding invoices can be properly tracked, so the risk of overlooking a debtor for extended period is vastly reduced. The email function is especially effective when it comes to sending payment reminders out for small amounts that are overdue in the 90 plus aging buckets. These amounts often add up to significant amounts that end up being written off.
  • Introduces a collection methodology
    Business processes can be introduced and monitored, to see if they are being followed.
    Because of the visibility, management can gauge what is or is not working and improve processes.
  • Cash flow Forecasts
    Management can set targets for collections, and monitor the collections against those target. There is an age analysis movement report that makes this easy to do.
  • The cash flow Forecasts show exactly how much money is coming in over the forthcoming weeks or months.
  • Increased Productivity
    The productivity of your collections department can be increased, which saves overhead costs:
  • Instead of having a collector calling for each individual invoice, the automatic email featureand sms function can send payment reminders of all outstanding invoices to the debtors.
  • As the entire process of collection is recorded, there is very little chance of unnecessary repetitive work.
  • Collectors don’t need to manually do reconciliations for the debtors, as will be readily available in an easy to understand format.
  • Performance Incentives can be implemented as you will be enabled to monitor and measure productivity.

Credit Risk Management

Will generate standard legal documentation based on the type of business you are operating.

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.

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.

Delivery Management

Businesses that manage large items or quantities of inventory items from invoicing to on premise deliveries can now easily manage their processes from dispatch to the customer. The Delivery module seamlessly integrates into Sage Evolution’s Retail Point of Sale, Invoicing and Sales Order modules allowing for items to be flagged for collection or delivery at time of sale. All items flagged as delivery are updated electronically into the Delivery module where the warehouse manager can then control the dispatching of inventory.

Main features in Sage Evolution Delivery Management

  • The management of Inventory deliveries.
  • Confirm partial deliveries and cancel deliveries.
  • Search by invoice number, delivery method, item code or description.
  • Generate delivery notes and re-print delivery notes.
  • Generate reports on outstanding, partial and completed deliveries.
  • Automatic delivery note sequence.
  • Delivery note enquiries.

Fixed Assets

However, managing your company’s fixed assets can be tedious and time-consuming. Fixed assets are physical items such as desks, computers, cars, machinery, etc which you acquire to run your business. As you use assets, they depreciate or become obsolete. You can legally expense depreciation in your accounts for tax purposes.

Managing your fixed assets includes the following tasks:
  • Tracking each asset’s value, both from a tax and an accounting point of view
  • Depreciating assets correctly using an appropriate depreciation rate and method
  • Updating the replacement values of your fixed assets for insurance purposes
  • Accurately recording any sale, disposal or loss of assets
  • Maintaining an accurate fixed assets register which records information such as: date of purchase; date of disposal; purchase price; accumulated depreciation; net book value etc.

The Sage Evolution Fixed Assets module automates all these processes for you. Once you provide the initial information, the system takes over and manages your assets for you. One of the realities of fixed assets processing is that companies frequently change depreciation rules as legislation allows and as company policy changes. Some changes are retroactive to when you purchased the asset. Sage Evolution Fixed Assets calculates its values dynamically from the start of each asset’s life, which makes retroactive changes simple. Imagine the time required to accurately programme all this yourself into a spreadsheet!

*Sage Evolution Fixed Assets can be used in conjunction with the Sage Pastel Partner or Sage Evolution or can be purchased as a stand-alone product.

Information Alerts

Allows you to receive notifications based on a set of predefined criteria.

To cater for the move by many businesses to increase staff productivity and become more efficient, the Information Alerts module is designed to streamline key processes within the business. Information Alerts allows you to receive notifications based on a set of predefined criteria and take on a more proactive stance in dealing with exceptions in the business. Information Alerts can be configured to send out notifications to relevant users via e-mail or CRM (Contact Management) incidents.

These notifications can be setup to notify you on time based intervals, daily, weekly or monthly. It comes with a set of predefined methods, which the business can utilise to define which criteria they would like to be aware of for example a client reaching their credit limit.

An action can be for example a notification being generated and sent to the financial manager, who can then take action. The module currently supports Accounts Receivable and Payable, Inventory and Job Costing modules.

Inventory Advisor

With the right inventory in the right place at the right time, growing your business has never been easier with Sage Inventory Advisor – an affordable cloud solution that helps companies to:

  • Minimise stock-outs
  • Release cash tied up in excess inventory
  • Significantly reduce the time spent on planning, forecasting and ordering.

Sage Inventory Advisor can be implemented in just a few hours and is accessible anytime, anywhere. It requires no local hardware installation and provides worry-free updates and maintenance.

Dashboard – Track performance and identify problem items through interactive dashboards with drill-down features

Business Benefits

  • Minimise stock-outs; improve stock availability by 2%-15% and increase sales
  • Reduce excess inventory; reduce inventory by 10%-25% and improve cash flow
  • Simplify ordering; significantly reduce the time spent on planning, forecasting and ordering
  • Inventory visibility; a whole new view of your business – anytime, anywhere
  • Early warning; items needing attention today to prevent stock-outs or excess

Forecast summary – Utilises best-of-breed forecast technology to generate item forecasts while facilitating manual overrides

Matrix – A unique classification matrix highlighting your most important items


Sage Inventory Advisor has no licence fees, no yearly maintenance fees, no cost to upgrade and no additional hardware or software to purchase — just a once off cost to implement and a monthly subscription fee with no minimum term, allowing easy adoption with minimal risk.

Job Costing

You can allocate jobs to projects on a job card basis or a job line basis.
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. Track labour costs from payroll time sheets in Sage Evolution Pastel Payroll & HR and calculate transactions on a rate, lump sum, or percentage basis.

Lot Tracking

Track several units of a stock item using the same lot or batch number.


This module is an extension of Sage Evolution Bill of Materials.

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.

Sage Evolution Mobile App

Your sales force will not only gain instant access to customer information but will also be able to view inventory levels.
The need for mobility, and the ability to access and send information on-the-fly, has significantly increased over the last decade. Workers travel more, work from home more, and spend more time out of the office with suppliers and customers. These workers often need access to company information when at home, with clients or suppliers. With Sage Evolution Mobile, Sage Evolution users can access information directly from their handheld devices – another way we’re helping you take your business beyond accounting.

Through Sage Evolution Mobile your sales force will not only gain instant access to customer information but will also be able to view inventory levels and even place an order while visiting the customer, ensuring you continue to meet the level of service your customers have come to expect.

Once an order has been placed via the handheld device, Sage Evolution Mobile will automatically notify data capturers back at the office of the changes. The order will then be tracked by means of the Order Entry module.

All you need to take advantage of this solution is Sage Evolution (Version 4 and up), any cell phone or PDA that supports web browsing, a means of connectivity (3G, GPRS, HSDPA) and Microsoft Internet Information Systems (IIS 5+).


Process customer and supplier transactions in their currency.


This add-on module allows you to keep inventory items in 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.
  • Track costs per warehouse.
Inter-branch Transfers (IBT)

This feature has been designed so that you are able to transfer items from the dispatching warehouse directly into a “goods in transit” (GIT) warehouse. The inventory will remain in this warehouse until the receiving warehouse does a receipt from the GIT warehouse.

Two additional warehouses are created by the program: a damaged goods warehouse and a variance warehouse. This allows you to allocate and account for the receipt of inventory items by allocating them into the receiving warehouse. Any items not accounted for, will either be allocated to the damaged goods or variance warehouse where reconciliation can later be processed. Documentation is printed through the different stages to accompany the delivery of goods, and reports can be printed to indicate the location of stock at any given time within the system.

Municipal Billing

It interfaces and updates all billing data directly into Sage Evolution financials.

The Sage Evolution Municipal Billing Solution is an affordable solution that delivers essential operational information and can create National Treasury reports. It interfaces and updates all billing data directly into Sage Evolution financials, and updates both the consumer and General Ledger accounts. Expense control with the Procurement module and Asset management allow for Municipalities to run efficiently. The system enables municipalities to improve the accuracy and timeliness of billing and, therefore, substantially improve revenue collection and consumer relationships.

The Municipal Billing Solution includes:

  • Property Information Management
  • Billing Frequency
  • Customer Categories
  • Flexible Tariff Structure for Fixed and Consumption Services
  • Rates Billing
  • Refuse Billing
  • Consumption Billing
  • Indigent Support Subsidy Billing
  • Database Management Tool
  • Aligned to latest Property Legislation
  • Comprehensive exception reporting
  • Statistical Management Information
  • Robust Security

Sage Pastel Evolution Payroll

Sage Pastel Evolution Payroll & HR is a comprehensive, feature rich payroll package that integrates seamlessly with the core Sage Evolution Accounting system. In addition to containing all the standard payroll software requirements and functionality, Sage Pastel Evolution Payroll & HR includes a range of powerful and flexible features. These features significantly enhance the management and level of information derived from the application, whilst delivering increased usability of the software.

Point of Sale

Supports Peripheral Devices.

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.

Pricing Matrix

This module adds great flexibility to Sage 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.


Workflows and Escalations rules can be configured…

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.

Sage Evolution CRM

Traditionally termed ‘CRM’ or “Contact Management”, Sage Evolution Resolve is core to the Sage Evolution system’s functionality.

Sage Evolution Resolve 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 Resolve. Sage Evolution Resolve 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 Resolve:
Sage Evolution Resolve Basic contains basic incident tracking. This module must be purchased in conjunction with the core Sage Evolution accounting system.
Sage Evolution Resolve 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.)

Retail Point of Sale

Sage Evolution Retail Point of Sale (POS) brings together a fully integrated front office POS and back office software that meets the needs of SMME retailers for an end-to-end retail management solution.

It has been designed for businesses with high retail volumes and multiple branch locations that require the flexibility of offline capabilities and branch retail independence.

Easy to use, fast and robust, it is fully and seamlessly integrated with Sage Evolution Accounting and has a centralised maintenance area which is controlled from head office.

Sage Evolution Retail is an easy to use, robust, keyboard driven application. The solution offers the ability to generate sales orders, invoices and credit notes all from a single simple interface depending on user rights or security profiles.

Definable schedules for synchronisation eliminate any need for your branches to remember to send and receive data. The information flowing between head office and branches includes new product, price changes with start dates as well as sales and associated transactions to update Evolution Accounting.

Control and maintain purchases from branch level and inter-branch transfers (IBT). This ensures that goods sent between your warehouses are monitored and tracked, reducing shrinkage.

Main features in Evolution Retail Point of Sale

  • Quotes, Orders, Invoices and Credit Note processing.
  • Receipting of debtor payments – Evolution debtors or external debtors systems.
  • Multiple payment methods (split tendering).
  • Maintaining and controlling of lay-aways and payments
  • Unit pricing linked to volume sales.
  • Line discount supporting both amount and percentage.
  • Supervisor authorisation for unit price changes, discounts and Credit Notes.
  • Printing of documents to multiple printers (Picking slips).
  • Support for Windows printers and OPOS compliant POS printers, cash drawers and line-displays.
  • Remote disconnected sites with scheduled bi-directional synchronisation with central POS database.
  • Re-printing of all transactions.
  • Barcode scanning.
  • Automated integration process.

Serial Number Tracking

Track items from date of purchase to date of sale.

Voucher Management

The process of creating a payment or receipt voucher is an essential function for many businesses and the Voucher Management module helps streamline and automate these processes.

Service Manager

Schedule and manage the servicing of assets within your business.

Areas Single User Workstation Server
(Less than 10 users)
(11 – 20 users)*
Minimum Single-core 1 Ghz Single-core 1 Ghz Dual-core 2 Ghz Dual-core 2 Ghz
Recommended Dual-core or more
2 Ghz or faster
Dual-core or more
2 Ghz or faster
Quad core or more
2 Ghz or faster
Quad core or more
2 Ghz or faster
Please Note: 32-bit (x86) and 64-bit (x64) processors are supported.
Minimum Microsoft Windows 7 Professional Edition Service Pack 1 or later Microsoft Windows 7 Professional Edition Service Pack 1 or later Microsoft Windows 7 Professional Edition Service Pack 1 or later Microsoft Windows 7
Professional Edition Service Pack 1 or later
Recommended Microsoft Windows 7 Professional Edition Service Pack 1 or later Microsoft Windows 7 Professional Edition Service Pack 1 or later Windows Server 2008 R2
Standard Edition Service Pack 2 or later
Windows Server 2008 R2
Standard Edition Service Pack 2 or later
Please Note: Windows XP Home, Windows 7 Starter and Windows 7 Home Premium editions are not supported by Sage Evolution.
Minimum 2GB 2GB  or more 4GB or more 4GB or more
Recommended 4GB or more 4GB  or more 6GB or more 8GB or more
Minimum 1024 x 768 1024 x 768 1024 x 768 1024 x 768
Recommended Microsoft (TM) SQL Server 2008 R2 – Service Pack 1 or later.
Supported Microsoft SQL Server 2012
Minimum Microsoft Excel 2007 or later (for the Business Intelligent Centre module).
Minimum .Net 4.00 framework (included in installation disc)(for the Bank Manager and Cash Manager modules).
FTP (File Transfer Protocol) Server:
Recommended Microsoft FTP running IIS 6.0 or later (for Branch Accounting environments).
Recommended If you have 11 users or more on your network, we strongly recommend you speak to your Sage Evolution Business Partner regarding the system requirements recommended for your specific environment.
  • DVD-Rom.
  • 256 Colour VGA or SVGA Video Graphics.
  • The on-line help requires Internet Explorer version 6 or higher, or a compatible browser.
  • Up-to-date network drivers, service packs and updates for your network and operating systems.
  • Windows 7 personal computers/notebooks need to ensure that the recommended RAM memory requirements and Video Graphics adapter are met.
  • The above serves as a guideline. Hardware requirements may differ depending on the operating system and the version of SQL Server.
  • For Microsoft SQL Server 2012, please note that there are additional software requirements to adhere to. Please refer to the SQL Server documentation for more information.