Extended Sales Order Price Information
Allows you to view a range of valuable information, including the last 5 prices paid for a product, stock, and discount information, meaning your sales team can ensure that they confirm orders with customers and charge the appropriate price, avoiding unnecessary discounts that impact on margins.
Shows the current order weight on the main order form and is refreshed as lines are added or amended.
Retrospective Stock Report
Extracts a summary of stock movements for specified products over a specific date range, and displays them on screen for review and allows them to be exported to a csv file for opening in Excel. The routine lists the stock, filtered by date, and shows the Opening Balance, SOP In, SOP Out, POP In, POP Out, BOM In, BOM Out, Other In, Other Out, and closing Balance and Value.
Allow Discount Amendment
Allows discounts to be altered on Sales Orders even when the user doesn’t have Sage 200 permission, but only for certain product types. Additionally, the add-on checks that the item is not being sold below your cost price.
Preferred Supplier Warning (FREE)
Checks that when a Purchase Order lines are entered that the user has entered it against the correct (preferred) supplier.
Force Cost Entry for Carriage (FREE)
Make user enter a cost on Miscellaneous type line (i.e. Carriage) when entering Sales Order lines.
Demand Planning Module
Accurately forecast the demand for Sage 200 stock, taking into account critical information such as stock levels, requested dates, stock history, on order goods, and activity from the previous year. It will allow you to not only ensure you have stock when you need it, but also avoid over stocking and tying up valuable cash in stock holdings, and space in your warehouse.
Enhanced Customer Price Enquiry
Launch View Buying Prices and View Stock Item History directly from Customer Price Enquiry to show information related to the selected product.
Standard Cost Update
Quickly update standard cost prices within Sage 200 via a simple Excel spreadsheet, with the product in one column and the new standard cost price in the other, saving hours of manual updating in Sage 200, and allowing you to use the power of Excel to apply increases, visually check prices, and make rapid amendments.
Quotation Supplier Prices
When entering a line in a sales quotation, add the best cost price that has been quoted along with the supplier. As the quotation is converted the linked supplier is automatically set as the preferred supplier for the product, and the list cost price is added/updated so that when the purchase order is raised the correct cost price is automatically selected.
Rapid Price Maintenance
Rapidly update supplier list cost prices and linked customer price band prices. Supplier cost prices can be updated with an individual new price or a percentage change, whilst the price band prices can be optionally increased by the same percentage at the same time. Alternatively, all price band prices can be increased by a percentage without updating costs. This is a massive time saver and allows pricing to be updated quickly and efficiently to ensure they are in place as quickly as possible and help minimise any losses caused by cost prices increased without related sales price increases being in place.
Historical Transaction Selection
When entering/amending a sales order, to view everything that’s been sold to the selected customer for up to the last 5 years, double clicking on an item then to allows it to be added to the order. It provides individual user settings to consolidate the history view so only the latest transaction for each product is shown, and limit the range to as little as 1 month, and shows standard products and free text lines. This feature is also available for Purchase Orders. Both Add-ons assist users in saving time locating previous ordered products and reduces data entry work by allowing them to be added to orders.
Stock Transaction Report
This report is grouped by Transaction type only, and totalled by Transaction type, and should assist in the reconciliation of stock movements, saving time for your team.
Customer Stock Alias
This Add-on allows alias product codes to be stored and used in preference to the standard product codes on customer documents and Sales Order reports, making it easier to work with clients, giving them a more personalised experience, reducing queries, and saving time for your team.
Customer Favourites module allows you to create a list of favourite stock items, along with historical items for a customer, delivering rapid order entry to save time for your team, and for your customers, and deliver extra customer service.
The Associations Add-on allows a group of products to be associated with a single product so that when a product is added to a quotation, the associated products are automatically added to the quotation so they can be offered as optional accessories. Images can stored against stock items and included in quotations when output via the Spindle document solution.
‘Comments Added’ Warning (FREE)
Warns the user if they have added a line comment to a sales or purchase order but have not unchecked the ‘Show comment on documents’ check box.
This Add-on recalculates estimates to include the value of extra items and auto-populates the invoice description.
Allows free of charge sales orders to be generated for replacement of items returned under warranty which are then held until the warranty claim is approved.
Record the details of multiple delivery drops for individual order lines, part deliveries automatically create a new a drop for the balance. The Add-on allows more granular management of deliveries, and providing extra customer service, whilst avoiding your team having to do extra work on the order to handle the requirement.
Despatch Confirmation Scanning
Allows products to be confirmed by scanning barcodes during Despatch Confirmation, saving time and avoiding mistakes through manual data entry. Items are scanned into box numbers which are listed on the packing list produced when confirming dispatch.
Supplier Code Lookup
Search stock items using the supplier part number whilst entering a Sales Order and also when enquiring on stock.
Hide Purchase Unit Prices (FREE)
Prevents users in specified roles from viewing prices when entering, amending or viewing Purchase Orders.
Gives an easier to use alternative to the existing Sage 200 functionality. After generating recommended requirements and providing useful information to support the final decisions on ordering, a purchase order can be quickly generated to cover any stock shortfalls for a given supplier.
APC Delivery Labels
This Add-on delivers integration with APC software by Courier Logistics making printing delivery labels easier, and it automatically records the APC tracking reference. The tracking reference is stored against the sales order, with multiple deliveries for the same order append to that field. This field is shown when viewing a sales order, it can also be updated when amending a sales order.
Convert Quotation (FREE)
Allows a new quotation to be converted to a Sales Order when saving.
Order items can be marked for different pallets then pallet note labels are generated with details of the contents and product barcodes.
Stock-take Nominal Variance Override
Redistributes the Nominal variance posted by the stock-take to the individual stock issue Nominal codes held against each stock item.
Print Separate Picking Lists (FREE)
Prints a separate picking lists for each selected Sales Order rather than one large picking list.
Debt Exposure Report
The Exposure Report shows the highest exposure to debt for each customer during any given time period. The report can be previewed on the screen, printed, or exported to a csv file for use in applications like Excel. It will assist your credit control, accounts, and management team in making decisions on credit limits and payment terms for your customers.
Direct Debit Collection Software
Record Direct Debit details on the customer record and process Direct Debit collections using Sage 200 data to save users significant time, and avoid entry mistakes that can lead to incorrect payments and risk Direct Debits being cancelled.
Rapid Project Issues
Easily add details of multiple products to be issued from the same warehouse and against the same project/project item. Once the list is complete, posting the issues automatically replenishes stock in the warehouse from another specified warehouse wherever possible.
Holidays, Absence, Expenses, and Fuel Management
Allows users to create holiday requests, claim overtime and expenses, and manage fuel claims for both company and personal car use, with a range of features to validate data and manage requests/claims. Managers can approve requests which are then made available to finance to process, and can also raise requests, including illness records, on-behalf of their staff. Browser access makes it easy to access anywhere, including on mobile devices. Take the time, paperwork, and complexity out of processing and monitoring requests across your team.
Head Office Central Account
Redirect multiple branch account transactions into one central “head office” account for single payment processing, central statements, and single account enquiry. And, importantly, it doesn’t leave the branch accounts littered with transactions! It gives you complete visibility of your exposure to an account, significantly reduces the management of accounts with multiple branches, reduces the administration, and assists the customers by giving them a single account to manage and pay.
Extra Info and Images for Stock (FREE)
Provides an extra tab on Stock Record for storing a range of flexible information, including a link to an image file.
Rapid Stock Item Removal
Rapidly remove redundant stock items or mark them as inactive where they cannot currently be deleted.
Best Customer Report (FREE)
Based on Sales Ledger Turnover Report but sorted by Turnover YTD rather than Customer account.
Auto Allocation of orders and bulk picking lists
Lists out Sales Order Processing orders that can be despatched and checks sufficient stock is available to meet these orders. It removes the requirement to allocate outstanding stock to orders, and automates the bulk production of picking lists, saving significant time, reducing the timescales to pick and despatch orders, and delivering additional customer service by ensuring as many orders as possible can be delivered.
Snapshot Critical Moving Data
Grab the current position of data that’s constantly moving, for example at the end of each month, to create vital Key Performance Indicators (KPIs) for reporting in solutions like Panintelligence, or for other processes and reporting. Other data like On Order Balance, Debtors, Stock Valuations, Number of Open Service Cases, Value of Open Sales Opportunities, Bank Balance, etc etc, can also be captured, giving you ideal indicators to the business trends and performance. As well as the flexibility to capture a range of data, you can also generate single figure data or a history of values for projections/analysis.
Find Due Stock for Alternative products in Sales Order Processing
This Add-on allows the Sales Order user to search for alternative stock items that are set-up on the system while processing, and list them. From this list you can then identify what purchase orders are active for those items, and find both the requested and due dates. You can also see stock levels and replace the current product with a newly selected one.
Update Stock Item Warehouses (FREE)
Updates all stock items, making every warehouse available by adding a default bin location where the warehouse hasn’t already been added.