Extended Sales Order Price Information
When entering, amending or viewing a sales order line, this new window shows the last 5 unit prices charged for the selected product as well as the standard list price, level of physical stock available, percentage discount off the list price and the current cost price. For foreign accounts, simply click on the currency to toggle all the values between currency and Sterling.
View Price History
A new button on the order line entry screen opens a pop-up window called “Price History”. The standard stock price is shown along with the last 5 prices the current client paid for the current stock item.
Shows the current order weight on the main order form and is refreshed as lines are added or amended.
Retrospective Stock Report
Allows retrospective stock valuation and analysis of transactions in a given time period.
Allow Discount Amendment
Allows discounts to be altered on Sales Orders even when the user doesn’t have permission, but only for certain product types. Additionally, this checks that the item is not being sold below cost.
Preferred Supplier Warning
Checks that when a Purchase Order lines are entered that the user has entered it against the correct (preferred) supplier.
Stock Levels By Period
Enables reporting on monthly stock level information – this routine scans through all the sales and stock movement figures and saves the monthly totals for the last 24 periods. The Sage Report Designer or Paninitelligence can then use this additional stock information for reporting/analysis.
Force Cost Entry for Carriage
Make user enter a cost on Miscellaneous type line (i.e. Carriage) when entering Sales Order lines.
Web Info & Images on Stock Records
Adds an extra tab on Stock Record (for web use) to allow storage of images and other web related details.
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.
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.
Historical Transaction Selection
When entering/amending a sales order, view everything that’s been sold to the selected customer for up to the last 5 years, double click on a line to add it to the order. 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. Shows standard products and free text lines, also available for Purchase Orders.
Stock transaction report
This is grouped by Transaction type only and totalled by Transaction type. This should assist in the reconciliation of stock movements.
Customer Stock Alias
Allows alias product codes to be stored and used in preference to the standard product codes on customer documents and Sales Order reports.
The Customer Favourites module allows a list of favourite stock items to be set up when amending a customer account, which can then be accessed when entering a sales order. While entering an order, historical items and non stock items can also be selected.
The associations system allows a group of sub products to be associated with a top product so that when a top product is added to a quotation, the specified sub products are automatically added. The sub products do not make up the top product, they are optional accessories.
Comments Added Warning
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.
Recalculate estimates to include the value of extra items and auto-populate the invoice description.
Manage warranty sales orders: prevents invoicing where not approved, and automatically sets individual line values to zero where warranty is accepted.
Record details of multiple delivery drops for individual order lines.
Despatch Confirmation Scanning
Allows products to be confirmed by scanning barcodes during Despatch Confirmation.
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
Prevents users in specified roles from viewing prices when entering, amending or viewing Purchase Orders.
An easier to use alternative to the existing Sage 200 functionality. A purchase order can be quickly generated to cover any stock shortfalls for a given supplier.
APC Delivery Labels
Integration with APC software by Courier Logistics makes printing delivery labels easier and automatically records the APC tracking reference.
Allows a new quotation to be converted to a Sales Order when saving.
Generates pallet note labels with details of the contents including product barcodes.
Stocktake Nominal Variance Override
Redistributes the Nominal variance posted by the stocktake to the individual stock issue Nominal codes held against each stock item
Print Separate Picking Lists
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.
Direct Debit Collection Software
Record Direct Debit details on the customer record with options to produce and allocate receipts, and roll-up of cost centre information based on transaction type; use a Sage query code to roll up transactions into an uploadable CSV for posting to the bank with facilities for manual entries; import transaction from an external invoicing system and produce CSV files to post to the bank.
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
Add a tab to Sage CRM to allow your users to create holiday requests, claim overtime, expenses, and manage fuel claims, with a range of features to validate data and manage requests/claims. Managers can raise requests, including illness records, on-behalf of their staff, and non-CRM users can be given web browser access.
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.
Global data verification and geocoding solution which provides an easy way to verify and enrich Sage 200, Sage CRM, and Realitex200 data, giving improved data quality and enhancing customer experience.
Rapid Stock Item Removal
Allows repaid removal of stock and can also set stock to inactive.
Best Customer Report
Based on Sales Ledger Turnover Report but sorted by Turnover YTD rather than Customer account.