Sage 200 offers total control for
managing your customers and suppliers, no matter what currency they
trade in. These ledgers are designed to allow you to enter data
quickly, by specifying defaults that suit your processes. You can
attach all relevant documents to a customer or supplier records, as
well as details of individual trading terms. And if you have large
volumes of transactions, invoice processing can be batch controlled.
• Quickly locate and interrogate
transaction data - All details are within easy reach whether they
are related to the financial or commercial ledgers. For example
drill down to view the details of an invoice, order or to analyse a
transaction under query as well as any transactional notes that may
have been recorded.
• Designed for rapid data entry - Both
ledgers can be configured with numerous defaults to speed up the
data entry process and ensure compliance with agreed terms of
business. For example, VAT can be applied automatically at the
standard rate but can be changed; and in the Purchase Ledger a ‘For
Authorisation’ flag can be set automatically on invoice transactions
over a certain value. When entering transactions such as invoices,
colour-coded warnings assist in
preventing errors while not interrupting your workflow. In addition
can be batched up and applied to the ledgers at ‘off-peak’ times to
optimise system speed.
• Process Foreign Currency transactions
- You can trade in up to 100 foreign currencies, setting up each
supplier or customer account with an operating currency. Balance and
turnover will be maintained in base and foreign currency within the
ledgers. Payments and Receipts can be made though the Cash Book or
Sales/Purchase Ledgers and exchange rate fluctuations are dealt with
by calculating ‘gains’ and ‘losses’ and posting them to specific
Automate Payments - The Purchase Ledger
allows you to quickly identify all invoices overdue for payment and
those that, if paid, will qualify for settlement discount.
• Automatic error correction - Should
you post a transaction incorrectly; Sage 200 can automate the
necessary accounting processes to reverse it, updating the audit
trail in the process.
Comprehensive supplier records -
store all details of your suppliers for easy retrieval and drill
down to related Purchase Orders.
Choice of delivery addresses -
orders raised with your suppliers can be shipped to a choice of
delivery addresses, including direct to your own customers.
Flexible terms of business - you
can specify the terms of your agreement with your
suppliers, including early settlement discounts.
Automated payments - Sage 200 will
suggest which payments to make in order to benefit from early
settlement discounts Purchase Order authorisation allows you to
set limits for supervisor approval.
3-way order matching - you can
check that each delivery matches your purchase order and
supplier invoice, including multiple orders and delivery note
Full Back-to-Back ordering allows
you to run a lean supply chain. You can drill down from Purchase
Orders to related Sales Orders and vice versa. Flexibility is
built into the model: by default, a particular high-value stock
item might be supplied back to back from your supplier to your
customer, but this can be over-ruled at sales order entry, for
example, if you happen to have one of that stock item on hand
following a customer return.
Suggested Orders - Sage 200 can
automatically compile lists of what you should order, based on
shortfall (by warehouse, if necessary) and what’s required for
back-to-back orders. The system will then generate reports to
assist in negotiation if required and create consolidated
Purchase Orders for you. The whole process can save you a
significant amount of time.
Order Consolidation - save
paperwork by consolidating multiple Purchase Orders into a