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 transactions
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
• Credit Control - The Sales Ledger
provides the best tools to manage your debtors, including
retrospective aged debtor reports, customer statements and
customisable debt chasing letters - with the flexibility to analyse
absolute or overdue debt against customisable ageing periods.
Furthermore the credit control options stored against a customer
record can automatically calculate average time to pay, key credit
control dates and has the ability to
on-line credit check.
• 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.
• Customer analysis - Customers can be
segmented (prospect, trade customers etc.) so that sales information
and buying trends can be easily viewed and analysed. In addition you
can analysis sales figures by specific trading
periods, for example daily and weekly.
Comprehensive customer records
store all the details on your customers for easy retrieval, with
instant links to their sales orders.
Sage 200 Price Book allows you to
trade with your customers in a fully flexible way. Unlimited and
currency aware price bands for each product can be used along
with unlimited discount schemes; pricing ‘communities’ can then
be created to link in to them.
Credit Management - a range of
credit tools are supplied including debtors' letters, statement
production, provisions for doubtful and bad debts and the
ability to place customer accounts on hold. Detailed credit
information can be held against each customer/supplier record.
Prioritisation of orders - you can
decide which orders are to be fulfilled first, either manually,
on a ‘first come, first served’ basis, by prioritising your
customers, or by scheduling against deliveries.
Repeat and duplicate orders - cut
down on processing time by raising quotations and pro formas
and converting them to orders or invoices.
Multiple delivery addresses can be
quickly chosen, allowing you to meet your customers’ needs.
Rapid sales order entry - simply
choose a customer, choose a product, enter a quantity and hit
‘Save’. For simple or batch order entry you will soon appreciate
the speed and efficiency that Sage 200 gives you.
Full sales order entry option
- switch to full order entry for complete flexibility over each
sales order – change delivery address, discounts, record cash
with order. Add further stock items, non-stock items, additional
charges, and comments to the order. You can modify any attribute
of an existing line item such as the quantity, price, delivery
date, and allocation.
Trade Counter sales order entry
completes the sales order cycle in one swift routine, allowing
you to offer a quick service to your customers.
Mix order entry types within your
business to suit your needs.
Profit Analysis - you can
authorise individuals to view the margin of a sales order line –
assisting in price negotiation.
Discount Analysis - instantly see
how a price has been calculated, even if your business has a
complex pricing and discount model.
Better customer service - Sage 200
is packed with many more features to help you offer the best
service to your customers and therefore keep your competitive
edge. For example, custom search categories allow you to quickly
locate products to meet your customers’ requirements. You can
quickly locate and call up any sales order, drilling down to see
the exact status in terms of invoices, allocations and
dispatches made. Unlimited alternative stock items allow you to
suggest alternatives if the chosen item is out of stock.