Sage 200 Evolution New Features

Sage 200 Evolution New Features

With the re-brand of Sage Evolution to Sage 200 Evolution came a bunch of new and useful features that include:

 

Scheduled back-ups

Within System Tools, an option is available to either Backup or Restore the current database.You will also use Job Manager to schedule backups.New permissions added to limit agent access per lab.

 

Data entry enhancements

Enter new records in the grid directly or use copy and paste functions to copy data from Excel and paste into the grid.

 

Inventory Enhancement

Improved processing speed
Multiple Barcodes specified per inventory item and per Unit of Measure.

 

Price update schedule

Price Update Batches can be scheduled using Job Manager, from an import file in the batch and for an item even though the price list records do not exist and records for pricing are only added when the prices are added to the item, not at the item creation stage.

 

User interface refresh and navigation enhancements

  • Some screens have been logically regrouped.
  • Quick links to reports are available in the working area.
  • Use the Recently Used section to easily access recently used areas.
  • All maintenance and enquiry grids will allow the user to multi select the records
    a new type of grid is used to better handle large sets of data.
  • In form navigation is available on maintenance forms to navigate.
  • The option is also available to create new records from the maintenance form.
  • New permissions added to limit agent access per lab.

 

Interest Charging Enhancements

  • New option added to increment the reference number when posting the interest transaction.
  • The transactions for interest are now flagged in the customer transaction file to indicate an interest charge.
  • You will be informed if an interest transaction is posted more than once for the same customer in the same period.

 

Multiple bin locations p/warehouse

  • Allow the use of Multiple Bin Locations per Warehouse.
  • Enable on Warehouse Defaults.
  • Per warehouse, set a default selling and purchasing bin.
  • Per item, per warehouse, set a default selling and purchasing bin.
  • Link a bin to a warehouse, to an inventory item.
  • Set Min and Max Levels per bin.
  • Default Sales Bin and Default Purchase Bin per item, per warehouse.
  • Transfer bin quantities from a bin location to another bin location.

 

Inventory Item Attributes

  • Define attributes for inventory items for more accurate reporting and maintenance of inventory items.
  • Create an attribute group with attribute types defined, thereafter link the attribute values to types.
  • An example to illustrate the capability of attributes:
    Selling clothing and mobile phones.
  • Create attribute types for:
    Colour, Make, Model, Size & Style

 

Item Categories

  • Item Categories have been introduced. These are linked to inventory items and inventory reports can be filtered according to Item Category.
  • For upgrades from previous versions of the product, bin locations are now referred to as Item Categories.
  • Bin location values captured in previous versions of the application are changed to Item Category values.