Pastel Evolution Core

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Sage Evolution

Sage Evolution ERP Core System and modules


Sage Evolution has two versions namely Standard and Premium. You can download the brochures here. Sage Evolution is an Enterprise Resource Planning (ERP) solution that brings all aspects of finance, manufacturing, logistic, servicing and operations together, giving you the ability to control your business as well as your relationships with your customers, suppliers and employees.

Sage Evolution is developed with a central Framework which means that all components and modules of the software range are fully compatible and integrated. The Sage Evolution add-on modules share a common interface which consequently provides a consistent user experience. The Microsoft's SQL server database engine ensures that the data integrity is in check consequently maintaining all your data in one central place. Sage Evolution's core features are rich, but the add-on modules that are available makes it a truly outstanding ERP software solution. Because of its flexibility, Sage Evolution can be configured or developed on to, to cater for almost any business requirement. 


The core functionality features of the Sage Evolution Application includes (click on each to go to the appropriate section): 


General Ledger Report Writer & Stationery Customisation
Cash Book Unit of Measure
Accounts Receivable Goods Received Voucher
Accounts Receivable Alert Management
Inventory Control Advanced Security
Import Cost Allocations Microsoft Office Integration
Invoicing Graphs
Sales & Purchase Order Entry System Audit Manager

Pastel Evolution Core - General Ledger

The General Ledger is the heart of the financial function of your company. All processing you do eventually reflects in the General Ledger. The system has no tedious month or year-ends. The system is date driven, allowing you to post transactions to any period at any time. You can block periods that are complete, thereby preventing operators from accessing them in error. The system stores five years of financial information. Every GL can also have budgets and variance reports on a monthly, YTD or comparative basis. 

-- Segmented General Ledger

If you have a complex and multidimensional General Ledger, you can create General Ledger accounts using multiple segments up to ten levels. Each segment becomes a reporting dimension in its own right. If for example, you segment the account structure into sub-levels such as accounts, branch, department and project, you can extend your financial reporting to include combinations of these levels. You can also report on an isolated section of the General Ledger. 

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Pastel Evolution Core - Cash Book

The Cash Book is where you manage all your bank accounts including Petty Cash. It is a standard accounting package feature that requires constant reconciliation. The number of Pastel Evolution's Cash Books are unlimited and very easy to manage. A relatively new module that saves about 90% of mundane capturing work is called Bank Manager. Bank Manager is not part of the core, but it is highly recommended for fast effective cash book and bank statement management.

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Pastel Evolution Core - Accounts Receivable and Payables

Sage Evolution gives you instant access to customer and supplier balances, overdue totals and sales/purchases history. Drill down features and reports are available when you need a more detailed analysis of customer/supplier transactions. You can create multiple delivery addresses for each customer and supplier. Set processing defaults for delivery requirements/addresses, selling prices and discounts which you can override for each transaction. You can create sales codes and assign a commission structure to these sales codes.

You can also capture multiple transactions within batches to be posted at a later stage. Settlement discounts can be calculated automatically based on the settlement terms set up when processing receipts and payments. Force and check for duplicate customer and supplier reference numbers to aid in faster audit processing and detailed management reporting.

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Pastel Evolution Core - Inventory Control

Sage Evolution's powerful Inventory module gives you unlimited control over your stock. The system provides both summary management reports as well as detailed operational reports, all customisable per user. You can include service and physical items which can be flagged as non-commissionable. You can use inventory groups to sort and filter inventory items. Having a costing method per inventory item such as average, latest or manual costs gives you the power of increased flexibility to manage inventory within your business. The system has an unlimited number of standard selling prices per item.

You can link each customer to one of these prices, as well as specify a percentage discount per customer. You can view gross margins and percentage values in the invoice screens and also control pricing by only allowing a minimum gross profit value per inventory item. Control access regarding who can view costs within the business, by either masking or encrypt cost prices as you deem necessary. 

-- Unit of Measure

This feature gives you the ability to specify a buying and selling a unit for each inventory item and advises which unit will be used to account for the inventory on hand. Whenever a purchase order is processed against a particular inventory item, the program will default to the buying unit and when selling the item, the program will default to the selling unit. Units can also be set up to round off to the nearest whole unit for easy stock management.

-- Goods Received Voucher

This feature allows you to receive and immediately update your stock levels. This is based on a delivery note from your supplier and you do not have to update the supplier account until you receive the actual supplier invoice. The program also recalls the last cost per supplier, per item when in a Goods Received Voucher.

-- Import Cost Allocations

When you import goods, there are frequently additional costs that do not originate from the supplier. For example, you may be liable for shipping costs and/or import duties. This feature allows you to process these additional costs at the same time as the Goods Received Voucher. The system uses the additional costs to calculate the item costs correctly. Without this, you have to process these costs at another time and then adjust your item costs manually

-- Extend Sage Evolution's power by combining the Inventory module with other related add-on modules:
• With Multi-Warehousing, you can create multiple warehouses or stores and move items between these stores.
• Serial Number Tracking serializes individual inventory items and keeps track of them by their history. The system follows their purchase, internal movement in the company, sale and possible return for repair or refund.
• Lot Tracking lets you track items by lot, where batches of items all have the same lot number. You can specify expiry dates and a status per lot number.
• Bill of Materials allows you to manufacture or assemble items from components. The system takes the component materials out of stock into work in progress and then allows you to create finished items ready for resale.
• Pricing Matrix lets you have selling prices per inventory item or inventory group and per customer/supplier or customer/supplier group. These can be price or percentage discounts on the customer's/supplier's standard price.
All these add-on modules work together. For example, you can manufacture serialized items into warehouses and track lot numbers.

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Pastel Evolution Core - Sales and Purchase Order Entry

You can maintain and control outstanding orders, processed orders and back orders. This module integrates fully into Evolution's Inventory, Receivables and Payables modules.

This module allows for the following:
• Print and process purchase and sales orders, and then fill these orders in part or in whole, keeping track of outstanding orders.
• Create financial lines, which let you post non-stock amounts directly to General Ledger accounts.
• Allocate sales and purchases to projects. You can do this on a document basis or even line by line on each document.
• Allocate sales representatives to each document or even to individual document lines.
• Reserve stock quantities for customers when they place an order.
• Print picking slips and delivery notes.
• Create purchase orders automatically using the reorder fields on the inventory records.
• Create quotes and convert into sales orders once confirmed.
• Powerful reports help you manage outstanding and overdue orders.
• Merge multiple orders into a single invoice.

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Pastel Evolution Core - Projet Tracking

Project tracking allows you to allocate income or expense transactions to particular projects. You can then filter reports on a project basis and create an income statement per project. Create master and sub-projects and allocate budgets against each project to manage profitability.

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Pastel Evolution Core - Report Writer & Stationery Customisation

The Report Writer module allows you to customize standard reports per user as well as stationery layouts per user. It integrates into every module in the Sage Evolution range. You can change layouts, add and remove fields and perform additional calculations or generate subtotals. You can even write your own SQL script for advanced reporting. The system includes a tutorial program that will guide you through the process of report writing.

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Pastel Evolution Core - Goods Received Voucher

This feature allows you to receive and immediately update your stock levels. This is based on a delivery note from your supplier and you do not have to update the supplier account until you receive the actual supplier invoice. The program also recalls the last cost per supplier, per item when in a Goods Received Voucher.

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Pastel Evolution Core - Alert Manager

To cater for the move by many businesses to increase staff productivity and become more efficient, the Alert Management module has been designed to streamline key roles within the business. The module allows you to receive notifications based on a set of predefined criteria to allow for better planning and control in your business. 

Alert Management allows you to send and receive notifications via SMS or e-mail based on pre-defined criteria. This allows
you to keep your employees, customers and suppliers up-to-date with business related information, account balances and inventory status updates. You can create alert notifications based on user requirements, send group messages to customers and suppliers and create custom alerts specific to your business which can be scheduled at various intervals. Alert Management will enhance efficiency and communication within your business, as research shows that 97% of mobile users read and respond to SMS's within an hour.

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Pastel Evolution Core - Advanced Security

Every business requires its data to be confidential. You need to control access to this information. Sage Evolution features multi-level, menu-driven password access control. 

You can establish access control per user. In addition, you can also establish user groups and then assign users to a group. Each user who belongs to a group has the same access level restrictions and capabilities. This streamlines the control process and leaves less room for error.

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Pastel Evolution Core - Microsoft Office Integration

Seamless integration with MS Office means that you can e-mail any report. You can use various standard formats such as HTML or PDF. You can also export data into Word or Excel, where you can perform your own complex data manipulations. This feature complements Sage Pastel's extensive range of management reports. The Sage Evolution CRM module also integrates its e-mail management with Microsoft Outlook.

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Pastel Evolution Core - Graphs

You have the ability to view graphs. For example, you can compare General Ledger account movements over a period of five financial years. You can compare sales and purchases in the Orders module, and you can view incident analysis in the CRM module.

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Pastel Evolution Core - System Audit Manager

Eliminate internal fraud and unauthorised transacting within your business with the System Audit Manager. This tool assists you to track and manage database activities for all or selected database tables allowing you to report on detail changes for both transaction and Masterfile tables. 


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Services we offer

Software4Business can do a needs analysis to align your business requirements to the specific benefits of Pastel Evolution ERP.
We have technical and product expertizes to assist clients with a smooth transition that might include data migration, TB balancing & full setup all while business continues as normal. Our implementation life cycle starts at the concept phase and once the application is fully functional we move over to a SLA driven maintenance and support phase (Read more here)


We have been specialising in Sage Evolution services and Pastel Evolution consulting since 2005.

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Do not delay!

"Software4Business customised our Sage Evolution system, giving us full ERP functionality and complete control of every aspect" - NA Glass Pty Ltd.

We Are Here To Help

We know that you do not always have time to do your own work as well as Sage Evolution configuration, training and troubleshooting. Evolution might be user-friendly but being an administrator takes a bit more than what meets the eye. We know, and we dedicated thousands of hours learning the ins-and-outs. We know the front-end, back-end, programming code and triggers inside out. We can help you, that is what we are here for.

Strategic Reporting

We know you want to see income statements, balance sheets, make sure the TB balance and keep an eye on those ageings totals, but what if you need something more. Something like KPIs for your warehouse staff, or a monthly sales report that gives you budgets per customer and GL account. What if you want to segment your reps and products. How do you do that? We use our "secret" weapons combined with Excel-based reporting. Impossible becomes strategic.

Years Of Experience

With over 40+ years combined IT experience and 30 years with Sage, you can be sure to get the right solution, with the right answers and years of "know-how". Our experience shows in the lists of prestigious customers we have helped over the years. We can also help you. Martin Luther King, Jr. said that knowledge gives man power; We are adding this "without experience you have little control"

Ready When You Are

We would love to meet you and see how our solutions can help you "take back control". A meeting, demonstration or support with any of our highly skilled Sage Evolution consultants can be arranged.



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