Excel2Evo

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Excel2Evo

Excel2Evo writes from Excel into Sage/Pastel Evolution

 

Sage, Evolution

 

Before Excel2Evo:

Sage, Evolution

 

BUT NOW with Excel2Evo:

Sage, Evolution

 

 

The Excel2Evo add-on module can be used to change Customer data, Supplier Data, Budgets, Sales Forecasts, Timesheets, Multi Job Card Status Updates , Import of Invoices, Create bulk PO documents, or Integrate other system information… all from Excel. “This tool is a dream …

 

 

Below is a few screenshots and the pricing for the module. It works right out of Excel as seen below.

 

Below is a quick example of how to import an unprocessed invoice into Sage Evolution:

1. Invoice header info

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2. Invoice lines info

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The example above demonstrates a task that directly imports Invoices into Evolution. Below you can see the information in Sage Evolution. The tool works with all version of Evolution.

 

Sage, Evolution

 

The tool is simple to use, end-users can setup their own Excel2Evo tasks.

 

Another examples of a task (one of thousands) that can be accomplished, is updating client info directly from Excel.

 

You open Excel2Evo, and load the customer master file task. Then make changes as you would normally do in Excel (or choose an import new customer task and) click on Save. It is that easy:

 

See below -> Load:

 

 

Sage, Evolution

 

Then make your changes (or import new data) and Send back:

 

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You can see the changes in Sage Evolution:

 

Sage, Evolution

 

Add-on Module Pricing:

 

Sage, Evolution

 

For any information, or for all your Sage Evolution development or integration needs, please do not hesitate to contact me. Email works best.

 

Hanno Winterbach
084 826 3454
This email address is being protected from spambots. You need JavaScript enabled to view it.
www.software4business.co.za

 

or click here to provide us with your detail

 

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"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.

 

 

Click here when you are ready!