Sage 200 Commercials Module
Powerful Stock Management Capabilities with Sage 200's Commercials Module
Sage 200 Commercials Module Features & Benefits
Sales Order Processing in Sage 200
Proforma Invoices
For customers who you require payment from before processing the order, Pro Forma invoices can be created prior to despatching items or services. You can create the Pro Forma invoice for both existing customers and prospects who are yet to have an account in Sage. Easily convert to Sales Orders once payment is received.
Quotations
If payment is not expected from the customer at this stage, and just an estimate of cost is to be provided, use the quotation template. It can be entered for existing customers or for those not yet in Sage. Quotations can be converted into Pro Formas for payment, or directly to Sales Orders.
Sales Assistance
Enter transactions faster for your regular customers through the Sales Assistance features; Recently Ordered for their last order lines; Frequently Ordered, to filter a date range of most recent orders; Preferred Items, for those items set against the customer account, listed at their ‘favourite’.
Progress of Sales Orders
Easily view what stage your Sales Orders are at from within the Sales Order list. Quickly identify which orders require stock to be allocated, which orders are ready to be despatched, and when documentation is ready to be printed. Filter the list to categorise orders and tasks.
Invoice Profit
With Sage 200, you can view the line profit and the overall transaction. Two profit values are calculated; estimated and realised. Estimated is calculated at point of saving the invoice, and the realised profit is calculated once the invoice has been posted to the Sales ledger.
Documentation
Similar to the Invoicing module in Financials, the Sales Order Processing module allows you print credit notes and invoices direct from Sage. Export as PDF’s or email directly to customers via Outlook or SMTP to avoid physically printing. Invoices can be reprinted at any time and can be printed before posting to the Sales Ledger and Nominal.
Purchase Order Processing in Sage 200
Order Labels
Personalise documentation on items you receive from your supplier for your stock management. Enter information such as supplier, manufacturer, part number, sell by & use by date, barcode, warehouse & bin, etc.
Automatic Accruals
This function in Sage 200 is used to account for the value of items on Purchase orders that have been received but have not yet been invoiced. This will be able to give you a more detailed and accurate financial position.
Landed Costs
Reduce loss on goods from your suppliers by calculating landed costs in Sage. Maintain all costs associated to importing an item and incorporate the value in the list price when selling on.
Purchase Requisitions
Before creating a purchase order in the system, users within the company can request that items are ordered through the purchase requisitions workspace. Accessed via the desktop app and the connected access, approval workflows can be direct requisitions to the correct approver before being converted into purchase orders.
Three Way Matching
This process involves 3 elements which is the Purchase Order, GRN and Invoice. You can match the Invoice to the goods that have been received (GRN) and to the Purchase Order. This is part of the overall process of recording the receipt of a supplier invoice for outstanding Purchase Orders.
Stock Control in Sage 200
Serial and Batch Numbers
For the items you require to track throughout its journey with you, enable traceability.
Multiple Warehouses
Maintain stock in multiple locations within Sage, specify exact whereabouts of you stock items with the Bins to make stock taking and picking more efficient.
Multiple Units of Measure
For those stock items you purchase and sell on in different stock units. Configured on the product group, enter the base unit and the conversion ratio for the various units of measure.
Alternative Items
Reduce number of sales lost due to stock availability by configuring each item to have an alternative counterpart. The system will show the alternative when entering orders for the preferred item if quantity is zero. For example, the 50ml bottle is no longer in stock, the system will display the alternative 100ml bottle.
Multiple Suppliers
Maintain multiple supplier details and list prices against individual stock items. Set your preferred suppliers to appear as default when raising a purchase order for those items. Store information such as usual and minimum order quantity, lead time, price, landed cost, and supplier stock code.
Pricebook in Sage 200
Selling Prices & Price Bands
Choose between the three kinds of price bands; Standard for when you have one selling price for all your stock items; Universal for when have more than one selling price for all your stock items; and finally, use the Limited price band for when you have special prices for some stock items that are only available to some customers.
Discount Groups
Allowing you to apply discount to a group of customers, rather than applying individually. All customers in the group will receive the same discounts offered. This can be used to group your long-standing customers for example, who you offer 10% to for their loyalty.
Markup Pricing
Increase your stock items by a percentage by using the Markup Pricing tool. The increase is per product group, and so will increase all items within that group.
"We were absolutely delighted with the work the team at itas did in enabling us to move onto Sage 200. The itas team was invaluable in helping us scope the project as well as implementing the express installation, ensuring we were up and running before the deadline. Over the last 12 months, the whole team at itas have been fantastic in their response to our enquiries and have provided regular help and support to our sales and account teams."