Sage optional modules

Bill of Materials

This optional module enables you to create and manage a comprehensive bill of materials for all manufactured products, including component costs, machine and labour costs, sub-contract costs, tooling, manufacturing instructions, and a drawings register.

Using this module, you can:

• Store and use multiple versions of a bill of materials, including full version control and audit trail capability
• Track costs over time
• Use different options for set sub-assembly builds, builds from stock, or a combination with multiple units of measure
• Maintain control of stock and goods
• Get accurate costs for each unit or build run
• Receive full batch and serial number traceability
• Specify structures for different sub-assemblies and components using lists, including the ability to specify raw materials, components and processes for the bill of materials
• Easily estimate production capabilities, using the trial kitting tool to check whether you have sufficient stock to build the bill of materials required.

Commercials

The optional Sage 200c Commercial module extends the functionality of the core Financial module, by adding sales order, purchase order, stock control and price book functions. The Commercial suite manages every element of your supply chain – from quote to order to fulfilment – with the wraparound of intuitive stock control and a flexible customer pricing function.

This module also enables you to:

• See the full story of an order, from initial point of contact to fulfilment
• Source goods worldwide and record purchases in up to 100 currencies
• Apply automated authorisation limits and alerts, authorise orders remotely and keep track of any amends or order issues, such as incorrect deliveries
• Compile order lists for all your office locations based on purchase orders, so you know what stock to order and when
• Calculate a running total when you’re matching invoice line items to orders
• Record disputes, giving you a full audit trail within the system
• Get the best deals from suppliers by recording details of price history and lead time
• Track your stock, identify inactive items and count your most valuable items
• Manage discounts, promotions and margins so authorised staff can negotiate on prices
• Control stock items by serial or batch number, including criteria such as ‘sell-by’ and ‘use-by’ date

Manufacturing

The Sage 200c Manufacturing module can help you to optimise your business efficiency by tracking supply chain activities in detail – end to end – so that you can maximise productivity, monitor issues and events and ensure efficient shopfloor management.

This optional module provides:

• Standardised and streamlined production scheduling, so that you can coordinate your distribution channels and get automated reports
• Support for assembly, repackaging of bulk items, resource planning, and scheduling work and materials
• Reduced costs and delivery times, helping you to improve productivity
• Built-in scheduling solutions that will help you assess potential production issues and produce flexible schedules
• Accurate resource planning to help identify potential areas for savings and reduce the cost of production
• The ability to share manufacturing data across the whole of your business, so that employees have access to accurate, timely information
• Monitoring of quality standards in line with regulations such as ISO, keeping you up to date with the latest regulatory requirements
• The ability to trace serial numbers and batches back to suppliers and key components

Financials

The Financials module is the core financial management and accounting software that comes as standard with Sage 200c. It enables you to see the financial position of your company at any point in time and runs four key ledgers – sales, purchasing, nominal and cashbook.

Features of this module include:

• Web-enabled, interactive dashboards and detailed retail reports for sales, purchases and financial summary, helping you to plan and forecast
• Open and closed period accounting that’s flexible for your needs
• Flexible nominal code structure for in-depth analysis and reporting
• Batch data upload – enabling you to place transactions on hold for authorisation before committing them to the nominal ledger
• Optional VAT inclusive or exclusive pricing
• Automated statements, standing orders and direct debits, saving you time by reconciling bank statements with your banking software
• Advanced multi-currency options, including exchange rate changes
• Greater understanding of how business changes will impact cash flow
• Unlimited storage of customer and supplier contact details
• Integration with Sage 50c Payroll to give you one view of all your outgoing costs

Business intelligence

The Business intelligence module is the complete business analysis tool which comes as standard with Sage 200c.

It enables you to mine the data across every aspect of your business, identifying customer and product trends and measuring performance against a range of benchmarks. You can use the powerful analytical tools to explore and assess data quickly and easily and inform your decision making.

This module also enables you to:

• Build your own tailored reports and bring data to life using charts and graphs
• Share business data widely across your organisation
• Explore scenarios to see the effectiveness of investments or changes
• Create a personalised dashboard and automated reports

Project Accounting

This flexible module enables you to allocate revenue and cost transactions to your project(s), allowing you to track your revenue against budgets, track your project costs, process payments and record time. It’s particularly effective for service-based industries, such as agencies and consultants who ‘sell time’.

This optional module will:

• Give you a single view of all projects and track their progress
• Allow project managers to raise and authorise purchase orders
• Allow you to add an unlimited number of additional fields and define their function
• Provide personalised workspaces for each user to help to get the right information to the right people
• Integrate with accounts, sales and purchase order processing, and payroll
• Submit and authorise timesheets and expenses online anytime, anywhere
• Reduce errors and the need to re-enter information by sharing employee and timesheet detail with Sage 50c Payroll
• Create flexible billing schedules that can differ by project and by customer
• Post costs to the associated nominal codes and show costs as finalised alongside revenues posted to the P&L with a new ‘work in progress’ capability
• Integrate with Sage 50c Payroll so you have one view of all your outgoing costs and a streamlined process with HM Revenue and Customs (HMRC)

Excelerator for Sage 200c

Most of us use Excel without even thinking about it. The optional Excelerator module allows you to harness this familiar versatility to edit Sage accounts data without compromising Excel functionality in any way, providing seamless integration from Excel to Sage 200c.

You can download data from Sage 200c into Excel, make changes to the data and upload it back to Sage 200c with a click of a button. Excelerator also validates the data to ensure it conforms to Sage’s financial rules, so you never need to worry about uploading invalid data.