• Convert and link Salesforce accounts to Sage 200 customers / suppliers
• View important Sage 200 data inside of Salesforce.
• Enable only the features you need from object to field level.
• Map custom Salesforce fields and Sage 200 analysis codes.
• Use Salesforce Reports and Dashboards to display related Sage 200 data.
• View Sage Products, Price Books and Stock Balances inside of Salesforce.

£2,400 + VAT per year.

Customer service is available.

• Affordable and easy to manage
• Backed up and hosted from three UK ISO 27001 datacentres for peace of mind
• High performing, fast, secure and resilient datacentres deliver enterprise-class for every business
• Highly available service with targeted SLA 99.95% as standard, so it’s always there when needed
• Facilitates remote working and can be accessed anywhere, anytime from supported devices
• Data protection and cybersecurity measures help to support GDPR compliance
• Multi-Factor authentication available for extra security
• Supports additional productivity tools from Microsoft and other Sage partners

From £44 per user per month.

Demo account is available NOT a trial.

• We run over 100 million highly complex calculations using your data every night to break down all the information you collect, one way or another as a result of the work you do, and transform that raw information into highly precise Essential Opportunity Reviews and Dashboards. These show all the vital signs of your living and breathing business or, if you wish, you can have an amazing 2,500 screens of deep detail online on your desk or laptop so you can move through the colour coded screens and be up-to-date with your business, in a way that previously has just not been possible.
• Afinitis Intelligence means you can understand precisely what’s going on; you can see our totally unique customer, sales and supplier trends of what is happening. The rolling two-year views of behaviours give you so much more perspective than a single Excel sheet or report. We guide you to think about the consequences – about what to do, what to change, what to do more of, what to stop. We highlight what’s been so hard to see in detail; what’s working, what’s not going so well and where money is tied up in your business doing nothing!
• Afinitis Intelligence is like having an expert analysist, a programmer and an extra senior, very experienced, manager on your team all at one time – but without the cost or hassle. You can use Afinitis Intelligence yourself as a decision maker, or you can choose which parts of Afinitis you want to make available to key staff so they can stop wasting time and focus on what’s really important.

There are a range of insights available with costs ranging between £75 and £500 per month + VAT, depending on the scale of the business and the number of Reviews and Dashboards you require. At any level, the cost is way below the cost of extra staff or many hours of work.

Yes, we will run a free demonstration for you. We can show you the incredible value without any commitment on your part. We can step you through a demonstration either face to face or by a Skype call and in less than an hour you will see the difference Afinitis Intelligence can make to your business. Please call us to arrange your own confidential demonstration.

Connecting Sage 200 to Sage CRM helps to increase efficiency and accuracy in the management of customers/suppliers, products and quotes/orders at an affordable cost. By combining Sage CRM with Sage 200 (using Qnect 200) you can enjoy better business insight, greater efficiencies, increased productivity and have a single customer-centric view across your entire business.

Qnect 200 features include:

• Managing prospects and quotes outside of Sage 200 until they become a customer
• Create Sage 200 Customer and Supplier accounts from Sage CRM
• Create Sales orders in Sage 200 from Sage CRM
• View account information, such as status or credit limit
• Realtime views of orders and invoices from Sage 200
• Synchronise orders from Sage 200 into Sage CRM
• Link many Sage CRM companies to one Sage 200 customer
• Link one Sage CRM customer to many Sage 200 customers
• Create and view information about suppliers in Sage CRM

£100 per month.

Connecting Sage 50 to Sage CRM helps to increase efficiency and accuracy in the management of customers/suppliers, products and quotes/orders at an affordable cost. By combining Sage CRM with Sage 50 (using Qnect 50) you can enjoy better business insight, greater efficiencies, increased productivity and have a single customer-centric view across your entire business.

Qnect 50 features include:

• Managing prospects and quotes outside of Sage 50 until they become a customer
• Create Sage 50 Customer and Supplier accounts from Sage CRM
• Create Sales orders in Sage 50 from Sage CRM
• View account information, such as status or credit limit
• Realtime views of orders and invoices from Sage 50
• Synchronise orders, invoices and credits into Sage CRM
• Link many Sage CRM companies to one Sage 50 customer
• Link one Sage CRM customer to many Sage 50 customers
• Create and view information about suppliers in Sage CRM

£40 per month.

• Log in to your Sage application from any device with WiFI or 3G connectivity in office or from remote location.
• Just follow the steps or click/copy the link provided to open Sage in secure browser from any device.
• The application will have all required features and operating parameters as per your order.
• There is no requirement to install or download any software or plugin.
• There is also no requirement to use VPN client to connect.
• The security architecture ensures that no data leaves hosting location.
• oneclick™ is EU GDPR compliant.

From £10 per user per month.

https://oneclick-cloud.com/en/general-service-level-agreement/

Purchase Orders:

• Record changes to stock prices and details without leaving the purchase order screen.
• Easily enter and amend purchase orders using the rapid order entry grid.
• Create a new supplier without leaving the purchase order entry screen.
• Automatically calculate quantity break discounts for different suppliers.
• Open multiple screens without having to minimise the purchase order entry screen.
• Retrieve and add items from historical orders at the click of a button.
• Create a new stock item from within the purchase order entry screen.
• One click processing.
• Create back to back sales orders from purchase orders.
• Access stock item balances from the purchase order entry screen.

Sales Orders:

• Rapid order entry – retrieve and add items from historical purchases, check prices and add multiple items at the click of a button.
• Stock kitting – add packages featuring collections of individual stock items by entering the kit code.
• Sales ledger memo pop-up.
• Maximise cross-selling opportunities by associating products.
• Fast creation of new customers.
• Sales notepad to price an order before a customer is created or selected.
• Fast entry to other screens.
• Find customer accounts quickly.
• One click despatch/invoice.
• Access from within Sage 200 or Sage 200 CRM.
• Barcoding – turn your SOP entry screen into a true trade counter application.

And much, much more.

£3,000 plus annual support

Yes, Customer Service is available.

• Easy to use on iPad
  • Uses intuitive iPad facilities and features
• Quick to set up
  • Test system done ~ 1 hr!
• Sync data to \ from your Sage system
  • Sage report Scheduler to schedule and share any Sage report
• Can be enhanced quickly (POA)
  • Very flexible development platform
  • We can enhance \ add new features in hours rather than days
• Works Offline
  • Sync using WIFI, 3G, 4G
• There are lots of optional modules (subject to Sage version in use)
  • Online module enables user to use a web browser for data entry
  • Batch \ Serial number tracking
  • Colour \ Size Product Matrix orders
  • Multi Line Product Selection Orders
  • Sale or Return Orders
  • Multi Supplier Purchase Orders
  • Web Purchase Requisition with approval to create Purchase Order
  • Project Timesheets and related job expenses
  • Bill Of Material creation + linked supplier purchase orders
  • Warranty Serial Number tracking (Incl. barcode scanning)
  • Food Traceability (Incl. barcode scanning)
  • Barcode scanning
    • Including batch and serial numbers, Use By Dates … for Food Traceability
  • Van Sales (Incl. stock movements)
  • Job tracking and remote engineer management
    • Including remote job assignment and tracking
  • Goods Delivery Note signature for Proof Of Delivery (Incl. pictures)
  • Goods Received Note signature for Proof Of Receipt (Incl. pictures)
  • Purchase Invoice tracking and approval (Incl.. signature and pictures)
  • Web customer \ supplier portal (incl.. transaction enquiry)
  • QR \ Barcode printing )incl. Sage details)

From £1,250 + VAT (includes 5 users) p.a.

Yes, Customer Service is available.

• Manage your entire service or transport operation in the cloud
• Boost workforce productivity by 20%
• Unique paperless 5-in-1 system combines CRM, job scheduling, a mobile workforce app, real-time vehicle and asset tracking and an on-demand customer booking app and portal
• Collaborate seamlessly with contractors and sub-contractors via the BigChange Network
• Every workflow managed step-by-step including risk assessments and method statements
• Instantly create quotes, estimates, invoices and electronic reports and industry-specific certificates
• Customers can book jobs and appointments online or via the on-demand booking app
• Perfect for any type of mobile workforce, including salespeople, service engineers, technicians and drivers
• Mobile workers can log expenses in seconds and take a photo of the receipt
• Captures detailed, accurate timesheets for all mobile employees
• Links directly with Sage 50c via the BigChange Sage integration tool
• Used across the Service, Transport & Logistics, Hire, Waste, Construction, Civil Engineering, Councils and the Public Sector

£49.95 per user per month.

24/7 on-demand customer support available.

• Automatic Invoice Recognition – Reduce time spent on manual data input and increase data accuracy levels with PaperLess OCR Software for Sage.
• Automatic Matching & Closing of Purchase Orders – No more time spent on manually checking if invoice amount matches the purchase order, PaperLess for Sage does it automatically for you.
• Automatic attach of Documents to Sage accounting lines – Get all information automatically organised and easily accessible by having it linked directly to Sage.
• Live Document Lookup – Retrieve all accounting documents via a simple live lookup directly from within Sage.
• Online Invoice Approval – Automate document flow based on Supplier, Department, Project and/or Cost Unit Responsible.
• Full Automation of Emailed Invoices – Get all invoices received via email automatically processed and posted into Sage, including Automatic Matching and Closing of Purchase Orders.
• Seamless Integration with Sage 50cloud and Sage 200cloud – Besides being a Sage Platinum Developer Partner, PaperLess is also a Sage certified solution for both Sage 50 and Sage 200.

• PaperLess for Sage 50cloud: starting at only £2.50 per day
• PaperLess for Sage 200cloud: starting at only £3.50 per day

Includes unlimited number of companies in Sage and unlimited number of documents so that you can process as many invoices as you want without having to worry about price.

Use of the Warehouse Manager system can be categorised into four key areas of operations:

• Inbound
• Outbound
• Transfers
• Counts

Functionality includes:

• Dynamic stock take
• Goods receipt
• Sales order picking
• Transfers and warehouse operations
• Master bin picking
• Sales order packing
• Project accounting
• Advanced printing and labelling
• High volume shipping
• Batch and serial number traceability
• GS1 compliant

Additional modules:

• Pack bench
• Manufacturing
• Courier integration

• Reduce stock take time by 50%
• Dispatch 50% more orders with the same staff
• Provides 75% warehouse efficiency gains
• Stock accuracy of 99.9%
• Integrated into Sage 200 providing live real time product updates

Price on application.

Subscription options available

• CRM – Capable, Data driven and connected. Manage your portfolio with ease using Decorus’ reports and dashboards, customizable layouts and Views and integrated email and SMS functionality
• Financials – Property Management accounts has never been better - Seamless, two-way integration with Sage 50c caters to all your financial needs
• Maintenance – Keep your properties fit for market – Track work orders and projects and view their status at a glance.
• Marketing – 1-Click to upload your properties to online portals such as Zoopla and On the Market or your own website. Print window cards for a more physical presence
• Customer Web Portal (MyOnline.Properties) – Allows tenants, Landlords, Contractors and Users to View documents and financials, even log jobs on the go. Works on mobile, tablet and desktop
• Customisable Workflow – get your processes in order using Decorus’ event triggered workflow.

• Stay up to date with the latest legislation
• Quick and Easy Rent Collection
• Reduce Accountancy fees
• Real-time data reporting
• Integrates with Outlook
• Integrates with your accounts
• Automates your processes

Starting from £95 per month.

Yes – 7 day trial with a guided tour of the software when starting up.

PSS 50 provides you with a solution to quickly capture stock transactions in real time, with automatic updates and entries into Sage to drive efficiency and performance. PSS 50 eliminates the duplication of tasks, increase accuracy and validates data in real time with Sage to reduce human errors. PSS 50 will not only provide you with an efficient data capture tool but the expertise to turn your investment in Sage into a fully integrated inventory management solution.

As standard in Sage 50, it is only possible to have one location against a product. However, by using the Multi Location and Batch Traceability additional functionality within PSS, it is now possible to have multiple locations against a single product as well as giving users the ability to assign expiry dates to perishable products, to easily keep up to date with stock rotation procedures.

• Order processing
• Goods In / Out
• Stock Transfers
• Stock Adjustments
• Barcodes
• Stock Taking
• GS1 Compliant
• Multi-Location
• Serial/Batch Number Traceability
• Expiry Dates

PSS 50 software from £1,500 upfront cost and £350 a year. And customer service available.

PSS 200 provides you with a solution to quickly capture stock transactions in real time, with automatic updates and entries into Sage to drive efficiency and performance. PSS 200 eliminates the duplication of tasks, increase accuracy and validates data in real time with Sage to reduce human errors. PSS 200 will not only provide you with an efficient data capture tool but the expertise to turn your investment in Sage into a fully integrated inventory management solution.

• Order processing
• Goods In / Out
• Stock Transfers
• Stock Adjustments
• Barcodes
• Stock Taking
• GS1 Compliant

PSS 200 software from £3,995 upfront cost and £895 a year. And customer service available.

Excel to Sage integration

• Excel is familiar, intuitive and supremely flexible: It’s perfectly designed for autocomplete, calculations, formulas, highlighting fields, graphs and numerous other data entry tasks.
• Harness this familiar versatility to edit Sage accounts data: With no compromise to Excel functionality, you can edit and create new sales invoices, purchase orders, stock items and much more.
• Browse and search Sage data: With a right click of the mouse on the relevant cell, you can browse and search Sage for valid account codes or other data - from Excel.

Maintaining Sage’s core strengths

• Control, validation and financial rigor: Sage ensures the necessary financial and technical integrity of the data being updated to the Sage database.
• Real-time responsiveness saves time and increases accuracy: Instead of logging errors in a file, Excelerator provides instant on screen error notifications, so you know straight away which Excel rows have caused the anomaly.

Security

• One login, singular protection: As users must employ their Sage logins to use Excelerator, they will only be able to access the areas of Sage where they have authorisation.

Spreadsheet designer – a template for efficiency

• Effortlessly design your Excelerator templates: With the user-friendly spreadsheet designer, map your Excel data to Sage fields with a single click.
• Design spreadsheets as forms: To send to the customer, quickly capture their data, add your information and then upload it to Sage via Excelerator.
• Rapidly import data: Where a third party application has been used, an Excelerator Template can be dropped as an overlay onto the spreadsheet, allowing data to be saved directly into Sage without the need for any custom software development.

• Increase productivity by 100%
• Cut data processing costs by 50%
• Reduce bespoke development costs
• Capitalise on existing Excel skills
• Reduce training costs

From an initial fee of £400 and an annual fee of £120.

Monday to Friday, 09:00 to 17:30, available by telephone, email and customer service portal. Self-service support is also available via the Excelerator help resources. For further information, view the Codis software support page.

• Payment Reminders - sends reminder letters from before payment is due to encourage prompt payments and until payment is made.
• Personalised Dashboard / Homepage.
• Self-chasing - automatically contacts your customer by post or email when a payment is overdue and/or schedules a call for you to chase the payment.
• Chase Screen - collates client information on one screen so you have everything you need to hand to chase payment and add notes during the call.
• Calendar / To-Do List - automatically schedules who to call, when and why.
• Integrates with your accounting system.
• Dispute management - efficiently tracks any dispute, so you can see what payments are delayed, why and see that they are being managed.
• Interactive Accounts and Aged Debtors List.
• Creates customised letter templates for varying customer types and chase cycles.
• Reporting - filters information so you can easily see the information you need.

• Improved Time Management
• Pro-active credit control
• More available cash for your business
• Comprehensive reporting to analyse your efforts and highlight debtor issues
• A quick return on investment

Subscription per user per year:

• Sage 50: £61 per user per month or £732 per year.
• Sage 200: £105 per user per month or £1,260 per year.

• Clean and simple dashboard - complete overview of account, recent orders, invoices and credit history
• Ability to customise portal – apply own company branding.
• View and download all documents - access invoices, credit notes and statements. *
• View order history – see all past orders, including a live order status.
• Internal user access – extend access to Sage 200 data to staff beyond the accounts department.
• Promotions module – display advertising messaging. **
• Online ordering - Easy to set up online ordering. **
• Stock check – Allows staff and customers to view stock levels**

* Spindle Document Management licences required
** Additional Modules required

Benefits for staff

• Staff can view customer accounts without the need to access Sage 200
• Remote access to view account information whilst away from the office
• Real-time financial and accounting information
• Reduce time spent on customer admin queries
• Promote your business with in-system pop-up messages**
• Staff can view current stock availability and place orders**

Benefits for customers

• 24/7 online access to view their own account
• Customer dashboard with account overview
• View sales order status and invoice history
• Re–print or download PDF invoices and statements on demand*
• Customers can view available stock and place orders online at any time**
• Browser-based access across all devices

* Spindle Document Management licences required
** Additional Modules required

From £108 per month or £1,300 per annum.

• 1st line support via reseller partner
• 2nd line support via Draycir support services

• Batch document distribution - sends via email or to print for posting according to customer preference.
• Invoice payments – adds pay now buttons for secure online payments via Sage Pay. Supports multi-currency payments.
• Branded document templates - applies relevant templates to enhance corporate ID.
• Personalised correspondence – uses real-time Sage 50 data to ensure accuracy.
• Add extra attachments – include additional documents such as related invoices with statements, t & c’s, offers, newsletter etc.
• Document protection – apply PDF digital signatures (using advanced Adobe CDS Digital ID) and password protect sensitive PDF’s.

• From £360 per user per year (£30 pm)
• Additional users from £228 per user per year (£19 pm)

• 1st line support via reseller partner
• 2nd line support via Draycir support services

Spindle Document Management offers a complete range of flexible tools to automate processes across the finance department.

Spindle Document Distribution

• Batch document distribution - sends via email or to print for posting according to customer preference.
• Invoice payments – adds pay now buttons for secure online payments via Sage Pay. Supports multi-currency payments.
• Branded document templates - applies relevant templates to enhance corporate ID.
• Personalised correspondence – uses real-time Sage 200 data to ensure accuracy.
• Add extra attachments – include additional documents such as related invoices with statements, t & c’s, offers, newsletter etc.
• Document protection – apply PDF digital signatures (using advanced Adobe CDS Digital ID) and password protect sensitive PDF’s.

Spindle Document Capture

• Document capture – import any file into Sage 200, including PDF’s, photos, spreadsheets and emails.
• Batch scanning – speed up the process using barcodes to batch scan and split documents.
• View documents in Sage 200 – instantly retrieve documents held against the account/transaction.
• Advanced search – any employee with permissions can retrieve documents.
• Mobile capture – scan documents on the go using the app for Apple or Android devices.

Spindle Document Recognition

• Capture purchase invoice data – intelligently recognises purchase invoices and posts in Sage 200.
• Advanced OCR technology - developed in partnership with IRIS (A Canon Company).
• Line-item level matching – matches up purchase invoice data against related purchase orders and/or goods received notes.
• Invoice approvals – speed up approval processes.

• Document Management user – from £348 per user per year
• Document Recognition module – from £1,807 per year

• 1st line support via reseller partner
• 2nd line support via Draycir support services

Sicon Fixed Assets will allow you to manage your assets using this integrated and highly functional module.

• Depreciation forecasts provided to help with budgeting future year’s depreciation.
• Installed and maintained within Sage 200.
• Available within all Sage Companies at no extra cost.
• Unlimited assets available in each Sage company.
• Available for all Sage 200 users based on permissions at no extra cost.
• Import your Assets from Excel.
• 150 Analysis codes option per asset.
• Period driven depreciation postings linked to the Sage 200 period end routine.
• Create assets from the Sage 200 Purchase Ledger Invoice entry screen.
• Standard depreciation methods supported.
• Straight line, reducing balance, sum of digits.
• Calculate depreciation based on the number of days in the month.
• Mass change of depreciation type, percentage or life.
• Memo’s and attachments per asset.
• Record maintenance and repair costs against existing assets.
• Integrates with Sage Project Accounting and Sicon Job Costing for depreciation postings.
• User defined Asset categories and sub categories.
• 150 analysis codes are available to configure across multiple custom tabs for each asset.
• Fixed Assets can be created into a structure to indicate how they are linked.
• Transaction history of depreciation, employees, location and nominal codes.
• Disposal and Revaluation process wizards included.
• Year-end process to handle current to brought forward adjustments with full nominal ledger integration.
• Reports are available in standard Sage report designer format and can be amended.
• Depreciation forecasts provided to help with budgeting future year’s depreciation.

RRP £795 plus annual licence fees.