Order Plus
Order Plus is a fully integrated, rapid sales and purchase order processing solution for Sage 200 - it brings speed, simplicity and convenience to order processing and allows the user immediate access to all areas of Sage 200. This solution will enhance and improve the efficiency in all order processing scenarios, in particular telesales and trade counter scenarios.
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.
Free trial available
A partnered approach to construction & contracting software
- Contact: Natalie Spires
- Email: [email protected]
- Telephone: 0161 939 0111
- Coverage: National
Construct for Sage
Construct for Sage is a construction-specific contract costing system. All Purchase and Sales transactions are entered in to Construct and are posted to Sage via a bulk posting routine.
Never go over budget again without knowing it
Automatically pull together information from multiple data sources and spreadsheets to gain a single version of the truth on the performance of all contracts.
No more wasted hours manually preparing the information you need
Customised Excel dashboards and full contract reporting at your fingertips with the ability to drill down to the detail of cash coming in and out of the business.
Subcontractor insurances
Control when and how much you pay subcontractors and gain peace of mind around the compliance and quality of subcontractors employed.
Accurate client billing
Never miss a payment again with tighter control of applications, valuations and retentions, ensuring you bill for the right amount at the right time.
Avoid the hidden costs of Plant
From tracking plant, so that it isn’t left on site longer than necessary, to generating automated alerts and reports warning you of potential overcharges.
Shopfront
Shopfront makes your website the #1 revenue generator
Are you a manufacturer, wholesaler or distributor selling business to business, and using Sage 50 or 200?
Your manufacturing, wholesale and distribution business sells to other businesses (b2b) which means you handle a high volume of calls from your trade customers. Thousands of orders processed, calls answering queries on products, prices and complex stock every day and you already know that this is expensive and time consuming.
You know too that your valuable trade customers are now using smartphones and mobile devices to research, price compare and purchase online, They are being tempted away by competitors who are attracting them with new websites where they can buy 24/7. These b2b online sales channels are gaining highly profitable competitive advantage and they are growing fast.
The reality is that your b2b customers, prices, stock, processes and know-how is embedded in Sage and you and your people know this works in your complex world. How can you leverage your Sage investment, automate these time-consuming manual processes, free-up valuable resource and deliver the same smooth, professional customer experience but now online – 24/7?
Shopfront is the best-in-class authorized Sage eCommerce module.
Shopfront from Aspidistra makes the move to online selling simple and fast. It instantly transforms your website from old style product catalogues to fast growing, revenue earning ecommerce platforms and it tightly integrates with your Sage business systems.
Your customers will stick with you and you will quickly see big growth in online revenues, increased cross selling, better margins, improved customer satisfaction and a better bottom line from productivity and efficiency gains.
Whether you are new to online selling or need to improve your ecommerce revenues, get in touch to discover the simple steps you can take to get this online business growth for your company, enter new markets and stay ahead of the competition. Join our award winning customers who have made their websites their No.1 revenue generator.
- Shopfront is the best-in-class authorized Sage eCommerce module.
- Shopfront is an online sales solution for b2b companies that seamlessly integrates with your Sage 50, 200 or 1000 system. It integrates seamlessly to Sage in real-time to enable a smart online business.
- Shopfront’s deep integration with Sage and functionality is delivered in real-time because the website continually communicates with Sage as your customers browse and buy.
- Shopfront shows your customers real-time stock levels, account-specific pricing and payment options, and personalised promotions, all integrated real time with Sage.
- Shopfront has smart features such as repeat ordering, top products, copy invoices and order tracking so you can give your customers the same great experience they are used to but now online.
- Shopfront delivers to your customers on the move whether they buying on their desktop, tablet, smartphone 24/7.
- Shopfront takes sales orders straight from the web into sales order processing and allocated if required.
- Shopfront can automatically assemble a bill of materials when the web order is placed, show due in dates from Sage 50 purchase orders, flexible carriage charges, sales order custom fields.
- Shopfront automates your complex manual processes and will free up valuable resource, as you seamlessly move selling from the phone to on-line.
Get your whole business online from just £175 per month
Customer Service available 24/7
Demos are freely available on request
Mobile2Sage
- Allows remote users to process the following on their iPads and import into Sage 50 Essentials or Standard:
- Quotes
- Sales Invoices
- Allows any Sage report to be shared with iPad users on a scheduled basis
- New customer, product creation on the fly
- 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.
Free trial available
Fusion Excel Connect
Fusion Excel Connect from Datel takes a fresh look at data entry into Sage 200cloud, Sage 1000 and Sage Enterprise Management. It makes the routine entry of account data, sales orders, purchases and stock quick and efficient.
Fusion Excel Connect allows users, especially those in finance, to manipulate their data first in the familiar environment of Microsoft Excel and then post it directly into Sage without any rekeying. Instant feedback indicates whether this has been done correctly, enabling users who are not necessarily experienced in Sage the ability to confidently enter data into the system. Users can also browse data from Sage, such as nominal codes, costs centres and departments, and select and drop it into Microsoft Excel.
- Enables users of your Sage system to enter accounting data, sales orders, purchases and stock quickly and efficiently by creating and editing data in Microsoft Excel.
- Allows users to enter data into Excel, delve into pick lists, validate that data and push it into Sage.
- Enable your users to create and edit data in the familiar spreadsheets they use every day.
- Users can enter transactions into the fields of Excel, manipulate the data and the push it into the Nominal Ledger at the click of a button.
- build efficiency and reduce wasted time.
From £65 per month.
Yes, Customer Service is available.
JobWatch
BigChange is a 5-in-1 system for Planning, Managing, Scheduling and Tracking your Mobile Workforce and Transport operations. It replaces manual planning and paperwork, providing a simple and efficient way to keep your office in total sync with your mobile teams. It combines back-office CRM, Job Scheduling, a Mobile Workforce App, Live Vehicle Tracking and an On-Demand Booking App for your customers. No matter your size or sector, BigChange will transform the way you work for the better.
- 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.
- Contact: Zech George
- Email: [email protected]
- Telephone: 0844 542 0888
- Coverage: United Kingdom & Global
Afinitis Intelligence – Essential Opportunity Reviews and Dashboards & Afinitis Intelligence – Ultimate
Afinitis Intelligence provides a fully automatic service to show you what’s happening across your business and gives you Essential Opportunity Reviews and Dashboards, guiding you to the best way to improve results – easily.
Business Intelligence has been used by big companies for years; they drive efficiency, competitive advantage and their overall strategy with the insights they get. Software has been developed to help the SME sector, so called analysis ‘toolkits’, but it a complex route to take – and time consuming.
We have automated the entire service so you get focused Essential Opportunity Reviews and Dashboards that point to where you can drive your business to get more – easily. Think of it as a navigation system for the business – would you travel across a big city without the navigation system in your car? Few of us would anymore, the advantages and reduction of stress means we all use them these days and they are pretty well standard in every car.
Afinitis intelligence is like a navigation system for your business. You probably know you could do more if you had the time to look and examine all the supply chains – the stock profiles, pricing, sales, distribution and what is happening, or not, across all of your customers. We give you exactly that – updated every day – by a fully automatic service. You chose what level you want, Essential Opportunity Reviews and Dashboards, split by business area, and the full Ultimate system. Let us show you how we can help with a no obligation demonstration.
- 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.
- Contact: Torben Halvorsen
- Email: [email protected]
- Telephone: 02071 352007
- Coverage: United Kingdom & Ireland
PaperLess Document Management For Sage
PaperLess software is becoming the preferred choice of Sage users to Automate Document Management Processes and Invoice Processing routines by bringing together Automatic Invoice Recognition, Automatic Matching & Closing of Purchase Orders, Online Invoice Approval and Full Automation of Emailed Invoices.
With PaperLess, documents remain secure within your organisation, invoices requiring approval are distributed in a process that is set by you and document lookups can be done straight from Sage allowing you to quickly find exactly what you are looking for.
- 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.
Free trial available
Warehouse Management for Sage
- Contact: Datalinx Sales
- Email: [email protected]
- Telephone: 01342 324469
- Coverage: United Kingdom and Global
Warehouse Manager for Sage 200
Warehouse Manager for Sage 200 is the most flexible warehouse and inventory management system available for the Sage 200 market providing real-time warehouse management using wireless handhelds. It has impressive functionalities; including batch and serial number traceability, providing a practical solution to the problem of stocktaking these products, which is particularly key for the food and pharmaceutical industries.
Fully integrated within the Sage 200 Commercial suite, and Sage Certified since 2012, Warehouse Manager 200 works with the live Sage database and provides updates in real time as stock is moved, counted, deliveries receipted and orders picked and despatched.
Customers testify to increased despatch volumes, improved pick efficiencies, stock accuracy, reduction in casual labour and overtime, and switching to perpetual stock taking means a business never again need to close to run a formal stock take.
Sage certification of the Datalinx product ensures not only that the system is tested as being embedded within Sage but also that users can upgrade their Sage system as and when necessary and are not restricted to running older versions.
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
Business Performance Management and Financial Forecasting Software
- Contact: Kalvin Shelley-Atkinson
- Email: [email protected]
- Telephone: 0191 500 6168
- Coverage: International
ProForecast
ProForecast provides cloud-based corporate business performance management (CPM) software that gives you reliable data, insights and helps to encourage your business growth through quality business planning and strategy.
We help to enable companies of all sizes to collaboratively plan and model, easily access analytics, and forecasting while streamlining complex reporting. ProForecast is easy to use, powerful, and fast software that empowers finance professionals everywhere to better manage the business. With this best-practice active planning process, you can plan and adapt your business without compromise.
ProForecast helps you make smarter and more strategic business decisions by helping you measure business performance.
- A strategic business planning and financial forecasting model focussed on the fundamental business drivers.
- Built-in AI engine helps ProForecast to correct errors and simplifies financial forecasting for you.
- Step Change© functionality enables the infinite flexing of every income and expenditure line, either manually or systematically.
- ProForecast is a business model specific software that can account for various types of loans, mortgages, asset finance, capital structures that are only applicable to your business!
- Sensitivity analysis, scenario planning and what if analysis can be used so analysis can be used so that each revenue and cost model.
Ranges from £25 a month to £300 a month depending on the requirements.
- ProForecast Small Enterprise: £25 monthly
- ProForecast Medium Enterprise: £45 monthly
- ProForecast Full Suite: £60 monthly
- Multi Advisor ProForecast: £60 monthly
- Large Enterprise ProForecast: £300 monthly
- ProForecast Consultant Package: £264 monthly
Every ProForecast user will have their own named account manager, who will provide them with a personalised support service. The level of support each user gets depends on their chosen service package.
Free trial available
Market, Maintain, Care for and Manage… with Decorus for Sage
- Contact: Paul Oxley / Nicola Collins
- Email: [email protected]
- Telephone: 01142307305
- Coverage: United Kingdom
Decorus for Sage
Decorus for Sage is a property management software, developed to be a user friendly, adaptable and highly beneficial solution for your business. Used by landlords, letting agents and property managers across many sectors, the Decorus for Sage team have gained a great reputation within the industry.
Built with over 25 years’ experience, our solution is highly sophisticated and targets the frustrations of property businesses, helping users minimise costs and maximise productivity.
Decorus for Sage is feature rich, including a well thought out CRM system paired with marketing and maintenance tools all backed by a powerful accounts solution. It’s real-time integration with Sage 50cloud will help you reduce your workload with its many benefits such as budgets and forecasting, rent collection and automated invoicing as well as abiding by the new Making Tax Digital legislation.
Year-on-year the property industry is faced with more challenges, so it is important to have the right tools. Decorus streamlines the workflow of admin tasks, allowing users to focus on areas such as customer service and business development whilst its automated capabilities consolidate processes, improve relations, collect rent and reduce bad debt.
Like Sage 50cloud, Decorus for Sage is a desktop solution that can be hosted in the Cloud or On-Premise, giving users flexibility in the way they work.
Decorus for Sage is proud to be the only property management software with a true two-way integration with Sage 50cloud.
- 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
PSS 50 is a GS1 compliant barcoding stock control and warehouse management solution that integrates seamlessly into both Sage 50c to create a fully integrated barcode inventory system.
Using Sage at its core, PSS 50 extends and enhances the functionality of Sage to provide a seamless integration with barcode scanning technology offering a feature rich, efficient and easy to use stock management solution.
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
PSS 200 is a GS1 compliant barcoding stock control and warehouse management solution that integrates seamlessly into Sage 200c to create a fully integrated barcode inventory system.
Using Sage at its core, PSS 200 extends and enhances the functionality of Sage to provide a seamless integration with barcode scanning technology offering a feature rich, efficient and easy to use stock management solution.
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.
Sage from your Excel spreadsheet
- Contact: Codis Sales
- Email: [email protected]
- Telephone: +44 (0) 20 88 610 610
- Coverage: United Kingdom & Global
Excelerator
Excelerator is the powerful, proven Excel add-in that creates seamless integration from Excel to Sage. With a mouse click, data is validated and updated to Sage with complete accuracy, redefining user expectations and cutting data processing costs by up to 50%.
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.
A free 7 day demo licence of the software is available. You can also register for a demo webinar.
Credit Hound
Designed to reduce the amount of admin involved in chasing payments, Credit Hound is powerful credit control software. With the automation of many of your everyday credit control processes it will give you more time to focus on chasing debt.
- Instant overview of overdue money, promised money and disputed invoices
- Automates day-to-day credit control tasks
- Sends reminders for payments nearly due and overdue
- Reminds you who you need to call to chase payments
- Seamlessly links to Sage 200 and Sage 50 for accurate, up-to-date data
- 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.
Spindle Self Serve
Spindle Self Serve integrates with Sage 200 to deliver real-time financial and accounting information to your staff and customers. It’s an easy-to-use, online portal for staff to view accounts and documents without the need to access Sage 200. Likewise, it can provide online access for customers to ‘self-serve’ their own account to view order history, invoices and account information.
- 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
Spindle Document Distribution
Spindle Document Distribution provides outbound document management for Sage 50cloud, helping small to medium businesses to streamline processes. Outgoing documents are batch distributed directly from Sage 50cloud helping to save time and costs. Invoice payments can be made faster by adding pay now buttons to invoices, pro forma invoices, statements and chasing letters.
- 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
Spindle Document Management is a suite of intelligent and flexible tools to offer total control of documents coming into and out of finance departments. Helping to streamline processes and improve efficiencies, this Sage 200cloud certified solution is invaluable to any growing business.
Outgoing documents are batch distributed directly from Sage 200 helping to save time and costs. Invoice payments can be made faster by adding pay now buttons to invoices, pro forma invoices, statements and chasing letters.
Incoming documents are captured and imported into Sage 200 for easy retrieval. Automated purchase invoice processing extracts data, and if there are related PO’s and/or GRN’s matches the invoice at line item level, before posting into Sage 200 subject to approval processes.
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
iCompleat
Smart, paperless accounts payable automation. Capture and approve purchase invoices and orders.
iCompleatInvoice is the most powerful supplier invoice capture and approval application streamlining the accounts payable process to deliver up to 90% efficiency gains.
iCompleatOrder delivers simple purchase requests via links to supplier websites and familiar templates via our common approval engine and invoice matching so that all your organisational spend is tracked online.
Supplier invoice data is automatically captured from the moment invoices are sent by suppliers to the innovative e-invoicing portal which processes supplier’s different invoice formats, extracting the header and line level detail. Such a process enables automatic coding, duplicate invoice number checks and approval routing based on your requirements, leaving only the exceptions for you to review and process.
Approvers get all the details, the image and any supporting documents to decide whether to approve or deny the purchase order or supplier invoice, which they can do with a single click.
Finance, accounts payable and approvers all share full visibility on the status, audit trail and analytics of every transaction in real-time.
iCompleat is a self-service, SaaS application fully automating the following areas to save time, increase accuracy and drive improved efficiencies across your organisation.
- Purchase invoice capture
- Purchase invoice approvals
- Purchase ordering
- Mobile approval apps (iOS, Android, Windows Mobile)
with - Real-time integration into Sage 50 and Sage 200 (both Cloud and local deployments)
- Compatible with EVERY Sage accounting and/or other ERP applications
Paperless capture of invoice data - CompleatCapture
- Supplier invoices delivered via email to every iCompleat account
- Captures every invoice and credit note, header and line detail for a single, low-cost fee per invoice
- Supports an unlimited number of companies under a single subscription account
- Automatic data validation for anti-fraud protection, bank details, VAT calculations and supplier email addresses
- Supports global invoice formats including languages and currencies
- Delivers the digital invoice directly comprising data and the invoice document image within minutes
- Retains data and invoice image for minimum 7 years for statutory obligations, e.g. HMRC audit compliance
- MTD (Making Tax Digital) - UK HMRC VAT transaction audit compliance
Automated processing of invoice documents to drive efficiency - iCompleatInvoice
- Fast and simple coding of every captured invoice at header and line level
- Advanced functionality to, optionally, default coding and approval selections to fully automate the supplier invoice handling process
- Multiple workflows (single and multi-step) to meet the most varied and demanding approval requirements
- concurrent/parallel approval paths when a single invoice requires more than one approver (e.g. multiple departments)
- Retains full audit trial of every approval
- Proposed payment reporting and approvals
- Automated posting to Sage accounting software on final approval
Record and approve all corporate spend before commitments made - iCompleatOrder
- Simple to use, fast purchase order generation
- Save commonly repeated orders as templates to simplify and speed up future purchasing
- Punch Out to order directly from supplier websites, capturing the shopping basket contents to drive an approval process prior to the order being raised
- Matching purchase orders with corresponding invoices for faster automated processing
- Comprehensive spend approval processes managing your commitments
Find out what is going on with real-time information about all transactions – online Reporting
- Multiple, graphical reports with drill down to original transactions and documents
- Invoices awaiting approval
- Invoices under query
- Current accruals
- Real-time cash requirements based on every invoice received
- Supplier Management (turnover and invoice status)
Subscription starts at £45 per month for a 5-user system. Annual subscriptions available.
- iCLIC, iCompleat Learning and Information Centre
- Support queries can be raised from within our knowledge base (iCLIC).
30 day free trial available
- Contact: Jade Turley
- Email: [email protected]
- Telephone: 0113 818 7044 / 07469 351 510
- Contact: Iain Devers
- Email: [email protected]
- Telephone: 0113 818 7050 / 07776 592 859
- Coverage: UK and Ireland for Sage market, however, we are an international company.
Panintelligence
Panintelligence is a Business Intelligence solution which enables quick, data-informed decisions to be made from your Sage 50 or Sage 200 software. Our software has been pre-configured to read your data and automatically generate 1000’s of views which you can use to easily slice and dice to provide you the information you need. You can create and track your KPIs, get trend alerts and drill down to the underlying data to examine and compare. The dashboard also allows you to have a single, consolidated view of all your disparate management data, bringing together information from additional software applications. The dashboard provides a simple, intuitive responsive user interface requiring no training for end users.
Security is of paramount importance to us. We work with some of the UK’s most sensitive data so we have developed one of the most secure BI solutions on the market, operating in PCI compliant environments for fraud monitoring solutions and coping with billions of rows of transactional finance and banking data. We also report on healthcare data in radiology departments and GP surgeries, as well as data from the education sector for thousands of children.
The future of business intelligence is predictive analytics and we’re leaders in this market. With Pi Analytics, you can automatically discover data using machine learning. It’s possible to slice and dice your data sets to try to determine the most important characteristics, allowing users to become their own data scientists and enabling them to understand what’s happening in their data, why its happening, and what they need to do moving forward.
| Key features | Benefits |
|---|---|
| Visualise data in Sage 50, Sage 200, and Sage CRM using charts, graphs, tables, and heat maps | Panintelligence makes sense of your data directly from its source so you can easily identify trends and opportunities across your business. |
| Drillable reports | Validate your data and drill down to the source of any problems and opportunities, enabling quick, well-informed decisions. |
| Access from anywhere, on any device | Panintelligence is browser-based, enabling access from anywhere, and the dynamic screens resize to support tablets and mobile devices. |
| Multiple data connections | Combine data from additional sources in your business to use Panintelligence as the single source for all information in your organisation. |
| Set KPIs and automatic alerts upon achievement or underperformance | Set reports to automatically send emails once data meets specific criteria to immediately action. This can be used to meet regular KPIs or to facilitate organisational change. |
| Multi-company consolidation | All data tables can be consolidated to provide full analysis across your company group. |
| Profitability analysis | Panintelligence can be used to calculate profit by customer, order, invoice, and product. By using pre-defined calculations, we go beyond the limitations of Sage to provide performance metrics specific to your business. |
| Product and customer drift analysis | Identify customers who haven’t bought or products which haven’t sold with variance versus prior year to support marketing activities or strategic focus. |
From £50 per month
30 day free trial available
Sicon Fixed Assets
Manage your Fixed Assets with this fully integrated asset management solution for Sage 200. Linking directly to the financial ledgers, month and Year end processes this is a simple module to use. Incorporating list views and workspaces plus a host of standard Sage 200 reports.
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.
Financial Control for Online Retailers
- Contact: Customer Services
- Email: [email protected]
- Telephone: 0191 257 4707
- Coverage: United Kingdom
Tradebox One
Tradebox One enables online retailers to manage their orders and co-ordinate stock levels across eBay, Amazon and ecommerce webstores from a single solution and automate their data entry into Sage 50 Accounts.
- Integrates Sage 50 with eBay, Amazon & webstores
- Automatically accounts for online sales in Sage 50
- Removes Sage 50 data entry burden
- Creates invoices and customers in Sage 50
- Manage multi-channel orders in one screen
- Mark orders as dispatched in one screen
- Upload stock levels automatically across channels
- Calculate VAT automatically
- Handles cross border VAT calculations
- Saves time and money
From £600 + VAT per year
Free trial available
Barcoder 250 Mobile Sales App
The Barcoder 250 Mobile Sales App is a flexible and easy to use iPad or Android application that will allow your mobile sales team to quickly and easily capture sales orders while visiting your customers at their premises.
- Customer accounts view.
- Product List with images.
- Rapid entry of sales orders.
- Orders limited to logged-on user.
- Orders fully editable prior to submission to Sage 50 Accounts or Sage 200.
- Optional head office order approval function.
- Compatible with both Sage 50 Accounts and Sage 200.
- Runs on iPad or Android tablets. Minimum screen size 7”.
- Easy to distribute to the sales team.
- Fully mobile - web/phone connection not required to browse products/customers and create orders.
- Easily available tablet devices.
- Captures orders quickly and accurately.
- Keeps the sales team up to date with the customers’ account details, including sales history.
- Customer account details perpetually updated.
- Head office remains in control of orders received, if required.
Price on application.
We make Sage 50 Accounting Software do what others can't
- Email: [email protected]
- Telephone: 0843 523 1010
- Coverage: International (must be using the UK Edition of Sage 50 or 50cloud)
Adept Tools
Adept Tools is a collection of useful Add-Ons suitable for all industries and compatible with Sage Line 50, Sage 50, 50c & 50cloud Accounts.
We have Add-Ons for:
- CSV Import & Export
- Products & Stock
- Customers & Sales
- Suppliers & Purchasing
- Financials & Charity
- Code Changers
- Freeware
Adept Tool Add-Ons start at £150+VAT
Support resources include:
- Documentation
- Online Video Tutorials
- Online FAQ Page
- Annual Renewals Fees for ongoing updates and new version compatibility
- Free Limited “Get You Going” Telephone & Email Support directly from Adept
- Support from Adept Add-On Tool registered Resellers & Partners
Free 30 Day Trials available for all Adept Add-Ons.
Invu Accounts Payable
Invu Accounts Payable is a solution that automates the processing of Purchase Invoices. It enforces rules for account codes and the invoice approval sign-offs, ensuring efficiency, control and visibility. Automation of posting reduces manual data entry and associated errors and exceptions.
- Automatically captures all incoming invoices from email in or scanned in post
- Web Browser user interface for Coding and Approvals
- Captures either just header or both header and line item data from Invoices
- Automatically routes Invoices around the company based on your approval matrix
- Reduces data entry as invoices are posted to your finance system
- All invoices are stored in the Invu Document Manager - A fully integrated and fully featured Document Management System which can be used companywide
- Fully integrated with Sage via the Sage supported API and UI extensions
- Full audit trail and powerful search: Visibility with control
The solution is price based on the complexity of the project.
Full customer service is included with this product.
Invu Verify
Invu Verify is a fully automated Cloud Accounts Payable service bringing control, efficiency and visibility, to your Purchase Invoice Processing. Verify captures data from Purchase invoices, routes them through a flexible coding and approval workflow before automatically posting them to your Sage finance system, ready for payment.
- Simple to use fully automated cloud based service
- Quick to setup cloud solution
- Automatic capture of invoices from emails
- Flexible processing configuration
- Powerful dynamic groups model for easy staff management
- Clear visibility and audit trail on the whole process
- Fast Enquiry: Search and view Invoice documents with all the data on hand
Price is based on the service level and the volume of invoices processed. Basic level pricing can be as low as 30p per invoice.
Full customer service is included with this product.
- Contact: Brian Howe
- Email: [email protected]
- Telephone: +44 (0) 13 7223 2150
- Coverage: United Kingdom & Ireland
Skynamo
Skynamo integrates with the Sage to provide field sales reps with a mobile sales app that enables them to check stock levels, latest pricing, product and customer info stored in Sage and submit orders from the field.
Skynamo's cloud-based Field Sales Management software and Mobile Sales app integrate with Sage Business Cloud Enterprise Management and Sage 200cloud.
- Built for Sales Reps in the field...
Provide field sales reps with access to the most up-to-date product, pricing and customer information stored in Sage while on the road or at a customer site. - Get accurate orders out…faster.
Generate quotes and credit notes, check stock and submit orders – all via your mobile device. - Know your customers and never go in cold again.
View all up-to-date customer details and history while on the road. - Cut time spent on call reports from hours to minutes.
GPS technology automates the generation of call reports so you can spend more time selling. - ...and built for Sales Managers
Feel more connected to your reps. GPS technology provides insights into sales activity in real-time or via activity timelines. - Get instant visibility into sales activity in the field.
Auto-generated call reports let you see which customers were visited, how long reps spent with customers, what orders were submitted, as well as notes captured by sales reps. - Make smarter sales decisions.
Use insightful dashboards to make smart sales decisions and coach your reps to achieve targets.
- Improve the quality and quantity of customer data collected in the field by reps
- Dramatically decrease the turnaround time between order submission, invoicing and product fulfillment
- Reduce time required for administrative tasks and reporting, so sales reps can make more customer visits, spend more time with customers, and generate more sales.
From £48 per user per month.
- +44 (0) 23 150 0217
- Email support
- An online help desk to log support requests
- Knowledge library
- Online learning portal to view "how-to" videos