SALES AND PURCHASE ORDER ENTRY

Maintain and control outstanding orders, processed orders and back orders. This module is fully integrated into Evolutions’ Inventory, Receivables and Payables modules.

• Print and process purchase and sales orders, and then fill these orders in part or in whole, keeping track of outstanding orders.
• Reserve stock quantities for customers when they place an order.
• Print picking slips and delivery notes.
• Capture purchase orders in the supplier's currency and the system converts the values into your currency at the exchange rate you specify.
• Create purchase orders automatically; using the re-order fields on the inventory records.
• Create quotes and convert into sales orders once confirmed.
• Powerful reports help you manage outstanding and overdue orders.

 

ADVANCED SECURITY

Confidential accounting data, as well as controlling access to information is vital to any business. Sage-Pastel Evolution enables you to configure multi-level, menu-driven passwords and securities per individual user.

You can also establish ‘user groups’, allowing the quick addition of new users into the system, with security access rules defined at the user group level. Once you assign a user to the group, the user takes on the access rules of that group.

 

INTEGRATED WITH MICROSOFT® OFFICE

A seamless integration with MS Office means that you can e-mail any report, in any format (HTML, XML etc.). Data can also be exported to Word or Excel where you can perform your own complex data manipulations. This feature greatly complements Pastel’s extensive range of management reports, available at the touch of a button.

The Resolve Module also integrates its e-mail management to Microsoft® Outlook.

 

EVOLUTION RESOLVE

Evolution’s standard functionality includes Resolve Lite. However, to maximize these modules potential, Resolve includes the following added functionality:

 

Escalations

One of the most compelling reasons to use Contact Management is its ability to ensure that incidents are dealt with in acceptable timeframes. Taking too long to respond to a customer complaint (or incident) could be damaging to your company. Escalations allow you to design a flow of responsibility for various incident types that is automatically triggered after a specified time.

Calendar

The calendar organizes your company time management. Incidents can be prioritized by date. The calendar also allows you to integrate incident priorities with employees’ availability. 

Knowledge Base

The knowledge base lets employees create topics. In these topics, they can share information about support, sales, or any other issues. In addition, employees can link documents from the document list into knowledge base articles.

The articles can also be linked to incidents and, if you e-mail incidents, you can optionally include the knowledge base articles in the e-mail, either in the text or as an attachment.

 

Incident Graphs View incidents graphically (bar charts) per user, per incident type, per incident status and so on. Graphical representations of incident information give a birds-eye view of your business activities – perfect for management. You can even drill-down by clicking on a particular area of the chart to see the underlying detail making up the chart. Resolve can be purchased as a stand-alone product.

 

EVOLUTION FIXED ASSETS

With features like an unlimited number of assets and multiple forms of depreciation, Evolution Fixed Assets helps you to control your fixed assets easily, affordably and reliably. The different methods of depreciation include straight line, reducing balance, immediate write off, units of usage, plant & machinery and equal allowance. Other key features include:

• Track unlimited number of Fixed Assets by cost centres or departments
• Multiple Asset Types
• Capex Budgets and Orders

Sage-Pastel Evolution Fixed Assets can be used in conjunction with the core Evolution system or can be purchased as a stand-alone product.

 

EVOLUTION SERIAL NUMBER TRACKING

Integrating with Evolutions’ Inventory module, Serial Number Tracking keeps detailed information on specific inventory items. From purchase to sale, to returns, each item is tracked uniquely providing absolute control over serialised inventory items.

Sometimes you may need to track items individually. For example, if you sell items that have warranties, you need to know when you sold the item, and to whom you sold the item, so you know whether it is under warranty.

A Serial Number Listing report shows the current location of serial numbered items. For each serial number, the report shows the item code and description, the date of its last movement, the current general location in stock, the customer it was sold to, and so on.

A Serial Number Transactions report shows all transactions for a serial number. Reflecting one transaction per line, each line shows the serial number, item code and description, transaction date and reference, the customer/supplier account code and its originating module.

 

EVOLUTION JOB COSTING

Allocate costs and measure the profitability of short-to-medium-term jobs. Enjoy an unlimited number of job cards and the ability to archive these for future estimates. Track labour costs from payroll time sheets in Sage-Pastel Evolution Payroll and calculate transactions on a rate, lump sum, or percentage basis.

BILL OF MATERIALS

This is the manufacturing module of the system, it enable you to produce final product of your company.
Designed for the manufacturing and assembly environment, this module allows you to create assembly sheets (or Bills as they are commonly known) detailing each component making up the completed item.

Completed items can be manufactured before they are sold or you can simply invoice the completed item and Evolution will manufacture the item on-the-fly, whereupon the sub-components will be drawn from stock.

Additional features include the ability to update inventory files during the manufacturing process and forward planning with the Material Requirements feature.

The bill of Materials module allows you to create, or manufacture, new inventory items from other inventory items, called components. Component items can themselves be items you create from other items, or they can be items you purchase from suppliers. Components items can also be service items, which you could use to represent labour costs

 

You can use bills of materials for two very different types of processes:

• You can use raw materials to manufacture a new inventory item. For example, you can make a guitar out of wood, strings, varnish, paint, and so on. You may manufacture elements of the guitar, such as the neck, separately, and then use these separate elements of the guitar itself. The usual terminology for this type of activity is manufacturing.
• You use components to assemble a new inventory item. For example, if you sell computers, you create an item that consists of the computer case, a monitor, a keyboard, and a mouse. The computer case, in turn, contains a specific motherboard with a CPU and memory, a hard drive, a CD drive, and so on. When you assemble items that you can also sell separately, the usual terminology for this is “kitting”

 

The bill of materials module allows you to manage both these types of processes, and gives you special facilities for each of them. For example, when you sell a computer, you would like to show the individual components on the customer invoice, whereas when you sell a guitar, you do not wish to show these.

This module revolves around a bill of materials. This is a set of instructions, or a recipe, that shows how many of each component you need in order to manufacture an inventory item. You create a bill of materials for each inventory item you manufacture.

SYSTEM REQUIREMENTS

	Single User	Work Station	Server	Server
			(less than 10 users)	(11 – 20+ users)*
HARDWARE
Minimum	Pentium III 500MHz	Pentium III 350MHz	Pentium III 350MHz	Pentium IV 1GHz
Recommended	Pentium IV 2GHz or higher	Pentium III 500MHz or higher	Pentium IV 2GHz or higher	Xeon or Dual Processors
OPERATING SYSTEM
Minimum	Windows 98, NT4 SP6	Windows 98, NT4 SP6	Windows 2000/ XP Pro	Server 2000/ NT
Recommended	Windows XP, 2000	Windows XP, 2000	Windows 2000 server	Server 2003
RAM
Minimum	256MB	128MB	512MB	1GB
Recommended	512MB or higher	256MB or higher	1GB or higher	More than 1GB
SCREEN RESOLUTION
Minimum	800 x 600	800 x 600	800 x 600	800 x 600
Recommended	1024 x 768	1024 x 768	1024 x 768	1024 x 768
Requirements for all Users:

 

SAGE PEACHTREE

Peachtree provides faster than ever access to your information. Peachtree includes significant performance improvements in the following areas:

• Look up lists and searches - 50% faster1.
• Access nearly all reports in less than 1 second!1
• Designed to significantly reduce multi-user lock ups and blocking2.

 

As part of our Business Care Plan Peachtree customers will receive the following:

• One year of unlimited access to our highest level of Support Specialists via phone and e-mail.
• All product updates and upgrades that are released within 12 months of your purchase date. Accommodate 10, 15, 20 or 30 users (local and/or remote).
• Peachtree was designed for companies with larger databases and has been optimized to effectively manage more customer, vendor and inventory data.
• Managing user security is easier than ever! Now you can use a pre-existing template or create custom roles according to job functions and assign them to different users in the system. This new functionality significantly improves new user setup time.
• 24x7 access to the Peachtree Knowledge Center, our online resource center for tech tips and tricks.

• Designed to allow you to grow without the need to convert your data to a new system or learn a new software application.
• The most comprehensive offering in the Peachtree product line, including all features available in Peachtree Premium accounting, plus all industry-specific product capabilities available in our Manufacturing, Distribution, Construction and Nonprofit products.

 

FEATURES

MULTI-YEAR REPORTING

Compare budgets and financial results across multiple years within your General Ledger reports and Financial Statements. As your business grows over the years, you will be able to use this functionality to get improved trending analysis, better research, and more accurate forecasts based on prior year activity.

FLEXIBLE PAYROLL MANAGEMENT

Access to a flexible payroll management tool for your business is available. Peachtree makes managing your payroll easier with set-up improvements and expanded offerings for benefits and deductions. These expanded feature improvements offer you a better way to account for items that you need to effectively manage your business.

REAL-TIME ERROR ALERTS

Having data accuracy is critical to any small business. Within Peachtree, you will be alerted when using non standard AP and AR accounts upon saving the transaction or when using a non-cash account in the cash account field on receipts and payments.

CASH FLOW MANAGEMENT

Easily analyze and forecast your cash flow with the use of the cash flow management tool. You will have the ability to know whether or not you will have enough cash to meet current and upcoming financial obligations by managing your cash flow from one location. Additionally, you will be able to export cash flow forecasts into Microsoft Excel.

TIME AND EXPENSE TRACKING

Peachtree allows you to locate your time and expense tickets through a quick list view, utilize a new invoice form specific for your industry, as well as customize the first day of your business week depending on how your company tracks time.

CRYSTAL REPORTS 2008

Experience a better end user report viewing experience, enhanced report designer productivity and advanced information visualization capability. Create what-if models that enable you to make important decisions, without leaving the report file. And have a more streamlined and flexible report designer within Crystal Reports 2008.

BUSINESS MANAGEMENT FEATURES

Quick Start-up
This easily identify all the new features within Peachtree with the New Features Screen. Choose from over 20 short instructional demos to help you learn about key functions in the product. Quickly learn how to enter customers, vendors, employees, and more with the Guided Tour! Plus, learn how to handle basic accounting transactions. And, walk step-by-step through setting up your company with the New Company Setup Wizard and get started quickly.
Navigation Centers
A more intuitive way to navigate and gain access to information. Get quick access to key information and tasks.
Easily Convert from QuickBooks
Use the QuickBooks Conversion utility to convert from QuickBooks versions 2005 - 2008, Basic through Enterprise.
Choose from Sample Company Charts of Accounts
With more than 75 sample company charts of accounts to choose from, simply select the company that most closely resembles your own, and your books are instantly set up to fit your business.
Check Off Setup Tasks as You Complete Them
Let the Setup Guide walk you through the process of setting up your company information, record data, and beginning balances, and then check the task off your list and track your progress.

Accounts Receivable

Generate Customer Quotes
Quickly and easily provide your customers with estimates for their orders by printing quotes! Your quote does not actually update your accounting information until the quote is converted to a sales order or invoice.
Create and Track Sales Orders and Back Orders
Track your sales from order to invoice. Easily enter orders and track partial shipments, and always know what is on backorder with the onscreen "Out of Stock" warning or review the Sales Order Report.
Track Your Payment Status
Instantly know which purchases or invoices are paid in full, partially paid, past due or unpaid so you can easily stay on top of who owes you and who you owe.
Customer Statements
Use statements for billing your customers with detail from invoices, credit memos and payments automatically printed on the statements.
Credit Memos
Choose the invoice to apply to, record the amount returned and you're done!

ACCOUNTS PAYABLE

Bill Payment
Write your checks and pay your bills as if you were working in your own checkbook. Simply select which vendors and bills to pay, even review the invoice detail in one click, and print the checks-task done!
Write Checks Fast
Write checks with a simplified screen that looks like the manual checks you're used to. And the split screen feature shows "behind the screens" allocations for multi-account tracking just like a personal finance system.
Purchase on Time
Receive partial shipments and put items in inventory before receiving a bill! Easily handle drop shipments and review reorder reports for a quick glance at quantity-on-hand, quantity-on-order and backorder information.
Vendor Credit Memos
Track returns to your vendors by choosing the invoice to apply to, record the amount returned and you're done!

TIME SAVERS

Business Status Center
Monitor your business in one place using an integrated view of key measurements and indicators. Find information relating to account balances, who owes you what and what bills you need to pay, and who are your most profitable customers to gain greater insight to help make more effective decisions all in one place. If you need to report back to a business owner, the Business Status Center can easily be printed out or a pdf file created and e-mailed to easily share the information on how the business is performing.
Internal Accounting Review
Use the Internal Accounting Review to run up to 15 checks at any time on your Peachtree data. Look for suspicious transactions and common accounting mistakes such as duplicate transactions and cash receipts that do not debit the correct General Ledger cash account.
Recurring Transactions with Year End Rollover
Set up transactions once and do not worry; Peachtree will remember these transactions automatically for you. You set how often and when these recurring transactions should happen and Peachtree will do the rest.
Integration with Microsoft Word
Quickly create mass mailings or e-mail blitzes and other notifications such as customer newsletters, thank you notes, credit requests from a vendor and more from your the contact information or transaction information.
Schedule Memorized Transactions
Set up Memorized Transactions for Quotes, Sales Invoices, Purchase Orders, Payments, and General Journal entries.
E-mails Generated by Alerts
Set the system to monitor key elements of your operations and have an e-mail alert generated when certain conditions are met to keep you operating efficiently.

OVERVIEW OF REPORTING FEATURES

Get the Data You Need, in the Format You Prefer
Eliminate trial-and-error printing by previewing onscreen the layout for your Invoices, Checks, Labels and more before ever printing.
Collect from Your Customers / Pay Your Vendors
Display both by list and graphically the aging status of your customers who have open invoices and print collection letters for those customers with overdue accounts with the Peachtree Collection Manager. Use the Payment Manager to drill down through four levels of aging analysis so you always know whom you owe, how much and when it's due. Plus, check off a batch of invoices to pay and print checks.
Rapid Access Reports
Save time by running key reports right from your most frequently used screens such as invoicing and purchasing! Information is already pre-filtered so that you have single-click access to the information you need.
Filter Reports Using Custom Fields
Filter your standard and custom reports by custom fields allowing you to run more meaningful reports categorized in ways more useful to you.
Customizable Reports
Choose from 145+ reports to better track forecast and budget your finances and get the information vital to the success and growth of your business. Customize these reports to look the way you want them to. You can also save time by grouping reports to run daily, weekly, monthly or at year-end.
Forms Design
Now you have a more flexible way to customize your forms such as invoices, sales orders or quotes for a more professional representation of your business. Improvements include the ability to add fields, colors, logos and other information with a new, simple design screen. Forms now include new guide marks to help you better layout your information.
Create and Print Deposit Tickets
Save time using this printed record for your bank deposits of your receipts recorded in Peachtree.

TIME AND BILLING

Comprehensive Time Tracking
Easily track time using the time card features, and never enter information twice! Employees simply enter hours on daily or weekly forms and the time information then flows automatically into both invoices and paychecks.
Flexible Billing Rates
Choose from multiple rates—Employee, Activity, and Flat Fee—or choose to override the rate.
Flexible Billing Status Options
Choose from multiple billing status options the moment you enter a time ticket—Billable, Non-billable, Hold, or No Charge.
Instant Expense Tracking
Track all job or project costs and streamline your billing procedures by keeping track of expenses like travel, copies, meals, and more!

JOB COSTING

Always Know What a Job will Cost
Easily determine which jobs are more profitable by comparing all job expenses versus revenue. Create job and project estimates by breaking down jobs to the phase level, and then review cost codes by breaking each phase down to a particular type of cost.
Change Job IDs
Change the assigned lookup IDs for Jobs, Phase and Cost Codes at any time even after you have used them within Peachtree. This allows you to make necessary edits to existing IDs without having to start over and better matches your business needs.

FIXED ASSETS

Manage Fixed Assets
Calculate depreciation easily, quickly, and accurately! The Peachtree Fixed Assets system—FAS for Peachtree—allows for seven books of information, including Financial and Tax, all in full compliance with government rules and regulations. Track up to 200 assets.
Regulatory Compliance
Subscribe to the Fixed Assets Tax Service to ensure regulatory compliance

SYSTEM REQUIREMENTS

	Single User	Work Station	Server	Server
			(less than 10 users)	(11 – 20+ users)*
HARDWARE
Minimum	Pentium III 500MHz	Pentium III 350MHz	Pentium III 350MHz	Pentium IV 1GHz
Recommended	Pentium IV 2GHz or higher	Pentium III 500MHz or higher	Pentium IV 2GHz or higher	Xeon or Dual Processors
OPERATING SYSTEM
Minimum	Windows 98, NT4 SP6	Windows 98, NT4 SP6	Windows 2000/ XP Pro	Server 2000/ NT
Recommended	Windows XP, 2000	Windows XP, 2000	Windows 2000 server	Server 2003
RAM
Minimum	256MB	128MB	512MB	1GB
Recommended	512MB or higher	256MB or higher	1GB or higher	More than 1GB
SCREEN RESOLUTION
Minimum	800 x 600	800 x 600	800 x 600	800 x 600
Recommended	1024 x 768	1024 x 768	1024 x 768	1024 x 768
Requirements for all Users

 

Our Implementation Process
The implementation process is divided into 4 key stages:

		Installation (incl. hardware review)
		Setup (incl. report design)
		Training
		Monitoring

Installation
This involves the installation on server(s) and workstations subject to the number of users specified in the agreement, after ensuring that the hardware environment is fit for purpose. Installation covers the following:

		Software Installation
		Setting up of back up facility

Setup
A modular approach will be used in setting up the accounts and training personnel. This approach is preferred to the general set up approach because it will be specific to the needs of each department in the company. The process includes:

		Set-up of client accounting information
		Report design and data migration
		Setting up Access rights

Training

		General Training
	We provide regular training in batches (dependent on business requirements) in our offices or at client sites.

		Onsite Training
	We believe that is imperative that every user understand their role vis-à-vis the software.As such we offer “hands-on” Training for each user to enable us understands their needs and assist them to operate more effectively as a result.

Monitoring Period
Once the installation and setup has completed, our personnel will be available to monitor progress and provide assistance where necessary for an agreed period.
                                                                                                      
Terms and Conditions

The full product price alongside 75% of the training & Implementation fee is payable in advance while the balance is payable upon the completion of implementation.

Training can be arranged at our office or other convenience of the company. Each attendee shall have a computer to him/herself.

Installation will be on the client site. It involves the use of your data and installation period is between 1 and 3 weeks.

 

PRODUCT COMPARISM:-
In summary Pastel is for large manufacturing industries or companies with large trade in stock and materials, customers and products. It is used where trasactions also has to be track on the move eg. E-banking etc.

Peachtree is good for individuals to medium and some big companies .
The cost implications shows clearly the differences.
The choice of product depends on your company’s size and volume and complexity of transactions.