Sage - Pastel Evolution
The System Manager:
The System Manager is the control centre for the entire
Evolution application. It is the system's user interface.
Featuring a System Tree, it controls the system environment
and setup, on-line help, multi-level password security and
displays all the modules included in Evolution.
With all of these features and much more,
Evolution delivers enhanced efficiency, productivity and
security to any business, including:
- A consistent user interface no matter which module
you are currently using, i.e. Fixed Assets, Payroll, Accounting
all share the same common interface and all appear as
options on a single System Tree.
- Navigation tools such as menus, a hierarchical system
tree, toolbars, and favorites.
- Powerful tools for maintaining, sorting, searching and
grouping your lists of data.
- The ability to customize the interface (per user) to
suit each user's requirements.
Pastel Evolution takes advantage of the latest database
technologies, utilising MS-SQL Server 2000 or Microsoft's
Database Engine (MSDE). And while MS-SQL provides Evolution
with the ability to scale support to an unlimited number
of concurrent users, data integrity is ensured through the
use of SQL's transaction roll-back feature. Pastel Evolution
includes MSDE for 1 - 10 user sites. Larger sites will purchase
MS-SQL Server on a per user basis.
Store Data Indefinitely:
Ledger stores 3 years of data and requires no month or year-end
procedures. Accounting periods can however be blocked, preventing
transaction processing to those periods that have been closed.
The Subsidiary Ledgers (Inventory, Receivables, Payables
etc.) store information indefinitely.
and integrity is significantly improved. This feature optimises
data integrity by ensuring that users will never have incomplete
entries or corrupt files, even if they suffer a power failure
while a transaction is in process.
Supports Multiple Companies:
system can maintain multiple sets of books, each with its
own chart of accounts. Access to companies and their related
functions are password protected. Data can also be copied
from one company to another, simplifying the company setup
Transaction Drill Downs:
down functionality allows you to find exactly what you're
looking for, quickly. From summarized information, to detailed
transactions, right down to source documents - just by clicking
accounting data, as well as controlling access to information
is vital to any business. 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 Officemeans 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.
The general ledger
is the heart of the financial function of your company.
All processing you do eventually reflects in the General
Ledger. No tedious month or year-ends, the system is date-driven,
allowing you to post transactions to any period at any time
providing peace of mind and flexibility. The General Ledger
stores 3 years of data. Accounting periods can, however,
be 'blocked', preventing transaction processing to those
periods, which have been 'closed'.
Segmented General Ledger:
will be provided with multi-dimensional views of financial
information. In a Segmented General Ledger, each segment
becomes a reporting dimension in its own right. If an account
number is segmented into different sub levels such as accounts,
branch, department and project, it is possible to extend
financial reporting to include combinations of these different
Cheques can be
printed from within a Cashbook Batch. The cheque layout
is fully customizable to accommodate requirements from different
banks. User access level has also been added for the printing
of cheques. Cheque numbering can be set up for different
Receivables and Payables:
instant access to customer and supplier balances, overdue
totals and sales/purchases history. Enjoy quick and easy
confirmation of delivery requirements, selling prices, discounts
and available customer credit. Drill-down features and reports
are available when you need a more detailed analysis of
customer/supplier transactions. Maintain unlimited addresses
for each customer/supplier record.
Multiple Debtor And Creditor Control
More than one General Ledger control account
can be created for either Receivables or Payables. In other
words, the Groups feature in Receivables or Payables allows
you to allocate a customer or supplier control account respectively,
which will be automatically updated at the time of processing
your transactions. For example, customers could be grouped
against local or foreign customers, and each group could
have its own control account which will be updated automatically.
powerful Inventory gives you unlimited control over your
stock. The system provides both summary management reports
as well as detailed operational reports, all customizable
per user. You can extend Evolutions' power by combining
the Inventory module with other related add-on modules:
- With Multi-Warehousing, you can create multiple warehouses
or stores, and move items between these stores.
- Serial Number Tracking serializes individual inventory
items and keeps track of them by their history. The system
follows their purchase, internal movement in the company,
sale and possible return for repair or refund.
- Bill of Materials allows you to manufacture or assemble
items from components. The system takes the component
materials out of stock and creates finished items ready
for you to sell.
- All these add-on modules work together. For example,
you can manufacture serialized items into warehouses.
Goods Received Voucher / Supplier Invoices Split:
With this feature, you have the ability to receive and immediately
update your stock based on a delivery note from your supplier,
without having to update the supplier account until you
have received the actual supplier invoice. This scenario
will take place. For example, where stock might be delivered
with a delivery note, and the supplier invoice will only
be issued on a future date.
Import Cost Allocations:
When you import goods,
there are frequently additional costs that do not originate
from the supplier. For example, you may be liable for shipping
costs and/or import duties. This feature allows you to process
these additional costs at the same time as the goods received
voucher. The system will then calculate the cost of the
items correctly. This feature avoids the inconvenience of
having to process these additional costs later and then
adjusting your costs manually.
Sales and Purchase Order Entry:
Maintain and control
outstanding orders, processed orders and back orders. This
module is fully integrated into Evolution's 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
- 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
This module allows you to 'tag'
transactions (either income or expense) to particular projects.
Reports can then be filtered showing those items specifically
related to the project you are wanting to control, extending
so far as to reflect a profit or loss report by project.
Any issue that takes place
in a business, and is important enough to be tracked, is
recorded as an Incident. Resolve will track these incidents
to their conclusion - or until they are closed off. Evolution
still stores incidents even after they have been closed,
allowing you to track a history of events as they occurred,
as far back as you wish. You can track all contact with
your customers and suppliers, having access to information
about the history of their Incidents as well as monitoring
any other pending activities within your business. Using
this information, you can track all the sales and support
activities associated with a customer who initiated these
activities, and the agent or agent group who dealt with
the customer. Resolve Lite is standard with Evolution. However,
you can upgrade to more powerful functionality by installing
the Resolve add-on module.
You have the ability to view General Ledger
accounts in a graphical format to compare, for example,
the account movements over a period of three financialyears.
Additionally, graphs have been added to allow you to compare
Sales vs Purchases in the Orders module.
Evolution Report Writer and Stationery Customization:
The Report Writer module allows you to customize standard
reports per user as well as stationery layouts per user.
It integrates into every module in the Evolution system.
You can change layouts, add and remove fields, and perform
additional calculations or subtotals. You can even write
your own SQL script for advanced functionality. The system
includes a tutorial programme that will guide you through
the process of report writing.
Sage Pastel Evolution Grows with your Business: The utilization
of the MS-SQL database makes Pastel Evolution scalable,
supporting an unlimited number of concurrent users. In addition,
the growth of your business may demand the ability to add
new functionality to your accounting system. By using Pastel
Evolution as the core engine, you can add specialized modules
to cater for industry-specific requirements. Developed within
the Evolution FrameworkT, these add-on modules offer complete
integration with the core system, as well as a common interface
and user experience. Furthermore, all components within
the Evolution FrameworkT utilize a MS-SQL database ensuring
that all your business data resides in one central database.
Evolution's standard functionality
includes Resolve Lite. However, to maximize this module's
potential, Resolve includes the following added functionality:
One of the most compelling reasons
to use Contact Management is its ability to ensure that
Incidents are dealt with in acceptable time frames. 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
The calendar feature in the Resolve module
allows for the linking of Incidents to a particular appointment
in your calendar making it easier to prepare for meetings.
Schedules for other users can also be viewed when scheduling
an event to avoid conflict in appointments.
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.
This feature allows controlled
invoicing against customers that have contracts in place
and services that are rendered on the basis of a valid contract.
Contracts are created within a specific time period and
on a particular charge basis, which is automatically invoiced
out against the customer from directly within the contact
management module. Resolve can be purchased as a stand-alone
View Incidents graphically (bar
charts) per user, per Incident type, per Incident status
and so on. Graphical representations of Incident information
gives 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.
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
- Multiple Asset Types
- Capex Budgets and Orders
Pastel Evolution Fixed Assets can be used in conjunction
with the core Evolution system or can be purchased as a
Evolution Annuity Billing:
Integrating to both
Receivables and Inventory, this module provides for repetitive
or recurring invoices on a daily, weekly, monthly or quarterly
basis. Specify contract periods, design recurring invoice
templates or simply setup base amounts to be charged to
customers periodically. Annuity Billing is another flexible
module that provides you with the ability to customize the
application to fit the specific requirements of your business.
Evolution Serial Number Tracking:
with Evolution's 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 serialized 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 Pastel Evolution Payroll and calculate transactions
on a rate, lump sum or percentage basis.
Evolution Bill Of Materials:
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 complet 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.
Alternative Units Of Measure:
This feature is
particularly useful when dealing in different units of measure.
For example, you are now able to break down items in case
lots to smaller units automatically when receiving goods.
This feature works in conjunction with the Bill of Materials
add-on module allows you to split your inventory items into
discrete areas, or warehouses. You can use warehouses for
many types of situations:
- " Physical warehouses in different geographic areas.
- Keep raw materials and/or internal parts separate from
items you sell.
- Keep track of consignment stock / samples in a separate
- Separate obsolete items into a separate warehouse.
- Track demo stock allocated to sales representatives.
This module integrates
with Inventory as well as Receivables, perfectly addressing
the practical issues within the retail or Point-of-Sale
environment. Functionality includes security parameters,
tender types (cash, voucher, credit card or Cheque), flexible
pricing and discounting. This module supports peripheral
devices such as pole customer display units, cash drawers,
slip printers and a bar code scanner. Evolution Point-of-Sale
is user friendly and offers flexibility by allowing for
per till configuration and has powerful reporting features.
Evolution Pricing Matrix:
This module adds great
flexibility to Evolution's standard pricing feature. Establish
volume-based or time-based price breaks and much more. Discounts
can also be specified by customer or group of customers.
Design unlimited discount variations, such as multiple discounts
per customer per stock item, discounts per stock group and
the ability to override discounts on processing invoices.
Evolution Customer Account Consolidations:
with Receivables, this module allows for the separate invoicing
of branches, but with the added functionality of printing
one customer statement at a consolidated head-office level.
This is particularly useful when you wish to keep track
of a 'group customer with head office' situation where you
need to capture sales made to the individual branches, but
then present a consolidated statement to your customer's
Evolution Customer Credit Risk Management:
with Receivables, Customer Credit Risk Management helps
you manage your customer credit risk through a step-by-step
process. A credit application is completed to assess a potential
customer's credit-worthiness before the granting of credit.
This module generates credit applications and runs the data
through a scoring system. A passing score will see a new
account opened. A failing score will request guarantees
or security against granting credit.
The module will also generate standard legal documentation
based on the type of business you are running. The following
documentation, amongst others, is included:
- Terms and conditions of sale.
- Credit application forms.
- Both 'soft' and 'final' demand letters.
- Power of attorney forms.
Sage Pastel e-Business:
The Internet has fast become
a necessary extension to the traditional manner in which
business is conducted. Evolution's E-Business module enables
you to quickly and easily open an online web store. Set
up seamless integration between your online store and Pastel.
For example you draw product and price information for the
online store and orders can be automatically downloaded
into Pastel and processed. Fully integrated with Pastel
Evolution, E-Business provides:
- Full E-Business integration - seamlessly draw customer,
product, pricing information from Evolution directly into
your website enabling you to merchandise and sell products
- Full order integration - orders automatically flow back
from your E-Business web store into Pastel Evolution.
- Offline set-up; no IT knowledge required.
View detailed customer statements,
with a drill down into source transactions over the Internet.
The benefits include:
- Get paid faster.
- Customer self-service.
- Customer account access 24/7/365.
- Uniform electronic remittance advice.
- Mobile sales representatives with up-to-date information.
- Detailed account research.
Sage Pastel Peace of Mind:
The Sage Pastel range
of products - Pastel Xpress, Pastel Partner and Pastel Evolution
- ensures that, from start-up to medium size enterprises,
through to large operations, your business software will
sustain and support continued growth. You can be confident
in the knowledge that your business growth will never be
hampered by your accounting system. Powerful and flexible,
Sage Pastel's feature-rich applications are suitable for
a broad range of industries. Furthermore, Sage Pastel is
committed to ensuring that you get the very best out of
our software. That's why we continuously invest in improving
our comprehensive service and support infrastructure. Sage
Pastel's years of experience, in-depth knowledge of the
accounting software industry and commitment to ongoing investment
in Research and Development, delivers complete peace of
mind. It's for this reason that over 1 60,000 businesses
around the world rely on Sage Pastel to help them keep running
Sage Pastel Evolution Accounting
and all modules within the Evolution range are subject to
an annual renewal fee. This business model provides customers
with a number of important benefits including: updates and
upgrades, first line telephonic support and e-mail support.
The compulsory annual renewal is payable on the anniversary
date of registration of the application and Pastel Evolution
will automatically provide you with advanced notification.
The accounting system forms the financial heart of your
business and, accordingly, becomes a central repository
of key information that you rely on to run your business
on a day-to-day basis. The mission critical role of these
systems requires a comprehensive service and support infrastructure,
and ongoing investment in research and development. The
concept of a compulsory annual renewal fee is similar to
insurance. It gives you peace of mind that you always have
the back-up service, support and expertise you need.
This concept appeals to mature businesses that consider
Sage Pastel Evolution a crucial element to the efficient
and competitive running of their business.