All you need to know about Sage 200

mac showing software being used

Do you feel like you’re in over your head when trying to decide which accounting solution is best for your business?

We understand that there are so many elements to consider when looking for a new financial management system, and the different features can be overwhelming. Do you want a system in the cloud or on-premise? Do you need stock management or dashboard reporting? Can it make the inputting of data less manual?

Allow us to try and make your decision a little easier with a flexible and customisable solution.

Introducing Sage 200…also known as Sage 200cloud, this accounting system grows with you, supporting your business as it evolves. Despite the name, Sage 200 is not a true cloud product, however, with the power of desktop and the integration with Microsoft Office 365 it has cloud-connected features.

Manage your accounts, customers, manufacturing, supply chain and business intelligence whilst on the move. With real-time collaboration you can gain invaluable visibility of your business processes and an overview of business needs as well as ensuring MTD compliance with your VAT submissions.

Fast track your financials and cut out the tedious tasks of re-typing bank payments by connecting to Sage 200 with your bank account, saving you valuable time to focus on what’s important. Respond quickly to opportunities with the necessary insight you need, enabling your business to be more efficient, increase profitability and speed up growth.

Gain complete visibility over all your business operations. With Sage 200 you can manage multiple companies and access key insights and reporting when you’re on the move. This business-wide, market leading software is jam-packed with features and functionality giving you a scalable solution that grows with your business.

Sage 200 can be customised to fit your business needs by managing stock, projects, CRM, payments and your manufacturing processes as well as the ability to connect with third party apps and be supported by our award-winning Sage Support Technicians.

Sage 200 is ideal for:

  • Businesses with £2M-£100M annual turnover, or 50-250 employees
  • The following industries: Manufacturing, Wholesale & Distribution, Retail and Independent Schools.
  • Batch and serial number traceability
  • Project management
  • Managing stock

The most recent features include:

  1. New Microsoft flows
  2. Bank reconciliation
  3. Scan and attach documents feature expansion
  4. Reverse charge VAT for CIS

What package is best for you?

Sage 200cloud Standard:

  • Financials
  • Excel reporting
  • Commercials
  • Microsoft Office 365 Integration
  • Bill of materials
  • Sage Payments
  • E-Invoicing with Sage Pay

Control your business with core financial and stock management functionality. Benefit from cloud access via Microsoft Office 365 meaning you can manage your business wherever, whenever. With Sage 200 you can build and access powerful data insights. Use bank feeds to reduce complexities.

Sage 200cloud Professional:

  • Financials
  • Excel reporting
  • Commercials
  • Microsoft Office 365 Integration
  • Bill of materials
  • Sage Payments
  • E-Invoicing with Sage Pay
  • Business Intelligence
  • Sales, marketing and service
  • Project accounting
  • Manufacturing

The full inventory management enables you to gain even more control including batch and serial number traceability. Using the functionality of Microsoft Office 365, combine desktop with the freedom of the cloud. Use business intelligence & insights to propel your business forwards. Configure and customise to suit your business needs. With CRM, gain a greater overview of your clients and business.

The Integration

Imagine all of these features but with an integration with CRM phenomenon – Salesforce. Our accredited Sage developers have created a bespoke synchronisation bridging these two systems together, bringing accounting and financial management harmony to your business. Forget about the time-consuming awkwardness of switching between software to check stock, order history and contact details and save time with the eradication of the double entry of contact and company details and orders.

You are able to decide if you want Sage 200 or Salesforce to be the master – data inputting into the master system will also push data through to the alternative system, but not the other way around. Clever, we know!

Synchronisation from Salesforce to Sage 200:

Accounts created in Salesforce can be synchronised to Sage 200 as either customers or suppliers.

Contacts created against synchronised accounts will be added to Sage 200 customers/ suppliers. This includes details of phone numbers, email address etc.

Orders created in Salesforce can be transferred to Sage 200 for sales order processing. This includes details of products, warehouse stock, quantities, prices etc.

Synchronisation from Sage 200 to Salesforce:

Customer and Supplier data can be written back to Salesforce for any linked account. This data can consist of analysis codes, credit limit, turnover, plus many other Sage 200 account fields.

Products – Stock items created in Sage 200 are uploaded to Salesforce. These products are then available for use when creating quotes and orders within Salesforce.

Price Book – All price bands and prices for products are uploaded to Salesforce. This includes foreign currency prices and details of standard price bank links.

Stock balances – Warehouse stock information is uploaded to Salesforce for linked products. This includes the warehouses that are linked to the product and the balances within the warehouse (free stock, on order quantity etc).

Sales Orders – Sales orders in Sage 200 are automatically synchronised back to Salesforce to a new Sage orders object– this can include sales orders created prior to integrating the systems. Users can track buying trends over time; view previously ordered products, quantities and prices and more!

Field Mapping – For each area of the integration you are able to map fields between Sage 200 and Salesforce – this includes the custom fields in Salesforce and analysis codes in Sage 200, to support your bespoke customisation. Criteria can be utilised for the synchronisation of data – such as only creating/synchronising Sage 200 customers with Salesforce accounts, if the Salesforce account has a type of “Customer”.

Is Salesforce not your bag?

With Sage 200 there are many opportunities, if Salesforce is not your CRM of choice then streamline your business, save time and increase productivity by integrating Sage 200 with Sage CRM.

Our CRM support team are all fully trained and accredited. We support a wide range of clients throughout many different industry sectors across the UK and further afield.

Why Solutions?

Our expert team will help you understand how Sage 200 can be configured to support your business effectively. We can help you through every step of the implementation process, from consultation and installation through to supporting your software and your business once you are up and running.

We provide full product training to help your users get the most out of the software and to become more effective in their engagements with your customers.

As a leading Sage Strategic Partner, with many years’ experience in delivering Sage Solutions for clients, our team can help you transform the way you do business, freeing up the valuable time you need to focus on achieving your business goals.

To find out how our Sage solutions can give you complete control over your accounting and finance, call us today on (0115) 840 5075 or email enquiries@solutionscloud.uk.