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CloudERP_logo

Cloud simply means the internet

definition of Cloud Computing: Use of the Internet to access hardware, software, and other resources that are provided on-demand in order to perform work and other business processes.

So as much as Cloud is now a buzz word in the ICT sector, we have all been using components of it for a long time. Take your Yahoo or Gmail for instance, this is all a combination of server hardware and software hosted by these organizations and published online for our use.

With that in mind, Savanna Cloud ERP is an Enterprise Resource Package which is accessible through a web-browser to manage your organizations information.

he basic difference between on-premise (legacy) ERP and cloud ERP is:

Legacy ERP solutions are installed locally on your company’s hardware and servers and then managed by your IT staff, while cloud ERP—also called SaaS, or Software-as-a-Service—is provided as a service. With this type of deployment, a company’s ERP software and its associated data are managed centrally (in the Internet “cloud”) by the ERP vendor and are accessed by customers using a web browser.

The advantages of running a cloud based system like Savanna Cloud ERP are:

  • No software installation
  • No investment in server hardware
  • No IT resources required
  • Platform independent i.e. does not matter what type of computer you are using (Apple, Windows, Linux)
  • Low maintenance costs
  • Predictable costs
  • Secure and dynamic
  • Freedom to work from any where
  • Automatic upgrades
  • Support available when you need it
  • Built from the ground up with web technologies made for low speed internet connection

Savanna Cloud ERP has the following features:

  • Invoicing
  • Dashboard
  • Distribution Management
  • General Ledger & Financial Management
  • Inventory Management with serial number and lot tracking
  • Order Management
  • Bills of Material & Works Orders
  • Project Management
  • Purchasing & Procurement
  • Sales Management
  • Supply Chain Management
  • Warehouse Management
  • Web-Store integration
  • Compliant with ZRA requiremrnts
  1. SaaS: Software-as-a-service pay as you use hosted on Savanna Solutions web server
  2. Private Cloud Subscription: Installed on a virtual cloud server, controlled by you
  3. On Site Cloud Server: Installed on a cloud server located at your premises
savanna Payroll logo

The quickest and easiest way to manage all your weekly and monthly payroll needs. Savanna Payroll is designed to meet the fast growing needs of dynamic Zambian businesses. It simply manages all aspects regarding payroll, including payroll calculations, leave registers, report writing, tax year-end, and more.

Savanna Payroll interfaces seamlessly with Pastel Accounting software, which means your general ledger payroll journals will automatically update.

Our solution automatically provides new tax law or statutory upgrades as they arise, keeping you on the payroll cutting edge. What is more, our Savanna Payroll is so flexible; it can be used in any industry sector, injecting value into your company, employee and client relations across the board.

Save time and money as you process your payroll simply and efficiently, giving you more time to focus on growing your business.

Savanna Payroll is so easy to use, anyone can learn to use it, allowing you to maximise your resources effectively. Enjoy flexibility as the payroll process can be managed across single or multiple companies as well as weekly, monthly or year end time periods. Extract comprehensive reports to suit your needs, at a click of a button, by using the customisable, report writing tool or make use of the standard reports.

  •  Accurate PAYE Personal Levy and NAPSA calculations.
  • Automatic payroll journal integration with Pastel Accounting Xpress, Partner and Evolution.Set your own company’s payroll parameters, such as fringe benefit and company contribution definitions and more.
  • A full history of current and historic pay slips is kept.
  • Comprehensive, statutory employee details can be stored and accessed easily.
  • Generate annual, electronic P18, P22.
  • Manage employee loans on a monthly basis as accumulative balances are displayed in an easy to understand format.
  • Enjoy tight security control through password protection and user-set access levels.
  • Manage all monthly or annual electronic submissions.
  • Conduct global changes to all employees when changes are required to affect all employees.
  • Perform electronic funds transfers with the major banks in Zambia.
logo_transparent_background

Sage Evolution

Sage Evolution provides an entire business management solution

It’s the new way to work

Sage Evolution Premium is a solution that brings all aspects of your operating environment together, giving you the ability to control your financial situation as well as your relationships with your customers, suppliers and employees.

All components and modules in the Evolution range are fully integrated. They share a common interface, providing a consistent user experience. The Microsoft® SQL Server database ensures data integrity and maintains all your data in one central database. Sage Evolution as a core product is feature-rich, but the add-on modules that are available make it a truly revolutionary ERP software solution.

  • General Ledger
  •  Unit of Measure
  • Cash Book
  • Goods Received Voucher
  • Accounts Receivable
  • Alert Management
  • Accounts Payable
  • Advanced Security
  • Inventory Control
  • Microsoft® Office Integration
  • Import Cost Allocations
  • Graphs
  • Invoicing
  • System Audit Manager
  • Sales & Purchase Order Entry
  • Tax Module
  • Project Tracking
  • Report Writer & Stationery Customisation

The above features and modules are referred to as the core Sage Evolution system.

  • Annuity Billing
  • Lot Tracking
  • Bank Statement Manager
  • Manufacturing
  • Bill of Materials
  • Sage Evolution Mobile
  • Branch Accounting
  • Multi-Currency
  • Business Gateway
  • Multi-Warehousing
  • Business Intelligence Centre
  • Municipal Billing
  • Debtors Manager
  • Payroll*
  • Customer Account Consolidations
  • Point of Sale
  • Customer Credit Risk Management
  • Pricing Matrix
  • Delivery Management
  • Procurement **
  • E-Business & E-Billing
  •  Advanced Procurement**
  • Fixed Assets*
  • Sage Evolution CRM Standard
  • Retail Point of Sale
  •  Sage Evolution CRM Premium*
  • Job Costing
  • Serial Number Tracking
  • Voucher Management
  • Service Manager

* These modules can be purchased as stand-alone applications.

We know and understand how important historical data is for a company; therefore we now allow you to create unlimited financial accounting periods. Previously we only stored data for 5 years but now you will be able to view historical data well into the past.

You will benefit from this by analyzing historical data to make more informed decisions and accurate forecasting.

As an added software control measurement, we have enhanced our login security by adding Password Complexity and Agent Lockout settings.

The Password Complexity enables you to enforce specific password combinations which can be aligned to your business’s IT protocols.

The Agent Lockout feature allows you to control users entering their passwords incorrectly by specifying lockout attempts and durations.

General Ledger

This time saving feature allows you to automate balance forward transaction allocations when processing cashbook batches in Sage Evolution.

As an added software control measurement, we have enhanced our login security by adding Password Complexity and Agent Lockout settings.

The Password Complexity enables you to enforce specific password combinations which can be aligned to your business’s IT protocols.

The Agent Lockout feature allows you to control users entering their passwords incorrectly by specifying lockout attempts and durations.

General Ledger

Previously you could not view ledger balances per financial year, but now due to the unlimited financial periods, we have dedicated a Ledger Balances tab on the General Ledger Enquiry screen, allowing you to view specific account balances per financial year
  • This amazing new feature is a Pivot table within Sage Evolution, which allows you the freedom to mix and match information to display exactly you would you want to see it.

    You can even drill down to the source document of the transaction as well as save this Pivot in an Excel, HTML, TXT or XML format.

    Different types of charts are available for visual analysis.

  • We have added enhanced settings when saving your automatic payment and remittances.

Should you have any unresolved disputes with a particular supplier’s transaction, this feature allows you to put supplier transactions on hold, withholding the payment until such time it is placed off hold.

This will filter through to your automatic payment and remittances whereby the scheduled payment will exclude the supplier transactions placed on hold.

We have aligned Sage Evolution to IFRS reporting requirements, general ledger accounts now have the IFRS reporting categories and financial statements formatted to display accordingly.

Accounts Receivable and Accounts Payable

To give you peace of mind and control about what type of documents reach your customers or suppliers by post or email, Document Profiles allow you to enforce specific invoice numbering and creates consistency by allocating specific printing and emailing document layouts per agent. Document layouts can also be selected from any inventory related document before printing it, which allows other agents to also make use of the layouts, when and if necessary.
This feature allows for proactive processing, by performing quick inventory price enquires at any time. You are able to create quotes and invoices with a click of a button as well as toggle between pricelists.
  • Keep control of additional charges incurred like courier or surcharge levies by quickly adding them to an invoice. Sage Evolution allows you to update the correct general ledger expense accounts and can apply the charges based on a fixed value or percentage value.

This might seem like unfamiliar territory, however, Sage Evolution has made it simple and easy. By enabling this, it allows you to perform invoicing in stages, by issuing stock first, in cases where customers only wanting a consolidated invoice at month end or invoicing a customer first, before delivery of goods have taken place. The best about this feature is, is that it makes use of a Delivery Accrual account giving you piece of mind that your Cost of Sales account will balance at the end of the day.

The availability of Units of Measure Items have been a dynamic feature in Sage Evolution since its inception; however, after extensive research and customer interaction it has become clear that we have to take it to the next level, which then translated into Dimension Items as seen in Version 7.

Dimension Items gives you the ability to stock items using specific dimensions such as m² and m³.

You can specify buying and selling dimensions depending on the type of item and is perfect for environments where inconsistent measurements are sold based on client requirements. 

View the Gross Profit % when you are processing a customer invoice on the fly.
When performing specific inventory item enquiries, you are now able to invoke a warehouse lookup field enabling you to establish which warehouse this item belongs to.

Mostly applicable to insurance claims, this feature allows for secondary customer processing.

Depending on your setup, the system simultaneously generates two invoices which are linked to a common transaction.

Ideally used in businesses where the customer is invoiced for the excess amount and the insurance company for the full value of the item.

  • This is a tool that lets you manage interaction between you, your customers, your potential customers, even your fellow company members.

    The system has many powerful features and capabilities:

    • Processing Incidents
    • Escalation Groups and the Sage Services function
    • Workflows
    • Sales Force Automation
    • Contract Invoicing
    • Knowledge Base
    • The Document List
    • Bill of Materials
We previously limited bill of material user defined fields to document header sections, but now you are able to create specific bill of material user defined fields for transaction lines
To avoid recreating simple to complex bill of material recipes, we have alleviated your possible frustrations by allowing you to import them using our dynamic Data Distribution Services utility.

This easy-to-use web based interface assists you to manage your inventory replenishment processes.

Some key features include:

  • Dashboard
  • Visibility to critical Inventory KPI’s and financials
  • Stock holding, stock outs, potential stock outs
  • Excess stock and surplus orders.
  • Inventory Forecasting
  • Inventory Monitoring
  • Provides early warning of stock-outs
  • Potential stock-outs, or Surplus orders
  • Ordering Schedule
  • Supplier Performance
  • Interactive Reports
logo_transparent_background
Sage Pastel Partner

Pastel Partner is a smart, intuitive accounting software tailor made for medium sized businesses. Pastel Partner comes with a single user and unlimited company licence you have the option to purchase up to 20 additional user licences. You’ll be able to store 5 years of transactional data while being able to process the current financial year as well as one back. You can create a maximum of 30 cash books including all General Ledger functions.

With Pastel Accounting you are able to:

  • Create your company in minutes with our customisable templates
  • Easily create, manage and customise invoices, quotes and purchase orders
  • Effectively create and manage customers and suppliers
  • Track your inventory in as much detail as you’d like
  • View business-critical information at a glance
  • Quickly perform common tasks with the intuitive interface
  • Create custom financial General Ledger-based reports
  • Add extra modules as and when your business needs them
  • Microsoft Office

    Integrate your general ledger, customer and supplier data with Microsoft Office, and export customer and supplier contact information into Microsoft Outlook. The ‘Create Letters’ and ‘Labels Assistant’ allows you to easily set up mail merge documents and labels through Microsoft Word, automatically creating the required data sources and links.

    *Microsoft Office 2000 and later required.

    Customers

    Pastel’s flexible customer account setup allows you to configure parameters per customer. For example, you can set individual trading and settlement terms as well as select the e-mail and/or print option for invoices and statements.

    Each customer can have multiple delivery addresses and user-defined fields.

    Create as many customers as you need – Pastel’s high performance database won’t slow you down as your customer base grows.

    The ‘Block Assistant’ allows you to manage your customers and suppliers and ‘block’ them based on pre-defined criteria. Simply select the criteria, by payment terms, overdue days or overdue amounts for example, and Pastel will take care of the rest.

    Invoicing

    Pastel allows you to enter invoices in a logical and intuitive manner. Save time, ensure accuracy and control back orders by linking quotations and sales orders.

    The ‘Recurring Invoice Assistant’ allows you to adjust selling prices dynamically.

    If you use this option, the system is able to determine the selling price on a per item basis, using the full selling price hierarchy. These prices are then used instead of the ones on the original recurring invoices.

    Suppliers

    Pastel Partner’s Automatic Cheque and Remittance Printing facility makes paying your suppliers a simple task. Select a range of suppliers and the payment date. Pastel displays any invoices due for payment in a table. You can edit payment amounts or choose not to pay specific invoices. Pastel automatically generates payments and prints the remittance and cheque for each supplier.

    In addition, Pastel can automatically incorporate settlement discounts for early payment terms.

    Inventory Items

    Pastel Partner can track your inventory in as much detail as necessary. You can create product or service items, establish minimum and maximum stock levels and more. The Pastel Re-order Assistant can also create purchase orders for fulfilment. Pastel allows you to set customer-specific pricing, specify per item which discount types apply, and even set the maximum cost percentage difference and minimum gross profit percentage. There is an extensive list of ready to run reports available, some of which include History Reports, Activity Summaries, Preferred Suppliers and Gross Profit. As your business grows and begins to demand more sophisticated features and functionality, Pastel Partner allows you to add users and modules.

    Sage Intelligence ( Formally BIC)

    Direct access to business critical information has never been this easy. The Business Intelligence Centre allows you to design standard reporting templates in Microsoft Excel and update these reports directly from Pastel at the click of a button. The BIC module dynamically links Pastel to Excel (a popular data manipulation tool) where your information can be viewed, manipulated, sliced and diced, to give you greater insights into your business. Access your free 90 day trial period upon installing Pastel Partner and take advantage of this user-friendly, intuitive reporting tool.*

    Bank Manager

    Eliminate the need to capture transactions from your bank statement. Download an electronic bank statement from any major South African bank, map the transactions to the correct accounts, and the system will automatically open the item and assign the transactions for you after each import. Reconciling your bank account has never been quicker or easier.

Multi-Currency

Pastel Partner has full multi-currency processing which can define a currency for each customer, supplier and bank account.*

Project Tracker

Project Tracker allows you to generate reports such as Income Statements and detailed ledgers relating to specific projects, assignments or tasks. The budgets per project code and per ledger account enable you to track actual movement versus budgeted values. Use the hierarchical reporting levels to enable categorised or consolidated reporting to manage multiple disparate projects.*

Point of Sale

Among the many features available in Point of Sale, the fundamentals include full integration into the accounting back office, taking factors such as speed and ease of use seriously. The security features in Point of Sale help to prevent potential theft when cash changes hands. Also available as an offline option.*

Multi-Store

Set the prices in one store and copy these to other stores. Link users to one or more stores and prevent users from accessing items in other stores. Transfer items between stores using a Store Transfer Journal and print Transfer Reports.*

Serial Number Tracking

Keep track of individual inventory items that have serial numbers. You can track items from the moment you purchase or manufacture them until you sell them.

You can continue to track them for warranty purposes, for instance, if a customer returns an item for repair.*

Bill of Materials, Kitting & Manufacturing

Create Bills of Materials with an unlimited number of components. Three additional user defined costs are available for costs such as labour, overheads and buy-outs. Components are removed from stock at the time of manufacturing. A Kitting option allows you to link inventory items together, and when invoicing the kit item, the linked items are used.*

Fixed Assets

With features such as an unlimited number of assets and multiple forms of depreciation, Fixed Assets helps you manage and track your fixed assets easily and reliably. Available as a stand-alone module, Fixed Assets is part of the Pastel Evolution range of software. Fixed Assets automatically creates batches of information that can be posted directly to Pastel Partner’s general ledger, thereby avoiding duplicated data entries.*°

* Available as an optional add-on module to Pastel Partner Version 11.

º Can be purchased as a stand-alone module.

CloudERP_logo

Cloud simply means the internet

definition of Cloud Computing: Use of the Internet to access hardware, software, and other resources that are provided on-demand in order to perform work and other business processes.

So as much as Cloud is now a buzz word in the ICT sector, we have all been using components of it for a long time. Take your Yahoo or Gmail for instance, this is all a combination of server hardware and software hosted by these organizations and published online for our use.

With that in mind, Savanna Cloud ERP is an Enterprise Resource Package which is accessible through a web-browser to manage your organizations information.

he basic difference between on-premise (legacy) ERP and cloud ERP is:

Legacy ERP solutions are installed locally on your company’s hardware and servers and then managed by your IT staff, while cloud ERP—also called SaaS, or Software-as-a-Service—is provided as a service. With this type of deployment, a company’s ERP software and its associated data are managed centrally (in the Internet “cloud”) by the ERP vendor and are accessed by customers using a web browser.

The advantages of running a cloud based system like Savanna Cloud ERP are:

  • No software installation
  • No investment in server hardware
  • No IT resources required
  • Platform independent i.e. does not matter what type of computer you are using (Apple, Windows, Linux)
  • Low maintenance costs
  • Predictable costs
  • Secure and dynamic
  • Freedom to work from any where
  • Automatic upgrades
  • Support available when you need it
  • Built from the ground up with web technologies made for low speed internet connection

Savanna Cloud ERP has the following features:

  • Invoicing
  • Dashboard
  • Distribution Management
  • General Ledger & Financial Management
  • Inventory Management with serial number and lot tracking
  • Order Management
  • Bills of Material & Works Orders
  • Project Management
  • Purchasing & Procurement
  • Sales Management
  • Supply Chain Management
  • Warehouse Management
  • Web-Store integration
  • Compliant with ZRA requiremrnts
  1. SaaS: Software-as-a-service pay as you use hosted on Savanna Solutions web server
  2. Private Cloud Subscription: Installed on a virtual cloud server, controlled by you
  3. On Site Cloud Server: Installed on a cloud server located at your premises
savanna Payroll logo

The quickest and easiest way to manage all your weekly and monthly payroll needs. Savanna Payroll is designed to meet the fast growing needs of dynamic Zambian businesses. It simply manages all aspects regarding payroll, including payroll calculations, leave registers, report writing, tax year-end, and more.

Savanna Payroll interfaces seamlessly with Pastel Accounting software, which means your general ledger payroll journals will automatically update.

Our solution automatically provides new tax law or statutory upgrades as they arise, keeping you on the payroll cutting edge. What is more, our Savanna Payroll is so flexible; it can be used in any industry sector, injecting value into your company, employee and client relations across the board.

Save time and money as you process your payroll simply and efficiently, giving you more time to focus on growing your business.

Savanna Payroll is so easy to use, anyone can learn to use it, allowing you to maximise your resources effectively. Enjoy flexibility as the payroll process can be managed across single or multiple companies as well as weekly, monthly or year end time periods. Extract comprehensive reports to suit your needs, at a click of a button, by using the customisable, report writing tool or make use of the standard reports.

  •  Accurate PAYE Personal Levy and NAPSA calculations.
  • Automatic payroll journal integration with Pastel Accounting Xpress, Partner and Evolution.Set your own company’s payroll parameters, such as fringe benefit and company contribution definitions and more.
  • A full history of current and historic pay slips is kept.
  • Comprehensive, statutory employee details can be stored and accessed easily.
  • Generate annual, electronic P18, P22.
  • Manage employee loans on a monthly basis as accumulative balances are displayed in an easy to understand format.
  • Enjoy tight security control through password protection and user-set access levels.
  • Manage all monthly or annual electronic submissions.
  • Conduct global changes to all employees when changes are required to affect all employees.
  • Perform electronic funds transfers with the major banks in Zambia.
logo_transparent_background

Sage Evolution

Sage Evolution provides an entire business management solution

It’s the new way to work

Sage Evolution Premium is a solution that brings all aspects of your operating environment together, giving you the ability to control your financial situation as well as your relationships with your customers, suppliers and employees.

All components and modules in the Evolution range are fully integrated. They share a common interface, providing a consistent user experience. The Microsoft® SQL Server database ensures data integrity and maintains all your data in one central database. Sage Evolution as a core product is feature-rich, but the add-on modules that are available make it a truly revolutionary ERP software solution.

  • General Ledger
  •  Unit of Measure
  • Cash Book
  • Goods Received Voucher
  • Accounts Receivable
  • Alert Management
  • Accounts Payable
  • Advanced Security
  • Inventory Control
  • Microsoft® Office Integration
  • Import Cost Allocations
  • Graphs
  • Invoicing
  • System Audit Manager
  • Sales & Purchase Order Entry
  • Tax Module
  • Project Tracking
  • Report Writer & Stationery Customisation

The above features and modules are referred to as the core Sage Evolution system.

  • Annuity Billing
  • Lot Tracking
  • Bank Statement Manager
  • Manufacturing
  • Bill of Materials
  • Sage Evolution Mobile
  • Branch Accounting
  • Multi-Currency
  • Business Gateway
  • Multi-Warehousing
  • Business Intelligence Centre
  • Municipal Billing
  • Debtors Manager
  • Payroll*
  • Customer Account Consolidations
  • Point of Sale
  • Customer Credit Risk Management
  • Pricing Matrix
  • Delivery Management
  • Procurement **
  • E-Business & E-Billing
  •  Advanced Procurement**
  • Fixed Assets*
  • Sage Evolution CRM Standard
  • Retail Point of Sale
  •  Sage Evolution CRM Premium*
  • Job Costing
  • Serial Number Tracking
  • Voucher Management
  • Service Manager

* These modules can be purchased as stand-alone applications.

We know and understand how important historical data is for a company; therefore we now allow you to create unlimited financial accounting periods. Previously we only stored data for 5 years but now you will be able to view historical data well into the past.

You will benefit from this by analyzing historical data to make more informed decisions and accurate forecasting.

As an added software control measurement, we have enhanced our login security by adding Password Complexity and Agent Lockout settings.

The Password Complexity enables you to enforce specific password combinations which can be aligned to your business’s IT protocols.

The Agent Lockout feature allows you to control users entering their passwords incorrectly by specifying lockout attempts and durations.

General Ledger

This time saving feature allows you to automate balance forward transaction allocations when processing cashbook batches in Sage Evolution.

As an added software control measurement, we have enhanced our login security by adding Password Complexity and Agent Lockout settings.

The Password Complexity enables you to enforce specific password combinations which can be aligned to your business’s IT protocols.

The Agent Lockout feature allows you to control users entering their passwords incorrectly by specifying lockout attempts and durations.

General Ledger

Previously you could not view ledger balances per financial year, but now due to the unlimited financial periods, we have dedicated a Ledger Balances tab on the General Ledger Enquiry screen, allowing you to view specific account balances per financial year
  • This amazing new feature is a Pivot table within Sage Evolution, which allows you the freedom to mix and match information to display exactly you would you want to see it.

    You can even drill down to the source document of the transaction as well as save this Pivot in an Excel, HTML, TXT or XML format.

    Different types of charts are available for visual analysis.

  • We have added enhanced settings when saving your automatic payment and remittances.

Should you have any unresolved disputes with a particular supplier’s transaction, this feature allows you to put supplier transactions on hold, withholding the payment until such time it is placed off hold.

This will filter through to your automatic payment and remittances whereby the scheduled payment will exclude the supplier transactions placed on hold.

We have aligned Sage Evolution to IFRS reporting requirements, general ledger accounts now have the IFRS reporting categories and financial statements formatted to display accordingly.

Accounts Receivable and Accounts Payable

To give you peace of mind and control about what type of documents reach your customers or suppliers by post or email, Document Profiles allow you to enforce specific invoice numbering and creates consistency by allocating specific printing and emailing document layouts per agent. Document layouts can also be selected from any inventory related document before printing it, which allows other agents to also make use of the layouts, when and if necessary.
This feature allows for proactive processing, by performing quick inventory price enquires at any time. You are able to create quotes and invoices with a click of a button as well as toggle between pricelists.
  • Keep control of additional charges incurred like courier or surcharge levies by quickly adding them to an invoice. Sage Evolution allows you to update the correct general ledger expense accounts and can apply the charges based on a fixed value or percentage value.

This might seem like unfamiliar territory, however, Sage Evolution has made it simple and easy. By enabling this, it allows you to perform invoicing in stages, by issuing stock first, in cases where customers only wanting a consolidated invoice at month end or invoicing a customer first, before delivery of goods have taken place. The best about this feature is, is that it makes use of a Delivery Accrual account giving you piece of mind that your Cost of Sales account will balance at the end of the day.

The availability of Units of Measure Items have been a dynamic feature in Sage Evolution since its inception; however, after extensive research and customer interaction it has become clear that we have to take it to the next level, which then translated into Dimension Items as seen in Version 7.

Dimension Items gives you the ability to stock items using specific dimensions such as m² and m³.

You can specify buying and selling dimensions depending on the type of item and is perfect for environments where inconsistent measurements are sold based on client requirements. 

View the Gross Profit % when you are processing a customer invoice on the fly.
When performing specific inventory item enquiries, you are now able to invoke a warehouse lookup field enabling you to establish which warehouse this item belongs to.

Mostly applicable to insurance claims, this feature allows for secondary customer processing.

Depending on your setup, the system simultaneously generates two invoices which are linked to a common transaction.

Ideally used in businesses where the customer is invoiced for the excess amount and the insurance company for the full value of the item.

  • This is a tool that lets you manage interaction between you, your customers, your potential customers, even your fellow company members.

    The system has many powerful features and capabilities:

    • Processing Incidents
    • Escalation Groups and the Sage Services function
    • Workflows
    • Sales Force Automation
    • Contract Invoicing
    • Knowledge Base
    • The Document List
    • Bill of Materials
We previously limited bill of material user defined fields to document header sections, but now you are able to create specific bill of material user defined fields for transaction lines
To avoid recreating simple to complex bill of material recipes, we have alleviated your possible frustrations by allowing you to import them using our dynamic Data Distribution Services utility.

This easy-to-use web based interface assists you to manage your inventory replenishment processes.

Some key features include:

  • Dashboard
  • Visibility to critical Inventory KPI’s and financials
  • Stock holding, stock outs, potential stock outs
  • Excess stock and surplus orders.
  • Inventory Forecasting
  • Inventory Monitoring
  • Provides early warning of stock-outs
  • Potential stock-outs, or Surplus orders
  • Ordering Schedule
  • Supplier Performance
  • Interactive Reports
logo_transparent_background
Sage Pastel Partner

Pastel Partner is a smart, intuitive accounting software tailor made for medium sized businesses. Pastel Partner comes with a single user and unlimited company licence you have the option to purchase up to 20 additional user licences. You’ll be able to store 5 years of transactional data while being able to process the current financial year as well as one back. You can create a maximum of 30 cash books including all General Ledger functions.

With Pastel Accounting you are able to:

  • Create your company in minutes with our customisable templates
  • Easily create, manage and customise invoices, quotes and purchase orders
  • Effectively create and manage customers and suppliers
  • Track your inventory in as much detail as you’d like
  • View business-critical information at a glance
  • Quickly perform common tasks with the intuitive interface
  • Create custom financial General Ledger-based reports
  • Add extra modules as and when your business needs them
  • Microsoft Office

    Integrate your general ledger, customer and supplier data with Microsoft Office, and export customer and supplier contact information into Microsoft Outlook. The ‘Create Letters’ and ‘Labels Assistant’ allows you to easily set up mail merge documents and labels through Microsoft Word, automatically creating the required data sources and links.

    *Microsoft Office 2000 and later required.

    Customers

    Pastel’s flexible customer account setup allows you to configure parameters per customer. For example, you can set individual trading and settlement terms as well as select the e-mail and/or print option for invoices and statements.

    Each customer can have multiple delivery addresses and user-defined fields.

    Create as many customers as you need – Pastel’s high performance database won’t slow you down as your customer base grows.

    The ‘Block Assistant’ allows you to manage your customers and suppliers and ‘block’ them based on pre-defined criteria. Simply select the criteria, by payment terms, overdue days or overdue amounts for example, and Pastel will take care of the rest.

    Invoicing

    Pastel allows you to enter invoices in a logical and intuitive manner. Save time, ensure accuracy and control back orders by linking quotations and sales orders.

    The ‘Recurring Invoice Assistant’ allows you to adjust selling prices dynamically.

    If you use this option, the system is able to determine the selling price on a per item basis, using the full selling price hierarchy. These prices are then used instead of the ones on the original recurring invoices.

    Suppliers

    Pastel Partner’s Automatic Cheque and Remittance Printing facility makes paying your suppliers a simple task. Select a range of suppliers and the payment date. Pastel displays any invoices due for payment in a table. You can edit payment amounts or choose not to pay specific invoices. Pastel automatically generates payments and prints the remittance and cheque for each supplier.

    In addition, Pastel can automatically incorporate settlement discounts for early payment terms.

    Inventory Items

    Pastel Partner can track your inventory in as much detail as necessary. You can create product or service items, establish minimum and maximum stock levels and more. The Pastel Re-order Assistant can also create purchase orders for fulfilment. Pastel allows you to set customer-specific pricing, specify per item which discount types apply, and even set the maximum cost percentage difference and minimum gross profit percentage. There is an extensive list of ready to run reports available, some of which include History Reports, Activity Summaries, Preferred Suppliers and Gross Profit. As your business grows and begins to demand more sophisticated features and functionality, Pastel Partner allows you to add users and modules.

    Sage Intelligence ( Formally BIC)

    Direct access to business critical information has never been this easy. The Business Intelligence Centre allows you to design standard reporting templates in Microsoft Excel and update these reports directly from Pastel at the click of a button. The BIC module dynamically links Pastel to Excel (a popular data manipulation tool) where your information can be viewed, manipulated, sliced and diced, to give you greater insights into your business. Access your free 90 day trial period upon installing Pastel Partner and take advantage of this user-friendly, intuitive reporting tool.*

    Bank Manager

    Eliminate the need to capture transactions from your bank statement. Download an electronic bank statement from any major South African bank, map the transactions to the correct accounts, and the system will automatically open the item and assign the transactions for you after each import. Reconciling your bank account has never been quicker or easier.

Multi-Currency

Pastel Partner has full multi-currency processing which can define a currency for each customer, supplier and bank account.*

Project Tracker

Project Tracker allows you to generate reports such as Income Statements and detailed ledgers relating to specific projects, assignments or tasks. The budgets per project code and per ledger account enable you to track actual movement versus budgeted values. Use the hierarchical reporting levels to enable categorised or consolidated reporting to manage multiple disparate projects.*

Point of Sale

Among the many features available in Point of Sale, the fundamentals include full integration into the accounting back office, taking factors such as speed and ease of use seriously. The security features in Point of Sale help to prevent potential theft when cash changes hands. Also available as an offline option.*

Multi-Store

Set the prices in one store and copy these to other stores. Link users to one or more stores and prevent users from accessing items in other stores. Transfer items between stores using a Store Transfer Journal and print Transfer Reports.*

Serial Number Tracking

Keep track of individual inventory items that have serial numbers. You can track items from the moment you purchase or manufacture them until you sell them.

You can continue to track them for warranty purposes, for instance, if a customer returns an item for repair.*

Bill of Materials, Kitting & Manufacturing

Create Bills of Materials with an unlimited number of components. Three additional user defined costs are available for costs such as labour, overheads and buy-outs. Components are removed from stock at the time of manufacturing. A Kitting option allows you to link inventory items together, and when invoicing the kit item, the linked items are used.*

Fixed Assets

With features such as an unlimited number of assets and multiple forms of depreciation, Fixed Assets helps you manage and track your fixed assets easily and reliably. Available as a stand-alone module, Fixed Assets is part of the Pastel Evolution range of software. Fixed Assets automatically creates batches of information that can be posted directly to Pastel Partner’s general ledger, thereby avoiding duplicated data entries.*°

* Available as an optional add-on module to Pastel Partner Version 11.

º Can be purchased as a stand-alone module.