Sage 200cloud

Powerful, flexible and affordable business management software for small to medium sized businesses

A modular business management software solution, Sage 200cloud is easily customisable to fit your business needs. With Financials at its core and the flexibility to add further modules, from Manufacturing and Commercials, to Business Intelligence,  Sage 200cloud is designed to manage complex processes across your entire organisation.

Sage 200 modules

There’s a range of optional modules for Sage 200cloud so you can choose the ones that would be most relevant to your business.

The Financials module is the core financial management and accounting module that comes as standard with Sage 200cloud. It allows you to see the financial position of your company at any point in time and runs four key ledgers: sales, purchasing, nominal and cashbook.

  • Web enabled, interactive dashboards and detailed reports for sales, purchases and financial summary, helping you plan and forecast
  • Open and closed period accounting that’s flexible for your needs
  • Flexible nominal code structure for in depth analysis and reporting
  • Batch data upload; place transactions on hold for authorisation before committing them to the Nominal Ledger
  • Choose VAT inclusive or exclusive prices
  • Save time with automated statements, standing orders and direct debits. Save time by reconciling bank statements with your banking software
  • With Services Extra, you can also seamlessly automate reconciliation of your bank transactions
  • Advanced multi-currency options, including exchange rate changes
  • Understand the impact to your cash flow as your business changes and improve cash flow by paying invoices straight from the software
  • Store unlimited customer and supplier contact details
  • Integrates with Sage 50 Payroll to give you one view of all your outgoing costs

The Business Intelligence module is the complete business analysis tool that comes as standard with Sage 200cloud Professional.

It enables you to mine your data across every aspect of your business. You can identify customer and product trends and measure performance against difference benchmarks.

  • Use powerful analytical tools to slice and dice data quickly and easily and inform your decision making
  • Build your own tailored reports and bring data to life using charts and graphs
  • Share business data widely across your organisation
  • Explore scenarios to see the effectiveness of investments or changes
  • Create personalised dashboards and automated reports

Fully integrated CRM (Professional only), gives you the insight you need to run and grow your business. What’s more, you’ll receive one free user. Deliver business insights that really matter to you.

  • Gain reliable insight so you can evaluate where your business stands and make faster, better decisions you can be confident about
  • Deliver an exceptional customer experience to improve customer retention and drive revenue growth
  • Collaborate effectively across teams to avoid duplication of work, empowering your teams to work faster and smarter. With a single solution everyone becomes more productive and efficient
  • Sell smarter and accelerate sales team performance by providing access to the information your sales team needs, whenever they need it
  • Market more effectively by providing the tools to create targeted campaigns based on accurate customer information, delivering a better return on your marketing spend

The Commercials module is an optional module with Sage 200c that makes responding to product demands quick, accurate and fully automated.

Manage every element of your supply chain – from stock management, purchase order processing and stock order processing.

  • See the full story of an order, from initial point of contact to order fulfilment
  • Source goods worldwide and record purchases in up to 100 currencies
  • Apply automated authorisation limits and alerts, authorise orders remotely and keep track of any amends or order issues, such as incorrect deliveries.
  • Compile order lists for all your office locations based on purchase orders so you know what stock to order and when
  • Calculate a running total when you’re matching invoice line items to orders
  • Record disputes giving you a full audit trail within the system
  • Get the best deals from suppliers by recording details of price history, price history and lead time
  • Track your stock, identify inactive items and count your most valuable items
  • Manage discounts, promotions and margins so authorised staff can negotiate on prices
  • Control stock items by serial or batch number, include criteria like ‘sell-by’ and ‘use-by’ dates

Project Accounting is an optional module (Sage 200 Professional only) to help improve customer satisfaction with accurate bills delivered by capturing and allocating projects costs, overheads and revenues.

  • Ideal for service based industries such as agencies and consultants that ‘sell time’
  • Get a single view of all projects and track their progress
  • Allow project managers to raise and authorise purchase orders
  • Add an unlimited number of additional fields and define their function
  • Personalised workspaces for each user to help to get the right information to the right people
  • Integrated with accounts, sales and purchase order processing, and payroll
  • Submit and authorise timesheets and expenses online anytime, anywhere
  • Reduce errors and the need to re-enter information by sharing employee and timesheet detail with Sage 50 Payroll
  • Flexible billing schedules that can differ by project and by customer
  • Post costs to the associated nominal codes and show costs as finalised alongside revenues posted to the P&L with a new Work In Progress capability
  • Integrates with Sage 50 Payroll so you have one view of all your outgoing costs and a streamline process with the HM Revenue and Customs (HMRC)


The Bill of Materials module is an optional module (Professional only) and allows you to monitor, control and cost your manufacturing processes.

It’s ideal for businesses involved in light manufacturing assembly, helping to simplify complex processes and analysis:

  • Store and use multiple versions of a Bill of Materials, including full version control and audit trail capability
  • Track costs over time
  • Use different options for set sub-assembly builds, builds from stock or a combination with multiple units of measure
  • Maintain control of stock and goods
  • Get accurate costs for each unit or build run
  • Receive full batch and serial number traceability
  • Specify structures for different sub-assemblies and components using lists, including ability to specify raw materials, components and processes for that Bill of Materials
  • Use in a range of different applications: apply materials, labour, machine, tooling, sub-contract and piece work costs
  • Easily estimate production capabilities, using the trial kitting tool to check whether you have sufficient stock to build the Bill of Materials required

The Manufacturing module is an optional module (Professional only) that covers the entire manufacturing process.

  • It covers the planning, order processing, materials and stock management.
  • Standardise and streamline production scheduling so you can coordinate your distribution channels and get automated reports
  • Support assembly, repackaging of bulk items, resource planning, and scheduling work and materials
  • Reduce costs and delivery times, helping you improve productivity by monitoring production processes and tracking components through the whole manufacturing cycle
  • Built in scheduling solution that will help you assess potential production issues and produce flexible schedules
  • Accurate resource planning to help identify potential areas for savings and reduce the cost of production
  • Share manufacturing data across the whole of your business so employees have access to accurate, timely information
  • Keep up to date with the latest regulatory requirements by monitoring quality standards in line with regulations such as ISO
  • Trace serial numbers and batches back to suppliers and key components

Excelerator (Professional only) is a powerful Excel add-in that creates seamless two-way integration between Excel and Sage 200cloud.

With the click of a button, data is validated and updated to Sage 200cloud with complete accuracy, cutting data processing costs by up to 50%.

  • Harness the familiarity of Excel to securely edit and create journals, invoices, orders, stock items, and much more, in a simple, intuitive way
  • Save time and money, and improve data accuracy
  • Obtain better quality business insight
  • Cut data processing costs
  • Quick to install and simple to use

The Reports and Data Manager tool (Professional only) allows you to report on and analyse customer and sales order data.

This module is complementary to the Sage 200cloud Excel reporting tool once a Sage 200cloud web user has been purchased.

  • Extract data quickly with a single click and then slice and dice with pre-defined filters, allowing you to format, pivot and run deeper analysis
  • Get out-of-the-box workbooks containing multiple worksheets that allow you to present customer and sales order data in charts and tables
  • Use any of the standard Excel features to view and analyse your sales data
  • Customise views with a powerful graphical query builder and tailor your worksheets by adding customer and sales order data quickly and easily
  • Simple to install and configure, with no need for existing knowledge of Sage 200cloud.

Sage Inventory Advisor (Professional only) is a cloud application that seamlessly integrates with Sage 200cloud.

It is the perfect solution for companies who are looking to reduce excess inventory and free up working capital, while minimising stock-outs, and increasing revenue.

  • Provides visibility of inventory levels and investment, produces quality forecasts, and optimal replenishment recommendations
  • Visual dashboards display overall inventory performance and provide early warning of items needing attention
  • Reduce excess inventory by 10-15%
  • Minimise stock-outs and improve fill rate by 2-10%
  • Reduce time spent on forecasting by up to 50%
  • Produce orders at the click of a button

Sage Payments* is an optional module which allows you to submit all your domestic and international payments directly from Sage 200cloud.

Get more control over your payments and easily manage your outgoings to help your cash flow:

  • Manage and make supplier payments straight from your software
  • Seamless integration with Sage 200cloud
  • Be confident that your suppliers will be paid accurately, securely and on time
  • Access anywhere – view payments information on your mobile or tablet device
* The Sage Payments service is provided by Sage Payments (UK) Ltd, which is authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 (Register Reference: 900180) for the issuing of electronic money. Prices start from £10 per month; applications are subject to approval.
Key Benefits of
Sage 200cloud
  • A single solution to support end to end business processes
  • Really see your customer; get a complete view of what your customer is doing and buying
  • Gain great business insight to help make faster decisions
  • Share information across your teams
  • In depth analysis and reporting
  • Work faster and smarter with automated workflows to minimise the mundane and give you more time for positive activity
  • Fully compliant with Making Tax Digital (MTD) and GDPR legislation
  • A scalable solution that grows with your business
  • Easily customised to fit the exact needs of your business
  • Control over sensitive data with different levels of admin rights
  • Connect to the cloud through Microsoft Office 365 for real time business insights
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Sage 200cloud Standard & Professional

Sage 200cloud, often referred to as simply Sage 200, is designed to manage finances, customers and reporting. With a choice of two solutions available, Sage 200cloud is trusted by thousands of companies across the UK to support their business processes.

Both solutions are designed to support growing manufacturers, distributors and commercial services, and offer you a great business software at every stage of your organisation’s journey – from basic online accounting functionality to a more complex, wide-ranging solution you can deliver from your own offices.

Sage 200cloud Professional gives you the choice and flexibility to grow your software in line with your business through a range of optional modules. Furthermore, expert customisation will ensure the software meets your precise needs, whilst a wide range of complementary products can add specific functionality. Sage 200cloud Standard is a straightforward cloud based, accounting solution out of the box.

If your business needs the full functionality and flexibility of Sage 200cloud Professional, but you’re interested in exploring cloud options, CPiO offers a range of Cloud Services to meet every budget and complexity.

Confused? Arrange a free consultation and we can talk you through the options available.

Sign up for your free 30-day trial of Sage 200cloud

Fully explore the features and functionality of Sage 200cloud Standard, commitment free today.

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Complementary Solutions

We recognise that as functionally-rich as Sage 200cloud is, it may not cover everything that your business needs. Sage has grown an extensive network of accredited Sage 200cloud development partners who work with Sage and CPiO to deliver even more functionality. CPiO works closely with both Sage and any third party organisations to ensure that the solutions are valuable to our customers and are thoroughly tested.

Trusted on more than 1000 sites, Eureka offers over 135 out of the box solutions for Sage 200cloud. We have a great working relationship with Eureka, finding their work to be solid and trustworthy. In working closely with Eureka, we can offer a range of complementary solutions to our customers including the very popular:

Sales Order Plus – Want to create sales orders on the move? Sales Order Plus increases sales, speeds up order entry and ensures all customer and product information is available from one screen.

Purchase Order Plus – Provides rapid purchase order entry, faster processing and access to all required supplier and stock information from one screen.

Plus Pack – An excess of 80 add-ons in the pack provides additional functionality.

Data Exchange – Data Exchange integrates Sage 200 with 3rd party applications allowing data to be imported and exported between the two. It ensures that data is consistent and accurate throughout your whole business.

CPiO works alongside Draycir to deliver innovative time and cost saving solutions. From credit solutions to document management, Draycir is trusted in a number of CPiO customer sites.

Spindle Document Management– All your outgoing documents are sent to where they need to go, helping to streamline and enhance your processes. Incoming documents are captured and instantly accessible in Sage 200cloud, reducing your workload and ensuring important documents are always to hand. Distribute outgoing documents – send documents in batches, or individually, via email or to print for sending by post. Capture incoming documents – scan and import documents straight into Sage 200cloud.

Credit Hound – automates credit control processes to reduce the amount of time it takes for you to get paid by your customers and significantly reduces the amount of admin tasks.

CPiO and Sicon work together to extend your Sage 200cloud functionality and give you more from your investment, with a number of their innovative complementary solutions.

Works Order Processing (WOP) – Designed to provide enhanced functionality to the Sage 200cloud Bill of Materials module, it’s an ideal addition for clients in manufacturing who need a simplified stock allocation and issuing process, with the ability to amend works orders during assembly.

Fixed Assets – Manage your fixed assets with this fully integrated asset management solution. This simple module links to the financial ledgers and month end processes incorporating list views and workspaces plus a host of standard Sage 200 reports.

Job Costing – Integration with purchase ledger, SOP, POP, Stock, time recording and WOP. Job Costing is an easy to learn and easy to use solution for clients in manufacturing, construction, software development and all types of contract management it is easy to learn and easy to use.

CPiO works with award winning Panintelligence to provide enhanced Business Intelligence functionality. The Sage Business Intelligence dashboard which has been pre-configured to work with Sage 200cloud and Sage CRM and other databases in your business, uses a real time data connection which doesn’t hold or store data, but can sit on your existing Sage server. It also has a robust security model which allows you to control what users can see and how they use the data.

CPiO partners with Protean Software to offer its customers an accessible, reliable service management solution, to complement existing Sage software. Since the mid 1990’s, Protean Software has been helping companies involved in equipment supply, installation, maintenance and hire, to reduce paperwork, improve job rates and save money. Protean allows customers to manage their support contracts with less paper overheads and greater efficiency with a one click invoicing option. A 360 degree view of jobs means better productivity, lower stock rates and higher customer satisfaction. Managing your sales to order process, stock levels and cash collection means quicker time to pay with our customers end user clients These business enhancing features are all backed up with experienced people to support, train and advise our clients in the UK, Ireland and mainland Europe.

And what about integrated CRM?

Sage CRM software is fully integrated into Sage 200cloud Professional, giving you a single point to store all customer information, target new prospects, track leads to the point of sale and manage ongoing customer relationships.

  • Record important customer interaction
  • Communicate more effectively
  • See one version of the truth
  • Send and track email campaigns via Mailchimp
  • Work anywhere, anytime with Mobile CRM
  • Fully integrated into Sage 200cloud Professional

Interested in standalone CRM? Find out more here

Migrating from Sage 50cloud?

Looking for the next step?

Pressures in dealing with increasingly complex operations, larger headcounts and more customers develop numerous manual and independent processes – that can become unwieldy with tighter budgets and scarce resources, how do you meet the challenges and increase productivity and efficiency?

Sage 200cloud is the natural migration for Sage 50cloud users who need a system which is able to manage more complex business processes and functionality.


Sage 200cloud is built upon industry standard relational database technology and is designed to deal with multiple transactions. It provides a number of benefits including scalability, security and improved data integration with other applications such as Microsoft Excel giving you control over how long you store the data for each customer, supplier and nominal account.

Sage 50cloud is recommended for a maximum of 6 concurrent users and uses a basic database limiting staff from performing multiple activities at the same time. Sage 200cloud however, has the latest Microsoft SQL Server which has been successfully tested with 50 concurrent users using the system at the same time.

Sage 50cloud handles multiple currencies using a basic method and one exchange rate can be defined for each foreign currency transaction. Sage 200cloud however, offers period exchange rates to link exchange rates to dates. This removes the need to manually change the rate on each transaction.

Accurate reports are paramount to any business. Sage 50cloud does not provide business analysis and neither does it report on customer trends or even address problems before they happen. Sage 200cloud Professional includes Business Intelligence as standard which enables you to access data quickly, providing you with greater reporting capabilities and analysis to help gain competitive advantage.

Sage 50cloud users may experience difficulty closing an account after month end. However, Sage 200cloud provides you with the flexibility to close or open accounts defining the length of each accounting period. This prevents users from entering information in the wrong accounting period.

Sage 50cloud restricts users from applying multiple discount schemes to customer groups. Sage 200cloud commercials module provides you with a complete pricing matrix, managing a range of discount schemes and price bands giving the flexibility to sell products in quantities to suit your different customers.

Sage 200cloud to Sage X3

Do you think that you may be outgrowing Sage 200cloud and need to start looking for an enterprise solution?  If you have complex requirements and ambitious growth plans, Sage X3 may be the best solution for you in the long term. A global solution, Sage X3 is multi-site, multi-currency, and multi-legislation which will enable to see how you’re performing across the globe and drill down to each individual site. Data can be accessed in real time while you’re on the move on any mobile device.

Sage X3
Support of Sage 200cloud

If you are already an existing user of Sage 200cloud, CPiO can help you get the most out of your investment. Partnering with Sage, CPiO has been at the forefront of Sage 200cloud support since the product’s inception when it was known firstly as Sage MMS and more recently, Sage 200. We help hundreds of organisations every day with their software implementation and ongoing support of their business management solutions.

CPiO’s service levels:

  • Dedicated hotline support open from 08.00 – 18.00
  • 75% same day closure rate
  • Less than 3% of calls are backed into Sage
  • No voicemail or call loggers are employed – straight through to a consultant
  • Dedicated secure client website to log and track support calls
  • Prioritise your own calls – if the problem is deemed business critical, we react accordingly
  • Dedicated database experts to handle complex infrastructure and database issues
  • Full managed service capability