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Sage 200 Professional Modules

Configure and customise with optional modules for different industries to suit your business needs

A flexible, modular business management solution

Sage 200 cloud Professional can easily be configured and customised to meet the needs of each individual business. A modular based solution, Sage 200 Professional gives you the flexibility to add and remove the modules as your business model changes and grows. Every business is different and CPiO will work with you to understand which Sage 200 Professional modules best fit your operation.

Talk to us about the modules your business requires.

Financials

The Financials module is the core financial management and accounting module that comes as standard with Sage 200. 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.

N

Web enabled, interactive dashboards and detailed reports for sales, purchases and financial summary, helping you plan and forecast

N

Open and closed period accounting that’s flexible for your needs

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Flexible nominal code structure for in depth analysis and reporting

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Batch data upload; place transactions on hold for authorisation before committing them to the Nominal Ledger

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Choose VAT inclusive or exclusive prices

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Save time with automated statements, standing orders and direct debits. Save time by reconciling bank statements with your banking software

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With Services Extra, you can also seamlessly automate reconciliation of your bank transactions

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Advanced multi-currency options, including exchange rate changes

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Understand the impact to your cash flow as your business changes, and improve cash flow by paying invoices straight from the software

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Store unlimited customer and supplier contact details

Commercials

The Commercials module is an optional module with Sage 200 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.

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See the full story of an order, from initial point of contact to order fulfilment

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Source goods worldwide and record purchases in up to 100 currencies

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Apply automated authorisation limits and alerts, authorise orders remotely and keep track of any amends or order issues, such as incorrect deliveries

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Compile order lists for all your office locations based on purchase orders so you know what stock to order and when

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Calculate a running total when you’re matching invoice line items to orders

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Record disputes giving you a full audit trail within the system

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Get the best deals from suppliers by recording details of price history, price history and lead time

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Track your stock, identify inactive items and count your most valuable items

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Manage discounts, promotions and margins so authorised staff can negotiate on prices

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Control stock items by serial or batch number, include criteria like ‘sell-by’ and ‘use-by’ dates

Project Accounting

One of the optional Sage 200 Professional modules, Project Accounting helps improve customer satisfaction with accurate bills delivered by capturing and allocating projects costs, overheads and revenues.

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Ideal for service based industries such as agencies and consultants that ‘sell time’

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Get a single view of all projects and track their progress

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Allow project managers to raise and authorise purchase orders

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Add an unlimited number of additional fields and define their function

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Personalised workspaces for each user to help to get the right information to the right people

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Integrated with accounts, sales and purchase order processing, and payroll

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Submit and authorise timesheets and expenses online anytime, anywhere

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Reduce errors and the need to re-enter information by sharing employee and timesheet detail with Sage 50 Payroll

N

Flexible billing schedules that can differ by project and by customer

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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

N

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)

Bill of Materials

The optional Bill of Materials module 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:

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Store and use multiple versions of a Bill of Materials, including full version control and audit trail capability

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Track costs over time

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Use different options for set sub-assembly builds, builds from stock or a combination with multiple units of measure

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Get accurate costs for each unit or build run

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Choose VAT inclusive or exclusive prices

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Receive full batch and serial number traceability

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Specify structures for different sub-assemblies and components using lists, including ability to specify raw materials, components and processes for that Bill of Materials

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Use in a range of different applications: apply materials, labour, machine, tooling, sub-contract and piece work costs

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Easily estimate production capabilities, using the trial kitting tool to check whether you have sufficient stock to build the Bill of Materials required

Sicon Manufacturing

The Manufacturing module is an optional module for Sage 200 Professional, provided by Sicon, that covers the entire manufacturing process.

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Optional module provided by Sicon seamlessly integrates with all Sage 200 modules

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Standardise and streamline production scheduling so you can coordinate your distribution channels and get automated reports

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Support assembly, repackaging of bulk items, resource planning, and scheduling work and materials

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Reduce costs and delivery times, helping you improve productivity by monitoring production processes and tracking components through the whole manufacturing cycle

N

Built in scheduling solution that will help you assess potential production issues and produce flexible schedules

N

Covers planning, order processing, materials and stock management

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Get the best deals from suppliers by recording details of price history, price history and lead time

N

Accurate resource planning to help identify potential areas for savings and reduce the cost of production

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Share manufacturing data across the whole of your business so employees have access to accurate, timely information

N

Keep up to date with the latest regulatory requirements by monitoring quality standards in line with regulations such as ISO

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Trace serial numbers and batches back to suppliers and key components

Business Intelligence

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.

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Use powerful analytical tools to slice and dice data quickly and easily and inform your decision making

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Build your own tailored reports and bring data to life using charts and graphs

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Share business data widely across your organisation

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Explore scenarios to see the effectiveness of investments or changes

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Create personalised dashboards and automated reports

Excel Reporting

Sage 200cloud includes the Excel reporting module. It provides users with reporting capabilities in the familiar format of Excel. Fully customisable, it allows you to filter, format and formulate reports with a single click.

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Includes a number of out-of-the-box reports such as nominal, customer, supplier and stock

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Quickly and easily find and interpret information about your business

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Add your own data to workbooks along with charts and formulas

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Easily upload workbooks in one click and run them time and time again with refreshed data

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Intuitive and easy to use, Excel Reporting presents the information you need in a familiar format

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Get updates on your business data and access deeper analysis where required

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Optional reports available when you subscribe to Excel Reporting

Sage Payments

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

* 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.

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

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Manage and make supplier payments straight from your software

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Seamless integration with Sage 200cloud

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Be confident that your suppliers will be paid accurately, securely and on time

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Access anywhere – view payments information on your mobile or tablet device

Contact

We’d love to hear from you

Complete the contact form, let us know the nature of your enquiry and one of the CPiO team will be in touch.

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