Sage Evolution

Sage Evolution is a cost-effective solution suitable for small to medium businesses with an advanced operating environment. It takes accounting to the next level by through a combination of core and add-on modules, allowing you to capture numbers, and perform business activities.

Sage Evolution’s core modules and features include:

  • General Ledger supporting unlimited financial years
  • Cashbook
  • Accounts Receivable (Customers)
  • Accounts Payable (Suppliers)
  • Powerful Inventory Control
  • Multi Warehousing
  • Invoicing
  • Import Cost Allocations
  • Sales and Purchase Order Entry
  • Project Costing and Tracking
  • Customer Relationship Management (CRM)
  • Report Designer

The advanced add-on modules for Sage Evolution accounting software package include: 

Annuity Billing

Sage Evolution Annuity Billing integrates with both Receivables and Inventory and provides for repetitive or recurring invoices on a daily, weekly, monthly or quarterly basis. You can specify contract periods, design recurring invoice templates or simply set up base amounts to be charged to your customers periodically.

Bill of Materials and Manufacturing 

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 completed item. Completed items can be manufactured before they are sold or you can simply invoice the completed item and Sage Evolution will manufacture the item on-the-fly, where-upon the sub-components will be drawn from stock.

Credit Control 

The Credit Control Module gives better management over customers credit risk rating. The module will assess a potential or existing cash customer and generate a score which will then either be accepted or declined according to the parameters that have been set.

Contact Management

This module enables one to manage customer relations. It does this by managing Agents and Incidents. Incidents are created and assigned to Customers and Agents are then assigned to the Incidents. There can be multiple interactions in any one incident and this allows you to fully document any interaction between you and your clients.

Fixed Assets

The Sage Evolution Fixed Assets module fully automates the process of tracking the fixed assets held by the organisation, including valuation, depreciation, replacement cost and profits or losses on disposal. Once the initial information on each asset is provided, the system takes over and manages the assets for you. One of the realities of fixed assets processing is that companies frequently change depreciation rules as legislation allows and as company policy changes. Some changes are retroactive to when you purchased the asset. Sage Evolution Fixed Assets calculates its values dynamically from the start of each asset’s life, which makes retroactive changes simple.

Job Costing

This add-on module lets you invoice jobs to customers. A job card is more powerful than an invoice, because you can link more types of items besides inventory items in a job. For example, you can purchase an item directly for use in a job, and you can allocate employee hours from the Payroll module into a job. You can also invoice a job on a partial basis and track work in progress. You can allocate costs and measure the profitability of short to medium term jobs. Create an unlimited number of job cards, with the ability to archive these for future estimates.

Account Consolidations

Integrating 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 a head office, or where you need to capture sales made to the individual branches, but then present a consolidated statement to your customer’s head office.

Lot Tracking

Lot Tracking allows you to track several units of a stock item using the same lot or batch number. Expiry dates and user-defined statuses allow you to further control stock items. Users can determine what can be purchased or sold by Lot Status.


With Sage Evolution Multi-Currency you can process customer and supplier transactions in their currency. It allows you to track foreign currency, customer and supplier values in both the foreign and home currency. You can maintain separate buy and sell rates for each currency. Sage Evolution Multi-Currency maintains a history of exchange rates so that you can process transactions at earlier dates using the most accurate exchange rate. When you process customer receipts or supplier payments, Sage Evolution uses the current exchange rate to calculate any foreign exchange profit or loss, which is automatically posted.

Pricing Matrix 

This module adds great flexibility to Sage Evolution’s standard pricing feature. With this module you can not only create volume-based or time-based price breaks you can specify discounts by customer or group of customers. In addition you can design unlimited discount variations, such as multiple discounts per customer per stock item, and discounts per stock group while having the ability to override discounts on processing invoices.

Serial Number Tracking 

Sage Evolution Serial Number Tracking allows you to individually track items.Typically, if you sold an item that carries a warranty, you will need to know when you sold the item, to whom you sold the item so that you know if the item is bought in for repairs, if it is still under warranty or not.

Integrating with the Inventory module, Sage Evolution Serial Number Tracking keeps detailed information on specific inventory items. From purchase to sale, to returns, each item is tracked uniquely providing you with absolute control over individual inventory items.

With Sage Evolution Serial Number Tracking you can receive Serial Number Listing reports that provide you with key information regarding your items, such as where the current location of the serial numbered item is, the item code and description, the date of its last movement, the current general location in stock and the customer it was sold to.

Service Manager

Businesses dealing in the rental and servicing of assets, may find it difficult to keep track of the customer letting, repair and maintenance processes involved.  The service manager module which is integrated with Sage Evolution assists in streamlining these processes so that you can work more productively. Our Service Manager module gives you full control over the scheduling and management of any service asset with the automation of service requests, tasks and timetables.

Mobile Sales 

With mobility now the cornerstone for operating a cutting-edge business, Sage Evolution Mobile is the perfect tool to stay ahead of the competition. Now with an innovative suite of mobile applications, this home-grown ERP solution gives your sales force the ability to extend your business borders by transacting anywhere, anytime.

Sage Evolution Mobile allows sales executives and management to view customised dashboards and real time information on customers, inventory, expenses and other key business information. The ability to check item quantities and prices with quick searches allows users to create in-the-moment quotes and orders with discounts – this means deals can be negotiated and closed in one meeting. Customers can accept terms by signing on the tablet and an e-mail confirmation follows.