New Version of Sage Pastel Evolution 6.80 - 6.81.xx Released

Author: mrt/Monday, 19 November 2012/Categories: Business Management Software, Sage Pastel Evolution

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Evolution Mobile Sales - New Module

Businesses are consistently changing and modernising to be more competitive. One of the main components of any successful business is sales. Recognising the advantages of tablets and smartphone technology in real time for face-to-face customer interactions, Evolution Mobile Sales extends the business enterprise to the field.

Sales executives and business managers can access real-time information, allowing them to operate more efficiently. This extends your organisations borders allowing you to transact anywhere and anytime.

Transform your business by enabling in-the-moment sales order creations and increase field sales productivity with Evolution Mobile Sales.

Main features of Pastel Evolution Mobile Sales:

  • Create and view Quotation and Sales order processing.
  • Visualise key information on your top customers and inventory items via the Dashboards.
  • Access to accounts receivable information which allows you access to customer account history and status.  
  • Line discounts supporting both amount and percentage.
  • Quick price-lookup including Inventory levels.
  • Integrates into Sales Order entry and Accounts Receivable using Pastel Evolution business rules.
  • Automated integration process.
  • Fast Flexible search engines.
  • Access permissions per sales rep, limiting their access to their own customised KPI’s,

    reports, customers and inventory items.

  • Task scheduler to set up meetings ensuring employee productivity.

 

   

    Advanced Procurement - New Module

The Advanced Procurement module allows you to manage and streamline your purchase order, requisition and tender processes. Manage requests for quotations from suppliers and allow the system to help you choose the most appropriate supplier quote based on criteria predefined by you. Analyse your supply chain and evaluate your supplier’s performance on a rotational basis by sector or specified supplier criteria. Effectively managing these processes assists you to establish credibility in the market place with your respective suppliers & stakeholders.

Main features of the Pastel Evolution Advanced Procurement Module:

  • Manages your purchase order processes.
  • Manages your requisition processes.

  • Manages your tender processes.

  • Compare and evaluate quotes and suppliers.

  •  Rotate preferred suppliers.

  • Categorise suppliers by sector.

  • Request quotes using workflows.

  • Create specific user defined fields to identify preferred suppliers to supply certain requested commodities.

  • Set specific qualifying criteria for supplier as well as selecting whether the system should manually or automatically calculate supplier scores.

  • Import and export functionality for supplier quotes.

 

Delivery Module - New Module

Businesses that manage large items or quantities of inventory items from point of sale to on premise deliveries can now easily manage their processes from dispatch to the customer.

The Delivery module seamlessly integrates into Pastel Evolution’s Retail Point of Sale , Sales Order and Invoicing Modules allowing for items to be flagged for collection or delivery at time of sale.

All items flagged as delivery are updated electronically into the Delivery module where the warehouse manager can then control the dispatching of inventory.

 

Main features of the Pastel Evolution Delivery Module:

  • Manage Inventory deliveries.
  • Confirm partial deliveries and cancel deliveries.

  • Search by invoice number, delivery method, item code or description.

  • Generate delivery notes and re-print delivery notes.

  • Generate reports on outstanding, partial, completed deliveries.

  • Automatic delivery note sequence.

  • Delivery note enquiries.

 

New features in Pastel Evolution Core

The following new features have been added to Pastel Evolution Core.

Administration | Agents | Permissions

  • A permission option has been added to prevent users from changing bank account details in the supplier master file record.
  • A permission option has been added to restrict agents to only log into specific branches for branch accounting environments.

  • Permissions to avoid changing tax types in an inventory document have been added.

  • Permissions have been added to allow item cost changes on an Inter Branch Receipt transaction.

  • Permissions are now available to limit agents to only print documents and not preview them when they click on the Process button.

Reference Fields

All the Reference fields have been increased to 50 characters across all modules.

Common

A new EFTS Layout for ABSA Cashfocus has been added to not consolidate payments on the bank statement.

General Ledger | Transactions | Batches – Automatic Reversals

This new feature allows the user to automatically reverse journal transactions without having to manually recapture the reversal journals.

General Ledger | Transactions | Batches – Accrual Reversals

This new feature allows the user to do automatic reversals for accrual transactions that need to be reversed on a monthly basis. For example, insurance or rental expense payments.

General Ledger | Maintenance | Accounts – Foreign Bank

You can now create and maintain foreign bank accounts within a particular currency. This also allows you to automate profit and losses of exchange with the ability to perform foreign currency revaluations.

General Ledger | Transactions | Batches

  • A Date Last Processed field has been added on the Cash Book Batch grid.
  • A Date Last Processed field has been added on the Journal Batch grid.

  • The ability to print cheques on a foreign cash book has been added.

Inventory | Transactions | Price Update Batches

The pricing update batch will assist you to manage your selling prices across different warehouses and branches. Further to this, this feature allows you to process price adjustments or increases by generating a price update batch containing all the relevant items.

Inventory | Maintenance | Inventory Items - Lead Times

Lead times have been added to Inventory items and the Preferred Supplier, which will assist in the planning of ordering inventory items.

Inventory | Transactions | Inventory Count - Scheduled Stock Takes

This feature allows you to manage your Inventory Counts more effectively by scheduling an inventory count which will also allow you to initiate spot counts to test the validity and accuracy of your current stock holdings.

Inventory | Maintenance | Global Item Change

A global item price change can be set to update the prices of the affected branches and the option to update inclusive prices has been added.

Inventory | Enquiries | Customise Grid

A Quantity Available column has been added to the Inventory Items maintenance grid.

Inventory | Reports | Costs Report

A new Cost Listing Report has been added to display the various costing levels per item.

Order Entry | Transactions | Sales Orders

The ability to reserve quantities on sales orders even when the feature to enable negative stock per item or warehouse is being flagged to "yes" can now be used.

Alert Management

Alert Management is now part of the core module offering, which allows you to send and receive notifications via SMS or e-mail based on predefined criteria. This allows you to keep your employees, customers and suppliers up-to-date with business related information, account balances, inventory status updates etc.

Research shows that 97% of mobile users read and respond to an SMS within an hour of receiving it. For this reason, Alert Management can create efficiency, pro-activeness and enhance communication with your employees, customers and suppliers.

Alert Management allows you to create alert notifications based on user requirements, send group messages to customers and suppliers or create custom alerts specific to your business, all of which can be scheduled at various intervals.

Main features of the Pastel Evolution Alert Management Module:

  • Forms part of the Pastel Evolution Enterprise Core offering.

  • Alert Management runs as a service.

  • Create SMS and e-mail alert notifications based on user requirements.

  • Allows for group customer and supplier notifications.

  • Customise alert configurations and messages using SQL queries.

  • Generate detailed reports on alert notifications sent.

  • Alerts can be scheduled at various intervals.

Inventory Issue The Inventory Issue feature manages and tracks your internal stock distribution between departments, business units, staff members, jobs & projects.

The Inventory Issue feature manages and tracks your internal stock distribution between departments, business units, staff members, jobs & projects.

The following diagram illustrates the Inventory Process Flow:

 

Main features of the Pastel Evolution Inventory Issue Module:

  • It generates inventory requisitions for approval within a multi-level workflow environment.
  • Allows you to issue inventory for job cards, General Ledger accounts and projects.

  • Different templates for recurring entries can be created using this feature.

  • Allows you to process Inventory Issue transactions in batches.

Accounts Receivable

Accounts Receivable | Maintenance | Customers

  • Additional master file fields are now available to record customers’ tax and identification numbers.
  • You can choose to make the customer’s tax and identification numbers required fields of entry when a new customer is being created.

  • An option has been added to validate the customer’s tax and identification numbers upon creating a new customer.

  • You can now add a default Tax Type to customer records.

Accounts Payable Accounts Payable | Maintenance | Suppliers

  • Additional master file fields are now available to record supplier’s tax and identification numbers.
  • You can choose to make the supplier’s tax and identification numbers required fields of entry when a new supplier is being created.

  • An option was added to validate the supplier’s tax and identification numbers upon creating a new supplier.

  • You can now add a default Tax Type to suppliers.

Inventory Agent permissions have been incorporated to prevent agents from changing or adjusting item cost prices on an inventory journal batch.

Agent permissions have been incorporated to prevent agents from changing or adjusting item cost prices on an inventory journal batch.

 

New features of Pastel Evolution Add-on Modules The following features have been incorporated in the add-on modules of Pastel Evolution.

The following features have been incorporated in the add-on modules of Pastel Evolution.

Annuity Billing Annuity Billing | Maintenance | Annuity Billing Template Update
The ability to automatically update prices on recurring invoices and charge templates has been added.

Bank Manager An option has now been made available to import a bank statement via Bank Manager by maintaining the sort order on the statements.

An option has now been made available to import a bank statement via Bank Manager by maintaining the sort order on the statements.           

A new Bank Manager interface has been implemented with an interactive dashboard giving you a graphical view of your cash movements.

   

Fixed Assets Fixed Assets | Asset
An option is now available to view or change an asset’s residual value after it has been overridden.

Bill of Materials and Manufacturing

Bill of Materials | Maintenance | Items
Lead times have been added to the BOM master item which will assist in planning your manufacturing processes.

Branch Accounting
Synchronisation Monitor

  • The Synchronisation Monitor now makes provision for automatic reconnection to the FTP server at polling intervals to manage FTP connectivity down time.
  • The Data Synchronisation Monitor encrypts the data ensuring that if the FTP server is accessed by an unknown source; that the data will not be able to be accessed, restored or distributed.

  • A new feature which allows you to enable the FTP connection to be created in either an active or passive mode has been implemented to accommodate different FTP setup environments.

  • A new feature called the FTP Spy tool has been implemented which will assist to track and display detailed actions by the FTP server. This will assist in troubleshooting any potential problems.

  • FTP specific errors will display in orange in the Synchronisation Monitor window for easy identification.

  • A Log Folder Shortcut button has been added below the View Log File toolbar to assist you to locate historical log file data faster.

  • -Data upload / download / import intervals are set to every 5 minutes. The export intervals will still action according to the pre-set schedules.

  • Files are now archived more aggressively to avoid unnecessary successive upload of the same file in case of connection failures and so on.

  • The FTP client now resets or refreshes between syncs to increase the speed of data transfer.

Point of Sale Standard
Point of Sale | Transactions | Sales Order
The ability to process refunds in Point of Sale has been added to assist with tighter cash control and cash up procedures.


Municipal Billing Licensing

Licenses

Municipal Billing no longer utilises Pastel Evolution user count licences.

Accounts Receivable | Reports | Statements

An option is now available to view or change an asset’s residual value after it has been overridden. Municipal Billing no longer utilises Pastel Evolution user count licences.
  • The band breakdown calculation for sanitation has been added to customer statements.
  • New fields were added to the posting tables to print PropertyID, PortionID and ServiceID’s on customer statements. Links in to ageing per service.

Accounts Receivable | Enquiries

You are now able to view meter readings as well as an ERF number lookup has been added. Accounts Receivable |

Reports | Age Analysis
An age analysis per service has been made available.

Municipal Billing | Maintenance Lists | Valuation Rolls Added Property Valuation Rolls to accurately calculate a property value.

Added Property Valuation Rolls to accurately calculate a property value.

Municipal Billing | Maintenance Dialogs | Defaults | Payment Priorities You are now able to set a payment priority by Service Type.

You are now able to set a payment priority by Service Type.

Municipal Billing | Maintenance Dialogs | Defaults | Billing Runs General Ledger consolidations of billing transactions were added.

General Ledger consolidations of billing transactions were added.

Municipal Billing | Maintenance Dialogs | Valuation You can now set how the property value is calculated.

You can now set how the property value is calculated.

Municipal Billing | Maintenance Dialogs | Defaults | Receipting You are now able to set Accounts Receivable transaction codes for direct deposits.

You are now able to set Accounts Receivable transaction codes for direct deposits.

Municipal Billing | Maintenance Dialogs | Early Meter Readings This feature allows customers to phone in their meter readings. The meter readers will capture it and the system will record it.

This feature allows customers to phone in their meter readings. The meter readers will capture it and the system will record it. Municipal Billing | Transactions | Clearance Certificate Added a process to issue clearance certificates.

   

Retail Point of Sale

Retail Point of Sale | Maintenance | Defaults

  • You will now be able to set the system to force sales representatives on dockets and docket lines.
  • You can now specify a default docket mode and agent per till.
  • The ability to assign an agent to receive notifications for automatic adjustments of inventory is now available.

Retail Point of Sale | Maintenance | Petty Cash Types Specify Tax Types and General Ledger accounts for your Petty Cash Types.

Specify Tax Types and General Ledger accounts for your Petty Cash Types.

Retail Point of Sale | Maintenance | Promotions
The ability to accommodate different promotions can now be easily setup and managed across different branches within the Retail environment. This feature allows you to setup four different variations of promotions which can be associated to different types of customers being either cash or account.

  • Buy a number of items and get other items at a discount.

  • Buy a combination of items at a fixed price.

  • Get the lowest priced item from a list of items at a discount.

  • Purchase items at a particular value and get another item at a discount.

  • Multiple promotion lists can be used on a specific promotion.
  • Promotion lists can be re-used.

  • You can limit the value of the promotions per customer by specifying a limit per invoice when creating a promotion.

Retail Till and Dockets

  • You can now provide a reason for cancelling an order.
  • You can now record credit card details when processing a sale.

  • The till inactivity feature allows the cashier to clear or complete the docket. A message has been implemented to inform the cashier before the till logs off.

  • You are able to record lay-by cancellation reasons.

Retail Point of Sale | Reports | Inventory Sales Report An option was added to filter by sales representative on the Retail Point of Sale Inventory Sales Report.

Aan option was added to filter by sales representative on the Retail Point of Sale Inventory Sales Report.

Retail Point of Sale | Transactions | Cash-up List

The Cash-up List Enquiry will now display which if an Agent is still logged into a particular till .

Retail Point of Sale | Reports | Sales Order Deposit Report

A new report has been added to list payments and corresponding deposits, if applicable.

Retail Point of Sale | Till – Configuration

Printing enhancements have been implemented whereby you can now select layouts, multiple printers and specify the number of copies per docket. This enables you to dedicate a printer for a specific type of docket, as well as link customised or preferred layouts for your docket types.

Retail Point of Sale | Till – Navigation Panel

A layered navigation panel which displays all the relevant functions within the POS invoice, sales order, lay-by or credit note is available to enhance processing capabilities of the cashiers. This navigation panel can be expanded and collapsed at any time and is customisable per agent.

Retail Point of Sale | Till – Login

The ability to increase the cash float at the time of logging into the till has been added for increased flexibility per agent.

Retail Point of Sale | Till – Lay-bys
This new feature allows for items to be sold on lay-by to customers over a defined contract period which is pre-determined in the set-up. Customers may also have multiple lay-by transactions simultaneously and can track deposits. A comprehensive list of reports to track lay-bys and statements can be sent to customers. Lay-bys can be easily converted into invoices and the system is also able to accommodate for lay-by cancellations and cancellation fees.

Retail Point of Sale | Till – Keep Aside
Customers who request stock to be kept aside for them can now be processed using the keep aside feature. This feature allows you to specify the number of days that an item is kept aside before expiry and then returned back into stock. Retail Point of Sale | Till – Dockets

  • You can setup automatic discounts for retail dockets. These discounts will automatically be applied when the applicable dockets are selected for processing.
  • The ability to view an item’s cost price on the Item Search screen has been added.

  • When you select a lot item, the system will automatically select the lot items based on the GRV or expiry date order or FIFO method.

  • The ability to enter delivery addresses is now also available.

Retail Point of Sale | Till – Sales Orders

  • The ability to reserve stock on sales orders is now available.
  • An option to disable Picking Slips and Delivery Notes when processing sales order dockets has been added.

  • An external order number field has been added to the sales order docket.

  • The ability to provide the customer with a deposit receipt on sales orders is now also available.

Retail Point of Sale | Till – Invoice Docket

  • An option to allow the system to prompt you to process an invoice for cash or account customer has been added.
  • The option to process receipts against customers who have exceeded their terms has also been added.

Retail Point of Sale | Till – Credit Notes
For tighter control the system now caters for a cash refund limit when processing credit notes. Upon processing a credit note the system will now also prompt the user for a Return reason as predefined in the system.

 

Retail Point of Sale | Till – Customer Enquiries More detail regarding the selected customer is displayed on the Customer Enquiry screen with the ability to select between cash or account customers.

More detail regarding the selected customer is displayed on the Customer Enquiry screen with the ability to select between cash or account customers.    

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