Tag: Sage 200c


What is Sage 200c?

Sage 200cloud is an Enterprise Resource Planning (ERP) solution made for small to medium businesses.

With Sage 200cloud you can share information across teams with one integrated system. Sage 200cloud ERP allows users to tailor the system to their individual business process needs.

The system is a scalable solution that will grow with you from 2-250 users. With a wide range of addons such as Document Manager and EDI and various modules such as Financials and Commercials, you can really cater Sage 200cloud to your business needs.

What are the benefits of Sage 200cloud software?

Get in control of your finances with Sage 200cloud

Do you spend hours each month trying to get the reporting you need?

Sage 200c’s powerful reporting capabilities gives you a variety of ways to help make your month end routine easier. With a big selection of standard reports, the ability to customise or create your own from scratch and with the business intelligence (BI) suite, you can choose the option that best suits your requirements. And of course, the software is HMRC compliant.

Worried about staff spending money with following an authorisation process?

The Sage 200c Commercials module gives you the ability to control your purchasing. With the built-in purchase order authorisation process and a web-based authorisation for external users you can control your purchasing budgets.

Do you know the true cost and profit of each item you sell?

Sage 200c’s powerful stock management system, combined with project accounting, Bill of Materials and manufacturing modules allows you to understand the true cost, and hence the profit of every item. You can figure the exact costs of any batch or serial numbered item. Sage 200c saves you the hassle of figuring it out and gives you multiple options when it comes to costing methods.

You can easily track the make-up of the costs for your stock items that you are manufacturing using the manufacturing specific module from within the software. Whether it is a time machine, time-sheets or operational costs and without the hassle of complex and unmanageable spreadsheets.

Are your team wasting time re-entering information?

Even ignoring the cost of the paper it’s printed on, passing paperwork around the office can be an unseen cost. Or perhaps you have a multitude of different systems that don’t talk to each other.

An integrated system reduces cost and the likelihood of errors, ensuring that your information is produced faster and more accurately. Managing your data correctly can save you time and money.

Cut time with Sage 200cloud

Have you already missed a potential sale?

Sage 200c CRM gives you the tools you need to track your opportunity pipeline, ensuring you follow up every possible sale. With customisable dashboards and automated reminders, you and your team stay on top of your multiple opportunities and ensure you never miss another sale.

Streamline your sales process with mail merge and email templates. Automatically schedule activities as the opportunity moves through your pipeline stages, saving your team time and automating your sales process!

Do you spend hours figuring out your sales forecast?

Sage 200c CRM has an inbuilt tool to help you get your sales forecast quickly and easily! Weighing the potential income against the certainty of that opportunity occurring, gives you a clear methodology to collate your forecast from each team member into one team forecast.

Sage 200c CRM makes telesales easy!

Tracking the success and keeping on top of your outbound telesales calls becomes simple with Sage 200c CRM. Generate lists for your team to call, script their conversation and track the leads generated.

Create groups of customers to call quickly and easily – target customers based on purchase history, location or any other custom data you have in your database.

Make your marketing more efficient with Sage CRM

Target your marketing more efficiently

Easily put together targeted lists of customers by industry, address or based on previous purchases. Highly refine your marketing lists to ensure your campaigns are as effective as possible.

No more hours spent putting together lists of information from Excel spreadsheets or duplicating contact details.

Know the ROI from your marketing

Track the success of your marketing campaigns, track how many leads or opportunities have been generated from individual activities. So, you know where you spend your money to get the most bang from your buck.

Track budgets vs actuals and calculate exactly how much you are spending on marketing activities.

Powerful Stock and Warehouse Management with Sage 200cloud ERP

Do you feel in control of your stock?

Know exactly what is coming in and going out at any time with Sage 200c. Integrated with the Sales Order and Purchase Order Processing modules, Sage 200c removes the need for vast amounts of paperwork coming from the sales teams, and allows them to see the stock levels available within the warehouse.

Get accurate reporting on your stock. With the inbuilt report designer and free business intelligence suite, Sage 200c gives you the right information in real time so you can make better decisions.

Ordering stock is easy with Sage 200c

With its ability to generate a suggested buying list, sage 200c calculates the right amount of stock to both meet the orders on your system and also to maintain your minimum and maximum reorder levels. All at the click of a button.

Save time and reduce mistakes with Sage 200c barcoding

With a variety of barcoding options, Sage 200c provides a fully integrated system accessible from handhelds to speed up your goods in, goods out and stock take processes. Even ignoring the cost of paper it’s printed on, passing paperwork around the warehouse can be an unseen cost. Lost paperwork and errors on handwritten documents is also a major issue with a paper based system. These errors and issues can easily be removed through the use of barcoding.

Optimise your production with Sage 200cloud

Meet your delivery times with Sage 200c Manufacturing

Sage 200c offers a powerful manufacturing solution that helps you manage your entire processes from estimating through to planning and production. Integrated with the stock, commercials and financials, Sage 200c helps you meet your promise dates by helping you plan and control the production all the way from order to despatch.

Identify potential issues before they arise by using Sage 200c’s powerful stock projection capabilities which provide full visibility and control over future stock levels. Assess the impact of changes to due delivery dates and quantities quickly and easily.

Ensure full traceability and improve quality control

Sage 200c gives you the ability to manage batch and serial numbered items throughout the manufacturing process to maintain quality standards and detailed traceability. Assign specific batches or serial numbers to a works order, substitute one traceable component for another and know exactly which batch or serial numbered items make up the final product.

So, what next?

If you are interested in upgrading your current accounting software system to Sage 200c, give us a ring to see what next steps you can take, and we will fully support you every step of the way!

You can contact us here, call us on 0191 500 8150 or email us at [email protected]


Upgrading from Sage 50 to Sage 200c

Can you relate to any of the points below?

  • Are you struggling to get the reports and analysis you need?
  • Is your system running slowly?
  • Do you have multiple stock locations?
  • Is more advanced foreign currency handling required?
  • Do you need to assign and trace batch and serial numbers?
  • Do you need purchase order authorisation?
  • Is your pricing structure complex and hard to manage?
  • Do you need advanced accounting period control?
  • Do you need to break down your accounts by cost centre and department?

If you are using Sage 50 and need more functionality or greater insight, Sage 200c could help make a real difference to your business.

With less manual input, more efficiency and more control, Sage 200cloud allows you to focus on what’s really important – running your business.

Many Sage 50 users have upgraded their software to meet the needs of their growing business and Sage 200 or Sage 200c has been the next natural upgrade route. Monpellier will work with you so you understand the advantages Sage will bring to your company and how it can help solve your business needs and problems that you may be encountering.

There are many reasons why you may need to upgrade your Sage 50, which are:

  • Company growth
  • More complex business procedures
  • An increase need for customisation of systems and integration with other software packages
  • A requirement for more depth of financial functionality such as: improved management reporting; advanced handling of foreign currency; flexible nominal code structure and accounting periods etc.
  • For users of stock control and order processing; storing stock in multiple warehouses and batch/serial number processing
  • Customer Relationship Management (CRM) functionality
  • A specialism in a vertical market

Sage 200c is built on customer feedback, bringing a focus on connected services and three key themes – connected data, customer experience and simplicity.

Let’s take a look at nine new features of Sage 200c:


One of the biggest new features in Sage 200c is the new Invoicing module. It is now quick and easy to create invoices for your customers. There is no dispatch process in the Invoicing module, so you can print and email the invoices straight away. This fast and effective invoice entry will make day-to-day processing easier.

Purchase Requisitions

This feature acts as a prior step to the creation of a Purchase Order. It provides an easy way to enter requisitions for either stock or free text items, regardless of whether you know the supplier or stock codes. A new rule means that purchase orders will only be raised if the requisition has been authorised.

Sales Order Status

Sage 200c now offers greater detail when checking the progress of Sales Orders. This gives you greater control and insight over your Sales book. You can now see the exact state of the sales order to cover allocations, dispatches and invoiced status.

Nominal Analysis Codes

You now have the ability to store analysis codes on each nominal record, allowing for a greater depth of analysis and reporting.

Combined Budgets

You can now group together any combination of nominal accounts and report on the rolled up total budget for these accounts against the actual total balance. This can also be used to check that the budget figures that are set upon each nominal account are correct, as you can check how much of the overall combined budget has been allocated to nominal accounts.

Bank Feeds & Bank Reconciliation

You can now download your bank transactions to Sage 200c using Sage Bank Feeds. This means transactions in your bank account will now be reflected in Sage 200c. New transaction types have been added, which can be entered as adjustments directly from the reconciliation screen.

Error Corrections

Providing greater control of your data, you can now amend Sales and Purchase Ledger transactions once they’ve been posted. A ‘Correct’ button has been added to the bottom of the screen which can be used to change the amount, Customer/Supplier or to remove allocations.

Hide Accounts

You can now hide redundant Sales and Purchase Ledger accounts. This allows for more effective reports and data analysis by omitting accounts that you no longer transact with.

Changes to Reports & Enquiry Screens

A Direct Debits & Standing Orders report has been added to the list of standard reports. In addition, there are now portrait versions of the Aged Debtors and Creditors reports.

2nd Reference has been added to the Sales and Purchase Ledger transaction enquiry screen as a default column. This means the 2nd Reference field can now be sorted on and used to find transactions.

Upgrading from other accounting systems to Sage 200c

Many organisations choose to upgrade to Sage 200c from other accounting systems; maybe because they require improved accounting functionality and improved user friendliness. They will certainly enjoy the benefits of joining the largest accounting system user community in the world.

We help many users make the transition to Sage 200c; we are familiar with all types of migrations that you can be rest assured the transition will be as seamless as possible, meaning that it won’t be long before you can benefit from all the features of this market leading accounting software.

If you would like to explore upgrading your current accounting software system contact us on 0191 500 8150 or email [email protected] From here we can arrange a free demonstration and choose the right software for your needs and start planning your upgrade.


Why should I upgrade to Sage 200c?

If you are reading this blog, it’s likely you don’t have the latest version of software, and you are ready to upgrade and make a change to your business software solutions.

We bet you are asking yourself the same questions: “what makes Sage 200c different from previous releases?” and “why should I upgrade?”. If you’re wondering what makes Sage 200c stand out from the crowd, keep reading…

Last year, Sage released a major new update of its ever popular Sage 200 ERP software called Sage 200c.

Built on direct customer feedback, the new release focuses on simplifying business processes, customer experience and productivity so you can focus on what matters most – running your business. Sage also releases regular updates, so you don’t have to wait around for a whole year to benefit from even more new features! But let’s take a deep dive so you can find out the benefits for yourself:

Benefits of Sage 200c software:

Access data anytime, from anywhere.

Sage 200c combines the power of desktop and the freedom of the cloud. Access anywhere, anytime functionality allows you to access data when you’re away from the office on mobile devices, as well as standard PCs, laptops and tablets.

Speed up reconciling.

Cut out the tedious task of re-keying bank payments by connecting Sage 200c with your bank account, to download your bank transactions. Watch transactions flow seamlessly into Sage 200c and simply confirm what you want to post or match – giving you an insightful overview of the health of your business.

Simplify your invoicing.

The new Invoicing module allows you to create invoices and credit notes without the need to produce them via the Sales Order Processing module, ideal for service-based businesses, who don’t need to keep track of stock and where there is no lead time between the customer placing an order and the invoices being sent out.

Save time with batch entry.

Users of Sage 50 have always preferred the fast Purchase Invoice entry method where lines can be quickly entered into a grid, rather than having to complete an entire form per invoice. With Sage 200c you can now quickly enter a pile of purchase invoices, one line at a time, all from a single screen – saving you hours of valuable time to focus on more important tasks.

Make error corrections from a single screen.

In Sage 200c you can change key information on a transaction including the date, nominal account and amount as well as foreign currency invoices and credit notes. This will save time when making corrections ensuring the correct entries are made.

Improve your reporting.

Track budget for the whole organisation in real time and report on and distribute budgets by cost centre and department. With 20 new analysis codes, you can now store analysis codes on each nominal record for greater depth of analysis.

Manage purchase requisitions with ease.

The new Purchase Requisitions function provides an easy way to enter requisitions for either stock or free text items, regardless of whether you know the supplier or stock codes. A new rule means that purchase orders will only be raised if the requisition has been authorised.

Hide customer and supplier accounts.

When you no longer trade with a Customer or Supplier, you now have the ability to hide these accounts from the list views. Once hidden, they no longer appear in selection lists and keeps lists smaller and more efficient, ensuring users don’t select the wrong account in error.

Among these new features, there are also many benefits of upgrading, which you will find listed below:

Save time and effort:

  • Eliminate errors caused by manually copying and entering data multiple times.
  • Real-time data updates allows customers to grow their business as one coordinated team.
  • Avoid duplication of data across different sources.
  • Prevent inaccuracies by eliminating database failures and speeding up order processing.
  • Tackle projects they didn’t have time for before.
  • Save time with new, more powerful and easier to use products in the cloud or on a local server.

Increase productivity:

  • Eliminate delays due to the use of manual spreadsheets, reconciliation and period-end closing.
  • Increase productivity by rethinking and streamlining normal day-to-day processes.
  • Connect everyone (employees, partners, suppliers and customers) by using one common system.
  • Automatically organise and categorise data in a more detailed oriented way.
  • Improve efficiency and productivity of the back office.
  • Link up processes across departments from procurement to manufacturing, sales to accounting.

Gain powerful insights:

  • Make well informed decisions using custom dashboards to access the KPIs that matter most.
  • Spot investment opportunities thanks to deep insights into payables and receivables.
  • A complete view of performance because everything’s in one place.
  • With the level of detail you need by building custom reports specific to your business or industry.
  • Comprehensive and reliable data on all your customer interactions.
  • Better visibility and insight of each department’s performance helps drive the business forward.

So, what next?

If you are thinking about upgrading your current accounting software system to Sage 200c, get in contact with us here, or call us on 0191 500 8150 and one of our Business Software Consultants will be happy to speak to you.



With outstanding productivity enhancements, the new version of Sage 200c is there to improve financial management, making time-consuming tasks even easier to manage. Through integration with Office 365, Sage 200c users can now access data and work securely via the cloud, regardless of their location.

Powered by Office 365, Sage 200c offers greater storage and contract management, removing the need for paper filing. With One Drive capabilities, customers will be able to store and access business data, reports, contracts, documents and key tasks anywhere and at any time.

Sage 200c’s new features allow you to:

Manage on the move

Connected User combines the power of desktop and the freedom of the cloud so you can access, manage and share your data no matter where you are.

Fast track financials

Cutting out the tedious task of re-keying bank payments will allow you to relax as transactions flow seamlessly into your accounts with Sage Bank Feeds.

Boost productivity

Enable you to perform analysis with automatically formatted, neatly presented data with a single click, and in the familiar environment of Excel spreadsheets.

Sage 200c highlights

Being built on direct customer feedback, Sage 200c epitomises that simplifying your business processes is key, and that improving the user experience to help the likes of you become more productive on a daily business is their number one priority.

Some of the highlights include:

Sage Bank Feeds

Secure, rich, high quality and timely bank data flows directly into Sage 200c.

Purchase Requisitions

Quick and easy web requisition entry making the day to day easier – ideal for service industries or those with no dispatch process.

Click Once Installer

Improve the whole install and upgrade process with the introduction of ‘Click Once’ technology.

Top requested ideas from customers

Hide sales/Purchase accounts; rapid purchase invoice entry; additional SOP status; Nominal Analysis and Error Corrections – all based on direct customer feedback.

Other features include:

  • Bank Feeds where users can check and authorise transactions.
  • Export to Excel which allows users to send data to Excel in a single click.
  • Excel Reporting which removes the¬†dependency around selected reports which are only available in Sage 200 services.
  • Invoicing which introduces a new, easy way for users to create invoices to send to customers.
  • Purchase Requisitions where authorisation rules let users control who can authorise the requisitions.
  • Hide Sales and Purchase accounts meaning ledger accounts that are no longer used can be hidden, allowing users to report and analyse the data without these accounts.
  • SOP Status allows customers to quickly track the status of the sales order.
  • Rapid Purchase Invoice gives the user the ability to enter purchase invoices for multiple lines and trading accounts in grid format as opposed to entering them individually.
  • Nominal Analysis allows users to store analysis codes on each nominal record.
  • Error Corrections mean the user can now amend trader invoices, credit notes, payments and receipts.
  • Improved UI – Remote user means it is now quick and easy to navigate to reports and workspaces.
  • Click Once Installer allows computers to connect to the server to run Sage 200c so installing upgrades becomes faster and easier.
  • Freezing Assembly Version means that third party development work will continue to link to the latest version without affecting the current version the user has.
  • Second Reference on Transaction Enquiry means that the second reference can now be viewed on the transaction enquiry screen.
  • Aged Debtors & Creditors – Portrait Reports allows the portrait versions of these report, that customers who migrated from Sage 50 are used to, are now available ‘out of the box’ rather than as an extra downloaded report.
  • HMRC – new online gateway which comes into effect in February 2018, meaning EDI is going to be dropped and all electronic returns must be made via a new end point.
  • CRM: Adopt latest version of CRM with Sage 200c.

As you can see, Sage 200c addresses some common business challenges, focusing on improving productivity to help your business grow. If you’re considering investing in Sage 200c, contact one of our Business Software Consultants on 0191 500 8150 or email [email protected]