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Sage 200 Handbook

Explore Sage 200’s core capabilities, see how it compares to similar solutions, and get to grips with implementation.

What is Sage 200?

Sage 200 is an all-in-one enterprise resource planning (ERP) solution, tailor-made for rapidly growing SMEs. From finance and sales to manufacturing and distribution, it connects every business unit to give you unrivalled visibility and control.

Available in Standard and Professional versions, Sage 200’s flexible, modular design adapts to your requirements. Looking for something specific? Sage 200 offers an extensive range of add-ons and integrations, enabling the solution to scale with you as your business grows.

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Core capabilities

Designed to facilitate collaboration and scale easily, Sage 200 has everything you need to manage your business.

Financials

Work smarter with uninterrupted, business-wide visibility of your financials. Streamline your processes to capitalise on opportunities as they emerge.

Cash flow

Take control of your cash flow and win back time with built-in automation. Simplify transactions, account reconciliation, data capture, and more.

Commercials

Manage sales, customers, inventory, billing, and more. Access strategic insights to deliver personalised prices for your customers.

Manufacturing

Deliver better products, faster. Fine-tune your manufacturing processes with comprehensive features, including bill of materials, capacity planning, and works order management.

Business intelligence

Get real-time strategic insights and share them across your business with dynamic, customisable data dashboards.

Microsoft 365 integration

Access Microsoft Outlook, Word, and Excel directly from Sage 200. Send and receive emails and create documents without disrupting your flow.

What do people use Sage 200 for?

Sage 200 is ideal for small-medium-sized, product-centric businesses in manufacturing, distribution, and wholesale. However, its flexible design and extensive range of add-ons make it suitable for any business in any industry.

Use it to manage your finances, sales processes, suppliers, customers, and everything in between. As your single source of truth for business data, it aids collaboration and empowers you to make data-driven decisions.

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Sage 200 use cases

Sage 200 supports a range of business-critical processes, with best-in-class tools covering:

Financials

Sage 200 offers robust financial management capabilities to make your life easier. Comprehensive accounting, budgeting, and reporting tools help you streamline your processes and get a bird’s-eye view of your data.

Key features:

  • General ledger
  • Payment processing
  • Cash flow management
  • Fixed asset management
  • Credit control
Sales

From lead generation to order fulfilment, Sage 200 lets you manage your entire sales process in one place. A range of intuitive features and tools simplify your sales operations, enhancing customer experiences and driving growth.

Key features:

  • Sales forecasting
  • Pipeline tracking
  • Regular and recurring invoices
  • Customer relationship management
Distribution

With Sage 200, you have everything you need to optimise your supply chain. Its inventory, procurement, and supplier management solutions help you keep costs down and customer service levels up.

Key features:

  • Demand forecasting and stock control
  • Supplier and purchase order management
  • Processing, fulfillment, and returns
  • Warehouse management

Business benefits

Sage 200 offers a range of benefits, including:

Great efficiency and control

Sage 200 unifies finance, operations, and business data to help you work smarter.

Enhanced decision making

Instant, real-time insights enable you to identify opportunities faster and make more informed decisions.

Increased flexibility


Add and remove modules to meet evolving business needs thanks to Sage 200’s adaptable architecture.

Seamless collaboration


Microsoft 365 integration allows teams to collaborate effortlessly from anywhere.

See Sage 200 in action

Watch our on-demand demo to explore Sage 200’s core capabilities and industry-specific features.

Watch the demo

Deployment options

Sage 200 offers on-premise and cloud hosting options, allowing you to deploy your solution in whatever way works best for your business.

On-premise

Install and run Sage 200 on your own servers for complete control over your solution and data.

Available on Sage 200 Professional, an on-premise deployment is the obvious choice if you work in an industry with strict security and data compliance standards. For example, financial services. 

Cloud hosting

Host your solution on the cloud to eliminate up-front infrastructure costs and enable seamless, business-wide collaboration.

Both Sage 200 Standard and Professional offer scalable and secure cloud hosting options. End-users can access the solution anytime, anywhere, and on any device – all they need is a stable internet connection and they’re good to go. And unlike an on-premise deployment, cloud hosting offers automatic file backup and enhanced security features, reducing the IT burden on your business.

Cloud hosting without limits

At Datel, we deliver reliable and secure Sage 200 cloud hosting. From conception to implementation and beyond, we help you create futureproof IT infrastructure that grows with your business.

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Sage 200 pricing

Sage 200 is a subscription-based ERP solution with a standard license giving you access to core software functionality.

The flexible module design means pricing for Sage 200 is often bespoke and depends on several factors:

  • Version (Standard or Professional)
  • Type and number of modules
  • Number of users
  • Number of companies
  • Integrations and add-ons
  • Implementation costs
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How long does it take to implement Sage 200?

A basic Sage 200 configuration can take as little as a few weeks to implement. However, it can be longer depending on the size of your business, complexity of your solution, number of add-ons and integrations, and amount of data you're migrating. 

Many businesses work with a dedicated Sage 200 partner, like Datel, to take care of the heavy lifting.

Our APM-accredited project managers and expert Sage 200 consultants guide you through each stage of your project – from scoping and configuration to deployment. We take the time to understand your business requirements. Supported by decades of combined industry experience, we work with you to design a solution that works for you.

Post-implementation, you’ll have access to a dedicated account manager who provides ongoing support and guidance to help you achieve long-term success.

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“Datel’s progressive approach has helped us take the role of technology from a nice-to-have to a crucial driver for the business and its shareholders.”

Barry Leahey, President, Playdale Playgrounds

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Sage 200 implementation from Datel

The right Sage 200 partner is often all that stands between a straightforward, hassle-free implementation and an unscheduled trip to project hell.

When you choose Datel, you choose the UK’s leading Sage 200 partner. With over 40 years of experience scoping, configuring, and installing ERP solutions, you can rest easy knowing your project is in safe hands.

Developed and refined over hundreds of successful implementations, our six-stage process makes your journey to Sage 200 as smooth as possible.

Sage 200 implementation roadmap

01

Project preparation

Your project team and Datel project manager work together to lay the foundations of your implementation. This begins with a kick-off meeting, where we discuss your objectives, followed by at least one requirements-gathering session. From this, we create a detailed project plan outlining responsibilities, deliverables, and estimated timelines.

02

Scoping

We dig deeper into your requirements and scope your solution over one or more sessions. The outcome is a description of target solution (DTS) document, which forms your solution blueprint. Finally, we ask you to extract and cleanse the sample data we need for installation and configuration.

03

Installation and configuration

Using the DTS and sample data provided, we install and configure your solution, including any third-party add-ons you've purchased. Once everything's in place and tested, we provide a configured solution walkthrough. Here, you can see it in action and provide any initial feedback.

04

Key user training and user acceptance testing

We run hands-on training sessions to help your key users understand Sage 200 so they're ready to onboard your end users. Next, we run user acceptance testing to ensure the solution aligns with your DTS.

05

End user training

Before go live, we set aside some time for you to onboard your end users. Ensuring they’re comfortable navigating Sage 200 helps them hit the ground running. Lastly, we ask you to demonstrate your proficiency with your new solution in a Ready for Go Live walkthrough.

06

Go-live

The big day. We work with you to migrate your remaining data into Sage 200, reviewing it one last time to ensure there are no discrepancies. All that’s left to do is flick the switch, walk you through the next steps, and show you how to access our customer support team.

Product comparison

Businesses worldwide rely on Sage 200 to keep their operations running smoothly. But how does it compare to Sage X3 and Sage Intacct?

Sage 200 vs Sage X3

Overview

Sage 200 and Sage X3 have a lot in common. They’re both flexible, end-to-end ERP solutions that give you unparalleled visibility and control. Deciding which one is right for you is a question of scale. Sage 200 is purpose-built for ambitious SMEs, whereas Sage X3 targets large organisations with more specific operational requirements.   

Similarities

With advanced inventory, order, and supply chain management capabilities, Sage 200 and Sage X3 are ideal for manufacturers and distributors. That said, both solutions offer extensive financial management toolsets and modular designs, allowing them to adapt to almost any industry.

Differences

Highly customisable, with multi-entity, multi-language, and multi-currency support, Sage X3 specifically targets large businesses with complex processes. By contrast, Sage 200’s more focussed feature list makes it better suited to growing SMEs.

Sage 200 vs Sage Intacct

Overview

The biggest difference between Sage 200 and Sage Intacct is scope. Sage 200 is a complete ERP solution, while Sage Intacct specialises in financial management. It consolidates operational and financial data to deliver real-time insights that fuel business growth.

Similarities

Sage 200 offers many of the core financial management tools available in Sage Intacct, including general ledger, accounts payable, and accounts receivable. Additionally, both solutions provide intuitive reporting capabilities and integrate with various third-party systems to adapt to your requirements.

Differences

Beyond the question of scope, Sage 200 and Sage Intacct favour different delivery methods. Sage 200 is an on-premise solution with cloud hosting options available, while Sage Intacct is a cloud-native solution for organisations that need greater scalability.

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Power to your potential

Most businesses understand technology can play a fundamental role in helping them realise their aspirations, but they won’t necessarily know how.   

But we do. 

We understand that software alone isn't enough. We know that by helping you to get the very best from the technology to become more efficient, productive, and innovative, while staying one step ahead of the competition, is what really matters.   

Value is having a team in your corner who knows how to align the capability of the software, with the ambitions of the business. It’s the same people who stay by your side to make sure it delivers.  

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