Sage Evolution Training

CRM
A. Set up the Contact Management module
B. View a Incident history
C. View reports and charts
D. Set up the System Agent
E. Understand the purpose of Document Lists and the Knowledge Base
Procurement

A. Set up your Procurement defaults and other master files
B. Process requests
C. Approve a requisition
D. Process purchase orders
Advanced Procurement

A. Understand the features and benefits of the module.
B. Access Advanced Procurement.
C. Set up security and access permissions.
D. Set the default settings.
E. Process transactions.
F. Generate reports.
G. Implement workflows in RFQ.
Annuity Billing

A. Set up Annuity Billing defaults
B. Set up Annuity Billing for a supplier
C. Post payments
D. Set up Annuity Billing with recurring invoice transactions
E. View Annuity Billing transactions
Bank Manager
A. Process transactions using the Bank Manager application
BOM

A. Set up the Bill of Materials module
B. Create component items
C. Create bill items
D. Process transactions/bills
E. Manufacture bills
F. Enquire on bill transactions
G. Identify the different reports
Sales Force Automation
A. Understand the concept.
B. Add people and agents
C. Work with the module
D. Do enquiries and reporting
Credit Control

A. Set up the Credit Control module
B. Process Credit Control transactions
C. Enquire about Credit Control transactions
D. Familiarise yourself with the different reports
Job Costing
A. Set up the Job Costing module
B. Process Job Costing transactions
C. Enquire about transactions and pull reports
Fixed Assets

A. Set up Defaults
B. Set up you Fixed Asset Module
• Ledger Accounts
• Depreciation Methods
• Asset Types
• Block Assets
• Locations
• Capex Budget
• Creating Capex Orders
• Other maintenance functions
• Creating New Assets
• Create a Unit of Measure Depreciating Asset
• Creating a Sub Asset
• Creating an Asset with Multiple Units
C. Process asset transactions
D. Enquire about assets
E. Familiarise yourself with fixed asset reports
Cash Manager

A. Install Cash Manager
B. Open Cash Manager
C. Set up Cash Manager
D. Process using Cash Manager
Services Manager
A. Explain the purpose of a service level agreement
B. Create master files and maintain the Service Management module
C. Process service tasks and service requests
D. Perform enquiries
E. Generate reports
Serial Number Tracking
A. Process serial number transactions
B. Do enquiries and reporting
Delivery Management

A. Understand the concept of the module.
B. Maintain the module.
C. Process delivery transactions using the module.
Voucher Management

A. The concept of Voucher Management.
B. Master Files and Maintenance Functions
C. Processing Vouchers
D. Enquiries and Reports
Mobile Sales

A. Understand the Mobile Sales module.
B. Set up the Mobile Sales module and environment.
C. Use Mobile Sales on your device.
Information Alerts
A. Work with Information Alerts

1. Annuity Billing
2. Bank Manager
3. Bill of Materials and Manufacturing
4. Contact Management
5. Debtors Manager
6. Fixed Assets
7. Job Costing
8. Linked Accounts
9. Lot Tracking
10. Multi-Currency
11. Multi-Warehousing
12. Pricing Matrix
13. Procurement
14. Point of Sale
15. Serial Number Tracking
16. Sales Force Automation