Yooz AP Automation

How Does Yooz Work?

Yooz imports master data information from your Sage system such as chart of accounts, tax information, custom fields and more.

Upload

Import documents via the YoozMobile app, automatic email capture, upload from your files or by scanning paper documents.

Processing

OCR and AI technologies identify and map the data, detect duplicates and highlight discrepancies for your review.

Workflows

The document will follow a custom workflow which triggers tasks for approvers to review and action the document accordingly.

Integration

Once the workflow is complete, the data can automatically export to Sage 200/Intacct with an image of the invoice to be paid.

With Yooz, you only need to pay for the modules that you want to use, so you can automate parts of the process that take up the most time or automate the whole process from start to finish.

Over 300,000+ users automate their invoices every day with Yooz, including one of our clients – take a look at the Maydencroft case study here.

Yooz Accredited Sage Partner

Our Sage Consultants have completed Level 1 and Level 2 accreditations, meaning they can assist you with getting set up on Yooz and provide assistance.

If you have any further questions, please complete the enquiry form or email [email protected] and our Yooz accredited consultants can arrange a demo, 15 day free trial or a quote for you!

Sicon MRP

While Sicon MRP forms part of the Sicon Manufacturing Suite, it can also be purchased independently. The solution includes suggested works orders, suggested purchase orders, suggested kits (if Kitting is enabled), labour and machine capacity planning and forecast sales order import.

The Material Planning functionality of Sicon MRP ensures stock levels are maintained and kept at the required levels. While the Resource Planning aspect of the solution provides graphical labour and machine schedules with the ability to drill down and plan to a daily or weekly schedule. Find out more information about both aspects of the module below:

Key Features

Enhanced functionality
Suggested purchased orders created for shortages. Purchases orders grouped by configurable lead time per item.  Daily/weekly graphical schedule for labour & machine capacity.

Material Planning
Works orders created for sales orders or manually for stock. Confirmed & suggested works orders are generated.  Suggested works orders are created for imported forecast sales orders. All works orders have calculated due dates based on supplier and production lead times.  Material plan created based on daily cumulative stock balances. Suggested purchased orders can be grouped and created.

Forecast Sales Orders Import
Simple import from excel – requires customer name, stock code, quantity and date.

Material and Resource Planning is Easy to learn and use
Screens and processes have been designed for non-IT & non-manufacturing users and data input is simple and logical.

Expediting screens
Select by date or range of works orders to identify outstanding items (colour coded by severity).  Drill down to see outstanding orders and due dates..

Material and Resource Planning System Requirements
WOP runs as an additional Sage 200 module so has no additional requirements.

Capacity Planning
Create departments that emulate your business process or create a routing process per BOM stock item.  Link BOM cost items to departments.  Override production lead time available.  Set available hours per BOM cost item at weekly or daily level.  Graphical drill down plan shows labour and machine availability and drill down to amend works order dates to smooth overloads.

Runs with Multiple Sage Companies
Material and Resource Planning can be used on multiple Sage companies at no additional cost.


Material Planning

  • Create suggested works orders and suggested purchase orders to replenish stock shortages now and planned into the future.
  • Shortages are derived from outstanding works orders, sales orders, kits, stock transfers purchase orders, forecast. Orders and min stock levels.
  • Purchase order suggestions are driven by supplier lead time, usual and min order quantities.
  • Works order due dates are based on supplier and production lead times.

Resource & Capacity Planning

  • Create departments and routings that emulate your business process.
  • Link Labour Register items to departments.
  • Set available hours per Labour Register item at a weekly or daily level.
  • Create daily/weekly graphical schedule for labour and machine capacity.
  • Graphical drill down plan shows labour and machine availability.
  • Drill down to amend works order dates to smooth overloads.
  • Calculate the next possible delivery date from sales order processing for manufactured items based on capacities and material availability.
  • GANT Chart and critical path for planning production workload.
  • Plan capacity by labour, machine and production area. Create availabilities for labour and machine resources taking into account shutdown, maintenance periods and holiday.
  • Calendar view with drag and drop interface to adjust the production plan by moving works orders and sub-assemblies in real-time.
  • Daily works order list showing today, tomorrow and overdue workload.

Contact us today to find out more about Sicon MRP and how it can benefit your business by calling 01332 959 008 or using the enquiry form.

Sicon Works Order Processing

Sicon Works Order Processing forms part of the Sicon Manufacturing Suite or can be purchased independently. It’s ideal for businesses who need a simplified stock allocation and issuing process with the ability to amend works orders during assembly. Works Order Processing (WOP) links in with the Projects module to enable works orders to be costed and allocated against jobs. It also has the ability to integrate to Shop floor data capture and Sicon Barcoding.

Sicon WOP provides enhanced functionality to the Sage 200 BOM module and is an ideal addition for clients in manufacturing.

Sicon Works Order Processing Additional Features

  • Allocate all component items or individual items and part allocate.
  • Back flush process across linked Works Orders with traceable item support.
  • Over-runs can be booked to stock without the need to add more components.
  • Link works orders to Jobs for rolled up costing of complex builds.
  • Integrates with the Sicon Barcoding & Warehousing module for picking of Works Orders.
  • Sage stock transaction history shows WOP issues and bookings.
  • Uses standard component costing method for accurate cost roll-up.
  • Add non-stock items to works orders for sub contract costs.
  • Option to explode multi-level BOM’s into a single Works Order list.
  • Works Order stock shortages can be identified by report and are included in the material planning routine.
  • Integrated Shop Floor Data Capture module

If you would like to find out more about Sicon Works Order Processing then please contact us via the enquiry form or call 01332 959 008.

Credit Hound Cloud

How it Works

It is quick and easy to set up and can be done in less than 5 minutes by following the on-screen instructions.

Credit Houd Cloud seamlessly communicates with your Sage 200 to automatically gather all transactional and contact data, creating a replica of the information held in Sage.


If you answer yes to any of these scenarios then you may want to look at Credit Hound Cloud

  • Are you are using multiple spreadsheets for notes and what’s owing?
  • You can’t get round to contacting everyone that owes you money every month?
  • You want to chase different customers on different chase cycle but it never works out that way
  • You have no clear visibility of what has previously been chased
  • You don’t always know when something is in dispute

Key features explained

Chasing cycles

  • With Credit Hound Cloud you have full control over how you want to chase your customers. By placing a customer in a chasing cycle, you can decide on the frequency and wording of communications. These can range from a pre-emptive reminder to a severely overdue email and everything else in between.
  • In most cases the same email might not be applicable to all customers so with this software you can assign different chasing cycles and emails to different customers, consequently making sure that you are always being effective in your chasing.
  • Once set up Credit Hound Cloud will chase the right customer at the right time with the communication method right for them.

Managing communications

  • All communications sent out by the chasing cycle are automatically recorded against the accounting transaction they relate to.
  • With Credit Hound Cloud you can record notes against transactions, accounts, or raise a dispute.
  • If customers reply to the chasing emails these can be automatically filed/archived and linked to the transaction in CH- giving visibility of all communications.

Visibility (dashboard, notes/history)

  • Credit Hound Cloud offers a comprehensive dashboard that can be used to track and see all outstanding invoices and payments as well as all communications with customers.
  • On your customer dashboard, notes and transactions are also visible, meaning you have all the information you need right in front of you.

If you would like more information on Credit Hound Cloud then send us an email at [email protected] or call us on 01332 959 008.

Eureka Add Ons for Sage 200

Sage 200 Plus Pack

Eureka Plus Pack for Sage 200 is a collection of over 80 add ons that have been designed to simplify and enhance Sage 200 functionality.

Eureka regularly adds new functionality into this collection based on requests from end users. Any new add ons added to the Plus Pack will be available free of charge to existing Plus Pack customers with valid support/licence agreements. Below are a few examples of what is included in this product.

Aggregate Discounts
Allows quantity break discounts to be set up and applied across multiple stock items within a product group, rather than an individual stock item, and apply the appropriate discount correctly.

One Click Sales Order Processing
Add a button to the Create/Amend Sales order form to allow multiple combinations of one click processing. Includes Save & Acknowledge – Save, Acknowledge, Despatch – Save, Despatch and Invoice – Save and Invoice plus many more .

Multiple Stock Transfer
Sage 200 only allows for one stock item to be transferred at a time. The multiple stock transfer add on saves a huge amount of time by allowing multiple items to be transferred at once. This is a must-have if you transfer stock between warehouses or locations.


Sales Order Plus for Sage 200

Sales Order Plus speeds up order entry and increases Sales by ensuring all customer and product information is available from one screen.

This product has built-in cross selling prompts which encourage staff to maximise opportunities by offering additional complementary products and quickly reviewing buyer preferences and previous orders.

If your business processes sales orders, particularly telesales and trade counter environments where rapid order entry and sales history information are vital, then this is the solution for you!

Rapid Order Entry Screen
Allows you to quickly enter multiple sales orders using quantity and product descriptions. Telesales screen also provides quick links to stock balances, purchase orders, customer details and lots more.

Sales Tools and Prompts
Automated pop ups and quick links provide the user with suggested cross sell items, customer preferred items, previous order details along with the ability to add these to the order in one click.

Sales Notepad
Users can quickly access customer specific pricing and build a quick quote without entering a full order in the system. Can also be used without entering a customer.


Purchase Order Plus for Sage 200

Purchase Order Plus for Sage 200 allows for rapid purchase order entry, faster processing and access to all required supplier and stock information from one screen.

The rapid entry grid allows you to enter purchase orders quickly and easily. Also, the one-click processing feature gives you the ability to create new suppliers, stock items and amend prices without leaving the purchase order entry screen.

Expanded Order Entry Screen
Utilising the existing Sage 200 order entry screen, the module provides a toolbar of utilities allowing access to supplier and stock information from one screen.

Rapid Entry
Allows for a grid style rapid entry form to be used within the order entry screen. It is easy
to switch back and forth between this and the standard order entry screen.

One-Click Processing
Gives you the ability to create new suppliers, stock items and amend prices without
leaving the purchase order entry screen.


Data Exchange for Sage 200

Data Exchange for Sage 200 module provides an out of the box solution enabling integration between Sage 200 and other 3rd party applications. Such as websites, warehousing software, external ERP and CRM systems and industry-specific solutions.

Field Mapping Utility Data Exchange allows field mapping between the import file and Sage 200 fields. Valid files are automatically imported into Sage 200 and a backup copy saved, while any ‘failed’ files are saved in a separate folder to be amended and re-imported.

Supports Multi-Company Installations
Data can be imported/exported from multiple Sage 200 companies and multiple ftp sites simultaneously.

Automated standard import routines
Data Exchange allows for the standard Sage 200 import routines to become automated, cutting down on the amount of time spent by users transferring data manually.


Courier Link for Sage 200

Courier Link allows you to create shipping labels, generate and store tracking numbers and arrange courier collections, all within Sage 200. Connect to couriers including: Royal Mail, DPD, FedEx, NetDespatch, Tuffnells, Asendia and APC.

Courier Link simplifies the process of preparing your goods for despatch and arranging collections with your chosen courier. It also removes the need to individually arrange parcel collections on carrier websites

Additional Menus
Allowing users to configure individual courier settings and services, ensuring customers are charged accordingly.

Configuration
Courier Link can be configured to automatically convert parcel weights to suit different courier requirements.

Shipping Labels
PDF shipping labels can be automatically created at the point of order, ready to print and attach to parcels, removing the need to manually create labels individually with customer address details.


If you would like to find out more about the benefits of these Eureka products and how they can advance your business, then contact us via the form or call 01332 959 008

Excel Data Bridge

Draycir Excel Data Bridge has been developed to save you time entering data into Sage 200. Enabling you to create and edit data in the familiar spreadsheets you use daily.

Through taking a fresh look at data entry into Sage 200 within Microsoft Excel, Excel Data Bridge simplifies and streamlines the routine entry of accounts data, sales orders, purchasing and stock.

Draycir Excel Data Bridge enables manipulation of data in Microsoft Excel and then posts it directly into Sage, saving time and reducing the margin for error.


  • Saves time entering data into Sage, enabling you to create and edit data in the familiar spreadsheets you use daily.
  • Simplifies and streamlines the routine entry of account data, sales orders, purchasing and stock through taking a fresh look at data entry into Sage 200.
  • Enables manipulation of data in Microsoft Excel; posts directly into Sage without needing to rekey data.
  • Less experienced Sage users can benefit from instant validation feedback which will tell you if you’ve done this correctly, giving you the ability to confidently enter data into Sage.
  • Users can browse data from Sage within Excel, for example, nominal codes, costs centres and departments, and follow set rules to ensure consistency.
  • Ability to ‘work offline’ whilst still able to browse data by locking the data.
  • Improves the way your team deliver their tasks allowing them to focus on other tasks that contribute to your organisation’s goals.

Features Explained

Nominal Ledger

  • Uses the power of Excel to do regular calculations and upload the NL data directly into Sage. Users can avoid time consuming, people heavy data entry to the nominal, usually kept in Excel and then manually transfer the data into Sage via a form per journal. This is one of the most popular sheets provided by Excel Data Bridge.
  • View this function in action

SL Cash (with allocation)

  • Allows users to enter cash items into Microsoft Excel, you can then either match manually or choose to automatically match and associate each cash payment with the correct invoice. Ideal if you sell goods through a channel marketplace such as Amazon or eBay and receive a report of payments.
  • View this function in action

Cash Payments

  • Creates a batch upload of cash payments. Avoids manually rekeying into Nominal Ledger in Sage 200, it’s a huge time saver

Cash Receipts

Save time by creating a batch upload of cash receipts
including vatable and non-vatable receipts

Project cost adjustments

  • Posts cost and revenue adjustments to projects. Any mis-postings or posts to the wrong project can be adjusted quickly and easily providing a huge time saving alternative to repeated manual data entry

SL Invoice

  • SL Invoice sheet allows user to post Sales Ledger Invoices against the Sale Ledger. Replaces a previously time heavy task of manual entry into Sage and rekeying into Sage 200

PL Cash (with allocation)

  • Allows users to enter cash items into Microsoft Excel, you can then either match manually or choose to automatically match and associate each cash payment with the correct invoice. Saves time of repeated data entry in both Excel and Sage 200.

Sales Orders

  • The Sales Orders sheet creates Sales Orders either individually or as a batch in Sage which includes mapping of analysis codes. Provides a streamlined alternative to manually entering data into Sage.
  • View this function in action

PL Invoice

  • Enables you to post Purchase Ledger Invoices against the Purchase Ledger as well as ability to browse on relevant codes and post into Purchase Ledger. It also manages credit. Eliminates need to manage frequent data entry

Purchase Order Creation

  • Allows you to create Purchase Orders either individually or on block.

If you would like more information on Excel Data Bridge then send us an email [email protected] or fill out the enquiry form.

Sicon Manufacturing for Sage 200

As part of the Sicon Manufacturing suite, Sicon Works Order Processing integrates fully with the core Sage 200 BOM and Stock Control modules.

On its own, it provides enhanced functionality to the Sage 200 BOM module and is an ideal addition for clients in manufacturing who need a simplified stock allocation and issuing process.

As part of the full Manufacturing suite, this product becomes the key processing engine, with the ability to amend works orders during assembly and update operations with true costs from the shop floor data capture module.

The second core component of the suite is Material Requirement Planning (MRP). Based on material demand from sales and purchase orders, forecast sales orders, free stock and min stock levels plus the Sicon Works Orders module, a list of suggested works orders and suggested purchase orders are created.

Weekly labour and machine capacity demand is also created from Works Orders and generates a rough-cut capacity plan at both labour and machine levels. You can run MRP once a week or twenty times per day. On top of that, you don’t need to get everyone out of the system to do it!

If you need to integrate your Manufacturing with Project Accounting this is no problem. Works Order fully integrates with Job Costing so you can see ongoing commitments and WIP in your projects as the production process progresses.

Sicon Manufacturing is made up of many modules including:


Detailed Features:

  • Supports one-off job costed or high volume repeat production manufacturing.
  • Uses the standard Sage 200 BOM to create Works Orders.
  • Allows pre-allocation of Purchase Orders not received to Works Orders.
  • Works Orders can be linked to Sales Orders and/or Jobs.
  • Supports Sub Contract Processing.
  • Stock costing methods, version control and traceability are included in all modules.
  • Shortages are derived from outstanding works orders, sales orders, kits, stock transfers purchase orders, forecast Orders and min stock levels.
  • Easy import of forecast demand
  • Time can be booked directly to works orders or jobs via the Shop Floor Data Capture module.
  • Integrates with the Sicon Barcoding & Warehousing module for picking of Works Orders

Manufacturing Module Relationship Diagram:


If you would like to discuss Sicon Manufacturing in more detail, please do not hesitate to contact us on 01332 959008 or [email protected]

Sage 200 Approvals

Sicon Approvals is a locally installed, web-based application designed specifically for real-time integration with Sage 200.

Multiple modules are available but you only need to buy user licences once, so the product can quickly become the hub of your remote processing into Sage 200.

PKF Smith Cooper Systems has extensive skills and experience with this product and has successfully implemented it in various application areas including remote Service Management, Schools, Care Homes and even a Zoo!

Crucially, we also support and implement the product fully in house and do NOT back our support or projects off to Sicon as many other Sage partners do.


Sicon Approvals Purchase Requisitions

Sicon Approvals Purchase Requisitions is by far the most popular Sicon Approvals module.

Non-Sage users are able to raise purchase requisitions using Sage 200 suppliers, nominal codes, stock items or free text items, Projects and budgets.

Budgets and nominal codes are allocated per user providing a variance view restricted to that user’s area of the business.

Documents can be easily attached to support the request and can be stored against the PO in Sage should the request be successful.

Once the order is approved the system will then automatically create purchase orders into Sage 200 to be progressed as normal


Sicon Approvals is a fantastic module which in an appropriate environment, can add massive value to your investment in Sage 200.

If you would like to arrange an onsite demonstration of Approvals, an initial WebEx overview or would simply like to find out a little more of how Approvals could work for your business, then do not hesitate to contact us via [email protected] or give us a call on 01332 959008

Sage 200 API & Integration

Many of the Sage 200 sites we currently support integrate Sage with a third party system. These can be anything from an e-commerce website like Magento or WooCommerce to a bespoke commercial system.

Though Sage 200 has a standard import capability using CSV files, for more automated or complex integrations, we utilize our own Sage 200 API.

In the past, integrations used middleware for CSV or XML file transfers. While these methods still work, API technology has become an industry standard due to its efficiency, especially for handling large data volumes or mapping fields from custom applications.

This method of integration is a modern approach, centralizing data in Sage 200 and enabling easy queries for third parties. Unlike the old mass update approach, the API allows interactions with Sage 200 in smaller, more manageable data chunks.

The key premise of these tools is that we have a standard data model ready for import into Sage 200, including the necessary fields and data rules. This model can also update analysis codes and custom fields, ensuring compatibility with your specific project requirements.

MRGE

MRGE is typically used where a third party developer wishes to perform the integration. Typical examples would be a web developer who wishes to post transactions to Sage 200 and pull back delivery or stock information.

In this instance, minimal time is required from our team. They’ll simply deploy the solution and assist with testing as required. This, along with one single monthly cost, provides a much lower price point of entry compared to traditional bespoke development.

WIRE

WIRE is used where there is no third-party developer working with our client. In this case, the PKF Smith Cooper team will either deploy an existing connector or build out a new one.  

Examples of work we have previously provided include Shopify, Ebay, Amazon, DPD, Metapack, and DX courier, plus several portals for well known wholesalers.

WIRE can be configured without additional coding, and runs on a pre-defined schedule to import and export data. This makes it easy to use straight out of the box.


We would be delighted to discuss your Sage 200 API requirements in more detail! Contact us now below or directly on 01332 959008 or [email protected] to tell us more about your project.

WIRE for Sage 200

WIRE is typically used where there is no third-party developer working with our client. In this case, the PKF Smith Cooper team will either deploy an existing connector or build out a new one.  

Examples of work we have previously provided include Shopify, Ebay, Amazon, DPD, Metapack, and DX courier, plus several portals for well known wholesalers.

WIRE can be configured without additional coding, and runs on a pre-defined schedule to import and export data. This makes it easy to use straight out of the box.

Json is increasingly becoming an industry standard for system integration – however, we also have generic connectors for common file formats like CSV, XML and more. Thus, regardless of the integration capabilities of the application you are trying to connect, we can offer a solution that can help.


For more information, visit the webinar recording below:


We would be delighted to discuss your Sage 200 API requirements in more detail! Contact us now below or directly on 01332 959008 or [email protected] to tell us more about your project.

MRGE for Sage 200

MRGE is typically used where a third party developer wishes to perform the integration. Typical examples would be a web developer who wishes to post transactions to Sage 200 and pull back delivery or stock information.

In this instance, minimal time is required from our team. They’ll simply deploy the solution and assist with testing as required. This, along with one single monthly cost, provides immediate efficiencies for anyone who is either re-keying data, manually importing CSV files or suffering with regular failures or database locks caused by a legacy file transfer solution.

We currently have an extensive list of endpoints available but are more than happy to discuss any requirements you may have outside of this.


For more information, visit the webinar recording below:


We would be delighted to discuss your Sage 200 API requirements in more detail! Contact us now below or directly on 01332 959008 or [email protected] to tell us more about your project.

Sage 200 Warehouse Management System

Detailed Features of Sicon Barcoding and Warehousing

  • Receive purchases orders, and put away into existing or create new bins ‘on the fly’.
  • Pick & dispatch sales orders and issue & return stock to internal/jobs.
  • Pick stock for Works Orders & Kits and build when picking is complete.
  • Pick stock for internal stock transfer (warehouse replenishment)
  • Add ‘found’ stock and also write off damaged stock.
  • Perform stock-take for both traceable and non-traceable items.
  • Transfer stock in the warehouse, even if it is allocated.
  • Allocate received stock to Sales orders using back to back or pre-allocations processing
  • The Sage 200 report designer supports multiple barcode formats. Print barcode labels for goods in, bin location labels and all standard Sage 200 documentation.
  • System uses standard wireless connectivity and handheld device options are almost endless.
Home
Receive Purchase Order
Despatch

If you like further information about Sicon Barcoding and Warehousing please call us on 01332 959008 or email [email protected]