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Sage Evolution by Sage Pastel


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


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


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


LU1 EPCU Practitioner 

 Install and Register Sage Evolution

A. Prepare your Company for Sage Evolution

B. Install Sage Evolution

C. Create and register a common database

Familiarise yourself with Sage Evolution

A. Log into Sage Evolution

B.Navigate with Sage Evolution

C. Use the Help function

D. Use the shortcut Keys

E. Setup common module specifications

Default Settings

A. Importance of default settings

B. Set General Ledger Defaults

C. Set Accounts Recevable Defaults

D. Set Accounts Payable Defaults

E.Set Inventory Defaults

F. Set Order Entry Defaults

G. Set Inventory Issue Defaults

Create Master Files

A. Purpose and Importance of Master Files

B. Create General Ledger Accounts

C. Create Suppliers

D. Create Order Entry Master Files 

E.Create Inventory Items

F. Create Customers

G. Take on opening balances

Process Supplier, Inventory and Customer Transactions

A. Process Supplier transactions

B. Process Inventory transactions

C. Process Customer transactions

D. Perform Customer, Supplier and Inventory queries

Process General Ledger Transactions

A. Understand the concept of accounting

B. Process Cash Book batches

C. Perform a Bank Reconciliation

D. Process Journal batches

E. Perform General Ledger enquiries


A. Purpose of Tax module

B. Tax defaults

C. Create Tax defaults

D. Tax groups

E. Setup Process

F. Tax Report


A. Identify the different reports

B. Generate Reports

C. Visual reports

Segmented General Ledger

A. Segmented General Ledger rules

B. Register the segmented structure

C. Segmented General Ledger Default settings

D. Processing in a segmented environment

Segmented Inventory

A. Use of segmented Inventory

B. Setup Inventory defaults

C.Setup segment elements

D. Create segment items

E. Process and Reporting

Year End

A. Reasons for Year End.

B. Perform a Year End

C. Purge your first year



Core Modules

A. General Ledger

B. Accounts Receivable

C. Accounts Payable

D. Inventory

E. Order Entry


 LU2 EPCU Product Consultant

A. Annuity Billing

B. Bank Manager

C. Bill of Materials and Manufacturing

D. Contact Management

E. Debtors Manager

F. Fixed Assets

G. Job Costing

H. Linked Accounts

I. Lot Tracking

J. Multi-Currency

K. Multi-Warehousing

L. Pricing Matrix

M. Procurement

N. Point of Sale

O. Serial Number Tracking

P. Sales Force Automation


LU3 EPCU Admin

Maintain Sage Evolution

A. Log into Evolution

B. Backup, Restore, Copy Company and other maintenance functions

C.Use the Utilities menu 

D. Upgrade a standard Sage Evolution database 


A. Customise reports 

B. Import reports

C. Job Manager 

System Audit Manager 
A. An overview of the System Audit Manager 

B.How the System Audit Manager works 

Outlook Add-in 

A. Integrate the Outlook Add-in 

Alert Manager 

A. Set up Alert Manager 

Freedom Service 
A. Freedom Service 

Import / Export Tool 

A. Import / Export Tool 




1st-5th October

8th-12th October

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22nd-26th October

29th October -2nd November

Module Per Day: GL, AP, AR, INV


5th-9th November

12th- 16th November

19th -23rd November

26th-30th November

Module Per Day: GL, AP, AR, INV



3rd-7th December

10th-14th December

17th-21st December