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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 100/200 Practitioner 

 Install and Register Sage Evolution 100/200

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. Maintenance & Operational functions

D. Utilities Menu

E. User Defined Fields

F. Shortcut Keys

G. The Common Module Setup

Default Settings 100/200

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 Warehouse Defaults

Create Master Files 100/200

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.Create Warehouses

H. Create Warehouse Items

I. Take on opening balances

Process Transactions100/200

A. Process Supplier transactions

B. Process Customer transactions

C. Process Iventory transactions

D. Process Warehouse Transactions

E. Enquiries

Process General Ledger Transactions 100/200

A. Process Cash Book batches

B. Perform a Bank Reconciliation

C. Allow Journal facility

D. Process Petty Cash Batches

E. Process Journal Batches.

F. Process transactions in the Bank Manager


Control Account Reconciliation Utility 100/200

A. The Concept

B. Setup of Control Account Utility

C.Making Use of the Control Account Utlity

Tax (200 only)

A. Purpose of Tax module

B. Tax defaults

C. Create Tax defaults

D. Tax groups

E. Setup Process

F. Tax Report

Reports 100/200

A. Identify the different reports

B. Generate Reports

C. Reprint Document

Segmented General Ledger (200 only)

A. Segmented General Ledger rules

B. Register the segmented structure

C. Segmented General Ledger Default settings

D. Processing in a segmented environment

Segmented Inventory (200 only)

A. Use of segmented Inventory

B. Setup Inventory defaults

C.Setup segment elements

D. Create segment items

E. Process and Reporting

Year End (200 only)

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 100/200 Maintenance Technician

Setup and Functions

A. Prepare your Company for sage Evolutio

B. Elements of Networking

C.System Requirements

D. Operational and Maintenance functions

E. Create User defined fields

Sage Evolution Freedom Service

A. Install and setup Freedom Service

B. Troubleshoot Freedom Service

Central Search and Dashboard 
A. Central Search and Dashboard

System Audit Manager

A. Overview

B.How the System Audit Manager works 

Import / Export Tool 

A. Import / Export Tool 


A.Identify different Reports

B.Generate Reports

C. Customise Layout

Diagnostic Tool

A. Diagnostic Tool

Upgrading Databases

A. Upgrade a database to Sage Evolution

B. Prepare for Conversion

C. Convert from Sage Pastel Partner to Sage Evolution

Data Distribution Services

A. How to Export data

B. How to Import Data

Customer Zone and Sage Online tools

A. Preparing to Integrate

B. The customer Zone

C. Sage Online tools




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