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Sage Pastel Product Videos

The Product videos give some insight on how to use certain modules of the Sage Evolution System. These videos cover How To’s, Module Overviews and the processing of various transactions.

Click on linked files below in order to download the videos.

  1. Common

    1. Maintenance

      1. Overview of the Common Module Elements
      2. Auto Text – Auto complete text input on command
      3. Unlimited Financial Years
    2. Navigation

      1. Navigating in Pastel Evolution
  2. General Ledger

    1. Maintenance

      1. Create a Cashbook Batch
      2. Create a General Ledger Account
      3. Create a Journal Batch
      4. Projects and Project Budgets
    2. Processing

      1. Process Cashbook Transactions
      2. Bank Manager
    3. Reports

      1. General Ledger Accounts and Reports – IFRS aligned General Ledger Account Type naming convention and Financial Statements
      2. Generate Financial Statements – Guide for retrieving any Financial Statement report

  3. Accounts Receivable

    1. Maintenance

      1. Creating a Customer
      2. Excess_Invoicing – Feature which allows secondary Customer Processing which simultaneously generates two Invoices which are linked to a common Transaction
      3. Additional Charges – Manage Additional Charges for Inventory, Order Entry, Point of Sale and Retail Point of Sale
    2. Processing

      1. Process Customer Journals
      2. Process Customer Receipt

  4. Accounts Payable

    1. Maintenance

      1. Creating a Supplier
      2. Linked Accounts
      3. Transactions On Hold
    2. Processing

      1. Process Supplier Journals with an Allocation
      2. Process Supplier Payment

  5. Inventory

    1. Maintenance

      1. Creating Inventory Types
      2. Dimension Items – Add Stock Items using specific dimensional measurements
      3. Lot Tracking as an Inventory add on Module
    2. Processing

      1. Converting a Quote to Invoice
      2. Process Inventory Adjustments
      3. Process Inventory Counts (Stock Take)
      4. Process Inventory Journals
      5. Inventory Issue
      6. Update Price Batches

  6. Order Entry

    1. Processing

      1. Purchase Inventory from your Suppliers

  7. Job Costing

    1. Processing

      1. Process Job Cards

  8. Retail Point of Sale

    1. Maintenance

      1. RPOS Menu Setup – Edit the action for function keys
    2. Reports

      1. Retail Back Office Processes
      2. Retail Cashier Cashup

  9. Alert Management

    1. Maintenance

      1. Alert Manager

  10. Information Alerts

    1. Maintenance

      1. Information Alerts

  11. System Configuration

    1. Password Complexity and Agent Lockout
    2. Branch Accounting Overview
    3. System Audit Manager

  12. Other

    1. Document Utilities – Change invalid document data without reversal
    2. Installation – Installation guide Sage Evolution Pastel
    3. Customising Your Reports – Guide to customize reports in any module