Generic or specific? Making sensible software design decisions
Eureka Addons Business Partner Guide
1. This guide is aimed at Sage Business Partners requiring a quick
summary of the addons for Sage 200 available from Eureka Solutions.
Detailed guides to all products are also available.
Business Partners
Quick Guide
Why Eureka Addons?
4 We estimate 15-20% of relevant Sage 200 sites have Eureka Addons
If your customers don’t, then you are missing out
• Increased Margin - We do the work, you make 40%
• Increased customer retention - Clients with addons stay with their BP longer – it’s a fact!
o
3 We make it easy to do business with us
Eureka Solutions is focused on two things - Technical Expertise and Customer Service
We aim to excel at both
o
o
2 They EXIST
We don’t sell vapourware
All products listed are tried and tested
and we can provide customer
testimonials for ALL products
o
o
1 They WORK
Sounds cynical but we believe in
stating the obvious
o
Eureka Solutions Ltd, James Watt Building,
Scottish Enterprise Technology Park East Kilbride G75 0QD
Registered in Scotland No. SC165567
Registered Office: 29 Portland Road, Kilmarnock, Ayrshire KA1 2BY
Sage Custom Solutions
Partner of the Year
Winner 2013
2. www.eurekaaddons.co.uk
development@eurekaaddons.co.uk
01355 581 960
Two modules which allow order entry
via the web and minimises the number
of current logins to Sage 200.
Web Modules
for Sage 200
Our largest module with complex
functionality around Warranties. Used
in a variety of environments.
Warranties, Service
& Repairs
Our ‘Lucky Bag’ collection of 75+
individual addons for Sage 200 – you
name it we’ve done it – less than £10
per addon!!!
Plus Pack
for Sage 200
Creates stock functionality that larger
products have – including stock matrix
– this is what the Sage 200 Retail
module should have been.
Stock Plus
for Sage 200
Our best selling product that allows
two way data transfer for Sage 200.
Data Exchange
for Sage 200
Makes Sales and Purchase Order entry
realistic and functional.
Orders Plus
for Sage 200
OUR 6 MAIN PRODUCTS
To Find Out More call 01355 581 960 or visit www.eurekaaddons.co.uk
3. www.eurekaaddons.co.uk
development@eurekaaddons.co.uk
01355 581 960
up to 2013 R2
Supported Sage 200 versions
www.eurekaaddons.co.uk/img/shp/278.pdf
Data Sheet
Installation/Training
Simple installation – main effort will be on file formats – we provide sample files. Working with clients to
create/test files is generally ½ day depending on application.
The Longer Version
Data Exchange (DE) has core functionality that covers
exporting any information from Sage 200 e.g. customers, stock
and at the same time import any information such as:
o New customers
o Sales orders
o Dispatch information
Out of the box DE has functionality covering export and
import of customers, stock, orders. These are managed by
prescribed file formats and meet 90% of clients needs. We
have added connections for eBay, Amazon and many standard
website shopping carts. These are available as plug and play
rather than requiring deep technical knowledge.
We are also happy to provide customised ‘translations’, i.e. if
your client/end user needs us to handle specific file formats
then we will – we have connectors for many standard systems
and can provide an up to date list.
Automatic import/export of Sage
200 data
Used by 500+ websites to
integrate to Sage 200
eBay connectors allowing
management of sales items
Amazon connectors
Creation of bespoke connectors
possible
Plug and Play – no programming
knowledge required
Key Areas
DATA EXCHANGE FOR SAGE 200
10 Sec Elevator Pitch
Data Exchange for Sage 200 is a middleware product that transfers data to and from
Sage 200 automatically. If you want to connect ANY third party system with Sage 200
then Data Exchange is the answer.
4. www.eurekaaddons.co.uk
development@eurekaaddons.co.uk
01355 581 960
up to 2013 R2
Supported Sage 200 versions
www.eurekaaddons.co.uk/img/shp/207.pdf
www.eurekaaddons.co.uk/img/shp/288.pdf
Supported Sage 200 versions
Installation/Training
Simple installation – there is a lot of functionality in these products. The customer needs to be educated in
terms of awareness – we would recommend at least a ½ day on site/WebEx tutorial – this could be a day to
include reviewing the customer’s order process.
The Longer Version
and created an ‘outlook’ type toolbar on the left hand side –
this meant we could add as many buttons as we needed. Consequently, the product has become a ‘control centre’ for
sales order entry staff. They can work from this screen all day and access any element of Sage 200 they want. The
buttons are context sensitive – select a stock item on the order line and press the stock enquiry button to return all
details for that stock item.
Latest additions are upselling functionality – when a customer buys a torch – a pop-up reminds the user to sell batteries.
We struggle to understand why any end user processing orders would NOT have this addon.
Technically this screen is simply the standard Sage 200 order
entry screen with additional functionality added – basically,
this means whenever Sage adds new functions to their screen
it appears on our screen – it is NOT a new order entry screen –
it’s Sage 200 plus a LOT!!
The screen has grown from a simple product that made it
easier to process orders – basically the tradecounter screen
becomes a full order entry screen allowing us to create
buttons to allocate, dispatch and invoice in one click. Quickly
we realised we were running out of space to put the buttons
Single environment for telesales
users
Provides quick order entry similar
to Line 100 DOS functionality
Screen Popping in Sage CRM
Sell additional Sage 200 CRM
licences
Increase revenue – upsell, cross sale
Key Areas
SAGE 200 ORDERS PLUS
10 Sec Elevator Pitch
Our Order Plus products take standard Sales and Purchase Order screens and add
functionality that simplifies order entry. The Sales Order entry screen has additional
functionality that adds value to the sales process – turns the sales order entry process into a
pro-active sales tool. 100% of our own Sage 200 sites who process orders have this screen.
We have two products – Sales Orders, Purchase Orders both offer similar functionality.
5. www.eurekaaddons.co.uk
development@eurekaaddons.co.uk
01355 581 960
up to 2013 R2
Supported Sage 200 versions
www.eurekaaddons.co.uk/img/shp/221.pdf
Data Sheet
Installation/Training
A full day installation and training is beneficial – consultants need to demonstrate the configuration, including
how to switch addons on/off and possibly configure for a per user installation. Familiarising the customer with
the addons is time consuming and sometimes a demo environment is useful. Some Partners are including this
module as standard in ALL installations.
The Longer Version
The product comes with a neat management tool to switch addons on/off by user. We need to apologise for giving
away too much – it’s difficult for us to remember what addons we’ve got and sometimes quicker for you to ask – I
am sure we will always have or can create what you need - Just ask!
The 200 Plus Pack has 75+ addons for Sage 200 that have been built up over the past 10+ years. Many are small
time saving addons but collectively this is simply good value.
Apply Aggregate Discounts (MMS125)
Builders Merchants sell screw nails – boxes of 1000
with a discount if you buy 5000.
Builder buys 5000 made up of 5 stock items at a
100 each and wants a discount - this addon will
aggregate the quantity break across the five stock
items and apply appropriate discount correctly.
o
o
Adjust & Receive All on Goods Received (MMS195)
You order 100 units but the supplier delivers 99.
In standard process this leaves a 1 to follow order –
which is never tidied up.
This addon quickly receives the 99 but amends the
order to 99 to make the order complete – quick
tidy up.
o
o
o
Nominal ledger – Amend Narratives (MMS189)
Does what is says on the tin – not standard
functionality.
o
Sales Order Profit Warning (MMS108)
Created for an early customer with dyslexic
difficulties who could transpose figures – 27
instead of 72 – our addons warn if margin falls
below an expected set value.
o
SAGE 200 PLUS PACK
10 Sec Elevator Pitch
Simply a collection of 75+ addons for Sage 200 that provides functionality that end
users probably expected to be standard. At less than £10 an addon does it matter if you
don’t use most of them? Many of the addons originated in the early days of MMS/200
when Sage 50 upgraders experienced missing functionality – it’s all in this package.
6. www.eurekaaddons.co.uk
development@eurekaaddons.co.uk
01355 581 960
up to 2013 R2
Supported Sage 200 versions
www.eurekaaddons.co.uk/img/shp/208.pdf
Data Sheet
Installation/Training
This module justifies at least a day’s training and setup – the end user needs to understand the functionality
provided before they decide on their set up for dimensions, colours, etc.
The Longer Version
This is the addon that replaces the defunct Sage Retail Module
– only this one works. Rather than replacing stock records it
enhances stock records, making it simple to create 100’s of
stock items in different sizes and styles via a grid process.
This is then extended to order entry – both purchase and sales
orders. Because the functionality is created via standard stock
items, standard reporting methods can report across matrix
and non-matrix products.
The matrix functionality has been combined with pro-active
sales functionality via price promotions in the form of
Multi-buy and BOGOF type deals, giving an additional element
to Sage 200 pricing mechanisms. When combined with
Barcodes and our Sales Order Plus screen you have a neat
trade counter/retail front end.
Replacement for Sage Retail
Module
Any environment using fashion
matrix functionality
Upselling via offers
Barcodes
Tyres
width, profile, speed rating
Golf clubs
right, left, ladies, gents
Key Areas
o
o
STOCK PLUS FOR SAGE 200
10 Sec Elevator Pitch
Stock Plus brings an additional dimension (or two!) to Sage 200 adding what is
sometimes referred to as Fashion Matrix functionality – colour, size etc. In addition
price promotion functionality is available – Multi-buy and BOGOF deals.
7. www.eurekaaddons.co.uk
development@eurekaaddons.co.uk
01355 581 960
up to 2013 R2
Supported Sage 200 versions
www.eurekaaddons.co.uk/img/shp/295.pdf
Data Sheet
Installation/Training
We would recommend one day for both – the product is simple to use if end users have used a desktop version
and they know their stock codes etc.
The Longer Version
These modules were created in request for people on the
move to access Sage 200 information and enter simple orders.
As usual things move on and we have call centres using our
addons to enter orders in India for UK based systems – one of
the attractions is the number of users entering data without
the need for additional licences in Sage 200. These products
enter data in real time – this is not a web database
synchronising with Sage 200.
The fast powerful search makes this product stand out from
other similar products – plus it actually works! End users are
able to view, display and print orders – even from an ipad!
Order entry via web
Access order and stock
information on the move
Information via ipad and any
browser
Reduction in licence/annual
costs
Key Areas
WEB MODULES FOR SAGE 200
10 Sec Elevator Pitch
Although named Sales and Purchase Orders for Web these modules give end users
access to information from Sage 200 via the web as well as the obvious creation of
Sales and Purchase Orders implied by the title. The amazing thing about these
products is how functional they are – often using the web to access large stock
databases in Sage 200 is slow – the search function on these products is amazing.
8. www.eurekaaddons.co.uk
development@eurekaaddons.co.uk
01355 581 960
up to 2013 R2
Supported Sage 200 versions
www.eurekaaddons.co.uk/img/shp/289.pdf
Data Sheet
Installation/Training
This is a large module and Partners should embark on some training before selling/scoping this module. We
would recommend three days end user training and we are happy to provide this and/or train your staff.
The Longer Version
WSR is used in a number of varying scenarios e.g. a company
selling /maintaining industrial kitchens where repairs/call outs
are serviced by third party engineers, a medical drill company
where all servicing is in-house. The product focuses on
evolving functionality from serial numbered items in standard
Sage 200 and extending this to an asset register with details
on manufacturers’ warranty, servicing contracts and repair
history.
Repairs/call outs are assigned to internal resources/external
subcontractors and costs are tracked. These can be charged to
customers or assigned to contracts if under warranty. An
inbuilt renewal process is available and we are about to
introduce a diary functionality for booking appointments via
resources. Estimates and job cards are also available.
Extended serial number
functionality
On the road repairs/maintenance
Contract Management/renewals
Key Areas
WARRANTIES SERVICE & REPAIRS
10 Sec Elevator Pitch
This module originated from two clients asking us to upgrade an old legacy product for
Line 100 – Beeline. Turns out, that although they both had a product called Beeline they had
bespoke versions that were quite different. We took what we thought was generally
required for clients operating in this market place and came up with a generalised module
that focuses on the processes relating to selling, servicing and repairing goods under
warranty and maintenance contracts.
9. www.eurekaaddons.co.uk
development@eurekaaddons.co.uk
01355 581 960
To Find Out More call 01355 581 960 or visit www.eurekaaddons.co.uk
Our Simple Stock Kitting module allows users to create simple Kit items within Sage 200,
which are made up of component stock items. When added to a sales order, the module
will automatically allocate each of the items within the Kit.
Standard Sage functionality includes its own Bill of Materials feature which is very
sophisticated and complex. This new module provides a simpler and quicker alternative
method of adding Kit items into Sage 200.
Stock Kitting for Sage 200
Manipulates the printed invoice to the head office address.
Reverse postings from the branch to the head office automatically.
All settings are optional on an individual branch basis.
Allows invoices to be posted to a head office account, with all transaction history still
associated with the branch. Useful for head office payments being allocated in one account.
Sales Ledger Head Office for Sage 200
o
o
o
Automatically calculates and posts depreciation values.
View asset depreciation forecasts.
Automatic asset creation with Purchase Order Processing integration.
Bill depreciation costs to a project with Project Accounting integration.
Quick and simple way of managing a business’s assets:
Fixed Assets for Sage 200
o
o
o
o
OTHER SAGE 200 MODULES