Module catalogue

Package the portal as a core app with paid workflow add-ons.

Every implementation starts with the core portal. From there, you can add order, stock, finance, purchase order, reporting, label and connector modules depending on the company’s pain points.

Build a price Try sandbox

Sales story

Land with the core app. Expand through modules.

Simple buying logic makes the offer easier to understand and easier to upsell after go-live.

Core portal is mandatory
Users are sold in packs
Modules are added by workflow
Optional integration to customer-owned PO add-ons where required

Mandatory base

Core App

The Core App gives the company a secure, branded internal web portal connected to controlled Sage 200 workflows. It includes login, roles, account mapping, audit trail, module launcher, admin settings and the Sage API integration layer.

Internal user login Role-based permissions Account mapping Sage API connection layer Audit trail Module launcher

Add-on modules

Each module maps to real internal Sage 200 work.

Packages can be scoped around the company teams, controls, permissions and operational workflows that need to feel easier than the desktop app.

Order visibility + entry

Sales Order Portal

Give approved teams one controlled Sage 200 order workspace to search, review, create, clone and edit sales orders without exposing full desktop access.

Included with the core portal package

Order Search & StatusFind orders by account, order number or reference, then review lines, status, holds, notes and despatch progress in one controlled screen.
Create Sales OrdersGuide users through account selection, delivery details, stock lines, quantities and pricing checks before the order reaches Sage 200.
Edit & Clone OrdersAllow permitted edits to addresses, lines and order details, or clone repeat orders into a controlled creation flow.
Controls, Exceptions & AuditSupport approval rules, credit limit checks, overrides, returns/refund workflows and audit trails using role-based permissions.

Purchase workflow

Purchase & Supplier Management

Enhance Sage 200 purchasing and supplier workflows with clearer PO search, open order views, supplier request controls and guided purchasing actions.

From £1,500 setup + £75/month

Purchase Order SearchSearch and filter existing POs so buyers, warehouse and finance can quickly confirm what has been raised.
Open Purchase OrdersTrack live POs that still need receiving, action or review.
Create & Edit Purchase OrdersProvide a simpler governed web workflow for raising and amending POs where the customer’s Sage 200 setup allows it.
Create SupplierLet approved users add supplier records through a governed form instead of handing every change to Sage power users.

Stock control

Stock, Warehouse & Forecasting

Expose stock, warehouse and planning screens that help teams understand availability, movements, reconciliation issues and future stock risk.

From £950 setup + £295/month

Stock & InventoryShow live Sage stock levels, stock attribute details and SKU information in a cleaner portal view.
Movements & AdjustmentsReview stock movements, adjustment history and reconciliation activity for audit and operational follow-up.
External Stock vs Sage ChecksSurface despatch and stock discrepancies between connected operational systems and Sage 200 so teams can fix mismatches sooner.
Forecasting & PlanningIncludes stock forecasting, stock projections, bundle management, opening balances and configurable planning workflows.

Finance clarity

Finance Ledgers

Give finance users controlled access to Sage 200 ledger information, order totals, documents, labels, despatch notes, reconciliations and exception reports without opening broad Sage permissions.

From £1,250 setup + £295/month

Sales LedgerReview customer account and ledger information through a role-scoped finance view.
Finance Order TotalsCheck order totals, VAT and finance-sensitive values through a dedicated internal report.
ReconciliationsPayment reconciliation and exception management help finance resolve mismatches.
Exception ReportingPricing Discrepancy, Zero Value Orders and Stock Adjustment History highlight issues that need approval or investigation.
Documents, Labels & DespatchPrint invoices, despatch notes and labels from controlled portal screens where the workflow has been configured.

Insight pack

Reporting Pack & Analytics

Replace spreadsheet-heavy reporting with governed self-service reports for sales, stock, finance, budgets and management information.

From £1,000 setup + £350/month

Self Service ReportingLet internal users run approved reports without needing direct database access or ad-hoc Sage exports.
Sales ReportingIncludes Sales Checker By SKU, Historic Order Sales, Sales Portfolio, Live Stock Report and customer-specific trading reports.
Finance Reporting PackSupports Trial Balance, Profit and Loss, Revenue Split by Customer Type and Department Budgets.
Operational DashboardsLive orders, on-hold orders, stock movements and stock change reports give teams current operational insight.

Controls

Workflow, Notes & Alerts

Add the governance layer around Sage 200: notes, alerts, processing rules, permissioned overrides and admin controls for internal users.

From £750 setup + £150/month

Notes & AlertsAttach internal notes and alerts to operational processes so teams can see what matters before they act.
Processing RulebookDocument and apply the rules that guide order, finance and operational processing.
Override WorkflowsUse Credit Limit Overrides and Order Edit Overrides to keep exceptions visible and permissioned.
User ManagementUsers, User Detail, Roles & Permissions, HR Control and admin settings keep the portal governed as it expands.

API connectors

Marketplace API Connectors

Connect Sage 200 to selected online sales channels by API, then manage orders, invoices, fulfilment and stock through controlled portal workflows.

Extras from £1,000 setup + £275/month support per connector

Connected channelsAPI connector options are available for Shopify, eBay, Etsy, Eventbrite, Amazon Seller Central and Amazon Vendor Central.
Order managementBring online orders into a controlled Sage 200 workflow so teams can review, validate, process and track them without relying on manual rekeying.
Invoice managementSupport invoice creation, invoice status visibility and marketplace finance checks from the same portal layer.
Shipping fulfilmentUse connector-led fulfilment workflows to support despatch, shipping status, fulfilment updates and exception handling.
Inventory and stock managementKeep stock availability, stock movements and channel-facing inventory processes aligned with Sage 200 rules.
Amazon API supportAmazon's API estate changes regularly. We maintain and monitor the connector requirements so your team does not have to track those changes manually.

eBayFrom £1,000 setup£275/month support

EtsyFrom £1,000 setup£275/month support

EventbriteFrom £1,000 setup£275/month support

ShopifyFrom £3,500 setup£300/month support per site

Amazon Seller CentralFrom £3,500 setup£650/month support

Amazon Vendor CentralFrom £3,500 setup£650/month support

Connector prices are starting points. Final scope depends on order flow, invoice rules, fulfilment process, stock rules, API access and the customer's existing marketplace accounts.

Next step

Let the team try the portal first.

The sandbox shows the module story quickly, then pricing turns it into a commercial package.

Open sandbox Build price