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Sage Evolution / Enroll on this course

Target Learners

If you want to learn how to set up and administer the Sage Evolution Standard environment as a System Administrator or Super User, this course is for you.


This is a three day (18 hour) course.

Delivery Methods

The delivery methods include :

• Facilitated workshop.


The assessment forms part of the course and has to be written within 6 months from the commencement date of your classroom training or self-study course. To make it easier for you, all the Sage Pastel assessments are now ONLINE. This means that you can write the assessment in your own time and in the comfort of your own home (as long as you have a computer with internet access).

Once you have completed a Sage Pastel training course, we would therefore encourage you to take the Sage Pastel competency assessment. Assessments are offered only in English and in an online environment.

This course will be conducted as one training intervention and all of the roles will be covered.

The following outlines the content that will be covered :

Install and Register Sage Evolution Standard

• Prepare your company for Sage Evolution Standard.

• Understand the different elements of networking.

• Identify the system requirements.

• Install Sage Evolution Standard.

• Create and register a common database.

Maintain Sage Evolution Standard

• Log into Sage Evolution Standard.

• Navigate within Sage Evolution Standard.

• Administer important operational and maintenance functions.

• Use the Utilities menu.

• Create user defined fields.

• Use the help functions.

• Use the shortcut keys.

• Set up the Common module specifications.

Sage Evolution Standard Core Default Settings

• Explain the importance of default settings.

• Set the general ledger defaults.

• Set the accounts receivable defaults.

• Set the accounts payable defaults.

• Set the inventory defaults.

• Set the order entry defaults.

• Identify the different reports.

• Generate reports.

Sage Evolution Standard Add-on Default Settings

• Explain the importance of default settings.

• Identify the add-on modules which require the setting up of defaults.

• Set up the Bill of Materials add-on module defaults.

• Set up the Contact Management add-on module defaults.

• Set up the Fixed Assets add-on module defaults.

• Create Foreign Currencies and Exchange Rates.

• Set up the Warehouse add-on module defaults.

• Set up the Point of Sale add-on module defaults.

• Set up the Voucher Management add-on module defaults.

Upgrading your databases

• Upgrade a standard Sage Evolution database.

Database Framework

• Familiarise yourself with database terms

• Understand the logic behind databases

• Recap on SQL fundamentals

• Have an understanding of SQL Framework.

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