White Paper - Sage Pastel

Preparing your business for a Sage Evolution BranchAccounting environmentAre you currently running a branchaccounting environment?NoAre you in the process of moving into abranch accounting environment?YesNoAre you currently running a:• Online or offline scenario?• Reporting head office scenario?• Transacting head office scenario?• Multi-entity scenario?• Multi-national scenario?• Other?YesAre you currently running Pastel Evolution?Yes NoConvert your data into a branchNew implementation:accounting environment?• Set up• Take on balances• MigrationYesDecide on the GL structure andaccounting period.Establish an IT infrastructureto manage the FTP and SyncMonitor.Create and configure headoffice and affiliated branches.Run the initial import from headoffice.Run reports at head office andbranches.Process and sync at head officeand branches.If...• you are running any branch accounting environment,• you are running a multi-national branch accounting environment,• you are running retail branches,then...• you need the Multi-Warehousing add-on module.• you will need the Multi-Warehousing, Multi-Currencyand BIC add-on modules.• you will need the Multi-Warehousing and Retail Pointof Sale add-on modules.Branch Accounting | 14