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Customising Sage 200 Professional

Created by:
Ravena Jandu

Posted On:

Facing pressure to do more with less, many businesses are seeking solutions that streamline operations, enhance workflows, and save time. One such solution is Sage 200 Professional – a robust enterprise resource planning (ERP) solution, providing a solid foundation for managing finances, customers, and business intelligence. To get the most out of the software, tailoring it to your business’s unique structure, workflows and requirements is critical. In this blog, we will delve into how customising Sage 200 Professional can transform the way you manage your business processes.

The benefits of customisation

Customising your financial management tools is the key to unlocking their full potential. By customising Sage 200 Professional, you can transform the software from a generic solution to one that is highly tailored to your business’s unique needs, challenges, and workflows.

Extended functionality

Sage 200 Professional offers robust integration capabilities, enabling you to connect the software with third party applications and systems. Common integrations include e-commerce platforms, CRM systems, courier services, and industry specific applications. Integration ensures a seamless data flow across your organisation and alignment between Sage 200 Professional and your unique business processes and objectives.

Productivity and efficiency

Customisation enhances productivity and efficiency when using Sage 200 Professional. When Sage 200 Professional is customised to fit your needs, it can automate routine tasks, improve data entry, and streamline business processes. For example, businesses can set up automated invoice processing, customised reporting, and personalised dashboards. These enhancements give your team the freedom to spend less time on repetitive tasks and more time on strategic activities. Efficiency gains are achieved by minimising errors, eliminating redundant tasks and duplicate data entries, and speeding up data processing. Custom reports and ease of data retrieval enables managers to make quick informed decisions. The result is a more agile and responsive business that can adapt swiftly to changing market conditions.

How the solution can be customised

Here are just a few of common ways businesses choose to customise Sage 200 Professional:

Custom fields

One of the simplest ways to customise Sage 200 is by adding custom fields and forms. This allows you to capture additional information specific to your business needs. Whether it’s tracking industry-specific data or adding fields that aid reporting, these customisations ensure that all the information you need is readily available and organised in a way that makes sense for your operations.

Custom dashboards and reports

Custom reports and dashboards are powerful tools that provide actionable insights into your business operations. By tailoring these reports to focus on the metrics that matter most to you, Sage 200 Professional can deliver data that supports strategic decision-making. Custom dashboards can display key performance indicators (KPIs) at a glance, helping you to quickly identify trends, opportunities, and areas for improvement.

Tailored processes

Customisation empowers you to improve your business processes and gain greater control over them. Through customisation, processes and calculations that were previously done manually outside of Sage 200 Professional can be brought into the system and automated. Custom processes specific to your business can also be added into your solution, ensuring that all critical operations are handled efficiently and accurately within the software.


Sage 200 can be integrated with a wide range of other software and systems, from CRM platforms to e-commerce solutions. This integration ensures that data flows seamlessly between different parts of your business, eliminating the need for manual data entry and reducing the risk of errors. For example, integrating your CRM with Sage 200 allows sales data to automatically update your financial records, providing a real-time view of your business performance.

How Techsol Group can help

Implementing customisations in Sage 200 Professional requires expertise and a comprehensive understanding of both the software and your business needs. This is where Techsol Group comes in. As a leading provider of Sage solutions, we have extensive experience in customising Sage 200 Professional to maximise its benefits for businesses across various industries.

Our expert consultants will work closely with you to understand your workflows, pain points, and goals, ensuring that customisations align perfectly with your business objectives. We handle everything from initial setup to development and ongoing support, ensuring that your system runs smoothly and delivers the expected benefits. Our comprehensive approach includes thorough testing and training, so your team is fully prepared to utilise the customised solution effectively. We provide ongoing support and optimisation services to ensure that your Sage 200 system continues to meet your ongoing requirements. Whether it’s adding new features, integrating additional systems, or fine-tuning existing customisations, we are committed to helping you get the most out of your investment.

Sage 200 Professional can transform your business, and customisation elevates it to the next level – creating a solution tailored to your business’s unique processes, challenges, and workflows. Through customisation, you can experience increased productivity and efficiency, enhanced functionality, and long-term time savings. By leveraging the expertise of Techsol Group, you can unlock the full potential of your solution and drive your business forward.

If you’re considering moving to Sage 200 or if you are an existing user and want to maximise your return on investment, please don’t hesitate to get in touch. You can contact us on 03300 245447 or email

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