Post on 15-Apr-2018
1
2
Detailed Comparative Feature Table between Pastel My Business,
Pastel My Business Online, Pastel Xpress, Pastel Partner and Pastel Evolution (Standard and Enterprise)
Operating Systems / Platforms
Pastel My Business
Pastel My Business
Online
Pastel Accounting
Xpress
Pastel Accounting
Partner
Pastel Evolution Standard
Pastel Evolution Enterprise
Windows XP, NT, 2000 And Server 2000/2003
Yes No Yes Yes Yes Yes
Database Microsoft
SQL Server 2008
Internet Pervasive SQL WGE
Pervasive SQL
WGE/C-server
Microsoft SQL Server
2008 R2
Microsoft SQL Server
2008 R2
Wide Area Network Support
No Yes Yes Yes Yes Yes
General:
Number of Companies Unlimited 10
Companies ≠
Unlimited° Unlimited Unlimited Unlimited
Financial Years Periods – Accounting Periods
Unlimited Unlimited 2 Years 2 Years 5 Years 5 Years
Multi User * No 1 – 5 Users
≠ 1 – 99 Users°
1 – 99 Users 5 Users 1 – 1000+
Users
Microsoft Office Integration (Outlook, Word, Excel)
No No Yes Yes Yes Yes
Project Tracking / Costing
No No Yes Yes Yes Yes
Projects No No No Yes Yes Yes
Project – Sub Projects No No No No No Yes
Project – Budgets Per Project
No No No Yes* No Yes
Integrate into Contact Management Premium
No No Yes*• Yes*• Yes
(Basic) Yes*
System Program Navigation Screen
No No Yes Yes Yes No
Customisable Toolbars Yes Yes No No Yes Yes
Set Up Wizards Yes Yes Yes Yes Yes
(Company Setup)
Yes (Company
Setup)
Users: Multi-Level Password Yes Yes Yes Yes Yes Yes
Defined User Access per Function – Passwords
No No Yes Yes Yes Yes
Set up User Access per Group
No No Yes Yes Yes Yes
Set up User Access per User
No No Yes Yes Yes Yes
Set up User Access per Group And User
No No Yes Yes Yes Yes
Jump between Users / Multi-Instance
No No Yes Yes No No
System Audit Manager Yes Yes Yes Yes Yes
(add-on) Yes
Search by Various Keys No No Yes Yes Yes Yes
Customisable Stationery / Forms
Yes Yes Yes Yes Yes Yes
3
Import / Export Master File Data
Yes – CSV Yes – CSV Yes – ASCII
Format Yes – ASCII
Format
Yes – via reports and DDS
Yes – via reports and DDS
Internal Backup and Restore
Yes – Compressed
No Yes –
Compressed Yes –
Compressed
Yes – SQL Format via EDM / SQL
Server
Yes – SQL Format via EDM / SQL
Server
Data Integrity Routines / Re-Links
No No Yes Yes Yes Yes
Tax Types – Customisable
Yes Yes Yes Yes Yes Yes
Default Chart of Accounts
Yes Yes Yes Yes Yes Yes
E-mail Reports and Documents
Yes Yes Yes Yes Yes Yes
Report Job Manager Scheduler
No No No No Yes Yes
Entry Detail Type / Transaction Report
Yes Yes Yes Yes Yes Yes
Detail Tax Report Yes Yes Yes Yes Yes Yes
Document Numbers: Separate Set of Document Numbers for each user
No No No Yes No No
One Set of Document Numbers
No No No Yes Yes Yes
Enter your own Document Numbers
Yes Yes Yes Yes Yes Yes
Make 13th Period the First Period in the New Year
N/A N/A Yes Yes N/A N/A
Euro Conversion No No No Yes Yes Yes
Validate Parameters No No Yes Yes Yes Yes
System Audit Log No No Yes Yes Yes Yes
Block Customer / Supplier
No No No No Yes Yes
Calculator No No Yes Yes No No
Price Search No No Yes Yes No No
Default E-mail File Format:
Html No No Yes Yes Yes Yes
Pdf Yes Yes Yes Yes Yes Yes
Note Facility No No Yes Yes No No
Explorer No No Yes Yes Yes Yes
Navigator No No Yes Yes Yes Yes
Tax Adjustment Wizard No No No Yes No No
Send and Receive Accountant Data
No No Yes Yes No No
Drill Downs:
Enquiry Screen Drill Downs
No No Yes Yes Yes Yes
Report Screen Drill Downs
Yes Yes Yes Yes No No
Microsoft Word Mail Merge
No No Yes Yes No No
Outlook Exports No No Yes Yes No No
Financial Ratio Reports No No Yes Yes No No
Output Options: Screen Yes Yes Yes Yes Yes Yes
ASCII File No No Yes Yes Yes Yes
Excel Yes Yes Yes Yes Yes Yes
E-mail Yes Yes Yes Yes Yes Yes
Printer Yes Yes Yes Yes Yes Yes
HTML No No Yes Yes Yes Yes
PDF Yes Yes Yes Yes Yes Yes
4
General Ledger
Defaults & Processing Pastel My Business
Pastel My Business
Online
Pastel Accounting
Xpress
Pastel Accounting
Partner
Pastel Evolution Standard
Pastel Evolution Enterprise
Account Maintenance Yes Yes
Yes
Yes
Yes Yes
Account Code Alpha Numeric
Yes Yes
N4
N4 AN20 AN20
Account Maintenance Description
Unlimited Unlimited AN 40 AN 40 AN 35 AN35
Number of Accounts Unlimited Unlimited 9999 9999 Unlimited Unlimited
Segmented General Ledger Accounts
No No No No No Yes
(Up to 10 segments)
Set Default Tax Parameters per General Ledger Account:
No Tax Type Default No No Yes Yes No No
Default Tax Type No No Yes Yes No No
Force Tax Type No No Yes Yes No No
Number of Cashbooks / Bank Accounts
Unlimited Unlimited 30 30 Unlimited Unlimited
Import from ASCII Files into Cashbook / Journal Batches
No (CSV) No (CSV) Yes Yes Yes Yes
Post Dated Transactions Yes Yes No Yes Yes Yes
Post to any Period – Optional Security Control
Yes Yes Yes Yes Yes Yes
Auto Increment Reference Numbers
No No Yes Yes Yes Yes
Split Transaction Postings to Various Accounts
Yes Yes Yes Yes Yes Yes
General Journal Entries Yes Yes Yes Yes Yes Yes
Capture Transactions by Date or by Period
Only by Date Only by Date Only by Date Only by Date Only by Date Only by Date
Auto Fill Descriptions No No No No Yes Yes
Auto Repeat Description on Transaction Lines
Yes Yes Yes Yes Yes Yes
Remarks for Quick Entry Descriptions
No No Yes Yes No No
General Ledger Consolidations
No No No Yes No No
Automatic Balancing Journals
No No Yes Yes No No
Transfer Between Accounts (Bank, Assets, Liabilities)
Yes – Bank Transfer
Yes – Bank Transfer
No Yes – Bank
Transfer Yes Yes
Budgets No No Yes Yes Yes Yes
Number of Years – Budgets
No No 2 2 5 5
Foreign Bank Accounts No No Yes Yes Yes Yes
Foreign Bank Revaluation
No No Yes Yes Yes Yes
Number of Entry Types None None 90 90 Unlimited Unlimited
Open Batch Display No No Yes Yes No No
Year End Assistant No No Yes Yes No No
5
Bank Reconciliation Methods:
Tick Yes Yes Yes Yes Yes Yes
Amount, Reference or Date
Yes Yes Yes Yes Yes Yes
Import Bank Statement Yes Yes Yes Yes Yes Yes
Reports: Trial Balance Yes Yes Yes Yes Yes Yes
Income Statement Profit & Loss Profit & Loss Yes Yes Yes Yes
Balance Sheet Statement of
Assets & Liabilities
Statement of Assets & Liabilities
Yes Yes Yes Yes
Reconciliation Detail and Summary Reports
No No Yes Yes Yes Yes
Cashbook Detail and Summary Report
Yes Yes Yes Yes Yes Yes
Project Profit & Loss No No No Yes Yes Yes
Budgets No No Yes Yes Yes Yes
Detailed Ledger Report No No Yes Yes Yes Yes
Financial Category Report
No No Yes Yes No No
Charts / Graphs Yes Yes Yes Yes Yes Yes
Cash Movement Report Yes Yes Yes Yes No No
Cheque Printing No No Yes Yes Yes Yes
Audit trail: Audit trail of Electronic Tax Documents
No No Yes Yes Yes Yes
Transaction Audit Trail Yes Yes Yes Yes Yes Yes
Account Balances No No Yes Yes Yes Yes
6
Customers / Receivables
Pastel My Business
Pastel My Business Online
Pastel Accounting
Xpress
Pastel Accounting
Partner
Pastel Evolution Standard
Pastel Evolution Enterprise
Number of Customers Unlimited Unlimited Unlimited Unlimited Unlimited Unlimited
Field Sizes:
Account Name / Code AN 100 AN 100 AN 6 AN 6 AN 20 AN 20
Account Description AN 100 AN 100 AN 40 AN 40 AN 50 AN 50
Number of Delivery Addresses
5 5 1 Unlimited Unlimited Unlimited
E-mail An 100 An 100 AN 50 AN 50 AN 50 AN 50
User Defined Fields 3 Text 3 Numeric
3 Text 3 Numeric
AN 16 x 5 UDFs
AN 16 x 5 UDFs
Unlimited – header UDF’s
Unlimited – header and limited to 20 line UDF’s
Customer Categories / Group
AN 100 AN 100 AN 99 AN 99 Unlimited Unlimited
Default Tax Type per Customer
No No Yes Yes Yes Yes
Defaults & Processing: Monthly Terms Yes Yes Yes Yes Yes Yes
Invoice Date Yes Yes Yes Yes Yes Yes
Statement Month End Date
Yes Yes Yes Yes Yes Yes
Number of Ageing Periods
5 5 5 5 7 7
Statement Message – Variable on Ageing
Yes Yes Yes Yes Yes Yes
Ability to block Customer Accounts
Yes Yes Yes Yes Yes Yes
Open Item or Balance Forward
No No Yes Yes Yes Yes
Open item or Balance Forward Conversion
No No Yes Yes Yes Yes
Finance / Interest Charges on Overdue Accounts
No No Yes Yes Yes Yes
Apply Receipts and Credits to Specific Invoices
Yes Yes Yes Yes Yes Yes
Allocate Against Oldest Invoice
Yes Yes Yes Yes Yes Yes
Record and Control Post Dated Cheques
Yes Yes Yes Yes Yes Yes
Define Percentage Discount per Customer
Yes Yes Yes Yes Yes Yes
Multiple Ageing Periods Per Customer
Yes Yes No No Yes Yes
Settlement Discounts No No Yes Yes Yes Yes
Normal Payment Terms Yes Yes Yes Yes Yes Yes
Customer Journal Batches
No No Yes Yes Yes Yes
Customer Real Time Processing
Yes Yes Yes /
Optional Yes /
Optional Yes Yes
Foreign Customers No No No Yes Yes Yes
Foreign Customer Revaluation
No No No Yes* No No
Minimum Interest Charge
No No Yes Yes Yes Yes
Tax on document lines:
Print Tax Percentage No No Yes Yes Yes Yes
Print Tax Amount No No Yes Yes Yes Yes
No Tax Printing No No Yes Yes Yes Yes
7
Select the No.of Copies to Print for Statements
Yes Yes Yes Yes Yes Yes
Print Invoice Totals on Statements
No No Yes Yes Yes Yes
Print Invoice Lines on Statements
No No Yes Yes Yes Yes
Force Projects No No Yes Yes No Yes
Force Sales / Rep Code No No Yes Yes No Yes
Update Document in Batch Mode
No No Yes Yes No No
Update Document upon Completion of Document / Real Time Processing
No No Yes Yes Yes Yes
Print Supporting Document
No No Yes Yes Yes Yes
Day Based Terms Yes Yes Yes Yes Yes Yes
Print / E-mail Options: Print Documents Only Yes Yes Yes Yes Yes Yes
E-mail Documents Only Yes Yes Yes Yes Yes Yes
Print and E-mail Documents
Yes Yes Yes Yes No Yes
Print and E-mail Statement
Yes Yes Yes Yes No Yes
Sales Analysis Codes / Sales Representatives
No No Yes Yes Yes Yes
Overdue Customer Interest Assistant
No No Yes Yes Yes Yes
Default Tax:
No Tax Type Default No No Yes Yes No No
Default Tax Type No No Yes Yes Yes Yes
Force Tax Type No No Yes Yes No Yes
Customer Prices Assistant
No No No Yes No No
Customer Accepts Electronic Documents Option
Yes Yes Yes Yes Yes Yes
Debit Notes No No Yes Yes No No
Reports:
Aging Summary / Detail Yes Yes Yes Yes Yes Yes
Transaction By Customer –Summary / Detail
Yes Yes Yes Yes Yes Yes
Customer Listing Yes Yes Yes Yes Yes Yes
Overdue Customer Report
Yes Yes Yes Yes Yes Yes
Detailed Ledger / Transaction Listing by Customer
Yes Yes Yes Yes Yes Yes
Sales Analyses by Customer / Item
Yes / Sales by Item
Yes / Sales by Item
Yes Yes Yes Yes
Top Sales by Customer No No Yes* Yes* Yes Yes
Sales Analysis No No Yes Yes Yes Yes
Post Dated Cheques No No Yes Yes Yes Yes
Customer Balances Report
Yes Yes Yes Yes Yes Yes
Print Letters No No Yes Yes No No
Print Labels No No Yes Yes Yes Yes
Statements:
Exclude Zero Balance Yes Yes Yes Yes Yes Yes
Exclude Negative Balances
Yes Yes Yes Yes Yes Yes
E-mail Statements Yes Yes Yes Yes Yes Yes
Change Body of E-mail Text
Yes Yes Yes Yes Yes Yes
Print Mailing Labels No No Yes Yes Yes Yes
8
Calculate Rep Commissions on:
Sales No No Yes Yes Yes Yes
Gross Profit No No Yes Yes Yes Yes
Paid Invoices Only No No No No Yes Yes
9
Suppliers / Payables
Pastel My Business
Pastel My Business
Online
Pastel Accounting
Xpress
Pastel Accounting
Partner
Pastel Evolution Standard
Pastel Evolution Enterprise
Number of Suppliers Unlimited Unlimited Unlimited Unlimited Unlimited Unlimited
Field Sizes:
Account Name / Code AN 100 AN 100 AN 6 AN 6 AN 20 AN 20
Account Description AN 100 AN 100 AN 40 AN 40 AN 50 AN 50
Number of Delivery Addresses
5 5 1 Unlimited Unlimited Unlimited
E-mail AN 100 AN 100 AN 50 AN 50 AN 50 AN 50
User-Defined Fields 3 x Text
3 x Numeric 3 x Text
3 x Numeric AN 16 x 5 UDFs
AN 16 x 5 UDFs
Unlimited – header UDF’s
Unlimited – header and limited to 20 line UDF’s
Customer Categories / Group
AN 100 AN 100 99 99 Unlimited Unlimited
Default Tax Type per Supplier
No No Yes Yes Yes Yes
Defaults & Processing: Monthly Terms Yes Yes Yes Yes Yes Yes
Invoice Date Yes Yes Yes Yes Yes Yes
Statement Month End Date
Yes Yes Yes Yes Yes Yes
Number of Ageing Periods per Supplier
5 5 5 5 7 7
Remittance Message – Variable on Ageing
No No Yes Yes Yes Yes
Ability to Block Customer Accounts
Yes Yes Yes Yes Yes Yes
Open Item or Balance Forward
No No Yes Yes Yes Yes
Multiple Ageing Periods per Supplier
Yes Yes No No Yes Yes
Supplier Journal Batches No No Yes Yes Yes Yes
Supplier Real Time Processing
Yes Yes Yes /
Optional Yes /
Optional Yes Yes
Supplier Automatic Payment & Remittances
No No No No Yes Yes
Supplier Automatic Payments Batches
No No No Yes No Yes
Supplier EFTS Payments
No No No No Yes Yes
Additional Cost Invoice per Supplier
No No No Yes No Yes
Foreign Supplier No No No Yes Yes Yes
Foreign Supplier Revaluation
No No No Yes No No
Tax on document lines:
Print Tax Percentage No No Yes Yes Yes Yes
Print Tax Amount No No Yes Yes Yes Yes
No Tax Printing No No Yes Yes Yes Yes
Select the Number of Copies to Print for Remittances
Yes Yes Yes Yes Yes Yes
Force Projects No No Yes Yes No Yes
Print Supporting Document
No No Yes Yes No No
10
Print/E-mail options:
Print Documents Only Yes Yes Yes Yes Yes Yes
E-mail Documents Only Yes Yes Yes Yes Yes Yes
Print and E-mail Documents
Yes Yes Yes Yes Yes Yes
Print and E-mail Remittance
Yes Yes Yes Yes Yes Yes
Default tax:
No Tax Type Default No No Yes Yes No No
Default Tax Type No No Yes Yes Yes Yes
Force Tax Type No No Yes Yes No Yes
Reports:
Ageing Summary / Detail Yes Yes Yes Yes Yes Yes
Transaction By Supplier – Summary / Detail
Yes Yes Yes Yes Yes Yes
Supplier Listing Yes Yes Yes Yes Yes Yes
Overdue Supplier Report Yes Yes Yes Yes Yes Yes
Print Supplier Cheques No No Yes Yes Yes Yes
Supplier Balances Report
Yes Yes Yes Yes Yes Yes
Print Letters No No Yes Yes No No
Print Labels No No Yes Yes Yes Yes
Remittances:
Exclude Zero Balance Yes Yes Yes Yes Yes Yes
Exclude Negative Balances
Yes Yes Yes Yes Yes Yes
E-mail Remittance Yes Yes Yes Yes Yes Yes
Change body of E-mail Text
Yes Yes Yes Yes Yes Yes
Print Mailing Labels No No Yes Yes Yes Yes
11
Inventory
Pastel My Business
Pastel My Business Online
Pastel Accounting
Xpress
Pastel Accounting
Partner
Pastel Evolution Standard
Pastel Evolution Enterprise
Field Sizes: Item Code AN 100 AN 100 AN 15 AN 15 AN 20 AN 20
Description AN 100 AN 100 AN 40 AN 40 AN 50 AN 50
Barcode No No N 15 N 15 AN 50 AN 50
Bin Number No No AN 15 AN 15 AN 30 AN 30
User Defined Fields 3 x Text
3 x Numeric 3 x Text
3 x Numeric AN 24 x 3 UDFs
AN 24 x 3 UDFs
Unlimited – header UDF’s
Unlimited – header and limited to 20 line UDF’s
Service Items Yes Yes Yes Yes Yes Yes
Segmented Inventory Items
No No No No No Yes
Units of Measure No No No No Yes Yes
Number of Inventory Items
Unlimited Unlimited Unlimited Unlimited Unlimited Unlimited
Number of Inventory Groups
Unlimited Categories
Unlimited Categories
999 999 Unlimited Unlimited
Maximum Number of Decimals:
Stock Quantities 4 4 4 4 7 7
Cost Prices 4 4 4 4 7 7
Selling Prices 1 1 4 4 7 7
Define Defaults for Quick Take-on of Inventory Items
Yes Yes Yes Yes Yes Yes
Define Control Accounts per Inventory Group
1 1 Yes Yes Yes Yes
Ability to Block an Item Yes Yes Yes Yes Yes Yes
Defaults & Processing: Weighted Average Yes Yes Yes Yes Yes Yes
Latest Cost Yes Yes Yes Yes No Yes
Manual Cost No No No No No Yes
Highest cost No No No No No Yes
Costing Per Inventory Item
Yes Yes No No Yes Yes
Cost Pricing Encryption / Hiding of Costs
No No No No Yes Yes
Define Preferred Supplier per Item
No No Yes Yes Yes Yes
Warn if Preferred Supplier is not Used
No No Yes Yes No No
Last Cost per Supplier No No No No Yes Yes
Define Minimum and Maximum Quantities per Item
Yes Yes Yes Yes Yes Yes
Re-order Report Based on Quantities
No No Yes Yes Yes Yes
Reserve Inventory for Sales Orders
No No Yes Yes Yes Yes
Calculate Selling Prices as % Mark-up on Last Cost
No No Yes Yes No Yes
Calculate Selling Prices as % Mark-up on Average
No No Yes Yes Yes Yes
Calculate Selling Prices as % on Current Price
No No Yes Yes No Yes
Inventory Journals / Adjustments
Yes Yes Yes Yes Yes Yes
12
Ability to Disallow Negative Inventory Quantities Globally
Yes Yes Yes Yes Yes Yes
Ability to Allow Negative per Item / Warehouse
No No Yes Yes No Yes
Purchasing Lead Times per Item / Warehouse / Preferred Supplier
No No No No Yes Yes
Price Lists No No 3 10 3 Unlimited
Global Price Changes Yes Yes Yes Yes No Yes
Start and End Date for Special Prices
No No No Yes No Yes
Tax Calculations: Calculate Tax Per Line Yes Yes Yes Yes Yes Yes
Calculate Tax Per Document
No No No No Yes Yes
Inventory Limits: Maximum Selling Price No No Yes Yes No No
Maximum Purchase Price No No Yes Yes No No
Minimum Gross Profit Percentage
No No Yes Yes Yes Yes
Maximum Cost Difference Percentage
No No Yes Yes No No
Maximum Line Discount Percentage
No No Yes Yes No No
Maximum Invoice Discount Percentage
No No Yes Yes Yes – POS
Only Yes – POS
Only
Adjust Selling Prices Assistant
No No Yes Yes Yes Yes
Inventory Counts: Schedule Stock Takes No No No No Yes Yes
Spot Checks No No No No Yes Yes
Inventory Adjustments Yes Yes Yes Yes Yes Yes
Inventory Journal Batches No No Yes Yes Yes Yes
Inventory Price Manager No No No No Yes Yes
Inventory Level Updates on Usage
No No No No Yes Yes
Inventory Count Assistant No No Yes Yes Yes Yes
Reports: Stock Item Listing Yes Yes Yes Yes Yes Yes
Stock Valuation (Detailed and Summary) by Date
No No Yes Yes Yes Yes
Stock Status per Supplier No No Yes Yes No No
Stock Take Sheets No No Yes Yes Yes Yes
Sales by Customer / Sales Analysis
Yes Yes Yes Yes Yes Yes
Sales / Purchases by Item
Yes Yes Yes Yes Yes Yes
Sales by Rep No No Yes Yes Yes Yes
Open Orders Report No No Yes Yes Yes Yes
Re-Order Reports No No Yes Yes Yes Yes
Print Stock Labels No No Yes Yes Yes Yes
Inventory Costs No No No No Yes Yes
Inventory Management No No Yes Yes Yes Yes
Print Labels No No Yes Yes Yes Yes
Inventory Quantity Report No No Yes Yes Yes Yes
Slow Moving Reports No No No Yes Yes Yes
13
Forms
Invoicing, Purchases and Orders
Pastel My Business
Pastel My Business
Online
Pastel Accounting
Xpress
Pastel Accounting
Partner
Pastel Evolution Standard
Pastel Evolution Enterprise
Field Sizes: Invoice Number AN10 AN10 N 8 N 8 N 30 N 30
Sales Rep No No AN 5 AN 5 AN 4 AN 4
Customer Order Number
AN 10 AN 10 AN 15 AN 15 AN 20 AN 20
Creation of Customers “on the fly” during Invoicing
Yes Yes Yes Yes Yes Yes
Number of Standard Price Lists
None None 3 10 3 Unlimited
Invoice Discount Yes Yes Yes Yes Yes Yes
Line Discount Yes Yes Yes Yes Yes Yes
Capture Inventory Items using Barcodes
No No Yes Yes Yes Yes
Warning when selling below cost
Yes Yes Yes Yes Yes Yes
Disallow Changing of Invoice Date per User
No No No No Yes Yes
Pre-Define Auto Invoice Numbers
No No Yes Yes Yes Yes
Capture Invoices on Inclusive or Exclusive basis
No No Yes Yes Yes Yes
Linking and Auto-creating Invoices from Sales Orders or Quotations
No No Yes Yes Yes Yes
Auto Create Purchase Order from Invoice / Sales Order / Quotation
No No Yes Yes Yes Yes
Customisable Document Layouts
Yes Yes Yes Yes Yes Yes
Credit Checking at Time of Invoice
No No Yes Yes Yes Yes
Stock Adjustments Yes Yes Yes Yes Yes Yes
Sales Orders / Invoicing to all for POS tenders
No No No No Yes Yes
User Defined Fields on Transaction Lines
No No No Yes No Yes
14
Add-On Modules
Pastel My Business
Pastel My Business
Online
Pastel Accounting
Xpress
Pastel Accounting
Partner
Pastel Evolution Standard
Pastel Evolution Enterprise
Bank Manager Yes Yes Yes* Yes* Yes* Yes* Contact Management Basic
No No Yes * • Yes* • Yes* Yes*
Contact Management Premium
No No Yes * • Yes* • No Yes*
Fixed Assets Yes Yes Yes* • Yes* • Yes* Yes*
Payroll No No Yes* • Yes* • Yes* Yes*
Serial Number Tracking No No No Yes* Yes* Yes*
Multi-Warehousing No No No Yes* Yes* Yes*
Multi-Warehousing – Inter Branch Transfer
No No No No No Yes
Bill of Materials No No No Yes*‡ Yes* Yes*
Manufacturing No No No No Yes* Yes*
Job Costing No No No No No Yes*
Lot Tracking No No No No No Yes*
Point of Sale No No No Yes*‡ Yes* Yes*
Pricing Matrix (Discount Matrix and Volume Discounts)
No No No Yes *‡ Yes Yes*
Report Writer No No No GL Only Yes Yes
Business Intelligence No No Yes* Yes* Yes* Yes*
Business Intelligence – Advanced
No No Yes* Yes* Yes* Yes*
Business Intelligence – OLAP Cubes
No No No No No Yes*
Business Intelligence – Online Web Reporting
No No No No No Yes*
Customer Account Consolidations
No No No No No Yes*
Customer Credit Risk Management
No No No No No Yes*
Annuity Billing No No No No No Yes*
Cash Manager No No No Yes* Yes* Yes*
Multi-Currency No No No Yes* Yes* Yes*
Time and Billing No No No Yes No No
Receipting No No No Yes No No
Voucher Management (Customers, Suppliers & GL Vouchers)
No No No No Yes* Yes*
Inventory Yes Yes Yes Yes* Yes* Yes
GL Manager No No Yes* Yes* No No
Delivery Management No No No No No Yes*
eBusiness & eBilling (Online Shopping)
No No No Yes* No Yes*
Business Gateway (Web Resolve)
No No No No No Yes*
Evolution Mobile No No No No No Yes*
Procurement No No No No No Yes*
Information Alerts No No No No No Yes*
Retail Point of Sale No No No No No Yes*
Municipal Billing No No No No No Yes*
Branch Accounting (Off-Line / On-Line Processing Between Branches)
No No No No No Yes*
15
Key:
° Dependant on the version of Pastel Xpress you purchase.
* Available as an add-on module.
‡ Requires Partner Inventory Module.
• From the Evolution range of software, can be used with Pastel Xpress and Pastel Partner.
~ Functionality available within the Partner Inventory module.
≠ Dependant on the licence of Pastel My Business Online you purchase.
Pastel Evolution Notes
1. Contact Management Premium Features
Sales Force Automation – Tracking of sales leads and prospective customers to finalisation of deal.
Workflows – Incidents can be routed via set rules and processes.
Escalations – Improve efficiency with internal processes by setting timelines against incidents.
Calendar – Track appointment via the internal calendar.
2. Contact Management Premium is required for the Procurement module.
3. Inter-branch transfer is a standard feature of the multi-warehousing module and not an additional module.
4. Evolution Standard does not accommodate all of the add-on modules.