Sage 200 has been a Windows desktop application since its creation, but the new Web Portal app allows users to access the Sage 200 client app from a web browser. This gives users the freedom to use Sage 200 from a much wider variety of devices and platforms.
This allows users to do more with Sage 200 such as accessing it remotely whilst in a warehouse performing a stock take or on the road visiting potential customers. The interaction with Sage 200 is more flexible and accessible, with many of the desktop client’s forms already available, and more arriving all the time.
The new customer Sage 200 Web screen
How do I access the web screens?
You can access the web screens using several methods:
- In the Sage 200 desktop app for Standard or Professional, select Tools (cog icon) then select ‘Show Web Portal in browser’:
If you are using Sage 200 Standard, you can go directly to the URL of the web portal: https://app.sage200.co.uk/Sage200WebPortal/
For Sage 200 Professional, your URL is site-specific and can be obtained by accessing the cog in the desktop client and choosing ‘Show Web Portal in browser’ (as shown in the image above). This will open a page via your browser and navigate to your site’s Web portal.
What is available?
Currently you can use web screens in the areas listed below, and more are being released all the time.
|Customer List||Supplier List||Nominal List||Bank Account List|
|Create & Amend Accounts||Create & Amend Accounts||Create & Amend Accounts||Enter Transactions|
|New Customer||New Supplier||New Nominal Account||Sales Receipt|
|Amend Customer||Amend Supplier||Amend Nominal Account||Purchase Payment|
|Credit Control||Credit Control||Nominal Enquiries||Sales Payment|
|Customer Status||Supplier Status||View Nominal Account||Purchase Receipt|
|Enter Transactions||Enter Transactions||Nominal Transaction Enquiry||Inter Account Transfer|
|Sales Invoice||Purchase Invoice||Bank Account Enquiries|
|Sales Credit Note||Purchase Credit Note||Bank Account Transaction Enquiry|
|Sales Receipt||Purchase Receipt|
|Sales Payment||Purchase Payment|
|Customer Enquiries||Supplier Enquiries|
|View Customer||View Supplier|
|Customer Transaction Enquiry||Supplier Transaction Enquiry|
|Stock Control||Sales Orders||Settings|
|Stock List||Sales Order List||Spooler|
|Stock Records||Sales Orders||Organisational and Financial|
|New Stock Item||New Sales Order||Couriers|
|Amend Stock Item||Amend Sales Order||Web Extensions|
|Stock Item Suppliers||Processing||Customers and Suppliers|
|Stock Item Locations||Goods Despatched and Received||Customer Defaults and Settings|
|Enquiries||Quotations||Supplier Defaults and Settings|
|View Stock Items||New Quotation||Stock Control|
|Stock Item Balances||Amend Quotation||Locations|
|Stock Item History||Enquiries||Invoicing and Sales Orders|
|Stock Monthly Trading Figures||View Sales Order||Incoterms|
|Stock Buying Prices||View Quotation||Reasons for Export|
|Enter Transactions||Customer Price Enquiry|
|Stocktake Enter Values|
Check out the video below to hear more the Sage 200 Web Portal, and how to use it:
Now that you have a clearer idea of what the web portal and screens are, we will look at the resources you will have available in your development.