Module catalogue

Package the portal as a core app with paid workflow add-ons.

Every implementation starts with the core portal. From there, you can add order, stock, finance, purchase order, reporting, label and connector modules depending on the company’s pain points.

Sales story

Land with the core app. Expand through modules.

Simple buying logic makes the offer easier to understand and easier to upsell after go-live.

  • Core portal is mandatory
  • Users are sold in packs
  • Modules are added by workflow
  • Sicon required for Sicon-backed PO features
Mandatory base

Core App

The Core App gives the company a secure, branded internal web portal connected to controlled Sage 200 workflows. It includes login, roles, account mapping, audit trail, module launcher, admin settings and the Sage API integration layer.

Internal user login Role-based permissions Account mapping Sage API connection layer Audit trail Module launcher
Add-on modules

Each module maps to real internal Sage 200 work.

Packages can be scoped around the company teams, controls, permissions and operational workflows that need to feel easier than the desktop app.

Order visibility

Internal Order Centre

Give internal teams a simpler place to search Sage 200 orders, check status, follow exceptions and answer queries without digging through the desktop app.

From £750 setup + £295/month
  • Order SearchFind orders by account, order number or document reference, then review lines, status, holds and despatch progress in one controlled screen.
  • Live & On Hold OrdersGive service and sales users a working queue for orders that need attention, without opening multiple Sage screens.
  • Returns & Refund SupportIncludes workflows such as Find Returns In Snap, Shopify Refunds and DPD Return Labels for common customer service exceptions.
  • Customer-Specific ViewsCustom service screens can be built around a company's own customer processes, account rules and exception handling.
Sicon workflow

Purchase Orders + Sicon

Make Sicon-backed purchasing easier for internal teams by exposing PO search, open order views, supplier creation and guided PO entry.

From £1,500 setup + £450/month
  • Purchase Order SearchSearch and filter existing POs so buyers, warehouse and finance can quickly confirm what has been raised.
  • Open Purchase OrdersTrack live POs that still need receiving, action or review.
  • Create & Edit Purchase OrderProvide a simpler web workflow for raising and amending POs against Sage/Sicon rules.
  • Create SupplierLet approved users add supplier records through a governed form instead of handing every change to Sage power users.
Stock control

Stock, Warehouse & Forecasting

Expose stock, warehouse and planning screens that help teams understand availability, movements, reconciliation issues and future stock risk.

From £950 setup + £295/month
  • Stock & InventoryShow live Sage stock levels, stock attribute details and SKU information in a cleaner portal view.
  • Movements & AdjustmentsReview stock movements, adjustment history and reconciliation activity for audit and operational follow-up.
  • Snap vs Sage ChecksSurface despatch and stock discrepancies between Snap and Sage so warehouse teams can fix mismatches sooner.
  • Forecasting & PlanningIncludes Stock Forecasting, Stock Projections, Sage Bundle Management, Opening Balances and Mouse Trap planning workflows.
Finance clarity

Finance Ledgers

Give finance users controlled access to Sage 200 ledger information, order totals, reconciliations and exception reports without opening broad Sage permissions.

From £1,250 setup + £395/month
  • Sales LedgerReview customer account and ledger information through a role-scoped finance view.
  • Finance Order TotalsCheck order totals, VAT and finance-sensitive values through a dedicated internal report.
  • ReconciliationsFedEx Reconciliation and PayPal Management help finance resolve carrier and payment mismatches.
  • Exception ReportingPricing Discrepancy, Zero Value Orders and Stock Adjustment History highlight issues that need approval or investigation.
Insight pack

Reporting Pack & Analytics

Replace spreadsheet-heavy reporting with governed self-service reports for sales, stock, finance, budgets and management information.

From £1,000 setup + £350/month
  • Self Service ReportingLet internal users run approved reports without needing direct database access or ad-hoc Sage exports.
  • Sales ReportingIncludes Sales Checker By SKU, Historic Order Sales, Sales Portfolio, Live Stock Report and customer-specific trading reports.
  • Finance Reporting PackSupports Trial Balance, Profit and Loss, Revenue Split by Customer Type and Department Budgets.
  • Operational DashboardsLive and On Hold, Stock Movements and Snap Stock Changes give teams current operational insight.
Documents

Documents, Labels & Despatch

Bring invoices, despatch notes, carrier labels and customer-specific label workflows into the portal so warehouse users can print the right document faster.

From £1,500 setup + £450/month
  • Print InvoicesFind and print Sage invoices from a simple internal screen, with access controlled by role.
  • Print Despatch NotesGenerate despatch documents for warehouse and fulfilment teams without navigating Sage 200 menus.
  • Marketplace & Customer LabelsSupports Amazon label flows alongside configurable label and ASN-style workflows for customer-specific fulfilment rules.
  • Zebra Label ManagementManage ZPL label output, browser-based label handling and the label formats needed by fulfilment teams.
Controls

Workflow, Notes & Alerts

Add the governance layer around Sage 200: notes, alerts, processing rules, permissioned overrides and admin controls for internal users.

From £750 setup + £250/month
  • Notes & AlertsAttach internal notes and alerts to operational processes so teams can see what matters before they act.
  • Processing RulebookDocument and apply the rules that guide order, finance and operational processing.
  • Override WorkflowsUse Credit Limit Overrides and Order Edit Overrides to keep exceptions visible and permissioned.
  • User ManagementUsers, User Detail, Roles & Permissions, HR Control and admin settings keep the portal governed as it expands.
Connectors

Retailer, Carrier & Marketplace Connectors

Connect customer, carrier and marketplace-specific workflows into the internal portal, with each integration exposed as a usable business screen.

From £1,500 setup + £300/month per connector
  • Marketplace WorkflowsNamed connector patterns can include Shopify, Amazon, eBay and Etsy, with customer-specific views shaped around each company's trading rules.
  • Carrier OperationsCarrier Selection, DPD Return Labels, FedEx Reconciliation and related carrier tracking screens.
  • Marketplace FinanceShopify Refunds, PayPal Management and marketplace-specific exception screens help support and finance work from the same portal.
  • Customer Trading ControlsRetail Pack Builder, Customer Price Changes and Customer Price Mismatches support account-specific trading controls.
User packs

Charge based on how many internal users are onboarded.

The first 10 users are included with the core package. Additional user packs are added as the company rolls the portal out to more teams, branches or departments.

User packSetupMonthly
Up to 10 usersIncludedIncluded
Up to 25 users£350£175
Up to 50 users£650£325
Up to 100 users£1,100£595
Up to 200 users£1,950£995
Next step

Let the team try the portal first.

The sandbox shows the module story quickly, then pricing turns it into a commercial package.