Sage Deployment

Many Moroccan companies use Sage to issue their invoices, and nothing more. Quotes stay in Excel, inventory lives in a separate spreadsheet, accounting re-enters sales. The software is not to blame: the deployment stopped at installation.

SADIS, a Moroccan company based in Laâyoune with an office in Casablanca, deploys, configures and connects Sage to your real workflows.

What the deployment must guarantee

A successful deployment is judged a few weeks after installation, when teams no longer open their old files.

• One entry per piece of information. The order becomes a delivery note, then an invoice, without being copied.
• Accurate inventory. Receipts, issues, transfers and stock counts go through Sage: the quantity displayed is the quantity on the shelf.
• Accounting fed by the workflows. Sales and purchases generate their entries, with no re-entry at month end.
• Compliant documents. Quotes, invoices and credit notes carry the required mentions and the company's identity.
• Self-sufficient users. Everyone masters their own role and knows whom to contact when stuck.

Workflow assessment

We carry it out with the people who do the work: sales assistant, storekeeper, accountant, manager. It covers:

• The sales cycle. Who prepares and approves a quote, when it becomes an order, how partial deliveries are handled.
• Pricing. List prices, discounts by customer or by product family, negotiated terms.
• Inventory. Warehouses, purchase and sales units, batches or serial numbers, stock count frequency.
• Purchasing. Supplier orders, receipts, matching with invoices.
• Excel files. Their content, who keeps them up to date, and the business rules they hide.

Configuration on your real cases

• Sales management. Item families, price categories, discounts, payment terms, approval workflows, sales representatives.
• Documents. Numbering, the chain from quote to credit note, mandatory mentions, ICE of the company and its customers, layout.
• Inventory. Warehouses, locations, valuation methods, alert thresholds, batches and stock counts.
• Moroccan VAT. Rates by item and by transaction, exemption cases, correct carry-over to documents and accounting.
• Accounting. Moroccan chart of accounts, journals, third-party accounts and link with sales management, in consultation with your accountant.
• User rights. Who changes a price, approves a discount, deletes a document or views margins.

Each setting is tested on a real order, a real partial delivery, a real credit note. Not on a demo.

Data migration

A team that cannot find its customers on day one goes back to Excel. Data migration is therefore prepared early.

• Source inventory. Old software, Excel files, sales reps' lists: we identify the data that is authoritative.
• Cleanup. Duplicates, items described three different ways, outdated prices, records without an ICE: everything is corrected before import.
• Import and review. Customers, suppliers, items, prices and stock are imported, then checked by those who know them.
• Opening balances. Outstanding balances and opening stock are set at a date agreed with accounting.

Two situations arise. Either the existing Sage is kept, put back in order, then connected to the new tools. Or the existing setup cannot be cleaned up: a new database is configured and the useful data is migrated into it.

API connectors and bridges

Sage often exchanges data with an ordering platform, a field app, an e-commerce site or a reporting tool. Without a connection, items, prices, stock and orders are re-entered, with the errors that follow.

We develop custom connectors and REST APIs. Each exchange is defined in writing: the information that flows, its direction, its timing and the software that is authoritative. On the database side, we work with SQL Server and PostgreSQL.

A concrete example: the B2B ordering platform built for an automotive spare parts distributor in Casablanca. Garages and resellers search for a part by reference or by chassis number, then order online. The platform is connected to sales management: no order is re-entered.

When the need goes beyond standard Sage, a custom business application complements it without replacing it.

Purchasing digitalization

We digitalize the cycle in the ERP: purchase requests, supplier orders, receipts and invoice matching, with approval thresholds. Process structuring and buyer training are described on the quality, ISO 9001 and training page.

DGI electronic invoicing

Electronic invoicing in Morocco is being rolled out gradually by the DGI. Follow the official texts: we commit to no date. A Sage deployment prepares clean data right now:

• Complete customer records, with their identifiers, including the ICE.
• Properly configured items and VAT rates, for structured invoice lines rather than free text.
• A controlled invoicing cycle, from quote to credit note, with consistent and traceable numbering.

The connection to the DGI platform will depend on Sage's developments and the applicable texts. Clean data will be useful whatever solution is chosen.

Training and go-live

Training is done by role, on each person's own cases: the assistant turns a quote into an order, the storekeeper records a receipt, the accountant checks the entries. Short guides, true to your configuration, remain available afterwards.

The cutover date is chosen to limit business disruption. In the first days, our presence is stepped up to answer questions and adjust settings. After that, maintenance supports ongoing changes.

Independent advice

• SADIS is neither an official partner nor a reseller of Sage, and holds no Sage certification.
• Licenses are purchased from Sage or its distribution network. You keep a direct relationship with the supplier of your choice.
• Our business is integration: assessment, configuration, data migration, bridges, training and maintenance.

With no licenses to sell, we recommend what suits you. We also work on Odoo and develop custom applications: if Sage is not the right answer, we will tell you.

SADIS was registered in July 2026. Before founding SADIS in Morocco, its founders spent six years on freelance assignments within large French industrial groups.

Frequently asked questions

Can an already installed but poorly configured Sage be taken over?

Yes. The assessment shows what is used and what is not, then the configuration is redone around your real workflows, with your data kept and cleaned.

Does SADIS sell Sage licenses?

No. SADIS is neither an official partner nor a reseller of Sage: licenses are purchased from Sage or its network, and SADIS handles deployment, integration, training and maintenance.

Can our Excel files be migrated?

Yes. Customers, items and prices are cleaned, imported, then checked with the people who maintain them.

Can Sage be connected to a B2B platform or a business application?

Yes, through an API connector that moves items, prices, stock, customers and orders. For each piece of information, a single system is authoritative.

Will our Sage be ready for electronic invoicing?

We prepare clean invoicing data: customer identifiers, VAT rates, a traceable cycle. The connection to the DGI platform will follow the official texts, with no date guaranteed by SADIS.

Discuss your project

Describe your Sage version, your Excel files, the tools to connect and what wastes your time. A free audit of your existing setup precedes any quote. Write to contact@sadis.ma, call +212 661 396 943 or use the contact page.