Sage Deployment

When Sage is only used for invoicing

Many Moroccan companies use Sage 100 only to issue their invoices. Quotes stay in Excel, inventory lives in a separate spreadsheet and accounting re-enters sales: the deployment never went beyond installation.

We deploy, configure and integrate Sage 100, in particular Sage 100 Gestion commerciale (sales management) and Sage 100 Comptabilité (accounting), so that it does more than issue invoices. Quotes, orders, inventory, purchasing and accounting entries then go through the same software, connected to your other tools.

What the deployment must guarantee

A successful deployment is judged a few weeks after installation, when teams no longer open their old files. An order becomes a delivery note, then an invoice, without being keyed in again. Stock receipts, issues, transfers and counts go through Sage, and the quantity shown is the quantity on the shelf. Sales and purchases generate their accounting entries, with no re-entry at month-end.

Workflow assessment

We carry out the assessment with the people who do the work: sales assistant, storekeeper, accountant, manager. It maps the sales cycle from quote to partial delivery, negotiated prices and discounts, inventory and purchasing. It also lists the Excel files and the business rules buried in them.

Configuration based on your real cases

In Sage 100 Gestion commerciale and Sage 100 Comptabilité, configuration covers:

• Sales management Item families, price categories, discounts, payment terms, approval workflows, sales representatives.
• Documents Numbering, the document flow from quote to credit note, mandatory legal details, ICE of the company and of its customers.
• Inventory Warehouses, locations, valuation methods, alert thresholds, batches and serial numbers, stock counts.
• Moroccan VAT Rates by item and by transaction, exemption cases, accurately reflected on documents and in the accounts.
• Accounting Moroccan chart of accounts, journals, third-party accounts and the link with sales management, set up with your accountant.
• User rights Who can change a price, approve a discount, delete a document or view margins.

Each setting is tested on your own orders, partial deliveries and credit notes.

Purchasing digitalisation

Purchase requests, supplier orders, receipts and invoice matching also go through the ERP, with approval thresholds. Structuring the processes and training the buyers are part of our quality, ISO 9001 and training services.

Data migration

A team that cannot find its customers on day one goes back to Excel, which is why data migration is prepared early.

1. Source inventory Old software, Excel files, sales reps' lists: we identify which data is authoritative.
2. Cleanup Duplicates, items described three different ways, outdated prices and records without an ICE are corrected before import.
3. Import and review Customers, suppliers, items, prices and stock are imported, then checked by the people who know them.
4. Opening balances Outstanding balances and opening stock are fixed as at a cut-off date agreed with the accounting team.

If the existing Sage installation can be cleaned up, it is put back in order and then connected to the new tools; otherwise, the useful data is moved into a new database.

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, everything is re-entered by hand.

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

When the need goes beyond what Sage does as standard, a custom business application fills the gap.

DGI electronic invoicing

The DGI is gradually rolling out electronic invoicing in Morocco. On the timetable, only the official texts are authoritative, and we do not commit to any date. A Sage 100 deployment prepares clean data now (customer records with their ICE, properly configured VAT rates, consistent numbering from quote to credit note); the full approach is described on our page preparing for electronic invoicing in Morocco (FR).

Training and go-live

Training is given role 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. Everyone is then left with short guides that match your configuration.

The cutover date is chosen to limit business disruption. We stay on hand for the first few days to answer questions and adjust settings; maintenance then takes over.

Independent advice

SADIS is neither an official partner nor a reseller of Sage, and holds no Sage certification. You purchase licences from Sage or from the distributor of your choice within its network.

With no licences to sell, we will tell you if Sage is not the right answer: we also deploy Odoo and develop custom applications. The criteria that separate the two are covered in our article Sage or Odoo: choosing an ERP in Morocco (FR).

SADIS is a Moroccan company incorporated in July 2026, with its registered office in Laâyoune and an operational office in Casablanca. Its founders spent six years on freelance assignments within large French industrial groups before founding SADIS in Morocco.