Tag Archive: Spindle Professional

Let’s get Talking Sage 200 again!

It’s been a while! Lots to start posting about. We have had Sage 200c and there are lots of updates for add ons with changes to Credit Hound, the new Spindle Self Service Portal, Sicon Barcoding and Warehousing to name a few.

It’s busy, busy, busy at Smith Cooper System Partners but I am going to do my best to start posting again.

How are people getting on with Sage 200c?

My personal experience to date has been great and I love the installation as it is much quicker. The Send To Excel feature is a great addition too, saving the reformatting requirements of Export as CSV or Excel.

Do you need to email documents from a 3rd party system but want to use an email address from Sage 200? Alternatively you may want to email a Sage document using an email address from a 3rd party database.

Recently we had a customer looking to email Invoices out of a 3rd party system, but they wanted to use a specific email address set up in Sage 200.

We got around this using Spindle Professional.

See how we did it here:

Talking Sage 200 – Using Spindle Data Sources to Email from a 3rd Party Database


I have come across a couple of issues relating to Emailing documents from Sage 200.

At one of my sites recently users were using had a mixture of Outlook 2010 and Outlook 2013. I had configured all layouts for email set up to use MAPI as the Mail provider.

The first issue this brought up was for every email Sage tried to send, an Outlook security warning would pop up.

Outlook security message

Outlook security message

This is not so bad for users if one or two emails are being sent, but imagine how this is for a batch of 100+ statements!

This issue is actually caused by a Microsoft Outlook update that is designed to prevent security breaches and is not a Sage problem. The update effectively removes the ‘Send e-mails automatically’ feature from within Format > E-mail and this can’t easily be corrected. For further information, refer to Microsoft article 262634 at http://support.microsoft.com/?kbid=262634

NB. In Outlook 2000 and 2003 the security update is installed separately, however it is built into Outlook 2007 and above. For Outlook 2013, there are Programmatic Access security settings which are generally controlled at a Group level. These should be enabled.

In Sage 200 2013 and above, this issue doesn’t occur if the report or layout has the Mail Provider set to Outlook instead of MAPI.

Having changed the Mail provider to Outlook on the layouts at my site, this identified another issue but this time for users of Outlook 2013. With the Mail Provider set as Outlook, when attempting to Email a document, a message appeared to advise that the Sage200Desktop.exe has stopped working.


Sage200Desktop.exe has stopped working error

The Problem Details section gives more information (???????):

Problem signature:

Problem Event Name: APPCRASH

Application Name: Sage200Desktop.exe

Application Version: 17.300.14086.3

Application Timestamp: 5334325b

Fault Module Name: StackHash_17c0

Fault Module Version: 6.3.9600.17630

Fault Module Timestamp: 54b0d74f

Exception Code: c0000374

Exception Offset: PCH_0F_FROM_ntdll+0x0003CC2C OS


Locale ID:2057

Additional Information 1: 17c0

Additional Information 2: 17c083e57d5c8adee4818c4ba7d6ebbb

Additional Information 3: 643b

Additional Information 4: 643b2a225326ecea5e5cb96f62ab3b6e

Troubleshooting detected that although this issue occurs for Outlook 2013, it only occurs when using Windows 8/8.1 or Server 2012/2012R2. Windows 7 machines were fine.

This is a known issue with the Sage report designer (so impacts Sage 50 and payroll also). The problem I had for my site was the resolution is to switch the layout Mail Provider to MAPI……..!

NB. The Sage200Desktop.exe has stopped working error can also occur when the Mail Provider is MAPI and Outlook is closed when attempting to Email the document.

My options for this site were:

Solution 1
Upgrade all users to Outlook 2013 and set all layouts to use MAPI.

Solution 2
Keep layouts as MAPI but for Outlook 2010 users download ‘Click Yes’ http://www.contextmagic.com/express-clickyes/

Solution 3
Sell the customer Spindle Professional

With the price of stamps increasing today (First Class from 46P to 60p, and Second Class from 36p to 50p) it is as good a time as ever to think about how you are distributing documents to your customers, suppliers and may be even between colleagues who are at different sites.

Sage 200 has the facility to cut down on postage already built-in. All documents and reports can be configured to email contacts either automatically or manually. The automatic configuration can utilise the Roles and Contacts within the Sales and/or Purchase Ledger to send documents to the required email address.

Click here to see my previous post about emailing documents out of Sage 200.

As well as the standard Sage 200 functionality, there is also the add-on option. Spindle Professional is an add-on for Sage 200 that aids in the distribution of documents.

Spindle is capable of much more than just emailing documents as you can configure a document to be Emailled, Faxed or Printed based on the contact details available in Sage. As well as the Distribution options you also have the ability to add backdrops to documents (these are basically electronic stationary layouts), you can attach other documents as part of distribution (for example attach the relevent Despatch Note when sending an Invoice), there is also the ability to Archive documents that have been sent out.

Spindle Professional can also be used with other software, so you could create a Word document and distribute it as necessary.

Click here to see my previous post about Spindle Professional

Both of the above options that you have with your Sage 200 software will save you money in relation to Postage as well as Paper, Envelopes, Stationary and Time.

I recently blogged about how Sage 200 is capable of distributing batches of documents via email. This has prompted the questions from a number of followers regarding the need for Spindle.

For some people the Sage 200 functionality will be enough, at least to start with. However, my personal opinion is that Spindle Professional is a must for any Sage 200 site. It offers so much more than the ability to email a batch of documents and anyone using Sage 200 would benefit from adding Spindle Professional to their system.

During implementations of Sage 200 I nearly always find a reason for talking about Spindle Professional and simply talking about what it does and how it can benefit the customer is often enough for them to purchase it.

The Benefits and Cost Savings that companies gain from using Spindle Professional with Sage 200 are massive.

Here are just 8 of the benefits:

Multiple Distribution methods in one click – Email, Fax or Print documents – You could have a batch of documents (invoices for example), and by printing the batch through Spindle each individual document will be sent out as required.

Send Multiple Copies to Multiple Destinations in One Click – For example, you may have a batch of invoices. You want to send each invoice to its customer as they require (Email, Fax or Print).  At the same time you may want to send a copy to the relevant Sales Rep and/or generate a copy for the accounts department. A Spindle Automation can be set up to do all of this in just one click.

You could even save a copy (Archive) to your Network/CRM/SharePoint at the same time.

Backdrops – Documents can look professional with the use of backdrops replacing pre-printed stationary.

Cost Savings – This really can be huge. Consider this: If you currently send 500 Invoices a month by post and begin to send 60 % of these via Email or fax, you could see savings of around £300 a month.

Now consider all of the other documents that you send out!!!  

Money will be saved on postage, paper, envelopes, pre-printed stationary, printer cartridges….. etc.

Calculate your potential savings yourself: http://www.draycir.com/en/calculator/SpindleProfessional/

Time – No more or at least reduced time sorting print outs, stuffing envelopes, franking everything etc.

Use data from Sage 200 – Subjects, attachments and Messages sent with the documents can include information from the Sage 200 database with the use of commands. This allows you to make messages more personal to each company, rather than having a generic message.

Easy to use – For most users all they will need to learn is to select a printer called Spindle, and consider that this can be defaulted on the Sage document templates!

Use with multiple systems – Send Microsoft Office documents for example a letter, or a Mail Merge.

So is Spindle Professional a benefit to Sage 200 users?………….YES!!!