Distribution


 Purchasing

Manage your suppliers

Sage X3 helps you manage the purchasing process seamlessly from start to finish, from requests for quotation (RFQs) to response tracking and price-list integration.

Supplier and product category management
 Prices and discounts
 Purchase planning, ordering and enquiries
 Purchase orders, delivery and scheduling
 Requests for proposals
 Open orders and budget accounting
 Multi-level approval management
 Supplier invoice and return management

 Inventory management

Optimise your inventory management

Sage X3 helps you keep pace with demand and ensure optimal efficiency through real-time inventory monitoring.

Product data and multiple units of measure
 Location management
 Stock balances
 Quality control and sampling
 Replenishment and transfers between storage locations
 Order release
 Inventory movements and import tracking
 Mobile inventory management apps
 Barcode management / LPN (License Plate Number)


Sales

Accelerate sales

Deliver the best customer experience while improving performance with quick, easy access to information about products, price lists, discounts and carriers.

Product configurator, options and variants
 Prices and discounts
 Sales commissions
 Quotations, contracts and open orders
 Multi-level credit control and order entry
 Order preparation, delivery, packing and shipping
 Customer returns
 Invoicing and payment reminders
 Stock enquiries and allocations

Customer service

Satisfy your customers

Sage X3 enables you to delight your customers with exceptional service. Full integration with sales, inventory, purchasing, finance and manufacturing gives you a complete view of all customer activities – in one system.

Contact management
 Customer service and support management
 Warranty and service order management
 Knowledge base
 Marketing campaigns
 Sales force automation

Collaboration

Increase collaboration

Sage X3 improves your teams' efficiency and collaboration by integrating all your workflows into a single, coherent, searchable library.

Document and revision management
 Sharing by user, role and team, with tag management
 Save documents to Sage X3 and online storage
 Charts and data for PowerPoint and Word, with data synchronisation
 Export to Excel and synchronise data
 Outlook integration for contacts, calendar and tasks

Workspace

Improve efficiency

Sage X3 improves usability, productivity and customisation in your ERP system, providing personalised access to relevant data across departments and job roles.

A personalised home page gives users an overview of critical data and guidance for completing all tasks in their role, with visual process maps

 Customisable by users or administrators based on the security rules for the role and user

 Provides access to relevant data, including internal dynamic data, statistics in tables or charts, calendars, favourite menus, shortcuts to external URLs, notes and documents.

 Mobility

Access all your data on the move

Sage X3 introduces a better, more personalised user experience built around secure web and mobile technology, providing access to data through an intuitive interface tailored to roles and preferences.

Easy to use, with a responsive interface on Android and Apple iOS smartphones and tablets

 Mobile and web delivery provides access to data anywhere, on any device

 The HTML5 interface ensures an intuitive browser experience and supports extensive user customisation

Discover all the features of Sage X3

The Sage X3 ERP system gives you control over your entire business, from purchasing, inventory management and manufacturing to sales and aftermarket services, with integrated management of all business processes and extensive industry-specific features.

Sage X3 is currently used by over 7,000 companies in 80 countries and is designed and built on a flexible data model with open APIs, providing the flexibility needed to meet unique requirements.

The Sage X3 Capabilities Guide provides an overview of all the features and product capabilities of the Sage X3 ERP system. Read it here!

Read the Sage X3 Capabilities Guide and discover all the features and product capabilities of the Sage X3 ERP system

Have a question about the Sage X3 ERP system? Ask it here or contact Fredrik directly