Sage X3 ERP

Materials Management Module

Inventory Control Sage X3 ERP Inventory ensures optimum coherence and real-time monitoring of inventory status data. Inventory control is fully user-definable on each site by applying multisite, multi-warehouse, and multi-location management. The module also incorporates some powerful quality control functions, providing total traceability of inventory quantities in real-time, both upstream and downstream, by material flow management. The optional Freight Management Interface add-on enables rate shopping at order entry and seamless data exchange between Sage Enterprise Management and the most popular parcel shipping systems such as FedEx Ship Manager®, UPS Worldship®, USPS Shipping Assistant, and LTL carriers.

Sales & Order Management Module

Purchasing Management

Sage X3 ERP Purchasing covers the purchasing process from end to end, starting with the management of requests for quotes (RFQs), input and follow-up of replies, and integration into the price list base. This is followed by purchase requests, orders raised and delivery monitoring, subcontract orders, buyer workloads, and management of signature circuits through to incoming goods reception and verification of invoices.

RF Warehousing

Sage X3 ERP RF Warehousing extends the capabilities of Sage X3 ERP Inventory to include more sophisticated functionality that is often required to support operations in mid-sized and larger warehouses. It includes the capabilities of Sage Enterprise Management Data Collection and communicates directly with the Sage Enterprise Management back-office system for the seamless and secure processing of a broad array of warehouse business transactions. By combining powerful software and reliable hardware with the strength of experienced implementation professionals, businesses can become more efficient, productive, and profitable.

Sales Monitoring

Sage X3 ERP Sales enables you to monitor all information concerning customers or prospects, manage sales force assignment, and monitor corresponding targets and commissions. This module provides a quick look at information concerning products, price lists, discounts, or carriers, among others. You can issue customer quotations, book orders and transmit order acknowledgements, manage contracts, display and allocate goods from stock, and manage the dispatch and loan of goods prior to invoicing.

Financial Management Module

Business Intelligence

Sage X3 ERP provides a powerful business intelligence engine, which allows users to analyze their business performance on the fly, by simple drag and drop of aggregated data that are updated in real time with the flow of day-to-day operations. Powered by leading Business Objects^TM technology, business intelligence is fully integrated within the Sage Enterprise Management system and does not require maintenance of a separate data warehouse. Sage X3 ERP also provides users with simple-to-use, up-to-the-minute analytics through the user-defined portal and dashboards, as well as through the standard statistics available across all functions.

Data Collection

Sage X3 ERP Data Collection is a robust automated data collection solution that communicates directly with Sage Enterprise Management manufacturing, distribution, and accounting functions for the seamless and secure processing of a broad array of shop floor and warehouse business transactions. It combines powerful software and reliable hardware with the strength of experienced implementation professionals to allow businesses to become more efficient, productive, and profitable. Most ERP systems on the market do not inherently support automated data collection capabilities. Companies have discovered after their ERP system purchase that they need to pass data to and from third-party systems, assuming unnecessary integration expenses … even adding staff to maintain the various systems The Sage integrated approach allows businesses to collect and utilize data end to end across their operational areas automatically. It takes data directly from automated input devices, verifies its accuracy, and passes the data to Sage X3 ERP for immediate update. It also manages the entire network of collection devices, including all user input prompts.

Financial Overview

Sage X3 ERP Finance covers financial, personal, cost and budget accounting, commitments, and fixed assets. It can also handle transfers and reporting of information from one country to another, and between subsidiaries and their headquarters. Sage Enterprise Management combines decentralized and international company management.

Particularities relating to different legislations are integrated as early as the product design stage: predefined accounting systems, with payment entries involving up to four accounting steps; user definition of bank files, open-ended and adapted to national format; management of fiscal and excise taxes and associated returns (hardcopy or magnetic format according to legislation); fee and sales returns; closing of financial periods in successive stages or simplified form; and more.

Local particularities are centralized and packaged to provide a single solution irrespective of working language or country. Functional comprehension and maintenance of these environments are simplified.

Sage X3 ERP offers multi-currency processing features that provide the ability to calculate transaction amounts, produce reports, and restate values in different currencies. Special processing allows applicable European currencies to be tied to the Euro to simplify exchange rate maintenance. Amounts can be expressed in the currency of the company, the business partner, or a user-defined reporting currency. Sage Enterprise maintains all currencies and exchange rates in a single table and provides immediate conversion to alternate values on demand within any business transaction. Invoices and payments can be accepted and issued in varying currencies. Sage Enterprise Management provides full accounting of exchange rate variances and automatically posts them to the appropriate general ledger (GL) gain or loss accounts.

Sage Enterprise Management Finance consists of three major functional domains: General Ledger, Accounts Receivable/Accounts Payable, and Fixed Assets.

Production Management Module

Discrete Manufacturing

Sage ERP X3 Discrete is broad enough to support all of the planning, scheduling and production control activities of a manufacturer, yet flexible enough to adapt to different manufacturing modes, including make-to-order, configure-to-order, assemble-to-order, make-to-stock and mixed-mode environments. It is fully integrated with the Sales, CRM, Purchasing, Inventory and Accounting components.

Sage ERP X3 offers a choice of production management methods — by job, order, or inventory. Technical data can be defined by price lists, cost centers, and stations as well as a production process sheet management function. Sage X3 ERP also provides for monitoring of stock quantities, a management control function with calculation of forecast and actual costs, a finite capacity production scheduling function, a planning function incorporating a production coordination program, calculation of net requirements, and an overall production management function. Various performance indicators are available, ensuring optimum industrial production quality and traceability.

Process Manufacturing

Designed to support the dynamics of process manufacturing, Sage X3 ERP Process enables manufacturers to achieve greater product and process consistency, while improving the ability to satisfy increasing customer demand. In particular, the advanced planning and control capabilities of Sage X3 ERP Process use real time and historical information to help manage inventory levels and costs, optimize product mix, reduce waste, and shorten product development cycles. Its industry focus and modular design promote faster implementation of key process and business functions to provide a rapid return on investment. Sage X3 ERP Process supports the specific needs of most process manufacturers including industries as diverse as dairies, bakeries, paints, lubricants or cosmetics. The system effectively meets the challenges faced by formula-based manufacturers by providing them with an industry-compatible set of integrated functions and features.

Customer Relationship Module

Used in association with the sales management function, the CRM module for Sage X3 ERP enables the user to improve management of customer relations. Upstream, it is used to organize and monitor marketing campaigns, manage direct mailing and telemarketing, and set up trade shows and press campaigns. This module is used by the sales force on a daily basis to monitor jobs and organize tasks (customer job monitoring, management of incoming and outgoing calls, tasks, meetings, and contacts). The CRM module is used in particular for comprehensive management of equipment populations and customer service operations

Additional Capabilities Module

Multi-Channel Retail and Direct Marketing

Sage X3 ERP for Multichannel Retailers is a fully integrated extension of the Sage Enterprise ManagementDistribution software edition aimed at meeting the specific needs of mid-sized multichannel retailers and direct marketers, helping them manage customer-centric, end-to-end business processes.

Sage X3 ERP provides multichannel retailers and direct marketers with a cost-effective solution to manage their business globally, while offering first-class functionality in key areas such as marketing and campaign management, merchandising, pricing and promotion, order processing, credit checking and customer rating, e‑commerce, warehousing, customer service, finance and business intelligence.

Wholesale Distribution

Sage X3 ERP distribution functionality is comprised of three domains — Sales, Purchasing, and Inventory.

Sage X3 ERP Sales enables you to monitor all information concerning customers or prospects, manage sales force assignment, and monitor corresponding targets and commissions. This module provides a quick look at information concerning products, price lists, discounts, or carriers, among others. You can issue customer quotations, book orders and transmit order acknowledgements, manage contracts, display and allocate goods from stock, and manage the dispatch and loan of goods prior to invoicing.

Sage X3 ERP Purchasing covers the purchasing process from end to end, starting with management of requests for quotes (RFQs), input and follow-up of replies, and integration into the price list base. This is followed by purchase requests, orders raised and delivery monitoring, subcontract orders, buyer workloads, and management of signature circuits through to incoming goods reception and verification of invoices. Analytical tools are used to monitor exchanges with suppliers to meet the main objectives of the purchasing department in terms of quality assurance, compliance with delivery dates, and purchase cost.

Integration into the accounting system is automatic through preliminary and firm commitments. This provides operational budget control from purchase requests to the issue of orders. Actual data is integrated automatically through management of invoices receivable and definitive invoices. Accounting procedures involving averaging of expenses in relation to service provision periods are also available.

Sage X3 ERP Inventory ensures optimum coherence and real-time monitoring of inventory status data. Inventory control is fully user-definable on each site with the application of the multisite, multi-warehouse and multi-location management. The module also incorporates some powerful quality control functions, also providing for total traceability of inventory quantities in real time, both upstream and downstream, by material flow management.