Sage X3 functionality

Sage X3 is a fully established domestic and global financial management system, supporting international and corporate business needs, such as: multi-language, multi-legislation, multi-currency, local accounting requirements and consolidation. Optimise your financial planning process and management with the following:

• General Ledger
• Accounts Receivable
• Accounts Payable
• Payments and Cash Management
• Cost Accounting
• Budgeting
• Fixed Assets
• Financial extraction, reporting and intercompany consolidation
• Employee expenses entry and management
• A complete audit trail available across the entire business management system
• Detailed risk analysis

Find out how services business Marston Holdings improves efficiency in finance and operations.

Contribute to the growth of your business by avoiding over-spending and improving control over procurement and cash flow. Sage X3 allows you to:

• Open item management and tracking
• Create user-defined payment processes
• Control commitments against budget
• Create delivery scheduling and receiving
• Plan and order with or without MRP replenishment
• Manage requests for tender and responses, contract and blanket orders, comprehensive supplier rating and classification, and statistics
• Create free pricing criteria and associated rules
• Manage payment term scheduling and mass payment campaigns

Sage X3 is the ideal alternative to an ERP system for manufacturers. Keep full control of and optimise your manufacturing processes with MRP, project production workflows and resource management.

• Manage multiple manufacturing and production modes, including:
  • assemble to order
  • manufacture to order and configure to order
  • make to stock
  • operate in a mixed mode
• Use of a technical data configurator
• Create replenishment and planning rules
• Manage master production and materials resource planning schedules
• Build work plans and carry out manufacturing analysis
• Multiple material tracking methods
• Detailed cost accounting

Read how Avon Rubber found maximum flexibility in Sage X3.

Especially important for services and distribution businesses, Sage X3 allows a 360° view of all your customers across sales, marketing, customer service and support. So you can:

• Build strong relationships with prospects and customers
• Create effective marketing campaigns, comparing costs against planned budget
• Manage your contacts
• Manage your sales pipeline
• Deliver outstanding customer service
• Support call centre capabilities
• Manage warranties and service orders
• Knowledge Base
• Integration with MS Office

Watch how Wales Millennium Centre use Sage X3 to improve customer services.

Ideal for professional services, business services and maintenance services companies; simplify your service activities and effectively track and manage all your customer projects, whilst keeping a tight control on financial performance.

• Define project as a series of services and deliverables
• Project templates
• Split project into stages
• Invoicing rules
• Generate assignment orders from statements
• Graphical dashboards
• Timesheets
• Expenses
• Maintenance contracts
• Product lifecycle and spares

Reduce time spent on admin for your sales team, by creating an easy to adhere to sales process.

• Manage quotes, contracts, blanket orders, orders, inventory allocation, delivery scheduling, shipping, returns, and invoicing
• Use a customised product configurator
• Carry out credit checking and customer ratings
• Create your own matrix of pricing rules
• Calculate sales commissions
• Track and manage all open items
• Create your own cash collection process
• Manage customer reminders

With ERP access across any device, including mobile, your Sales team can manage all of the above on-the-go. Sage X3 also integrates with Sage CRM. This business management to CRM integration gives complete end-to-end sales and marketing visibility; much more than a typical ERP system can handle.

Ideal for distribution, retail and wholesale businesses; simply and easily manage your inventory and stock from movements and transactions to quality control and replenishment. With the inventory management and stock control system you will have:

• A multi-level warehousing and location management system
• Flexible location management so that you can use dedicated, suggested, or random storage for single or multiple item location
• Stock management by physical location, lot and sub-lot, quality status, serial numbers, expiration dates and potency
• Inter-company, inter-site stock transfers and stock in transit management, enabling you to track lost damaged or stolen items
• Consigned inventory and third-party inventory
• Inventory replenishment with or without MRP
• Intra-company movements
• Forward and backward traceability
• Our business management solution has a variety of inventory costing methods

The all-new Sage Inventory Advisor allows further improved profitability through in-depth forecasting and reduced stock-outs. Take a look at the advanced stock management features included in Sage Inventory Advisor (opens in a new window).

See only the data you actually need, delivered in a format that suits you. Get real-time data and insight into all of your business processes to understand what is working well and where you need to make improvements.

• Personal Dashboards
• Custom Analysis and Notifications
• Financial Reporting – quickly access data from the general ledger and accounting segments
• Export to Excel
• Library of pre-defined reports
• Excel add-in executable to refresh reports directly from Sage X3 data
• Intuitive graphical interface

Expand the core analytical capability of Sage X3 with Sage Enterprise Intelligence. Find out more about the advanced Business Intelligence solution (opens in a new window).

Sage X3 offers completely versatile deployment, so your business management solution can be hosted to suit the needs of your business. Whether you choose to deploy it on a private cloud, via a hosted cloud or on-premise, you can be assured of flexibility, and access from web and mobile devices.

Total economic impact of Sage X3: check out the Forrester TEI Infographic on our X3 resources page to find out the payback on Sage X3.

User capacity: 8-2000 users

Available across the following operating systems:

• Microsoft Windows Server 2008
• Microsoft Windows Server 2012
• Unix
• AIX
• Redhat Linux

Integration with the following databases:

• Microsoft SQL Server 2012
• Oracle

Multi-server architectures, cloud deployment and virtualisations are supported.

Available across all devices, using the following browsers:

• Internet Explorer IE 10 or above
• Firefox
• Opera
• Chrome
• Safari