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Sage X3


At Sage, we believe an ERP system should adapt to a business and not the other way around, which is why our team of experts always put understanding our customers, their team and their industry, first. Only then can we provide them with a solution that will optimise the way they operate now and change and grow with them.

Because we were local before bringing to market a global ERP solution, we have an intimate knowledge of local needs, which feeds directly into our Research and Development. This means we can respond quickly as companies business and legal requirements change.

In our view, a world class ERP capability should not require a big financial and human resources’ investment. This is why we made Sage ERP X3 easy to use, cost effective and rapid to implement. It can integrate the information and processes from across the enterprise into one common system and present it via a simple interface. This gives a complete view of the business and customers in real time - a view that reflects the total footprint (multi-site, multi-company and multi-language). It will help our customers be responsive, while ensuring they are supported by hard facts. Decisions can then be implemented, evaluated or refined quickly, ensuring that the company operates as efficiently and effectively as possible.

Sage ERP X3 is a dedicated solution for Mid-Market companies and subsidiaries of large groups with international demand.

  • Sage ERP X3 has a presence in 60 countries
  • A network of more than 2,000 Sage professionals
  • Sage ERP X3 has 260 partners in its ecosystem.
  • Over 4,000 customers worldwide have already chosen this solution.

1. Features & Functions

Sage ERP X3 comprises a number of features and functions designed to help manage your business’s sophisticated processes, transactions and relationships. It can manage specific areas such as manufacturing, inventory, warehousing, purchasing, finance, customer relationship and even electronic document systems. We will put together a flexible and cost effective package of features that give you control and confidence.

All the key information about your business will be held in a single, innovative and comprehensive management tool that is simple and intuitive to use.

Better integration and the ability to plan with accurate real-time information will improve your productivity and help you make the right decisions. It will reduce your costs and lead times, deliver better service to your customers and help you seize new opportunities effectively.

1.1 Finance

Sage ERP X3 provides companies with complete financial, personal, cost and budget accounting as well as commitments and fixed assets management.

A multi-audit system, Sage ERP X3 can handle transfers and reporting of information from one country to another, and between subsidiaries and parent company. It combines decentralised and international company management, handles multiple currencies and integrates multiple legislations, accounting rules and standards.

Main features include:

  • Financial accounting
  • Receivables and creditor accounting
  • Payment transactions (or payment management)
  • Cost accounting
  • Investment accounting
  • Fixed assets management
  • Employee expenses management
  • Controlling
  • Consolidation

1.2 Purchasing

The purchasing module manages all aspects of your company’s purchasing. Managing material requirements, monitoring budgets, purchase orders and contracts and ensuring signature control are just some of the features of this tool.

Purchasing is one of the integrated distribution software modules that support all sales, Customer Relationship Management (CRM), purchasing and inventory control functions.

Main features include:

  • Material requirements
  • Budget monitoring
  • Supplier enquiries
  • Purchase orders
  • Outsourcing
  • Multistage signature control
  • Contracts
  • Key performance indicators and analysis

1.3 Inventory Management

Knowing exactly what stock your company holds and where at any given moment is a prerequisite of meeting your customers’ demands and deadlines. The Inventory Management module can handle multistage warehousing and multiple sites, it can handle Radio Frequency (RF) data acquisition and it will provide Key Performance Indicators and analysis.

Main features include:

  • Multistage warehousing and site management
  • Movements and transactions
  • RF data acquisition
  • Quality assurance
  • Cost calculation
  • Acquisition price tracing
  • Inventory control
  • Procurement
  • Key performance indicators and analysis

1.4 Sales

Making sure customers enjoy extraordinary customer service as well as the right products is a challenge for any business. To achieve this requires bringing together every area of the company to produce, sell and deliver the right products at the right time. The sales management module includes features that help achieve sales such as open pricing, product configuration, delivery planning and shipping and invoicing and returns.

Main features include:

  • Open pricing
  • Offers and contracts
  • Order entry
  • Product configuration
  • Inventory commitments
  • Preparation order
  • Delivery planning and shipping
  • Invoicing
  • Returns
  • Sales commissions
  • Key Performance Indicators and analysis

1.5 Warehouse Management

Based on SAFE X3 platform, Sage Geode is a Warehouse Management System (WMS) that will optimize the available space and logistical operations within a warehouse, from receiving to shipping. Sage Geode integrates seamlessly with automated conveyor systems and achieves the highest level of performance for distribution processes.

The Standard, Advanced, and Premium Editions of Sage Geode offer flexibility to satisfy the unique distribution requirements of any of company.

Main features include:

  • Receiving, picking, put-away, packing, truck loading and manifesting
  • Labour management
  • Slotting
  • Third-Party Logistics (3PL) billing
  • Task interleaving
  • Key performance indicators and analysis

1.6 Manufacturing

Sage ERP X3 is a complete manufacturing management system, supporting planning, scheduling and production control activities for process and discrete manufacturing. It can be adapted to different manufacturing modes including make-to-order, configure-to-order, assemble-to-order, make-to-stock and mixed-mode environments.

Main features include:

  • Discrete/process manufacturing
  • Bills of Material/recipe management/formula management
  • Technical data configuration
  • Manufacturing project management
  • Work schedule management
  • Material Production Schedule/Material Resource Planning
  • Weighing scales
  • Cost calculation
  • Quality assurance
  • Infinite/finite scheduling
  • Capacity planning
  • Key performance indicators (KPIs) and analysis

1.7 Customer Relationship Management

This simple and powerful tool will help you achieve real customer satisfaction. Fully integrated with sales, inventory, purchasing, finance and manufacturing, the CRM module gives users a 360 degree understanding of a customer, covering everything from marketing to administration, using a single system and database.

Main features include:

  • Contact management
  • Sales force automation
  • Customer support
  • Call centers
  • Guarantee management
  • Service orders
  • Knowledge base
  • Marketing campaigns

1.8 Advanced Customer Relationship Management

To complete the Sage ERP X3 CRM module, Sage ERP X3 enables advanced integration with Sage CRM through a complete and integrated connector.

Advanced Customer Relationship Management is based on true integration across the whole business. A global CRM contract standardises data shared with other applications in an agreed format. This integration is based on Sage’s own SData protocol.

Used together Sage ERP X3 and Sage CRM create cross-departmental understanding of your customers and prospects by integrating your sales function and the rest of your business.

Major benefits

  • Eliminate duplicate data entry and inconsistencies
  • Real-time access to ERP data
  • Built on Sdata framework

2. Editions

Sage ERP X3: We have 2 editions to better address your needs.

Sage ERP X3 is specifically designed to meet the needs of mid-sized businesses based in one or more markets. It improves performance by giving you a real time overview of every part of your business. We’ve designed two editions in order to address the specific needs of our customers as cost effectively as possible.

2.1 Sage ERP X3 Premium Edition

Sage ERP X3 Premium Edition: an open solution designed to be tailored to specific customer requirements, with an extensive choice of components for advanced business processes, extended connectivity and volume processing. The Premium Edition benefits from extensive parameterization capabilities and an extended choice of options designed to tailor the solution for advanced, customer specific environments. This Edition is recommended for organizations with more than 50 users or large volumes of transactions. It also enables the management of operations across multiple countries within one single instance of Sage ERP X3. This configuration is available on multiple operating systems (Windows, UNIX, Linux) and supports multi-database environments (MS SQL Server and Oracle 11g). The marketing target is companies with more than 500 employees with an operational target of companies with 200 to 1,000 employees in the manufacturing, distribution and services sectors.

2.2 Sage ERP X3 Standard Edition

Sage ERP X3 Standard Edition: a preconfigured solution and implementation framework designed to maximize efficiency in businesses with fewer than 50 users and standard industry processes. The Standard Edition benefits from preset parameters as well as predefined user roles and process flows designed to help accelerate the deployment of the solution in smaller businesses (less than 50 users) with standard distribution and/or manufacturing processes, and domestic operations. The Standard Edition is most effective in single server environments. This configuration is available on the Windows operating system and supports multi-database environments (MS SQL Server and Oracle 11g). The marketing target is companies with fewer than 500 employees with an operational target of companies with 50 to 250 employees in the manufacturing, distribution and services sectors.

Sage ERP X3’s powerful range of additional functionalities ensures that it is a truly integrated management tool. We’ve built-in decision making tools such as Crystal Reports and datamart operated via Business Objects. We’ve included report publication, workflow management, web publication services, JAVA bridge, batch server, out-of-the-box business intelligence and web portal functions. Sage Visual Processes make co-ordination across the business easier.

Sage ERP X3 operates on the leading operating systems (Windows, Unix, Linux) and with standard database software packages (Oracle, SQL Server).

About Sage

Sage is a world-leading supplier of accounting and business management software to start-up, small, and midsized businesses. Our purpose is to help our customers run their businesses more effectively—helping them gain greater insight into their business activities and providing them with lasting benefits by automating their business processes. Our applications cover a wide range of business requirements, including accounting, customer relationship management, contact management, human resources, warehouse management, and specialized products for specific industries.

Standing behind that are our principles for operating the business—agility, innovation, trust and integrity, and simplicity—all of which keep us closely connected with our customers.