Sage X3 Product Capabilities 2017-09-19T11:42:32+00:00

FINANCIAL MANAGEMENT

Manage your finances

Control your bottom line. Sage X3 covers financial, personnel, cost and budget accounting, commitments, and
fixed assets. In addition, it easily handles transfers from one country to another, and between subsidiaries and your
headquarters. The flexible accounting structure (multi-ledger and multi-chart of accounts) promotes a real-time
global vision while accommodating local operational requirements.

Sage X3 Product Capabilities - Financial Management

Key capabilities include:

General ledger with multiple charts of accounts
Accounts payable, accounts receivable
Cash flow management
Bank management
Cost and analytical accounting
Expenditures
Budget and commitments
Fixed asset management
Mobile apps

PURCHASING

Manage your suppliers

Seamlessly manage the purchasing process from beginning to end, starting with management of requests for
quotes (RFQs), input and follow-up of replies, and integration into the price list base. Sage X3 helps you buy
smarter by tracking purchase requests, orders created, deliveries, subcontract orders, buyer workloads, and
through management of the approval process from order through receipt and invoicing.

Sage X3 Product Capabilities - Purchasing

Key capabilities include:

Supplier and product category management
Pricing and discounts
Purchase planning, ordering, and requests
Purchase orders, delivery, and scheduling
Requests for proposal
Open orders, budget accounting
Multi-level signature management
Supplier invoice entry and returns

SALES MANAGEMENT

Accelerate sales

Provide the best experience possible for your customers while improving your top line performance. Sage X3
provides quick and easy access to information concerning products, price lists, discounts, and carriers. You can
issue customer quotations, book orders, transmit order acknowledgements, manage contracts, view and allocate
goods from stock, and manage the dispatch and loan of goods prior to invoicing.

Sage X3 Product Capabilities - Sales Management

Key capabilities include:

Product configurator, options, and variants
Pricing and discounts
Sales commissions
Quotes, contracts, and open orders
Multi-level credit checking and order entry
Order preparation, delivery, packing, and shipping
Customer returns
Invoicing and reminders
Inventory inquiries and allocations

CUSTOMER SERVICE

Satisfy your customers

Delight your customers with exceptional service. Full integration with sales, inventory, purchasing, finance, and
manufacturing provides a 360-degree understanding of customer activity—all within a single business
management system.

Sage X3 Product Capabilities - Customer Service

Key capabilities include:

Contact management
Sales force automation
Customer call center support
Warranty/service order management
Solution knowledge base
Marketing campaigns

INVENTORY MANAGEMENT

Optimize your stock

Keep up with demand and ensure optimal efficiency through real-time monitoring of inventory status. Inventory
control is configurable by site with the application of the multi-site, multi-warehouse and multi-location
management. Incorporate powerful quality control functions including total traceability of inventory quantities
and lot and serial numbers in real time, both upstream and downstream, through material flow management.

Sage X3 Product Capabilities - Inventory Management

Key capabilities include:

Product data and multiple units of measure
Location management
Inventory balances
Quality control and sampling
Replenishment, inter-site transfers
Order release
Stock movements
Import tracking
Mobile apps

MANUFACTURING MANAGEMENT

Improve production planning

Get to market quickly by managing all of your manufacturing processes with one complete system. Sage X3
supports planning, scheduling, and production control activities for both process and discrete manufacturing. It is
also flexible enough to adapt to unique or mixed manufacturing modes.

Sage X3 Product Capabilities - Manufacturing Management

Key capabilities include:

Multiple manufacturing modes
Product configurator, options, and variants
Bill of Material, formulas, and recipes
Work and cost center management
Forward/Backward scheduling
Replenishment and inter-site transfers
Production cost accounting
Quality control & analysis

REPORTING & BUSINESS ANALYTICS

Gain actionable insights

Provide your entire team with the information they need to make faster and more strategic decisions. Real-time
analytics, alerts, and notifications empower each role in your organization to respond quickly to changing
business conditions.

Sage X3 Product Capabilities - Reporting & Business Analytics

Key capabilities include:

User-defined dashboards based on trigger events
Configurable inquiries on any data table, with automatic or manual joins, sorting and selection
Audit trail from cumulative total to detail
Library of over 400 reports supplied as standard, including legal reports
Automatic printout triggering and generation of Word, Excel, text, HTML, or PDF files

DOCUMENT & OFFICE COLLABORATION

Increase collaboration

Sage X3 increases the efficiency and collaboration of your teams by integrating your documentation workflows
into a single, coherent, and searchable library.

Sage X3 Product Capabilities - Document & Office Collaboration

Key capabilities include:

Document and revision management as part of the business workflow
Sharing by user, role, and project teams with tag management
Document saving with drag & drop to Sage X3 and online storage
Insert charts and data directly to PowerPoint or Word and synchronize data
Export to Excel and synchronize data
Integrate with Microsoft Outlook for contacts, calendar and tasks

ROLE-BASED WORKSPACE

Gain better efficiency

Increase usability, productivity, and adoptability of your business management solution by providing highly-
personalized access to relevant data across departments and job roles.

Sage X3 Product Capabilities - Role Based Workspace

Key capabilities include:

Personal home page gives the user an overview of critical data and guidance to perform common tasks for the role, with visual process maps.
Personalized by user or administrator, based on security rules in place for the role and user.
Enables access to relevant data, inclusion of internal dynamic data, statistics in table or graph format, calendars, favorites menus, shortcuts to external URLs, notes, and documents.

One solution, versatile cloud deployment

One technology, one user experience, one functional set, one roadmap.

Experience the Power

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