Chicago's ERP solution center for small to mid-size manufacturers
Chicago's ERP solution center for small tomid-size manufacturers

Sage X3 Overview 

SAGE X3 helps you bring sales, financial management, banking, purchasing, manufacturing, inventory management, and customer relationship management all under one flexible, responsive system.

Get a complete view of your business with a single, accurate source for all critical, up-to-the-minute business data. Give your business users instant access to the information they need to run the business. SAGE X3 can help you:

  • Expand your business and customer base with Web-based CRM and e-commerce capabilities. A complete customer view across sales, distribution, and financials helps you uncover new ways to serve your customers faster and better.

  • Take proactive control of your business through automatic alerts, workflows, and response to key business events and customer needs. Get out of the reactive, time-consuming "fire drills."

  • Streamline your operations by seamlessly integrating key business processes such as sales, purchasing, inventory, and financials together – out-of-the-box, eliminating redundant data entries and errors.

  • Adaptable to your changing needs with easy-to-use customization tools to tailorSAGE X3 to fit your specific business needs and individual user preferences.

  • Implement a solution you can count on with SAGE. SAGE X3 is offered by SAGE, the world's leader in business software solutions, and delivered by a global network of certified partners that provide local customer service and support.Features and Benefits

Accounting and Financials

  • Financial accounting – Handle all your financial transactions, including general ledger, journal entries, budgeting, and account setup and maintenance in one system, with comprehensive tools and reports.

  • Budgeting – Manage budget creation, allocation, and distribution. Provide budget tracking, reporting, and alerts that notify the responsible users whenever a transaction exceeds a monthly or annual budget limit.

  • Banking – Track all banking processes such as cash receipts, check writing, deposits, advance payments, credit card payments, and account reconciliation.

  • Financial reporting – Provide easy-to-use financial reports, including balance sheets, profit and loss statements, cash flow analysis, transaction reports, multiperiod comparisons, and budget reports.


Customer Relationship Management (CRM)

  • Sales opportunity management – Manage the entire sales process through different sales stages. Track sales opportunities and activities, analyze their outcome, and forecast revenue potential. You can monitor and analyze sales opportunities using dashboards and sales reports.

  • Web CRM – Give your sales team secure access to customer data over the Web wherever they are. Provide a Web-based interface to your customers so they can log inquiries and check order status – all in real-time.

  • Microsoft Outlook integration – Import customer data from SAGE X3 into your Microsoft Outlook contacts list. Activities and tasks entered into your calendar in SAGE X3 can be synchronized with your schedule in Microsoft Outlook.

  • Customer service and support – Allow your customer service and support team to administer customer warranty, service contracts, manage service calls, and track all customer interaction activities.

  • Business partner management – Manage master data for your resellers and channel partners to track sales leads and opportunities, including profiles, contact summaries, account balances, and sales pipeline analyses.


Operations and Distribution

  • Sales and delivery – Generate price quotes, enter customer orders, set up deliveries, update stock levels, report on customers' current balances, and manage all billing and accounts receivables.

  • Purchasing – Manage and maintain your vendor contracts and transactions, including the issue of purchase orders, updates to stock quantities, calculations for the value of imported items, returns and credits, and payment processing.

  • Inventory management – Handle inventory levels, item management, price lists, special price agreements, transfers between warehouses, and stock transactions – all via integration with other processes like sales and purchasing.

  • Production planning – Manage your production material requirements through a wizard-based process that enables users to define a planning scenario in five easy steps, and predict demand based on forecasts.


Administration and Reporting

  • Human resources – Capture pertinent information about each employee so you have one place to maintain and manage your employee records and data.

  • Automatic alerts – Define your own alerts and unique workflow processes by establishing approvals, procedures, and steps that are to be automatically initiated when a specific event occurs.

  • Dashboards and reports – Create intuitive reports and dashboards for every aspect of your business, including customers and suppliers, sales, cash flow, bookkeeping, warehouse stock, financial statements, pricing, and customer activities.

  • Drag and Drop – View important relationships between data – and instantly gain a complete understanding of any business transaction – by dragging the data you want more information on, positioning it on top of other data, and then drilling down for more details.

  • Customization and integration – Enable users to easily add fields, change forms, and personalize queries and reports. A standard software development kitconsisting of reusable business objects and user interface customization tools is available to customize and integrate SAGE X3 to meet your specific industry and business needs.





  • E-commerce – Set up your own online store that is fully integrated with inventory and financials, including online catalog, shopping cart, order processing and notification, customer configuration tools, and online customer services.


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