In-Depth Sage ERP X3 detail

In-depth information about Sage ERP X3

From finance and purchasing to sales and manufacturing, Sage ERP X3 can really help your business.

A true ERP solution

Manage even the most sophisticated multi-company and multi-location business processes with Sage ERP X3.

  • Share information and processes across different sites, at home or overseas
  • Support multiple languages, currencies, sites and companies.
  • Combine simplicity, flexibility, and scalability with the advantages of ERP performance
  • A full range of functions including finance, purchasing, sales, inventory, customer relationship management, and manufacturing
  • Choose the technologies that suit your business



Stay on top of your finanical position with detailed analysis of your company’s financial status. Make fast, accurate financial decisions. Sage ERP X3 gives you:

  • User-defined fiscal calendars, general ledger accounts, and analytic dimensions
  • Extensive budgeting capabilities
  • Financial extraction, reporting and intercompany consolidation
  • Employee expenses entry and management
  • A complete audit trail available across the entire ERP system
  • Detailed risk analysis



Keep tight control over spending and get the right price from the right supplier at the right time.

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



Empower future growth from the same resources by mananaging every element of the production process. Manage multiple manufacturing modes, including:

  • assemble to order
  • manufacture to order and configure to order
  • make to stock or
  • you can operate in a mixed mode
  • Use a technical data configurator
  • Create replenishment and planning rules
  • Manage master production and materials resource planning schedules
  • Build workplans and carry out manufacturing analysis
  • Use a variety of material tracking methods
  • Carry out detailed cost accounting in your ERP system


Electronic Document Management

Sage ERP X3 EDM is a range of modules which together help you share, store and deliver documents electronically:


Save time on filing and photocopying; printing and envelope-stuffing. Make documents instantly available to staff throughout the office, throughout the company, throughout the world

Cost Savings

Reduce postage, courier and fax costs, use less stationery, eliminate external document storage


Archive electronic and paper documents securely and cost-effectively. Satisfy auditors and tax authorities

Manage risks

Eliminate the risk to vital documents from fire and flood. Keep important records in a secure repository rather than on a PC, external hard drives and in email inboxes

Green Agenda

Use less paper, fewer photocopies, and more efficient document delivery

Manage legacy documents

Integrate non-ERP documents and simplify data take-on from legacy systems. Helping you to save money on external storage and postage costs, whilst helping you to cut down the impact your business has on the environment.

Customer Relationship Management

The inclusive CRM functionality will give all users a truly 360° view of your customers including sales, marketing, shipping, customer service and support.

  • Build strong relationships with prospects and customers
  • Create effective marketing campaigns
  • Build contact management strategies
  • Manage your sales pipeline
  • Deliver outstanding customer service
  • Support call centre capabilities
  • Manage warranties and service orders
  • Create and share customer information form 'quote to cash'

What can CRM bring to your business? Read our PDF on CRM benefits



Generate sales order processes that really meet your business needs.

  • 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



Simply and easily manage your inventory from movements and transactions to quality control and replenishment. With the inventory system you will have:

  • A multi-level warehousing and location management system, the inventory 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 ERP system has a variety of inventory costing methods
  • Cost accounting


Technical requirements

Operating System

  • Microsoft Windows Server 2008 – Standard Edition – R2  64 bit
  • Unix
  • AIX
  • Redhat Linux


  • Microsoft SQL Server 2008 – Standard Edition – R2  64 bit
  • Oracle


  • VMWare ESX/ESXi or Microsoft Hyper-V server virtualisation software
  • Multi-server architectures and virtualisation are supported.


  • Internet Explorer IE7 or above


Sage ERP X3 is sold in the UK as Sage ERP X3 Standard and Sage ERP X3 Premium Edition. For more information on the basic differences between the two releases click on the PDF files below. 



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