Sage X3 Distribution

Sage X3 distribution functionality is comprised of Sales, Purchasing, and Inventory. 

Sage X3 Sales enables you to monitor all information concerning customers or prospects, manage sales force assignments, and monitor corresponding targets and commissions. The sales capabilities within Sage X3 provide a quick look at information concerning products, price lists, discounts, or carriers, among others. You can issue customer quotations, book orders and transmit order acknowledgements, manage contracts, display and allocate goods from stock, and manage the dispatch and loan of goods prior to invoicing.

Sage X3 Purchasing covers the purchasing process from end to end, starting with management of requests for quotes (RFQs), input and follow-up of replies, and integration into the price list base. This is followed by purchase requests, orders raised and delivery monitoring, subcontract orders, buyer workloads, and management of signature circuits through to incoming goods reception and verification of invoices.

Additionally, analytical tools are used to monitor exchanges with suppliers to meet the objectives of the purchasing department in terms of quality assurance, compliance with delivery dates, and purchase cost.

Integration into the accounting system is automatic through preliminary and firm commitments. This provides operational budget control from purchase requests to the issue of orders. Actual data is integrated automatically through management of invoices receivable and definitive invoices. Accounting procedures involving averaging of expenses in relation to service provision periods are also available.

Sage X3 Inventory ensures optimum coherence and real-time monitoring of inventory status data. Inventory control is fully user-definable on each site with the application of the multisite, multi-warehouse and multi-location management. The inventory capabilities of Sage X3 also incorporate powerful quality control (QC) functions, also providing for total traceability of inventory quantities in real time, both upstream and downstream, by material flow management

Sage X3 | Purchasing

Purchase Planning and Ordering

Sage X3 supports the entire RFQ process, including entering products, issuing RFQs to vendors, sending follow-up notices, registering responses, and automatically generating pricing records to use on purchase orders.
Purchase requests can be entered manually or generated automatically by MRP or non-MRP replenishment.

Contracts can be defined and releases scheduled for both fixed and long-term planning horizons. Purchase orders can be entered manually or created automatically from sales orders, buyer workplans and purchase requests.

Sage X3 also supports encumbrance accounting, which allows companies to pre-commit at the time of request—and formally commit at the time of purchase—expenditures against predefined budgets.

Delivery Scheduling and Receiving 
Sage X3 provides the ability to schedule an order quantity for multiple receipt points and delivery dates on one purchase order, thereby reducing the number of POs and allowing price breaks for total purchase quantities.

A receipt entry function provides the ability to record carrier information, assign inventory to warehouse locations based on predefined putaway rules, and move quality controlled products to and from QC areas based on user-defined inspection rules.

Accepted quantities are immediately available for allocating to orders. Lot numbers and serial numbers can be recorded and subsequently tracked to their final destination, while expiration dates are calculated as required.

Rejected products can be scheduled for supplier return with the option to reinstate the PO or request credit. Supplier invoices can be loaded from POs or receipts and three-way-matched prior to acceptance and payment.