Get control and agility with a faster, simpler and more flexible business management solution — Sage X3.

 

Get control and agility with a faster, simpler and more flexible business management solution — Sage X3.

 

Faster

Sage X3 accelerates your entire business – from procurement to production, warehousing, sales, customer service and financial management – and delivers faster insight into costs and performance at every step, on a global scale.

Simpler

Sage X3 adapts to users’ unique roles, preferences and workflows, delivers secure cloud and mobile access to the data they need, and simplifies the management of your company software infrastructure with one cohesive suite of applications.

More Flexible

Sage X3 offers flexible configuration options and applications to support your industry-specific processes, and can be operated in the Cloud, managed by Sage, or in your company data center, giving you total control over your IT strategy.

Sage X3 can help your business grow faster without getting bigger.

Manage your entire business faster

  • Accelerate core business processes
    Integrates business processes – from purchasing to manufacturing, inventory, sales, customer service and financial management – within one cohesive software design.
  • Foster collaboration
    Connects employees, partners, suppliers, and customers to a common data source, streamlining business workflows and improving communication.
  • Deliver business intelligence
    Produces real-time analytics and greater insights into costs and operational performance across the organization, from warehouse manager to sales executives to the chief accountant.
  • Access from mobile devices
    Provides convenient access to critical data on mobile devices to check inventory, take customer orders, approve purchases, and view KPIs.

Easy to configure, even simpler to operate

  • Highly configurable
    Delivers simple to manage and highly intuitive workflows that can be customized to meet unique business requirements.
  • Role-based workspaces
    Personalizes screens to improve access to critical data and daily tasks through visual process maps.
  • Integrated with Microsoft Office
    Easily exports and manipulates data, inserts charts and graphs, and synchronizes data in Microsoft Office.

According to a recent Total Economic Impact (TEI) study by Forrester, an independent, objective global research and advisory firm, Enterprise Management customers can expect a favourable ROI of 177% with total benefits of $1.7M from cost savings over 3 years.

Flexibility to adapt to your business

  • Specialized for your industry
    Built-in functionality that’s ready for use in industries within distribution, manufacturing and services.
  • Extension of capabilities
    Integrates with a wide choice of specialty applications by Sage and certified partners for CRM, payments, HR management, business intelligence, and much more.
  • Expansion to new markets
    Supports domestic and international growth with a flexible data model that offers multi-site, multi-currency, multi-language and multi-legislation capabilities.
  • Versatile cloud solution
    Operates as a dependable cloud service by Sage, or as a private cloud, either by a partner or hosted internally.

From procurement to warehousing, production, sales, customer service, and financial management, Sage X3 introduces a better way to manage your entire business, on a global scale.

Finance

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.

Key capabilities include:

  • General ledger with multiple charts of accounts
  • Accounts payable, accounts receivable
  • Cash flow management
  • Bank management
  • Cost and analytical accounting
  • Expenditures
  • Budgets and commitments
Sage X3 enables you to effectively and efficiently track your organization’s fixed assets throughout their entire lifecycle.

Key capabilities include:

  • Numerous depreciation models
  • Fixed asset lifecycle with traceability of capital expenditure
  • Interim statements and closing
  • Fixed asset stock count and financing
  • Franchised asset management
  • Financial reporting and dashboards

Sage X3 provides 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.

Key capabilities include:

  • Real-time analytics, alerts, and notifications
  • User-defined dashboards based on trigger events
  • Configurable inquiries on any data table, with automatic or manual joins, sorting and selection
  • Inquiries to search and filter predefined data collections using a variety of prebuilt parameters
  • Library of over 400 reports supplied as standard, including legal reports
Sage X3 increases the efficiency and collaboration of your teams by integrating your documentation workflows into a single, cohesive, and searchable library.

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 and drop to Enterprise Management 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
Sage X3 increases usability, productivity, and adoptability of your business management solution by providing highly-personalized access to relevant data across departments and job roles.

Key capabilities include:

  • Personalized home page/workspace 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
Sage X3 introduces a better, more personal user experience with secure web and mobile technology at its core, providing access to the data they need, in an intuitive interface, personalized to their role and preferences

Key capabilities include:

  • Easy to use and responsive on Android and iOS smartphone and tablet devices
  • Mobile and web deployment enables access to common enterprise data from anywhere and on any device
  • HTML5 interface ensures intuitive browser experience and allows for extensive personalization by users

Supply

Sage X3 helps you 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.

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
Sage X3 helps you keep up with demand and ensure optimal efficiency through real-time monitoring of inventory status.

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
Sage X3 provides 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.

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
Sage X3 empowers you to 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 solution.

Key capabilities include:

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

Production Management

Sage X3 delivers robust single and multi-level bill of materials management to ensure the highest levels of product consistency, quality, and collaboration.

Key capabilities include:

  • Multi-bill of materials (commercial, production, sub-contracting, etc.)
  • Current bills of material
  • Mass maintenance
  • Manage changes on a product and bill of materials
  • Version number management (major and minor version)
Sage X3 empowers you to prioritize, track, and manage all aspects of your production leading to improved planning, scheduling, and costing.

Key capabilities include:

  • Collection of labor time
  • Direct labor (setup and run)
  • Indirect labor (breaks and indirect time)
  • Actual and elapsed time
  • Multi-tasking (synchronized or unsynchronized)
  • Automatic breaks
  • Time and attendance (Clock in/out)
  • Indirect Time Entry (Clock in/out)
  • Break Time Entry (Clock in/out)
  • Team Entry
  • Shop Floor Tracking Workbench
Sage X3 provides the tools and workflow capabilities needed to maintain and retain the highest quality standard, including proactive monitoring through complete product traceability.

Key capabilities include:

  • Batch and sub-batch number management
  • Serial number management
  • Use-by date management
  • Stock status management: accepted, rejected, inspected
  • Re-inspection date management
  • Stock sub-status management
  • Quality control record creation
  • Quality control procedures with analysis request
  • Expiry date management
  • Upstream and downstream traceability management
Sage X3 helps you manage successful and profitable projects through their entire lifecycle with robust, integrated project management capabilities

Key capabilities include:

  • Project Work and Product Breakdown Structure (PBS and WBS)
  • Multi-level description of the tasks, preparing the operational and manufacturing process
  • Project Cost Breakdown Structure (CBS)
  • Multi-level description of budgets, facilitating project cost follow-up
  • Employee assignments to various operations
  • Advanced project duplication function
  • Financial follow-up function to monitor the budget and expenses of projects
  • Time entries to enter the time spent on a project at the operation, task, and budget level

About Caron Business Solutions

We focus on helping companies achieve the next level of performance through deployment of the right-fit business management software solutions. Our services include needs assessment, solution design, user training, go-live assistance, and support. We have offices in Vancouver, Toronto, and Lima, Peru.