Sage X3 Modules: Key Features by Area and Industry

Sage X3 is an ERP system designed to meet the real needs of a growing business: finance, purchasing, sales, inventory, production, quality, projects, and reporting.

In this resource, you'll find a practical overview of the Sage X3 modules and how they are applied in different scenarios, as well as access to the full e-book.

Why It's Important to Understand Modules

Before implementing or upgrading an ERP system, it’s a good idea to identify which modules you need today and which ones you’ll need in the future. This way, you can avoid over-engineering the project and plan for a phased rollout.

Financial modules

General, cost, and budget accounting

• Automatic journal entries from purchases/sales.
• Consolidation and accruals.
• Budgets and variance analysis.

Treasury and Banks

• Management of collections, payments, and forecasts.
• Wire transfers, bank reconciliation.
• Multi-currency, multi-company.

Fixed assets

• Additions, disposals, and depreciation.
• Tax and accounting rules.
• Reports and Audits.

Purchasing and Sales Modules

Shopping

• Requests and orders.
• Agreements and rates by provider.
• Receiving and Returns.

Sales

• Quotes and orders.
• Complex rates, promotions, and discounts.
• Shipping and Billing.

Advanced Sales Management

• Terms and conditions by customer/channel.
• Backorders and pre-orders.
• Integration with CRM.

Inventory and Logistics

• Multi-warehouse and locations.
• Batches, lots, and expiration dates.
• Replacement rules.
• Picking/packing, shipping.
• Integration with logistics providers and WMS.

Manufacturing (Industry)

• MRP (material requirements planning).
• Packing lists and itineraries.
• Production orders and reports.
• Costing and Manufacturing Execution System (MES).
• Change management and engineering.

Quality

• Inspection plans.
• Nonconformities and corrective actions.
• Complete end-to-end traceability.

Projects and Services

• Work Breakdown Structure (WBS), tasks, milestones.
• Time and expense tracking.
• Billing by milestones / time and materials.
• Profitability by project and client.

Reporting and Analytics

• Operational and financial reports.
• Scorecards by area.
• Integration with Power BI and other BI tools.

Typical integrations by module

• Finance ↔ banks, invoice OCR.
• Sales ↔ e-commerce, POS, CRM.
• Logistics ↔ WMS, TMS.
• Production ↔ MES, quality.
• Reporting ↔ BI.

What's included in the e-book

• Breakdown of modules and features.
• Recommendations by implementation phase.
• Relationship between modules and sectors (retail, manufacturing, services).
• Best practices for integration and reporting.