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Sage X3 Function: Sales Management

By February 1, 2013August 29th, 2019No Comments

Our Sage X3 blog posts have recently detailed the different functions that make up the entire X3 system.  We started to detail the entire Distribution Management system in Sage X3 ERP. There are three functional areas that comprise distribution: Purchasing Management, Inventory Management, and Sales Management.  The previous post described the Sales Management application.  This blog will continue on with the various features in the Sales Management domain. With it you will be able to monitor all sales information concerning customers or prospects, manage sales force assignment, and monitor corresponding targets and commissions.

 Sales Management

Business Partners and Products: Sage X3 Sales accesses the latest data about business partners and products. Sold-to, ship-to, bill-to, and pay-by information is defaulted on sales documents while customer product-level information can be accessed to assure a personalized, customer-driven order entry environment. Supporting information—such as product substitutes and supersessions, notes, previous orders and prices, and special customer packaging—can either be displayed automatically or by user request. Sage ERP X3 also supports sales kits with fixed components or as special configurations using variants and options. Shipping functions use customer-specific information to schedule deliveries on the right day and to enforce complete shipments of orders or line items as required.

Flexible Order Acceptance and Processing: Sage X3 supports a variety of ways to facilitate building and optimizing long-term relationships with business partners.  Quotes can easily be turned into orders, contracts can be defined, and releases scheduled for fixed and long-term planning horizons. User-defined order types assure that only data supporting the appropriate order mode is prompted, allowing companies to vary order acceptance easily to phone, order form, counter sales, and electronic environments. Other productivity enhancing features include the ability to duplicate previous orders easily and to revise existing orders by populating changes in order date, carrier, or location across multiple line items.

Secure credit card processing is provided through a seamless connected service utilizing Sage Exchange, Sage’s payment solutions platform.

Inventory Allocation and Delivery Scheduling: Inventory can be allocated to orders immediately or deferred to a separate process that allocates based on user-defined criteria. Sage X3 also supports the ability to reserve inventory for key customers in advance of receiving their orders and to allocate by lot number as required. Ship-to addresses, shipping sites, carriers, and delivery dates can be set by order line, eliminating the need to create separate orders. Sage X3 calculates the shipping dates needed to meet each customer’s delivery date and automatically backorders quantities that are not available at the needed time. Users have easy access to time-phased, Available-To-Promise information, as well as online visibility into different warehouses to help determine the most appropriate shipping point for filling orders. Alternatively, orders can be sourced by shipping directly from suppliers, by transferring products from other sites or by creating production orders. Sage X3 provides the ability to create purchase orders (POs) to preferred suppliers automatically for pre-specified products, such as non-stocks.

Order/Shipment Preparation:  Shipment Preparation provides a flexible process for managing warehouse and customer order deliveries. Orders can be processed individually or grouped. These options allow customers to tailor the process to maximize their return on warehouse personnel and equipment.

Flexible Pricing Rules: Sage X3 promotes innovative, flexible pricing that helps companies achieve an appropriate mix of customer value and profits. By combining key elements from customer and product master data, companies can exploit a wide variety of pricing methods like contracts, promotions, sales channel prices, and variable kit pricing. Special features include the ability to price by groups of lines and to add free products or quantities if predefined thresholds are met. Discounts and charges can be automatically factored into net price or broken out and tracked separately.


Contact Our Sage X3 Team

Are you interested in learning more about the features and functionality of X3? Contact SWK’s Sage X3 Team to learn how these features can benefit you. For additional information contact us at 877-979-5462 or click here to contact us.

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