Setup Module

The Setup module in Sage X3 is a set of tools and functionalities that help administrators configure and set up the software to meet specific business requirements. The key features and functionalities of the Setup module include:

1. Company Setup: This feature provides tools for setting up the company, including defining company information, setting up tax rules, and defining accounting methods.
2. Financial Setup: This feature provides tools for setting up financial management, including defining accounting periods, setting up chart of accounts, and setting up currency rates.
3. Supply Chain Setup: This feature provides tools for setting up supply chain management, including defining inventory items, setting up suppliers, and setting up purchasing processes.
4. Sales and Marketing Setup: This feature provides tools for setting up sales and marketing activities, including setting up customer information, defining pricing and discount rules, and setting up marketing campaigns.
5. Human Resources Setup: This feature provides tools for setting up human resources management, including defining employee information, setting up benefits and payroll information, and defining performance management processes.
6. Manufacturing Setup: This feature provides tools for setting up manufacturing processes, including defining bill of materials, setting up production routing, and defining cost management methods.
7. Distribution Setup: This feature provides tools for setting up distribution processes, including defining shipping methods, setting up order management processes, and defining invoicing rules.
8. Service Management Setup: This feature provides tools for setting up service management processes, including defining service contracts, setting up service scheduling, and defining billing methods.
9. Reporting and Analytics Setup: This feature provides tools for setting up reporting and analytics, including defining reporting parameters, setting up data sources, and defining dashboards.

The Setup module in Sage X3 provides a centralized and comprehensive set of tools for configuring the software to meet specific business requirements. This allows administrators to quickly and easily set up the system to meet their unique needs, so they can start using the software right away.

Common Data Module

Common data in Sage X3 refers to the information and data that is shared across different modules and functions within the software. Common data is used to support cross-functional processes, such as order processing, inventory management, and financial reporting. Some examples of common data in Sage X3 include:

1. Company Information: This includes information about the company, such as company name, address, and contact information.
2. Financial Data: This includes financial information, such as chart of accounts, currency information, and tax rules.
3. Customer Data: This includes information about customers, such as customer names, addresses, and contact information.
4. Product Data: This includes information about products, such as product names, descriptions, and pricing information.
5. Supplier Data: This includes information about suppliers, such as supplier names, addresses, and contact information.
6. Employee Data: This includes information about employees, such as employee names, job titles, and contact information.
7. Inventory Data: This includes information about inventory items, such as stock levels, reorder points, and cost information.
8. Sales Data: This includes information about sales transactions, such as sales orders, invoices, and payments.
9. Purchase Data: This includes information about purchase transactions, such as purchase orders, receipts, and invoices.
10. Service Data: This includes information about service contracts, service requests, and service billing.

Common data in Sage X3 is used to support cross-functional processes, and it provides a single source of truth for business-critical information. This helps to ensure that data is consistent and accurate across the software, which is essential for making informed business decisions.

Customer Relation Module

The Customer Relationship module in Sage X3 is a set of tools and functionalities designed to manage customer relationships and support sales and marketing activities. The key features and functionalities of the Customer Relationship module include:

1. Customer Management: This feature provides tools for managing customer information, including customer names, addresses, and contact information.
2. Lead Management: This feature provides tools for managing leads, including lead tracking, lead scoring, and lead conversion.
3. Sales Force Automation: This feature provides tools for automating sales processes, including sales order management, quotes, and invoicing.
4. Marketing Automation: This feature provides tools for automating marketing activities, including email campaigns, direct mail campaigns, and lead nurturing.
5. Customer Service Management: This feature provides tools for managing customer service requests, including service case management, service contract management, and service billing.
6. Customer Analytics: This feature provides tools for analyzing customer data, including customer segmentation, customer lifetime value analysis, and customer churn analysis.

The Customer Relationship module in Sage X3 provides a comprehensive set of tools for managing customer relationships, automating sales and marketing activities, and providing customer support. This helps businesses to better understand their customers, improve customer satisfaction, and increase sales and revenue.

Purchasing Module

The Purchasing module in Sage X3 is a set of tools and functionalities designed to manage the procurement process and support supply chain management. The key features and functionalities of the Purchasing module include:

1. Supplier Management: This feature provides tools for managing supplier information, including supplier names, addresses, and contact information.
2. Purchase Order Management: This feature provides tools for managing purchase orders, including creating purchase orders, tracking purchase order status, and managing purchase order approvals.
3. Receiving Management: This feature provides tools for managing receiving processes, including receiving goods and services, reconciling receipts, and updating inventory levels.
4. Invoice Management: This feature provides tools for managing supplier invoices, including processing invoices, matching invoices to purchase orders and receipts, and reconciling accounts payable.
5. Payment Management: This feature provides tools for managing supplier payments, including processing payments, reconciling accounts payable, and generating payment reports.
6. Procurement Analytics: This feature provides tools for analyzing procurement data, including spend analysis, supplier performance analysis, and procurement performance analysis.

The Purchasing module in Sage X3 provides a comprehensive set of tools for managing procurement processes, supporting supply chain management, and automating purchasing activities. This helps businesses to streamline procurement processes, improve supplier relationships, and increase operational efficiency.

Stock Module

The Stock module in Sage X3 is a set of tools and functionalities designed to manage inventory and support supply chain management. The key features and functionalities of the Stock module include:

1. Inventory Management: This feature provides tools for managing inventory levels, including tracking inventory movement, monitoring stock levels, and managing stock replenishment.
2. Warehouse Management: This feature provides tools for managing warehouse operations, including receiving goods, managing inventory locations, and managing stock transfers.
3. Order Management: This feature provides tools for managing sales orders and purchase orders, including creating orders, tracking order status, and managing order approvals.
4. Picking and Shipping: This feature provides tools for managing picking and shipping processes, including picking items from inventory, preparing shipments, and updating inventory levels.
5. Stock Analytics: This feature provides tools for analyzing stock data, including stock performance analysis, stock turnover analysis, and inventory optimization analysis.

The Stock module in Sage X3 provides a comprehensive set of tools for managing inventory and supporting supply chain management. This helps businesses to improve inventory management, increase operational efficiency, and reduce stock holding costs.

Manufacturing Module

The Manufacturing module in Sage X3 is a set of tools and functionalities designed to support the production process and manage the flow of materials, components, and finished products. The key features and functionalities of the Manufacturing module include:

1. Bill of Materials (BOM) Management: This feature provides tools for managing bills of materials, including creating bills of materials, updating bills of materials, and managing bills of materials changes.
2. Production Planning and Scheduling: This feature provides tools for planning and scheduling production, including capacity planning, production scheduling, and material requirements planning.
3. Work Order Management: This feature provides tools for managing work orders, including creating work orders, tracking work order status, and managing work order approvals.
4. Shop Floor Control: This feature provides tools for managing shop floor operations, including tracking production progress, managing material issues, and managing production quality.
5. Inventory Management: This feature provides tools for managing inventory levels, including tracking inventory movement, monitoring stock levels, and managing stock replenishment.
6. Manufacturing Analytics: This feature provides tools for analyzing manufacturing data, including production performance analysis, production efficiency analysis, and product cost analysis.

The Manufacturing module in Sage X3 provides a comprehensive set of tools for supporting the production process and managing the flow of materials, components, and finished products. This helps businesses to improve production planning and scheduling, increase operational efficiency, and reduce production costs.

Change Control Module

The Change Control module in Sage X3 is a set of tools and functionalities designed to manage changes in the software development process. The key features and functionalities of the Change Control module include:

1. Change Request Management: This feature provides tools for managing change requests, including creating change requests, tracking change request status, and managing change request approvals.
2. Version Control: This feature provides tools for managing software versions, including tracking version changes, managing version releases, and managing version history.
3. Code Review: This feature provides tools for reviewing code changes, including code comparison, code analysis, and code review approvals.
4. Test Management: This feature provides tools for managing software tests, including test case creation, test execution, and test results management.
5. Release Management: This feature provides tools for managing software releases, including release planning, release preparation, and release deployment.

The Change Control module in Sage X3 provides a comprehensive set of tools for managing changes in the software development process. This helps businesses to ensure software quality, manage software development risks, and maintain a clear and controlled software development process.

Non-Conformances Module

The Non-Conformances module in Sage X3 is a set of tools and functionalities designed to manage non-conformances in the quality management process. The key features and functionalities of the Non-Conformances module include:

1. Non-Conformance Management: This feature provides tools for managing non-conformances, including creating non-conformances, tracking non-conformance status, and managing non-conformance approvals.
2. Root Cause Analysis: This feature provides tools for conducting root cause analysis, including identifying root causes, tracking root cause resolution, and documenting root cause findings.
3. Corrective and Preventive Actions (CAPA): This feature provides tools for managing corrective and preventive actions, including creating actions, tracking action status, and managing action approvals.
4. Quality Record Management: This feature provides tools for managing quality records, including creating records, tracking record status, and managing record approvals.
5. Quality Analytics: This feature provides tools for analyzing quality data, including non-conformance analysis, root cause analysis, and corrective action analysis.

The Non-Conformances module in Sage X3 provides a comprehensive set of tools for managing non-conformances in the quality management process. This helps businesses to improve quality control, reduce quality risks, and maintain a consistent and effective quality management system.

Costing Module

The Costing module in Sage X3 is a set of tools and functionalities designed to manage product costs and cost accounting processes. The key features and functionalities of the Costing module include:

1. Costing Methods: This feature provides tools for managing product costing methods, including standard costing, actual costing, and process costing.
2. Cost Accounting: This feature provides tools for managing cost accounting, including tracking product costs, allocating overhead costs, and calculating product margins.
3. Cost Analysis: This feature provides tools for analyzing product costs, including product cost analysis, overhead cost analysis, and product margin analysis.
4. Budgeting: This feature provides tools for managing budgets, including creating budgets, tracking budget performance, and managing budget revisions.
5. Inventory Valuation: This feature provides tools for managing inventory valuation, including tracking inventory movements, calculating inventory costs, and managing inventory reserves.

The Costing module in Sage X3 provides a comprehensive set of tools for managing product costs and cost accounting processes. This helps businesses to improve cost control, increase cost transparency, and support effective decision-making.

Financials Module

The Financials module in Sage X3 is a set of tools and functionalities designed to manage financial accounting and financial reporting processes. The key features and functionalities of the Financials module include:

1. General Ledger: This feature provides tools for managing the general ledger, including creating and posting journal entries, reconciling accounts, and generating financial statements.
2. Accounts Receivable: This feature provides tools for managing accounts receivable, including invoicing customers, recording payments, and generating aging reports.
3. Accounts Payable: This feature provides tools for managing accounts payable, including creating and recording vendor invoices, tracking vendor payments, and generating aging reports.
4. Cash Management: This feature provides tools for managing cash transactions, including recording cash receipts and disbursements, reconciling bank accounts, and generating cash flow statements.
5. Financial Reporting: This feature provides tools for generating financial reports, including balance sheets, income statements, cash flow statements, and other financial reports.

The Financials module in Sage X3 provides a comprehensive set of tools for managing financial accounting and financial reporting processes. This helps businesses to improve financial control, increase financial transparency, and support effective decision-making.

A/P-A/R Accounting Module

The Accounts Payable (AP) and Accounts Receivable (AR) Accounting module in Sage X3 is a set of tools and functionalities designed to manage the accounts payable and accounts receivable processes. The key features and functionalities of the AP/AR Accounting module include:

1. Accounts Payable: This feature provides tools for managing accounts payable, including creating and recording vendor invoices, tracking vendor payments, and generating aging reports.
2. Accounts Receivable: This feature provides tools for managing accounts receivable, including invoicing customers, recording payments, and generating aging reports.
3. Payment Processing: This feature provides tools for processing vendor and customer payments, including creating payment batches, processing electronic payments, and reconciling payment transactions.
4. Cash Management: This feature provides tools for managing cash transactions, including recording cash receipts and disbursements, reconciling bank accounts, and generating cash flow statements.
5. Financial Reporting: This feature provides tools for generating financial reports, including balance sheets, income statements, cash flow statements, and other financial reports.

The AP/AR Accounting module in Sage X3 provides a comprehensive set of tools for managing the accounts payable and accounts receivable processes. This helps businesses to improve financial control, increase financial transparency, and support effective decision-making.

Declarations Module

The Declarations module in Sage X3 is a set of tools and functionalities designed to manage government declarations and reporting processes. The key features and functionalities of the Declarations module include:

1. Declaration Management: This feature provides tools for managing government declarations, including creating and submitting declarations, tracking declaration status, and generating declaration reports.
2. Declaration Types: This feature provides support for a variety of declaration types, including sales tax declarations, payroll tax declarations, and other government declarations.
3. Declaration Reporting: This feature provides tools for generating declaration reports, including summary reports, detailed reports, and exception reports.
4. Declaration Integration: This feature provides integration with other modules in Sage X3, such as the Financials module, to ensure accurate and up-to-date declaration information.

The Declarations module in Sage X3 provides a comprehensive set of tools for managing government declarations and reporting processes. This helps businesses to comply with government regulations, increase reporting accuracy, and support effective decision-making.

Fixed Assets Module

The Fixed Assets module in Sage X3 is a set of tools and functionalities designed to manage fixed asset accounting and reporting processes. The key features and functionalities of the Fixed Assets module include:

1. Asset Management: This feature provides tools for managing fixed assets, including creating asset records, tracking asset depreciation, and generating asset reports.
2. Asset Accounting: This feature provides tools for managing fixed asset accounting, including recording asset acquisition and disposal transactions, and generating asset accounting reports.
3. Depreciation Calculation: This feature provides tools for calculating depreciation, including straight-line depreciation, declining balance depreciation, and custom depreciation methods.
4. Financial Reporting: This feature provides tools for generating financial reports, including balance sheets, income statements, and other financial reports.
5. Integration with General Ledger: This feature provides integration with the General Ledger module in Sage X3, to ensure accurate and up-to-date fixed asset information.

The Fixed Assets module in Sage X3 provides a comprehensive set of tools for managing fixed asset accounting and reporting processes. This helps businesses to improve financial control, increase financial transparency, and support effective decision-making.

ADCs Module

The ADC (Automated Data Collection) module in Sage X3 is a set of tools and functionalities designed to automate and streamline data collection and reporting processes. The key features and functionalities of the ADC module include:

1. Data Collection: This feature provides tools for collecting data from various sources, including manual data entry, automated data feeds, and mobile data collection.
2. Data Validation: This feature provides tools for validating collected data, including data quality checks, data reconciliation, and data exception reporting.
3. Data Reporting: This feature provides tools for generating data reports, including summary reports, detailed reports, and exception reports.
4. Data Integration: This feature provides integration with other modules in Sage X3, such as the Financials module and the Stock module, to ensure accurate and up-to-date data information.

The ADC module in Sage X3 provides a comprehensive set of tools for automating and streamlining data collection and reporting processes. This helps businesses to improve data accuracy, increase data transparency, and support effective decision-making.

These are some of the core modules of Sage X3, there are additional add-ons available based on specific business requirements.

Move beyond ERP with Sage X3 ERP Business Software.

See Pros and Cons in this article.

Learn more about Sage X3 Fixed Assets.

How much does Sage X3 cost?