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SAGE ERP X3 Product Tour
sage erp x3


Get more done in less time

With Sage ERP X3 you can accomplish much more, much faster—check on inventory, take orders, approve expenses, or pull up-to-the-minute reports—and make informed decisions on the spot.

Access full ERP functionality online, using your browser and mobile device of choice. Increase user productivity and accelerate adoption with an intuitive web-based interface that your team can easily personalize to work the way they do.

Same look and feel—no matter the device

With Sage ERP X3 version 7, you can go where your business takes you—check on inventory, take orders, approve expenses, or pull up-to-the-minute reports—and make informed decisions on the spot.

Intuitive workflows that increase productivity

With the new Sage ERP X3 version 7, navigate the web-based interface using familiar hyperlinks, page scrolling, and search. You can bookmark favorites for quick access and avoid digging through lengthy menu options; relevant menus appear when you need them.

Reduced time and costs for training

An intuitive user interface reduces the time and cost of deploying new software dramatically.

Immersive information

Sage ERP X3 version 7 provide search capabilities (similar to Google) across all functions and eliminate clutter, so you can focus on what is most relevant in the context of any given task.

Personalized views for every person

Sage ERP X3 version 7 lets you customize views using a simple drag-and-drop process. You can organize information in lists or tabs, move important items to the top of the page, hide fields you do not use, and create shortcuts to favorite sections in one click. Productivity soars when you can configure your ERP solution to work the way you do.


Sage ERP X3 provides companies with complete financial, personal, cost and budget accounting as well as commitments and fixed assets management.

A multi-audit system, Sage ERP X3 can handle transfers and reporting of information from one country to another, and between subsidiaries and parent company. It combines decentralised and international company management, handles multiple currencies and integrates multiple legislations, accounting rules and standards.


Use Sage HR Management to transform human capital management into a strategic advantage.

Faced with market instability and increasing competition, senior management has wised up to how businesses more than ever can leverage human resources to achieve a competitive advantage. Payroll and administrative management may still be on their list of priorities, but HR teams are spending more of their time uncovering and retaining talent, driving change management, supporting managers, preventing psychosocial risks and re-designing training approaches at a time when employees regularly switch companies and even change career.

In a move to help HR teams meet their objectives on time, Sage has designed Sage HR Management, an end-to-end modular solution.


A comprehensive EAM system is dependent on its data. This data is not only resident in the core EAM module but is collected from a variety of sources. It is for this very reason standalone EAM systems do not work, and when they do, it is usually with complex and costly integrations into financial systems, creating high maintenance activities and disabling the integrity of its data.

This Enterprise Asset Management solution is built within the SAGE ERP X3 framework – it utilises all the tables from SAGE ERP X3 to generate transactions within SAGE ERP X3. It therefore conforms to Sage ERP X3 development procedures and quality with no integration’s to be managed or maintained.


The Sage ERP X3 EDM Solution is a practical and efficient way to deal with paper where we need to and to eliminate it wherever possible. The EDM Solution comprises of a range of modules not only for storing documents electronically but also for generating and delivering documents electronically and for capturing email and paper documents. Features: Electronic Document Delivery, Electronic Document Management, Scan station, and Supplier Invoice data capture process.


Harness the power of Parity’s Cashbook for effortless bank reconciliation within a centralised location, whilst seamlessly integrating into Sage ERP X3 In business most of the transactions relate to receipt of cash, payments of cash, sale of goods and purchase of goods. So it is convenient to have separate books for each such class of transaction. Cashbook records the receipts and payment of cash. With the help of cashbook, cash and bank balance can be checked at any point in time.


Sage Intelligence

Sage Intelligence – Financial Reporting gives your business the competitive edge by enabling quick and easy access to real-time information needed for operations and strategic planning.
  • Effortlessly create financial reports and analyze data from Sage ERP X3 with the convenience of a familiar, Excel-based interface.
  • Improve the productivity of your financial staff, enhance report presentation and streamline your financial report preparation.
  • Spend more time focusing on information analysis and interpretation and less time pulling the data together.

Enterprise Intelligence

Sage Enterprise Intelligence is an innovative, self-service Business Intelligence solution engineered for ease of use and performance. Sage Enterprise Intelligence’s intuitive User Interface and advanced features provide real-time access to enterprise-wide information, quickly and securely. More than BI, Sage Enterprise Intelligence supports data entry and business logic applications such as budgeting and forecasting. Sage Enterprise Intelligence is a comprehensive, single Business Intelligence offering that helps companies of any size improve business performance management.


Sage ERP X3 integrates key data from across every site, team and customer to help you make the right decisions. Sage ERP X3 manages all the levels and movements of goods across multiple sites and, if needed, across multiple companies. Integrating actual sales, sales forecasts and stock levels to create a powerful replenishment planning engine. The outcome is lower inventory levels, no unnecessary distribution and healthier operating margins

Warehouse Management

Sage Geode is a Warehouse Management System (WMS) that will optimize the available space and logistical operations within the warehouse, from receiving to shipping. Sage Geode integrates seamlessly with automated conveyor systems.

Sage Geode, provides your company with International Support for all development requirements, thanks to Sage’s presence around the world in all major countries. The optional Web Based Architecture allows multi structured companies to have a centralized database, while also offering remote sites and company branches the option to operate independently.

Inventory Advisor

Minimise stock-outs. Reduce excess inventory. Simplify ordering. With the right inventory in the right place at the right time, growing your business has never been easier with Sage Inventory Advisor – an affordable cloud solution that helps companies to:
  • Minimise stock-outs
  • Release cash tied up in excess inventory
  • Significantly reduce the time spent on planning, forecasting and ordering.


Sage ERP X3 is a complete manufacturing management system, supporting planning, scheduling and production control activities for process and discrete manufacturing. It can be adapted to different manufacturing modes including make-to-order, configure-to-order, assemble-to-order, make-to-stock and mixed-mode environments.

Process Manufacturing

Designed to meet the demands of process manufacturers, Sage ERP X3 improves overall performance of your business and also helps to improve your business processes such as your supply chain and product development by ensuring quality, safety and legal compliance.

From purchase request through receipt and then to manufacture and delivery from production, every step is automated through RF barcoding and scanning. The result is a powerful and easy to use system

Discrete Manufacturing

Sage ERP X3 for Discrete Manufacturing encourages collaboration and innovation to get new products to market quicker. It makes production better and cheaper, improving customer service.

The SAFE X3 platform proposes a dedicated and integrated connector to manage Product Life Cycle Management solution integrating, Bills of Materials (BOM) from Computer Aided Design (CAD) and manages their life cycles. For each new project, you can define and track the tasks, monitor time and manage costs. This improves the new product development process through better collaboration between R&D and production departments.


The biggest challenge for businesses providing services, is to meet the client’s needs and expectations while maintaining a profit. The main challenge involved is overseeing your customers’ projects from design through to completion with a dual customer and operational view.

Measuring project financial performance in order to control jobs, assess their profitability, draw comparisons between current projects, model transactions for tracking, forecasting, managing customers’ projects and archiving current statements.

Enterprise Asset Management

Enterprise Asset Management (EAM) software provides a company with greater visibility into its operations and planned maintenance of physical assets to help trim inefficiencies, improve productivity, optimise inventory levels and purchasing costs, reduce costly downtime and thereby increase profits. Improved asset related decision making becomes quicker and easier.

Projects, Contracts and Job Costing

The project and job costing module brings together the data and processes required to define a project, from building the sales proposal through to carrying out the different project-related services. This flexible and agile module helps define the project as a series of services and deliverables, split the project into stages, and associate invoicing models relating to the project (by progress, stage, fixed date or fixed cost). Statement generation can be used to generate assignment orders, and activity reports entered in web mode update progress on the project. Jobs are monitored, and graphical dashboards provide an intuitive, visual control mechanism. Financial statements help control margins and track schedules.


Sage Retail software has robust administrative features and deliver customised reports to meet individual store management or group management needs. Quick, clear comparisons of current and historic data around customers, sales, stock movement and logistics enable the right decisions to be made at the right times at any location, worldwide.

Key features:

  • Flexible inventory sourcing and allocation
  • Supply chain collaboration
  • Sophisticated pricing and promotion management
  • Customer relationship management and after sales service
  • Automated landed cost calculations
  • Multiple currencies, languages, legislations and sites
  • Rate-shopping (benchmark your own rates against those of your competitors)
  • Web-based shipment tracking
  • Extensive functionality for multichannel retailers and direct marketers
  • Allows you to learn about new targets and increase customer loyalty
  • Immediate benefits from seamless connection to data collection equipment such as radio-frequency devices
  • Optional interface to Sage Geode Warehouse Management modules to improve utilization, minimize product handling, reduce processing errors, improve efficiency and provide more accurate information
  • Optional interface to best-of-breed shipping systems for distributing high volumes of small packet shipments in multi-carrier environments.
  • Retail Management that is easy to configure and quick to deploy whether running online or offline
  • Purchasing and inter branch transfers
  • Stock management and stock taking
  • Price management and multiple tender types


Business to Consumer & Business to Business

XM Symphony delivers you a comprehensive, powerful yet simple to use eCommerce website that automatically replicates both to and from your Sage ERP.

XM Symphony is the only cloud-based eCommerce webstore that features real-time, two-way integration to Sage ERP functionality. It de-complicates your life – no need to manage data in two places – while also delivering the comprehensive support of Sage ERP business logic.

Symphony’s integration to Sage ERP provides automated order entry, order status updates, pricelists, volume discounts, specials, and more – all pulling from your Sage ERP in real-time. Securely bring your valued wholesale customers into your business where it matters, providing them with real-time, up to the minute, dynamic content.


This simple and powerful tool will help you achieve real customer satisfaction. Fully integrated with sales, inventory, purchasing, finance and manufacturing, the CRM module gives users a 360 degree understanding of a customer, covering everything from marketing to administration, using a single system and database.

Main features include:

  • Contact management
  • Sales force automation
  • Customer support
  • Call centres
  • Guarantee management
  • Service orders
  • Knowledge base
  • Marketing campaigns


To complete the Sage ERP X3 CRM module, Sage ERP X3 enables advanced integration with Sage CRM through a complete and integrated connector. Advanced Customer Relationship Management is based on true integration across the whole business. A global CRM contract standardises data shared with other applications in an agreed format. This integration is based on Sage’s own SData protocol.

Used together Sage ERP X3 and Sage CRM create cross-departmental understanding of your customers and prospects by integrating your sales function and the rest of your business.

Major benefits

  • Eliminate duplicate data entry and inconsistencies
  • Real-time access to ERP data
  • Built on Sdata framework


Providian Global is a specialized consulting firm and a market leader in technology solutions for ERP, CRM & Mobility Solutions - Cyprus, Egypt, Iran, Iraq, Israel, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Syria,Sharjah, Turkey, United Arab Emirates & Yemen - Abu Dhabi, Dubai, UAE

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