[ Sage X3 Reviews ](https://www.g2.com/products/sage-x3/reviews) [ Sage X3 Reviews ](https://www.g2.com/products/sage-x3/reviews) # Sage X3 Features ##### ## General Ledger (3) Journal Entries Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source. Tags / Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon. Audit Trail Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record Show More ##### ## Accounts Receivable (3) Invoice Customization The layout of the invoice template is fully customizable and you can add or remove fields. AR Automation Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions. Collections Automation The system automates the dunning process to help drive collections Show More ##### ## Accounts Payable (7) AP Automation Steamlines data entry by auto populating recurring or predefined vendor values Payment Processing Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. Purchase Orders Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Purchase Order Management Create, send, and track purchase orders and their statuses ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Electronic Payments Electronically collect payments for goods or services Show More ##### ## Other Functionality (12) Inventory Tracking / Ordering Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. Inventory Pricing and Costing Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. Inventory Reporting Customizable reporting allows insight into usage of inventory and services. Multi-Entity / Consolidation Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations Recognition Rules Automates recognition of revenue and expenses by defining recognition rules. Reconciliations Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations. Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll Time and Expense Automated time and expense capture, tracking, approval, reimbursement and reporting Cost Tracking Process to track, record, and analyze expenses that occurred over the entire duration of a given project Time Tracking Measure and track time including hours worked and paid time off (PTO) Status Tracking Track the status over time for a request, process, asset, or transaction Budget Tracking Track actual spending to ensure it's in line with the planned budget Show More ##### ## Reporting & Analytics (10) Financial Statements General reporting offered covers all of the standard financial statements and meets the basic needs of the business Custom Reporting Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer Budgeting / Forecasting Create and revise an unlimited number of budget, plan and forecast scenarios. Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance Financial Reporting Generate reports to assess the financial performance of an organization Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Custom Reporting Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance Integration Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Platform (14) Customization Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. User, Role, and Access Management Grants access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Mobile Access Access software remotely via mobile devices Customization Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. Mobile Access Access software remotely via mobile devices Show More ##### ## Integration (13) Data Import and Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Third-Party Integrations Set up connections to third-party platforms to improve business processes Accounting Integration Integrate with a third-party accounting system Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Data Import and Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Productivity Tools Tools to facilitate the production of information and promote efficiency Real-Time Data Receive data and information in real time Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Data Analysis Tools Analyze survey results via statistical testing or crosstabs directly within the software Show More ##### ## Accounting (51) Chart of Accounts Deliver out of the box Chart of accounts that can be used across multiple companies or business units AP Automation Steam lines data entry by auto-populating recurring or predefined vendor values AR Automation Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. Journal Entries Auto-populate based on previously entered information, uplaode journal entries and schedule future entries. Tags & Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. Cash Management Match payments and invoices and perform bank reconciliation in multiple currencies Payment Batches Payments can be processed by batch without manual intervention Payments Scheduling Ability to schedule payments at predefined dates and times Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers Chart of Accounts Deliver out of the box Chart of accounts that can be used across multiple companies or business units. AP Automation Steam lines data entry by auto-populating recurring or predefined vendor values. AR Automation Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. Journal Entries Auto-populate based on previously entered information, uplaode journal entries and schedule future entries. Tags & Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. Cash Management Match payments and invoices and perform bank reconciliation in multiple currencies. Payment Batches Payments can be processed by batch without manual intervention Payments Scheduling Ability to schedule payments at predefined dates and times Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers Chart of Accounts Deliver out of the box Chart of accounts that can be used across multiple companies or business units. AP Automation Steam lines data entry by auto-populating recurring or predefined vendor values. AR Automation Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. Journal Entries Auto-populate based on previously entered information, uplaode journal entries and schedule future entries. Tags & Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. Cash Management Match payments and invoices and perform bank reconciliation in multiple currencies. Payment Batches Payments can be processed by batch without manual intervention Payments Scheduling Ability to schedule payments at predefined dates and times Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers AP Automation Streamlines data entry by auto populating recurring or predefined vendor information and invoice details AR Automation Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions. Audit Trail Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record Budgeting / Forecasting Create and revise an unlimited number of budget, plan and forecast scenarios. Collections Automation The system automates the dunning process to help drive collections Financial Statements General reporting offered covers all of the standard financial statements and meets the basic needs of the business Invoice Customization The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates. Journal Entries Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source. Monitor Cash Positions Ability to track cash positions across all accounts, banks, business units, and countries Multi-Entity / Consolidation Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations Payment Processing Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. Recognition Rules Automate recognition of revenue and expenses by defining recognition templates. Reconciliations Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules. Tags / Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes. Payments Scheduling Ability to schedule payments at predefined dates and times Payment Batches Payments can be processed by batch without manual intervention Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Sales Automation Automate processes to manage leads, contacts, opportunities and sales activities Marketing Automation Automate workflows and trigger campaigns based on customer actions Show More ##### ## Inventory & Warehouse (18) Inventory Tracking Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders. Inventory Costing Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit. Product Master Manage and track all inventory records across warehouses and retail locations through a single unified database. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Integrations Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms. Shelf Life Manage the time length for which ingredients may be used and finished products stored and sold Traceability Ability to trace ingredients from supplier to warehouseing and production, and finally to the customer Hazardous Materials Identify hazardous materials and provide features for special storage and manipulation instructions Inventory Tracking Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders. Inventory Costing Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit. Product Master Manage and track all inventory records across warehouses and retail locations through a single unified database. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Integrations Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms. Inventory Tracking Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders. Inventory Costing Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit. Product Master Manage and track all inventory records across warehouses and retail locations through a single unified database. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Integrations Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms. Show More ##### ## Purchasing (12) Demand Identify demand based on different types of sales orders and forecasting data. Purchase Orders Software supports purchase orders and provides the visibility needed to streamline the procure to pay process In Transit Track products and raw materials shipped by suppliers, from origin to destination Receiving Match the products received with the corresponding purchase orders and add them to inventory Demand Identify demand based on different types of sales orders and forecasting data. Purchase Orders Software supports purchase orders and provides the visibility needed to streamline the procure to pay process. In Transit Track products and raw materials shipped by suppliers, from origin to destination. Receiving Match the products received with the corresponding purchase orders and add them to inventory. Demand Identify demand based on different types of sales orders and forecasting data. Purchase Orders Software supports purchase orders and provides the visibility needed to streamline the procure to pay process. In Transit Track products and raw materials shipped by suppliers, from origin to destination. Receiving Match the products received with the corresponding purchase orders and add them to inventory. Show More ##### ## Sales & Marketing (18) Customer Master Manages customer information including multiple ship-to and bill-to locations ATP Available to promise provides information on future availability of products that are either planned for production or purchased but not received Order History Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders Returns Manage return merchandise authorizations (RMS) approval processes and match with the original invoices Credit Limits Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold Pricing & Discounts Manage various types of pricing and discounts associated with product categories and customer types Customer Master Manages customer information including multiple ship-to and bill-to locations. ATP Available to promise provides information on future availability of products that are either planned for production or purchased but not received. Order History Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders. Returns Manage return merchandise authorizations (RMS) approval processes and match with the original invoices. Credit Limits Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold. Pricing & Discounts Manage various types of pricing and discounts associated with product categories and customer types. Customer Master Manages customer information including multiple ship-to and bill-to locations. ATP Available to promise provides information on future availability of products that are either planned for production or purchased but not received. Order History Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders. Returns Manage return merchandise authorizations (RMS) approval processes and match with the original invoices. Credit Limits Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold. Pricing & Discounts Manage various types of pricing and discounts associated with product categories and customer types. Show More ##### ## Manufacturing (14) MRP Determine what raw materials are required for production, based on demand, production capacity, and inventory availability Formulas & Recipes Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them MPS Create and implement master production plans for multiple production lines and locations Shop Floor Assign equipment and monitor shop floor activities during various production stages WIP Track work in process (WIP) across multiple production lines and manufacturing locations Work Orders Manage work orders for different types of activities such as production, rework, or maintenance Co-Products & By-Products Track products manufactured along with a standard product (co-products) and secondary products (by-products) Batch Management Production batches can be resized up and down to include new sales orders and to reprioritize production orders WIP Track work in process (WIP) across multiple production lines and manufacturing locations. Work Orders Manage work orders for different types of activities such as production, rework, or maintenance. MRP Determine what raw materials are required for production, based on demand, production capacity, and inventory availability. BOM Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. MPS Create and implement master production plans for multiple production lines and locations. Shop Floor Assign equipment and monitor shop floor activities during various production stages. Show More ##### ## Quality Management (15) Inspections Define and implement workflows for inspections, including rules for escalations and notifications Rework Identify rejected products and decide either they can be repaired or discarded Waste Track production waste such as scrap, as well as returns that cannot be repaired Defects Monitor product defects, identify causes and provide corrective actions to improve quality Recalls Define procedures to be implemented during recalls to limit their negative impact on the company and its customers Compliance Ensure compliance with regulations and standards for production, storage, packaging, and transportation Customer Requirements Manage customer specific quality standards and requirements Inspections Define and implement workflows for inspections, including rules for escalations and notifications. Rework Identify rejected products and decide either they can be repaired or discarded. Waste Track production waste such as scrap, as well as returns that cannot be repaired. Defects Monitor product defects, identify causes and provide corrective actions to improve quality. Inspections Define and implement workflows for inspections, including rules for escalations and notifications. Rework Identify rejected products and decide either they can be repaired or discarded. Waste Track production waste such as scrap, as well as returns that cannot be repaired. Defects Monitor product defects, identify causes and provide corrective actions to improve quality. Show More ##### ## Distribution (11) Picking & Packing Define and implement optimal procedures to pick and pack products for shipping Custom Packing Create packing options that are specific to one or more customers and can be modified for new clients Labelling Create labels that are compliant with governmental standards and with customer requirements Shipping Plan deliveries based on inventory availability, transportation costs, and order priority Tracking Track shipments from warehouse to the destination, including drop shipments and multilocation shipping Picking & Packing Define and implement optimal procedures to pick and pack product for shipping. Shipping Plan deliveries based on inventory availability, transportation costs, and order priority. Tracking Track shipments from warehouse to the destination, including drop shipments and multilocation shipping. Picking & Packing Define and implement optimal procedures to pick and pack product for shipping. Shipping Plan deliveries based on inventory availability, transportation costs, and order priority. Tracking Track shipments from warehouse to the destination, including drop shipments and multilocation shipping. Show More ##### ## HR (9) Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll Workforce Management Manage personnel availability and allocate human resources to production and inventory operations Time & Attendance Track the time spent by employees performing various tasks related to production or inventory management Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll. Workforce Management Manage personnel availability and allocate human resources to production and inventory operations. Time & Attendance Track the time spent by employees performing various tasks related to production or inventory management. Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll. Workforce Management Manage personnel availability and allocate human resources to production and inventory operations. Time & Attendance Track the time spent by employees performing various tasks related to production or inventory management. Show More ##### ## Discrete Manufacturing (6) MRP Determine what raw materials are required for production, based on demand, production capacity, and inventory availability. MPS Create and implement master production plans for multiple production lines and locations. Shop Floor Assign equipment and monitor shop floor activities during various production stages. WIP Track work in process (WIP) across multiple production lines and manufacturing locations. Work Orders Manage work orders for different types of activities such as production, rework, or maintenance. BOM Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. Show More ##### ## Process Manufacturing (3) Formulas & Recipes Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them Co-Products & By-Products Track products manufactured along with a standard product (co-products) and secondary products (by-products) Batch Management Production batches can be resized up and down to include new sales orders and to reprioritize production orders Show More ##### ## ETO Manufacturing (2) Engineering Implement engineering changes across all manufacturing activities and locations Product Configuration Support advanced product configuration features to adapt to specific customer needs Show More ##### ## Service (3) Field Service Manage field service activities related to the finished products delivered, such as installation and repairs Warranty Management Maintain information on warranties for the products delivered and for their components Maintenance Track maintenance operations for the products sold, such as calibration or preventive maintenance Show More ##### ## Back Office (36) Allocation Resources can be allocated and reallocated across multiple projects and portfolios. Asset Register Create a list of all the assets owed by a company. Lean Management Include lean project management features and best practices. Maintenance Track maintenance operations for the products sold, such as calibration or preventive maintenance Organization Management Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc. Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll Portfolio Mix Create the optimal mix of portfolios to achieve operational and financial goals. Purchase Orders Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process Requisition Define requisition rules for various types of procurement. Shift Scheduling Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. Sourcing Identify and assess suppliers for different products and services. Status Monitor the status of multiple types of assets. Time & Attendance Tracking Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features. Warranty Management Maintain information on warranties for the products delivered and for their components Inventory Management Track and manage inventory levels to maintain proper supply Support Ticket Management Allow customers/users to submit support queries and service requests Calendar Management Track and manage schedules and meetings via an integrated calendar Financial Management Plan, manage, and track the financial activities of an individual or organization Client Management Manage contact details and communication with clients Workflow Management Create, design and manage workflows for repetitive tasks Time Off Management Track and manage employee time-off, vacation, and sick leave requests Training Management Track employee/learner's progression through training programs Employee Management Track employee schedules, availability, and performance across projects and tasks Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Supply Chain Management Manage the planning and execution of supply chain activities Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Document Management Store, manage, and track all electronic documents in a centralized location Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Warehouse Management Manage and track operations and inventory within warehouses Enterprise Asset Management Helps users manage the maintenance of assets; offers reporting to identify areas for improvement Sales Management Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance. Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Distribution Management Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc. Marketing Management Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding Resource Scheduling Allocate and manage resources, such as employees, equipment, facilities, and other assets Show More ##### ## Front Office (20) ATP Available to promise provides information on future availability of products that are either planned for production or purchased but not received. Checkout Process Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts. Configuration Rules Rules ensure that users select only compatible options and that all required items are included Contact & Account Management Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Portal Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents Field Service Booking Allows clients to book jobs through the desktop page or within the app. Field Service Dispatch Notifies field service workers of their upcoming assignments. Product & Price List Management Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders. Product Catalog Allows users to search, filter, sort and select items to be added to quote Promotions and Discounts Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes. Quote & Order Management Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders. Returns / Refunds Functionality to allow users to process returns/refunds either via self service or contacting customer service. Storefront Design Tools Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience Territory & Quota Management Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. Tickets Creates and assigns support tickets, scheduling them in a timely manner. Visual Configuration Images can be displayed of options to enable users to visualize product options as it is being configured HR Management Automates core HR functions such as talent management, employee evaluation and learning management Task Management Create, manage and track all task activities and progression Customizable Fields Customize data fields to support various needs and use cases Purchase Order Management Create, send, and track purchase orders and their statuses Show More ##### ## Logistics (11) Centralized Inventory Database Manage and track all inventory records across warehouses and retail locations through a single unified database. In Transit Track products and raw materials shipped by suppliers, from origin to destination. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Inventory Pricing and Costing Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. Inventory Reporting Customizable reporting allows insight into usage of inventory and services. Inventory Tracking / Ordering Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. Picking Methods Support multiple picking methods such as batch, wave, or zone picking. Picking Planning Create schedules for picking activities based on inventory availability. Receiving Match the products received with the corresponding purchase orders and add them to inventory. Shipping Options Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies. Manufacturing Planning Supports the effective planning of manufacturing production based on materials, labor, and machinery. Show More ##### ## Production (12) BOM Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. Defects Monitor product defects, identify causes and provide corrective actions to improve quality. Identify Demand Calculate demand by consolidating data from multiple sources. Inspections Define and implement workflows for inspections, including rules for escalations and notifications. Manage Resources Track resource availability for raw materials and production capacity. MPS Create and implement master production plans for multiple production lines and locations. MRP Determine what raw materials are required for production, based on demand, production capacity, and inventory availability. Production Plans Generate production plans based on demand and resource availability. Rework Identify rejected products and decide either they can be repaired or discarded. Shop Floor Assign equipment and monitor shop floor activities during various production stages. Waste Track production waste such as scrap, as well as returns that cannot be repaired. WIP Track work in process (WIP) across multiple production lines and manufacturing locations. Show More ##### ## Cash Flow (3) Track Cash Flow Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds. Income and Expenses Add one-time or recurring cash flow items and add line items for each payment or deposit. File Exports Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis. Show More ##### ## Budgeting & Forecasting (4) Budgeting / Forecasting Create and revise an unlimited number of budget, plan and forecast scenarios. Data Import Import trial balance, monthly P&L, balance sheets, and other types of financial data Versioning Keeps track of all versions of a budget and allows users to compare versions Historical Data Forecasting is based on past transactions and historical financial or operational data Show More ##### ## Revenue (3) Revenue Types Supports multiple types of revenues, such as recurring and transaction based Revenue Allocation Allows users to allocate revenues to various business entities or departments Scheduling Automatic scheduling to ensure that revenue is recognized at the proper time Show More ##### ## Reporting (6) Status Reports on the status of invoices or payments Customer Credit Run reports on customer credit History Tracks all transactions, from issuing invoices to payment reminders to receiving payment Sales Tax Management Calculation of consumption tax imposed on the sale of goods/services Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customer Statements Reports that show customers their invoices, payments, and balance on the account Show More ##### ## Integrations (3) Accounting Integrates with accounting or similar platforms ERP Integrates with ERP systems CPM Integrates with Corporate Performance Management platforms Show More ##### ## Transactions (3) Credits Manages credit limits based on customer credit scores, payment history, or other financial metrics Invoices Creates or imports invoices Partial Payments Allow customers to make a partial payment on an invoice and track remaining debt Show More ##### ## Workflows (2) Approvals Offers customizable approval processes for all types of transactions Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Show More ##### ## Generative AI (1) Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## AI (25) Data Extraction Uses AI to automatically input data from receipts, invoices, and other documents Invoice Processing Uses AI to generates, send, and track invoices Expense Management Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns Tax Compliance Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns Bank Reconciliations Uses AI to match transactions recorded in the accounting system with those in bank statements Report Generation Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business Customizable Alerts Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances Predictive Analytics Uses AI to analyze data to identify trends and make predictions Receipt Management Upload, track, and submit receipts in a central database Workflow Management Create, design and manage workflows for repetitive tasks Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Sales Tax Management Calculation of consumption tax imposed on the sale of goods/services Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Tax Management Implementation of various strategies to manage tax obligations via planning and maintaining compliance Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Order Management Manage and track customer orders for goods, investments, or any other purchases Sales Order Management An order generated by a seller to a customer, containing details about products or services Cash Flow Management Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Real-Time Data Receive data and information in real time Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Credit Card Processing Accept and process credit card transactions Financial Consolidation & Close Management Bring together financial information by collecting data from multiple ledgers and close financial processes Transaction Management Manage, record and track all business exchanges in form of money and its related interactions in the system Show More ##### ## Mobile Applications - Accounting (13) Cloud Integration Enables synchronization of accounting data across devices in real-time Notifications Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines UI Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables Expense Tracking Allows users to capture and upload expense receipts directly from mobile devices Invoice Management Enables creation, editing, and sending of invoices Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Inventory Tracking Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items Inventory Management Track and manage inventory levels to maintain proper supply Financial Management Plan, manage, and track the financial activities of an individual or organization Activity Tracking Track and document all activities across devices, networks, and other systems Document Management Store, manage, and track all electronic documents in a centralized location Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Notes Management Allow users to create, edit, and sort multiple notes Show More ##### ## Agentic AI - Mixed Mode ERP (3) Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Process ERP (1) Multi-step Planning Ability to break down and plan multi-step processes Show More ##### ## Agentic AI - ERP Systems (1) Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Accounts Receivable Automation (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Discrete ERP (2) Natural Language Interaction Engages in human-like conversation for task delegation Decision Making Makes informed choices based on available data and objectives Show More ##### ## AI - Accounts Receivable (3) Generative Sends automated messages and reminders, resolves disputes, or does proactive outreach. Responses Responds to basic questions from inbound emails. Predictive Analytics Analyzes past transactions to make a prediction of when future payments are likely to be paid. Show More ##### ## AI Assistant - Accounting (1) AI Accounting Assistant Provides conversational assistance for accounting tasks, financial data, and product navigation using natural language. Show More ##### ## Additional Functionality (106) Multi-Location Manage and support multiple locations Generative AI Use AI to generate content in the form of text, images, videos, etc. Accounts Payable Track money owed to a company's creditors/suppliers Fund Accounting Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability) Quotes/Estimates Generate quotes or estimates for customers Approval Process Control Manage the process of evaluating documents or requests submitted for approval AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Chart of Accounts A financial statement that lists a company's accounts and details the account type and balance Project Accounting Manage and track financials on a project-to-project basis Encryption Convert data into a code for security Accounts Receivable Track outstanding invoices and the money owed from clients Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Billing & Invoicing Create, manage, and send invoices or bills to customers Reminders Timed notification for any upcoming task, deadline, appointment, or activity Multi-Currency Manage and handle various international currencies Access Controls/Permissions Define levels of authorization for access to specific files or systems Income & Balance Sheet A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Data Security Protect sensitive data for digital privacy General Ledger Centralized accounting record which tracks all financial transactions Currency Conversion Change one currency to another based on real-time rates/values Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Estimating Estimate expected cost based on various factors before a project begins Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Expense Claims Attaching relevant receipts or supporting documents to submit expenses for reimbursement Document Storage Store and organize documents in a centralized system SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Categorization/Grouping Organize and group data or items based on various criteria Automatic Billing Setup and send recurring or automated bills Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. For Distributors Primarily serving wholesale distribution companies and supply chain industry professionals Bills of Material Material list of manufacturing parts and associated costs Financial Data Protection Inventory Control Monitor product stock levels AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Mobile App Access the system via a mobile application Client Portal Private online space that lets businesses securely share documents and provide information access to clients For CPA Firms Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals Remote Access/Control Access work applications remotely, for when working away from the office and/or traveling Cash Flow Analysis Calculates a company's working capital which is the amount of money a company has available to run its business Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Multi-Company Manage the accounting and financial aspects of multiple locations or companies in a single location For Small Businesses Designed for small businesses Data Import/Export Import and export data to and from software applications Reminders Timed notification for any upcoming task, deadline, appointment, or activity AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Billing & Invoicing Create, manage, and send invoices or bills to customers Point of Sale (POS) Accept and process customer payments for products or services using hardware and software Quotes/Estimates Generate quotes or estimates for customers Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Branding Add customized logos and colors to align with company branding Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Access Controls/Permissions Define levels of authorization for access to specific files or systems CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Integrated Business Operations Integrated suite of industry-specific operations management applications (Supply Chain, HR, Project Management, Manufacturing, etc.) Multi-Location Manage and support multiple locations Bills of Material Material list of manufacturing parts and associated costs Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Customizable Reports Alter the layout and content of reports Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Business Intelligence Technological processes and strategies used for collecting, managing, and analyzing organizational data Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Reports Alter the layout and content of reports Generative AI Use AI to generate content in the form of text, images, videos, etc. Expense Tracking Monitor and record expenses such as purchases or charges incurred Data Import/Export Import and export data to and from software applications Real-Time Data Receive data and information in real time User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Billing & Invoicing Create, manage, and send invoices or bills to customers Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Aging Tracking Categorizes outstanding invoices based on the amount of time they have remained unpaid Purchase Order Management Create, send, and track purchase orders and their statuses Audit Trail A record of all activities within the system, including user access, changes made, etc. Discount Management Track products that are for sale at a reduced price or part of coupon promotions General Ledger Centralized accounting record which tracks all financial transactions Document Management Store, manage, and track all electronic documents in a centralized location Receivables Ledger A list of customers and their payments due updated on a monthly basis Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Multi-Currency Manage and handle various international currencies Workflow Management Create, design and manage workflows for repetitive tasks Credit Card Processing Accept and process credit card transactions Task Management Create, manage and track all task activities and progression Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Forecasting Form predictions based on past and present data/trends Cash Flow Management Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Reminders Timed notification for any upcoming task, deadline, appointment, or activity Check Processing Receive and deposit or issue and record check payments Receipt Management Upload, track, and submit receipts in a central database Overpayment Processing Flag a transaction when a customer pays more than they owe and either refund the overpayment or save the overpayment as a credit Financial Management Plan, manage, and track the financial activities of an individual or organization Third-Party Integrations Set up connections to third-party platforms to improve business processes Payment Collection Tracking, managing, and initiating the transfer of funds for overdue customer payments Approval Process Control Manage the process of evaluating documents or requests submitted for approval API Application programming interface that allows for integration with other systems/databases Profit/Loss Statement A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Show More ## Top-Rated Alternatives [ ![SAP ECC](https://images.g2crowd.com/uploads/product/hd_favicon/b5f8f986beca96ab0027c693ee762fb9/sap-ecc.svg "SAP ECC") SAP ECC 4.2/5(946) ](https://www.g2.com/products/sap-ecc/reviews) [ ![Microsoft Dynamics 365 Supply Chain Management](https://images.g2crowd.com/uploads/product/hd_favicon/8f90d5e266e9b727eef487bdfde53b04/microsoft-dynamics-365-supply-chain-management.svg "Microsoft Dynamics 365 Supply Chain Management") Microsoft Dynamics 365 Supply Chain Management 3.7/5(103) ](https://www.g2.com/products/microsoft-dynamics-365-supply-chain-management/reviews) [ ![NetSuite](https://images.g2crowd.com/uploads/product/hd_favicon/4b02508eaf1eed7c1c991b5f0ce3fab7/oracle-netsuite.svg "NetSuite") NetSuite 4.1/5(4,902) ](https://www.g2.com/products/oracle-netsuite/reviews) [ View All Alternatives ](https://www.g2.com/products/sage-x3/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Audit Trail](/glossary/audit-trail) Audit trails are the records that keep track of purchases, sales, expenses, and other financial information. Discover examples of audit trails and learn more about the benefits, best practices, and more. [Product Catalog](/glossary/product-catalog-definition) A product catalog is online or offline marketing material for all the products an enterprise has or wants to sell to customers designed to display relevant product details that help buyers make informed purchase decisions. [Inventory Reporting](/glossary/inventory-reporting-definition) Inventory reporting plays a valuable role in the inventory control process. Learn more about inventory reporting, how it can benefit inventory management, and how to write reports to support a business structure. [Inventory Pricing](/glossary/inventory-pricing) Inventory pricing helps businesses estimate the value of their products or services. Learn more about inventory costs and inventory pricing methods. Sage X3 Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3c879b1493e34075399b75c7e3508a7a/sage-300.jpg "Product Avatar Image") Sage 300 3.8/5(94) [ Compare Now ](https://www.g2.com/compare/sage-300-vs-sage-x3) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d0d6ccf428616c2b6e15d4988148712b/sap-ecc.png "Product Avatar Image") SAP ECC 4.2/5(946) [ Compare Now ](https://www.g2.com/compare/sap-ecc-vs-sage-x3) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_14f9ce34aa0bb0f679b3f8e617a83f09/sage-intacct.jpg "Product Avatar Image") Sage Intacct 4.3/5(4,409) [ Compare Now ](https://www.g2.com/compare/sage-intacct-vs-sage-x3) ##### Categories on G2 [ Accounting ](https://www.g2.com/categories/accounting)[ ERP Systems ](https://www.g2.com/categories/erp-systems)[ Discrete ERP ](https://www.g2.com/categories/discrete-erp) [ Accounts Receivable ](https://www.g2.com/categories/accounts-receivable)[ Mixed Mode ERP ](https://www.g2.com/categories/mixed-mode-erp)[ Process ERP ](https://www.g2.com/categories/process-erp) Show More ##### Explore More [ Which Contact Center AI Observability platforms combine real-time alerts with historical trend analysis for detecting model drift over time? ](https://www.g2.com/discussions/which-contact-center-ai-observability-platforms-combine-real-time-alerts-with-historical-trend-analysis-for-detecting-model-drift-over-time)[ Best data observability solution for software companies ](https://www.g2.com/discussions/best-data-observability-solution-for-software-companies)[ Discrete vs Continuous Data ](https://www.g2.com/articles/discrete-vs-continuous-data) [ What is the cheapest yard management software for a small trucking yard that still provides the basics of trailer tracking and dock scheduling reliably? ](https://www.g2.com/discussions/y111z-digital-marketing-agency-what-is-the-cheapest-yard-management-software-for-a-small-trucking-yard-that-still-provides-the-basic)[ Visual Studio vs NetBeans: which C/C++ IDE has better debugging with variable inspection and breakpoint control? ](https://www.g2.com/discussions/visual-studio-vs-netbeans-which-c-c-ide-has-better-debugging-with-variable-inspection-and-breakpoint-control)[ Pros and Cons Details ](https://www.g2.com/products/sage-x3/reviews?qs=pros-and-cons) Show More [ Which Contact Center AI Observability platforms combine real-time alerts with historical trend analysis for detecting model drift over time? ](https://www.g2.com/discussions/which-contact-center-ai-observability-platforms-combine-real-time-alerts-with-historical-trend-analysis-for-detecting-model-drift-over-time)[ Best data observability solution for software companies ](https://www.g2.com/discussions/best-data-observability-solution-for-software-companies)[ Discrete vs Continuous Data ](https://www.g2.com/articles/discrete-vs-continuous-data) [ What is the cheapest yard management software for a small trucking yard that still provides the basics of trailer tracking and dock scheduling reliably? ](https://www.g2.com/discussions/y111z-digital-marketing-agency-what-is-the-cheapest-yard-management-software-for-a-small-trucking-yard-that-still-provides-the-basic)[ Visual Studio vs NetBeans: which C/C++ IDE has better debugging with variable inspection and breakpoint control? ](https://www.g2.com/discussions/visual-studio-vs-netbeans-which-c-c-ide-has-better-debugging-with-variable-inspection-and-breakpoint-control)[ Pros and Cons Details ](https://www.g2.com/products/sage-x3/reviews?qs=pros-and-cons)