The sales management module helps in checking all the details related to the sales orders with sage software products. Aids quick decision making and forecasting and keeps track of all forthcoming profitabilities in the organization. It accelerates effective decisions by reducing the cycle time for sales management processes.
Sage X3 provides quick and easy access to information concerning products, price lists, discounts, and carriers. The sales capabilities within Sage X3 provides a quick look at information concerning products, price lists, discounts, carriers, and shipment status. Also can issue customer quotations, book orders and transmit order acknowledgments, manage contracts, display and allocate goods from stock, and manage the dispatch and loan of goods prior to invoicing can be easy to sage software products.
sage software products- Sage X3 erp
Inquiry to Quote
sage software products like Sage X3 erp Sales modules allow you to access the latest data about business partners and products. Sold-to, ship-to, bill-to, and pay-by information is standard on sales documents while customer product-level information can be accessed to assure a personalized, customer-driven order entry environment. Supporting information such as product substitutes and supersessions, notes, previous orders and prices, and special customer packaging can either be displayed automatically or by user request.
Sage X3 erp also supports sales kits with fixed components or special configurations using variants and options. sage software products have a built-in product configurator that allows you to do constraint management and create cost estimates before quote creation. Shipping functions use customer-specific information to schedule deliveries on the right day and to enforce complete shipments of orders or line items as required.
Sage X3 erp has a flexible pricing module. By combining key elements from customer and product master. data, companies can exploit a wide variety of pricing methods like contracts, promotions, sales channel prices, and variable kit pricing. Special features include the ability to price by groups of lines and to add free products or quantities if predefined thresholds are met. Discounts and charges can be automatically factored into the net price or broken out and tracked separately with sage software products.
sage software products like Sage X3 erp provides Real-time margin calculation with Validation and signature process with required approval processes. Also gives control of minimum margin, ﬂoor price, minimum value, or quantity to the user. Querying and justification of prices can be applied at the stage of quotation. Sage X3 also provides a validity date monitoring option to set reminders and record open quote reports.
Quote to Order
Quotes can easily be turned into orders, contracts can be defined, and releases scheduled for fixed and long-term planning horizons with sage software products. User-defined order types assure that only data supporting the appropriate order mode is prompted, allowing companies to vary order acceptance easily to phone, order form, counter sales, and electronic environments.
sage software products enable productivity-enhancing features to include the ability to duplicate previous orders easily and to revise existing orders by populating changes in order date, carrier, or location across multiple line items.
Additionally, secure credit card processing is provided through a seamless connected service utilizing Sage Solution.
Sage X3 erp helps you seamlessly manage the sales process from beginning to end, starting with the management of requests for quotes (RFQs), input and follow-up of replies, and integration into the price list base.
offers functionality to create the direct purchase receipt by just setting a parameter. This parameter indicates whether a user is authorized to create a direct receipt (not attached to a purchase order, a shipment request, or an inter-company shipment). Sage X3 erp for configure to order allows you to streamline the difficult process of quoting, costing, and producing highly configurable end products. Sage software products support Retail, loan, and contract orders or generate sales orders from quotes. sage software products In Sage X3 erp order entry and execution of sales, the order can occur automatically with validation and signature process for approvals and define rules to process sales orders. There is a document counter available for each type of sales order where documents related to specific sales orders can be uploaded.
Order to Allocation
Inventory can be allocated to orders immediately or deferred to a separate process that allocates based on user-defined criteria. Sage X3 erp also supports the ability to reserve inventory for key customers in advance of receiving their orders and to allocate by lot number as required. Ship-to addresses, shipping sites, carriers, and delivery dates can be set by order line, eliminating the need to create separate orders.
Sage X3 erp calculates the shipping dates needed to meet each customer’s delivery date and automatically backorders quantities that are not available at the needed time. Users have easy access to time-phased, Available-To-Promise information, as well as online visibility into different warehouses to help determine the most appropriate shipping point for filling orders. sage software products Alternatively, orders can be sourced by shipping directly from suppliers, by transferring products from other sites, or by creating production orders. sage software products provide the ability to create purchase orders (POs) to preferred suppliers automatically for pre-specified products, such as non-stocks.
Shipment Preparation provides a flexible process for managing warehouse and customer order deliveries. Orders can be processed individually or grouped. These options allow customers to tailor the process to maximize their return on warehouse personnel and equipment.
Mobile Web App for Sales
All sage software products are designed to be accessed by web browsers, including smartphones, tablets, and desktop computers alike. Responsive design makes it possible to design online pages suitable for mobile, tablet, and desktop pages. Mobile Web Applications have been created for increased usability on devices with smaller screen sizes like smartphones – iPhone and Android devices.
It displays a list of key customer information such as; Customer notes, Contacts and addresses, Credit limit, Orders with advance payments not received on time, Orders exceeding the credit limit of the customer, Blocked orders, and Active quotes and quotes to remind. Users can book pending and late orders, block or unblock a customer and documents, check to return with or without credit memo expected status of Invoices validated or non-validated, and allocated and unallocated payments.
Benefits of sage software products web App
- Improve sales efficiency by reducing communication errors and eliminate the need to go to the office
- Provide front-line users with mobile information to make smarter decisions
- Extend and expand usage of the business management system in the organization
- Provide timely information, to enable critical decision making for your employees
- Be able to do business anywhere, anytime
sage software products like Sage X3 erp help you to keep up with demand and ensure optimal efficiency through real-time monitoring of inventory statuses.
Key capabilities of Sage Enterprise Management;
Sage offers a unique and cost effective concurrent user licensing model which many others like Microsoft dynamics365 or Orion do not offer. A manufacturing entity working in 3 shifts will need only one-third the number of licenses assuming that all the shifts are equally busy. If users are spread across geographies – like the US and the Middle East – then the peak usage times vary significantly and the number of users drops to half only on account of the geography and further down on account of concurrency. Imagine the savings with Sage X3 ERP!
- Product configurator, options, and variants
- Pricing and discounts
- Sales commissions
- Quotes, contracts, and open orders
- Multi-level credit checking and order entry
- Order preparation, delivery, packing, and shipping
- Customer returns
- Invoicing and reminders
- Inventory inquiries and allocations