Recent articles and survey results posted online suggest that CRM software has become a top priority for businesses in 2014. So in this article, we’re going to focus on the CRM functionality that’s available in Sage ERP X3.  Because some customers have been using Sage X3 for a long time but never even knew these CRM features - or hidden gems - were right at their fingertips all along.

Sales Tax Compliance Made Easy

Sales tax management and compliance is a tedious activity that’s a burden to many businesses.  Companies that are calculating sales tax manually are wasting valuable time and resources on a process that’s complex and error-prone. So let’s explore the benefits of automating sales tax compliance with Sage Sales Tax for Sage ERP X3.

Batch processing in an ERP system refers to a method of transaction processing where your system collects data over a small period of time before processing and posting entries to your general ledger. Instead of processing each journal entry as it comes into your system, entries are "queued up" so that your ERP system can process them all at once.

Sage X3 makes it easy for you to enter and manage batches in your system. In this blog post, we'll show you how to use the batch entry function allowing you to enter multiple journal entries - which can be from different sources or locations - all prior to validation and posting. 

Lets take a closer look ...

We recently saw the introduction of Sage Inventory Advisor - an affordable cloud-based application that is helping companies reduce excess inventory and working capital while eliminating stock-outs. Let's take a closer look at this unique new advanced inventory add-on solution now available for Sage 100, Sage 300, Sage 500, and Sage X3.

When entering transactions in Sage X3 that include products/inventory, you have several options for searching on the Product Field:

1. You can access the Selection List, where you can use the Quick Select feature to filter items on the list

2. You can right click on the Product Field for advanced searches and selections

3. Or, you can type in the first few characters of the item reference number or the item's description, which will automatically filter your Selection List. 

Let's take a closer look at the last option #3 which has been enhanced in Sage X3 Version 6.5.