We have introduced a new WhatsApp Integration module in Sage X3. With this feature, customers or vendors can now receive selected transaction details along with attachments directly via WhatsApp. This integration streamlines communication, enhances efficiency, and ensures that important documents are delivered quickly and securely. Features of WhatsApp Integration Module: The WhatsApp Integration Module in… Read More »
One of our clients noticed that while creating or updating a supplier or customer record in Sage X3 they need to enter the city and region, and postal code as per the address. This manual process is time-consuming. As a result, they inquired whether there was a way to streamline the process. So we have… Read More »
Customer relation in business includes various factors to streamline the process including business partner details. And to achieve this various details about customer business and their various location and company sites , contact details, description etc. Thankfully the Sage X3 has a new function involved under customer relations named Identify. To navigate to this screen… Read More »
As you all know, multi-currency is the key feature for Sage X3. With the multi-currency support, you can define Suppliers/Customers in Sage X3 with different currencies such as INR, USD, AUD, EURO, etc. This helps the user to do the ERP transactions in various currencies depending on the Supplier/Customer currency. But sometimes, you may face… Read More »
