For many Sage X3 users, the shipping process remains a manual process. From toggling between carrier portals to manually typing in tracking numbers, service type and managing complex hazmat products paperwork, the margin for error is high, and lack of real-time visibility can directly impact customer satisfaction and operational costs. Freight shipment is more… Read More »
Introduction With the growing role of AI in ERP systems, Sage Copilot enhances decision-making, automation, and user productivity inside Sage ecosystem.This guide explains the prerequisites and setup process required to successfully install and configure Sage X3 Copilot for the 2025R2 release. Prerequisites These prerequisites ensure system compatibility, secure connectivity, and smooth Copilot performance. Installation &… Read More »
In Sage X3, the Sales Invoice Inquiry function is widely used to review sales invoices and related transactions. By default, this inquiry only displays records coming from the Sales module. However, there may be scenarios where you also need to view AP/AR (Customer BP Invoice) records alongside your sales invoices. This document will walk you… Read More »
Bank reconciliation is a critical process for ensuring that your organization’s financial records align with the actual transactions in your bank account. In Sage X3, reconciling entries by date and amount can be streamlined with a few systematic steps. This post will guide you through the process of reconciling bank entries using these criteria, including… Read More »
In today’s fast-paced supply chain environment, efficiency is key. Businesses need solutions that save time, reduce manual effort, and ensure accuracy in every delivery. With GUMU™ ShipEazy for Sage X3, managing multiple shipments has never been simpler. This powerful add-on allows users to process several shipments simultaneously, merge similar deliveries, and handle label printing and… Read More »
In today’s fast-paced logistics environment, businesses need more than just timely dispatches. They need real-time visibility, accurate updates, and complete control over every delivery. That is exactly what GUMUTM ShipEazy’s Shipment Tracking feature for Sage X3 is designed to provide. It simplifies how businesses monitor shipments, ensures transparency, and enhances customer confidence – all within… Read More »
The Profile section in Sage Enterprise Intelligence (SEI) lets you customize how the system looks and works for you. It’s a quick way to make SEI more comfortable and efficient to use every day. Here’s a simple guide to what you can do in the Profile tab. Fig .1.User settings General Settings These are your… Read More »
In today’s competitive business world, companies always face one big question: how do you keep your sales team motivated to go beyond just meeting their targets? The key is to understand what really drives people at work. In most businesses, sales representatives already earn a commission as part of their salary. But sometimes, companies want… Read More »
A navigation page is a page that organizes the links to different menu items referring to Sage ERP pages. A navigation page is defined by the following information: MODULES: This section displays all the modules of the navigation page. Modules can be added by selection from a list of available modules, their label can be modified.… Read More »
We know that local menu in Sage X3 is nothing but the list of options provided to the user to select any one from them. For example, if there is a field which requires numerous options to be listed then you may come across an error regarding line limitation while entering values for local menu… Read More »
