Sector

ERP for Food and Beverage.

Food and beverage businesses face regulatory, traceability, and perishability requirements that standard ERP cannot accommodate. Sage X3, deployed by Mysoft, handles batch traceability, shelf-life management, recipe costing, and compliance reporting as core capabilities — not add-ons.

Sage Platinum Club Winner

20+ Years Experience

UK&I + North America

First UK Sage X3 Partner

Sector Challenges

What must food & beverage ERP handle?

Batch & lot traceability.

End-to-end lot traceability from raw-material receipt through production to despatch. Recall readiness means identifying every affected batch and customer in minutes, not days.

Shelf-life & date management.

FEFO picking, best-before management and automated near-expiry alerts, integrated with procurement and production planning. Reduces waste and recall exposure.

Recipe & formulation costing.

Variable recipe costing, yield management and co-product / by-product accounting. Product costs update automatically when ingredient costs change.

Regulatory & certification compliance.

BRC, SALSA, and retailer audit documentation. Allergen management, label compliance, and specification control, so documentation is a system output, not a manual exercise.

Promotional pricing & customer management.

Complex customer price agreements, promotional pricing, and retrospective discounts, typical in food retail supply, are handled natively in sales order management.

EDI & retailer integration.

Purchase order, despatch advice and invoice EDI with major UK and European retailers. X3CloudDocs handles notification and acknowledgement within Sage X3.

How F&B differs

Why is F&B ERP selection different?

Food & beverage isn’t “standard manufacturing.” You’re managing perishability, tight margins, strict compliance, and constant change, all while protecting quality and customer trust. The system has to handle that complexity as part of everyday operations, not as bolt-ons.

When an ERP can’t manage these natively, teams fall back on spreadsheets and manual checks, which increases risk, slows production and makes reporting harder than it should be.

What makes F&B different

Recall readiness

Why is recall-readiness now a competitive advantage?

In food & beverage, risk isn’t theoretical. A single issue can trigger a recall, disrupt production, and damage retailer confidence. The manufacturers who move fastest are the ones who can trace faster, quarantine accurately, and prove compliance, without scrambling.

Free Sage e-Book

The Future of Food & Beverage Manufacturing.

A practical, F&B-specific guide to reducing recall risk and improving traceability, compliance and shelf-life control.

Sage X3 Capabilities

Purpose built for food & beverage operations.

Production & recipe

Multi-level bill of materials (% or fixed units)
Formula & recipe management
Yield optimisation & planned vs. actual
New Product Introduction (NPI)
Quality control & inspection workflows

Inventory & traceability

FEFO, best-before & expiry control
Batch & serial / lot traceability
Directed put-away & pick planning
Real-time stock by site, location & lot
Multi-warehouse & replenishment engines

Finance & multi-site

Multi-site, multi-company, multi-currency
Role-based KPIs & dashboards
Automated workflows & alerts
Event-based triggers
VAT & tax compliance — UK & international

X3CloudDocs Automation

AI purchase invoice capture and coding
PO to SO automation
Electronic document management in-ERP
Electronic notification and acknowledgement
Three-way matching with exception flagging
High-volume processing with governance controls

on demand demonstration

See our solutions in action.

Book a no-obligation consultative-led demo of our solutions.

AI Transformation for Food & Beverage

Where AI delivers in food & beverage organisation's operations?

Demand and inventory forecasting

AI-assisted demand forecasting integrated with purchasing and production planning, reducing overstock, improving service levels, and eliminating the manual spreadsheet models most finance teams use today.

AI Agents

Sage X3’s Sales Intelligence Agent proactively alerts teams to risks such as overdue orders, delayed shipments or declining customer demand, so you can identify issues earlier and respond faster, before they escalate.

Automated AP processing

X3CloudDocs PIA processes supplier invoices from capture to posting with minimal human intervention, achieving 85%+ straight-through processing rates in high-volume manufacturing AP functions.

Learn more about what AI means and how your organisation can move from Stage 1 to subsequent stages here.

AI Readiness Assessment

Is your finance infrastructure ready for the next stage of growth?

Find out where your back office is holding the business back — and what a realistic path to resolution looks like. Our assessment benchmarks your current position against mid-market peers and identifies the highest-priority gaps.

AI Readiness Assessment

Maturity Score

5 domains · 13 questions

Score

0 / 39

—

ERP & Data Foundation

—

Process Maturity

—

AI & Tech Readiness

—

Governance & Controls

—

Organisational Readiness

—

Why Mysoft

Proprietary IP that no competitor currently matches.

With 20+ years of Sage expertise, proprietary automation IP, and a structured AI governance framework, we go further than any other UK Sage partner.

Proprietary ip

The only UK Sage partner with in-house AI automation IP.

X3CloudDocs — the top-rated Sage X3 Marketplace product is Mysoft-built and Mysoft-exclusive. It is the automation foundation that bridges Stage 1 and Stage 2 of every AI transformation journey we deliver on Sage X3. We also leverage native automation functionality built into Sage X3 and Sage Intacct at every stage of the journey.

#1 Rated Sage X3 Marketplace product

Governance Framework

A structured path to AI that your board can defend.

Our Agentic Finance AI Governance Framework gives finance leaders a four-layer governance model — process, control, intelligence, and agentic workflow. It makes AI adoption auditable, incremental, and board-defensible. No competitor currently articulates this depth.

4 Layer governance model

Curated ISV Ecosystem

The integrated technology stack that extends beyond ERP.

A curated partner ecosystem that extends the value of Sage X3 and Sage Intacct across warehousing, manufacturing, logistics, BI, and people. Designed to work together and governed from the outset. Netstock · Lynq · SEI · Phocas · ZAP BI · Velixo · WebExpenses · Payhawk

10+ Certified ISV partners

Institutional Knowledge

Unmatched knowledge of Sage systems

With 500+ years of collective Sage experience and 125+ customers using Sage systems, Mysoft brings a depth of knowledge few partners can match. Across Sage X3 and Sage Intacct, our specialists understand the finance, operational and technical detail needed to make Sage work harder for every business.

125+ Customers using Sage systems

Customer Transformation Stories

Real businesses.
Measurable outcomes.

Electronics Manufacturer

We see Sage X3 as the long-term solution for our business. If we are going to be investing in software, then it makes sense for us to invest in a modern solution that is being continuously developed, rather than one that is reaching the end of its life. We wanted a solution that has the potential to expand, and that is what we saw in Sage X3. It can accommodate multiple countries and, potentially, in the future, advanced business intelligence tools and CRM as well.

IT Manager

Pickering Interfaces

Sage X3

7

Territories Supported Globally using
Sage X3

Distribution

Sage X3 is the core of our operation. Mysoft has been instrumental in the success of this project. Sage X3 has enabled us to automate and implement new business processes, and we now have greater visibility of data than ever before. Before Sage X3, reporting was difficult; we still had people printing reports, and the technology was outdated. Sage X3 offered us a scalable, capable solution that we can build our business on.

IT Director

Madison

Sage X3

94%

of transactions are handled automatically without intervention

Manufacturing

Sage X3 was identified as the best ERP for GCT as it provided a rock-solid foundation upon which we can build the precise functionality that we need to address the specifics of our business and address new challenges. In Sage X3, we identified an ERP that would give us a foundational reconfiguration of our business, providing us with the capability to grow and adapt in what is becoming a more complex world.

Head of Operations

GCT

Sage X3

92%

Satisfaction rating from users one year after implementation

Food & Beverage

As our business has grown so have the expectations of our customers and suppliers. Sage X3 has allowed us to meet the demands of our trading partners by providing us with a powerful, yet easy-to-use set of tools.

IT & Systems Manager

R.H. Amar

Sage X3

4.5 Hours

Time saved by the Accounts Payable Manager after automating the AP function

Food & Beverage

See Sage X3 and X3CloudDocs in Your Context.

Scenario-based demonstrations built around your specific food & beverage challenges — not generic product tours.

ERP for Food and Beverage.

What must food & beverage ERP handle?

Batch & lot traceability.

Shelf-life & date management.

Recipe & formulation costing.

Regulatory & certification compliance.

Promotional pricing & customer management.

EDI & retailer integration.

Why is F&B ERP selection different?

What makes F&B different

Why is recall-readiness now a competitive advantage?

Free Sage e-Book

The Future of Food & Beverage Manufacturing.

Purpose built for food & beverage operations.

Production & recipe

Inventory & traceability

Finance & multi-site

X3CloudDocs Automation

See our solutions in action.

Where AI delivers in food & beverage organisation's operations?

Demand and inventory forecasting

AI Agents

Automated AP processing

Is your finance infrastructure ready for the next stage of growth?

Proprietary IP that no competitor currently matches.

The only UK Sage partner with in-house AI automation IP.

A structured path to AI that your board can defend.

The integrated technology stack that extends beyond ERP.

Unmatched knowledge of Sage systems

Real businesses. Measurable outcomes.

7

94%

92%

4.5 Hours

See Sage X3 and X3CloudDocs in Your Context.

Ready to build the infrastructure your next chapter actually needs?

Real businesses.
Measurable outcomes.