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Sage X3 Food & Beverage

Comprehensive ERP solution for food & beverage industry

Unlocking Potential

Compliance, Traceability & Smarter Operation With Sage X3

Food & beverage ERP selection is different: traceability, quality control, batch tracking, expiry and compliance can’t be afterthoughts. This PDF pulls together what independent reviewers highlight about Sage X3’s fit for the sector.

Regulatory Compliance

Food and beverage companies face increasing regulatory pressure every day. Sage X3 helps you comply quickly so you can stay focused on growing your business—not fighting paperwork.

Thorough compliance also builds trust. With better visibility and traceability, you can respond faster and more confidently to customer, auditor, or retailer questions.

Sage X3’s traceability tools support stronger handling of recalls, expiration management, sustainability requirements, allergen-free production, and labelling—so you can keep pace with changing standards without increasing overhead as your business evolves.

Built-in Industry-Specific Capabilities

Designed for the food and beverage industry, Sage X3 includes industry-specific capabilities such as recipe management, quality control, regulatory support, and lot tracking.

These tools help you manage the realities of F&B operations—consistent production, controlled processes, and end-to-end traceability—without relying on bolt-ons or workarounds.

Accurate Data & Forecasting

Many food and beverage companies struggle to anticipate demand, which can lead to wasted stock or lost sales from understocking. Sage X3 helps you turn historical performance into actionable insight.

With powerful reporting and business intelligence, you can produce more accurate forecasts, reduce waste, control costs, and make faster decisions with confidence.

For more information, download our Sage X3 for the food and beverage industry whitepaper

Sage X3 Solution To Food & Beverages Industry Challanges

Why F&B ERP selection is different?

Solving Operational Challenges in Food & Beverage

Why recall-readiness is now a competitive advantage

Benefits of Sage X3

Useful Resources

Why F&B ERP selection is 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. That makes ERP selection more demanding, because the system has to handle complexity as part of everyday operations, not as add-ons.

What makes F&B different:

Full ingredient, batch, and lot traceability
Quality control built into the process
End-to-end batch tracking
Specialised units of measure and conversions
Shelf-life and expiry management
Regulatory and customer compliance

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

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A practical overview of what analysts commonly assess in F&B ERP selections, and where reviewers say Sage X3 stands out: general strengths, finance, supply chain, and production.

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Sage X3: Solving Operational Challenges in Food & Beverage

Food and beverage operations don’t just need “real-time” data — they need the right information, at the right moment, in the right place. Sage X3 delivers faster visibility and better control across finance, warehouse, and production, helping you reduce waste, improve service levels, and stay compliant as demands change.

Operational Automation

Manual touchpoints slow everything down and increase risk. Sage X3 automates key operational activity—such as sales orders, stock movements, and routine processing—so your teams spend less time on admin and more time on high-value work.

Because Sage X3 is natively multi-site and multi-company, you can standardise and scale automation across the organisation without creating complexity.

Outcome: fewer errors, faster processing, improved efficiency at scale.

Workflow Notifications & Exception Handling

Some processes will always require human input—approvals, checks, and decisions. Sage X3 workflows (including email notifications) keep tasks moving smoothly between teams, reducing delays and improving accountability.

With the Sage X3 workflow engine — and Mysoft enhancements — you can accelerate turnaround times and keep operations flowing without bottlenecks.

Outcome: fewer stalled tasks, quicker approvals, tighter operational control.

Data Visualisation & Role-Based Access

Real-time information only helps if people can actually use it. Sage X3 combines native reporting with BI options to make operational and financial data easier to access through role-based dashboards and landing pages—tailored to each function.

Outcome: faster decisions, better prioritisation, clearer performance visibility.

Cloud Access & Business Continuity

Modern operations aren’t limited to one site—or one way of working. With cloud-ready capability, Sage X3 supports secure remote access to business-critical systems, improving resilience and ensuring continuity during disruption.

Outcome: better continuity, stronger service quality, improved agility.

Download the IDC report to discover how a new generation of ERP can help respond to accelerated change and deliver customer experience on a scale.

Why recall-readiness is 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.

One-step traceability
Quality holds and approvals
Shelf-life visibility
Supplier + production history
Clear playbooks

Download the e-Book

Download the eBook for a practical, F&B-specific guide to reducing recall risk and improving traceability, compliance, and shelf-life control.

Benefits of Sage x3 For Food & Beverage

Bill of Material

The Bill of Materials, or BOM, is the list of raw materials needed to produce the finished product. Within Sage X3 these materials can be added as percentages as well as fixed units. This means that whatever final quantity of finished product is needed, 3, 27 or 1,345, the Bill of Materials will always be able to show exactly how much of each material is needed. This is a great scalable feature for growing businesses. No matter how much the volume of products is increased, the system will still be able to provide the quantity of raw materials needed.

Multi, Multi, Multi

Multiple sites running on different systems cause data errors and order confusion and make reporting on business performance difficult.

Sage X3 can help by providing:

A common frame of reference and management rules
Flexible reporting, cross-functional views, scalable operations
Monitor performance with role-based KPIs and dashboards

Even within a single company, you can work with multiple transaction currencies and also translate those into reporting currencies based on daily, monthly or average exchange rates. So if you’re in the UK and need to report monthly figures to New York or Paris, then Sage X3 can handle the currency conversions automatically for you.

Formula & Recipe Management

Predict and optimise the yields of multiple outputs of a production job by comparing planned inputs to planned outputs and plugging these values into a recipe or formula specification prior to initiating a production job.

Accuracy Features

Bad weather strikes, crops fail, a new food trend pops up and all of a sudden you have far too little product – or far too much. good business intelligence can help you predict seasonal changes in supply and demand so you can stock up or sell out accordingly. Sage X3 provides that intelligence in a customisable, easy-to-use interface.

Time to Market

Sage X3 offers a range of capabilities which accelerate products getting to market. From New Product Introduction (NPI) functionality to automating key manufacturing processes you save time in the production process; helping you ensure that your business is always delivering your products to market on time, at the right margin.

Quality Control

Track and maintain quality specifications and test results for raw materials, intermediates and finished goods at various stages in their life cycle.

Sage X3 has a number of quality control functions that will put your (and your customer’s) mind at ease. QC processes are integrated across your entire organisation with inspections automatically enforced at user defined stages of goods-in and manufacture. If the system detects non-conformance to required characteristics, operational specifications, or expected results you are alerted immediately and know about any faults or mistakes long before your customer has ever set eyes on the finished product. This is backed up with full traceability and recall functionality.

Purchasing and Procurement

Sage X3’s purchasing and procurement features offer a comprehensive and efficient solution for managing procurement processes. With quick access to vital information such as products, price lists, discounts, and carriers, users can make informed decisions swiftly. The platform’s versatile accessibility allows inventory counts and details to be viewed from a desktop, tablet, or mobile device, ensuring that essential data is always at hand. Sage X3 also streamlines the creation and management of purchase requests, orders, and contracts, while its budget monitoring and multi-stage signature control features enhance oversight and approval processes. Additionally, the system supports outsourcing, making it a robust tool for optimizing procurement activities and maintaining control over expenditures.

Compliance

Food and beverage companies face more regulatory pressure every day. Sage X3 will help you comply quickly so you can focus on growing your company. The software’s robust core functionality enables companies to easily streamline compliance and eliminate inefficiency, providing a significant advantage over legacy systems and other less powerful ERPs.

Automated Workflows and Alerts

Sage X3’s automated workflow and notification management allows businesses to respond confidently and rapidly to changing conditions. These workflows are pre-configured based on best practices, ensuring efficient operations from the start. Additionally, they offer flexible rules that can be customized for specific processes or tailored by user, role, or group, providing a personalized and adaptable solution for managing business activities.

Event-Based Triggers

Sage X3’s event-based triggers offer versatile functionality, allowing actions to be initiated based on various conditions such as data changes, data entry, processes, system events (like data export, print, or email), or user actions. This flexibility ensures that the system can respond dynamically to a wide range of scenarios, enhancing operational efficiency and responsiveness.

Personal Dashboards

Sage X3’s personal dashboards give users a real-time, company-wide view of operations, enabling informed decision-making. With role-based KPIs and customizable dashboards, users can monitor performance metrics tailored to their specific needs. The platform allows for the inclusion of pertinent information on individual dashboards, providing a personalized user experience. Furthermore, users can swiftly identify anomalies and access detailed information with a single click, ensuring quick and efficient issue resolution.

Complete Inventory Control

Eliminate inefficiencies and streamline your inventory levels with end-to-end integration of your warehouse management as well as reduce inventory write-offs with expiration date, use-by-date, or re-control date management.

Stock and inventory quality control processes being time-consuming and difficult to trust.

Sage X3 Can help by providing:

Extensive warehouse management capabilities.
Supports directed put-away, pick-planning and scheduling.
Searchable stock balances by site with further zooms to location and lot levels
Real-time traceability.
QC activity available for inquiries, audits and report generation.
Cost control with the integration of additional purchasing costs.
Anticipate shortages with the integration of the sales forecasts.
Multi-warehouse management.
Multiple replenishment engines.

Download Our Sage X3 for Food and Beverage E-Book

Helpful Resources

How Sage X3 Is Driving Results for Food & Beverage Businesses in 2025

Navigating Your ERP Journey from On-Premise to the Cloud

How ERP Innovation Is Addressing The Challenges Of The Food & Beverages Industry Today

How Sage X3 Benefits Food and Beverage Manufacturers

The 6 Biggest New Trends in the Food & Beverage Industry in the Age of Digital Transformation

How to Gain Traceability and Visibility of Stock

Frequently Asked questions

How can Sage X3 benefit the Food and Beverage industry?

Sage X3 offers several benefits for the Food and Beverage industry, including:

Enhanced traceability and compliance with regulatory requirements.
Improved inventory management and demand forecasting.
Streamlined production processes and quality control.
Better management of recipes, batches, and production yields.
Integration of all business operations for improved decision-making.

Is Sage X3 compliant with food safety regulations?

Yes, Sage X3 is designed to help businesses comply with various food safety regulations such as FDA, FSMA, HACCP, and others. It provides features for traceability, quality control, and compliance reporting.

How secure is Sage X3 for storing sensitive data?

As a wholesaler or distributor, your business can be exposed to confidential information and/or trade secrets. Sage X3 offers robust security features to ensure the safe storage of sensitive data.

Role-Based Security: Sage X3 employs role-based access control, allowing administrators to define roles and permissions for each user. This ensures that only authorised personnel can access sensitive data.

Data Encryption: All data stored in Sage X3 can be encrypted, protecting it from unauthorised access even if someone gains access to the underlying database.
Audit Trails: Sage X3 maintains detailed audit trails, recording all user actions within the system. This provides visibility into who accessed what data and when, helping to detect and prevent unauthorised activities.
User Authentication: The system supports strong user authentication methods, including password policies, multi-factor authentication, and integration with LDAP or Active Directory for centralised user management.
Data Masking: Sage X3 can mask sensitive data fields to prevent unauthorised users from viewing or accessing certain information, especially in non-production environments.
Secure Data Transmission: When data is transmitted between Sage X3 and external systems, it is encrypted using industry-standard protocols like SSL/TLS, ensuring data integrity and confidentiality.
Compliance: Sage X3 is designed to help businesses comply with various data protection regulations such as GDPR, HIPAA, and SOX. The system provides features to assist with data privacy and compliance reporting.
Regular Security Updates: Sage regularly releases security updates and patches to address any vulnerabilities and enhance the overall security of the system. It’s essential to keep the system up-to-date to mitigate security risks.
Data Backups and Disaster Recovery: Sage X3 supports regular backups of data, which can be stored securely off-site. Additionally, the system can be configured for disaster recovery to ensure data availability in case of system failures or disasters.
Security Audits and Assessments: Sage X3 undergoes regular security audits and assessments to identify and address potential security weaknesses. This ensures that the system meets industry best practices for security.

By implementing these security measures, Sage X3 provides a robust framework for safeguarding sensitive manufacturing data against unauthorised access, breaches, and other security threats.

Is Sage X3 cloud-based or on-premise?

Sage X3 offers both cloud-based and on-premise deployment options.

With cloud-based deployments, users can choose to host it in a private cloud environment or a private area in a public cloud environment.

Mysoft have the expertise and capability to guide you through the selection process to deploy X3 in the way that is right for your business. We also work with a number of hosting providers to ensure our customers have options to support domestic and global operations.

Is Sage X3 mobile-friendly?

Yes, Sage X3 offers a user-friendly interface which is mobile-friendly, allowing your personnel to work across a number of devices and access up-to-date information as long as they are connected to the internet.

Can Sage X3 handle allergen and ingredient tracking?

Absolutely. Sage X3 allows you to manage detailed information about ingredients, including allergens. It supports full traceability from raw materials to finished products, ensuring that you can track and manage allergen information effectively.

How does Sage X3 help with inventory management?

Sage X3 provides robust inventory management capabilities including real-time inventory tracking, automated reorder alerts, and detailed reporting. It helps optimize stock levels, reduce waste, and improve overall inventory accuracy.

Can Sage X3 manage recipes and formulations?

Yes, Sage X3 includes functionalities for managing recipes and formulations. It allows you to create and manage detailed recipes, adjust formulations, and track production batches, ensuring consistency and quality in your products.

What kind of reporting and analytics does Sage X3 offer?

Sage X3 offers advanced reporting and analytics tools that provide real-time insights into your business operations. You can generate customized reports, monitor key performance indicators (KPIs), and gain a comprehensive view of your business health.

Is Sage X3 scalable for growing businesses?

Yes, Sage X3 is highly scalable and can grow with your business. It is designed to handle increased transaction volumes and can be customized to meet the changing needs of your business.

How does Sage X3 integrate with other systems?

Sage X3 offers robust integration capabilities with other software systems, including CRM, e-commerce platforms, and third-party applications. This ensures seamless data flow and enhances overall business efficiency.

Can Sage X3 help with sustainability and waste reduction?

Yes, Sage X3 can aid in sustainability efforts by optimizing production processes, reducing waste, and improving resource utilization. It provides tools to monitor and report on sustainability metrics, helping you achieve your environmental goals.

How does Sage X3 handle multi-site operations?

Sage X3 supports multi-site and multi-company operations, allowing you to manage and consolidate data across different locations. It provides centralised control with the flexibility to address local requirements.

What is the implementation timeline for Sage X3 in the Food and Beverage industry?

The implementation timeline for Sage X3 can vary based on the complexity and specific requirements of your business. Typically, a phased approach is adopted to ensure a smooth transition and minimal disruption to operations. Mysoft will work with you to develop a tailored implementation plan.

Hear From Our Customers

Customer success is at the heart of Mysoft’s mission and we take pride in every project we deliver.

Mysoft were transparent, supportive, and helpful. The project was straightforward and smooth.
Nottingham Venues – Financial Controller

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.
Madison – IT Director

We’ve received excellent support from Mysoft for our Sage X3 system. They are quick to respond and resolve issues; and draw-in resources from their wider business to assist where necessary.
TIMCo – IT Director

The Mysoft team have always been really friendly and clearly hard-working, seen through all the days they were willing to come all the way to Wales to see us! It was due to the people at Mysoft that we committed to the contract with them.
Burns Pet Food – Project Manager

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.
RH Amar – IT Director

Why you should choose Mysoft For your ERP jounrey

Unmatched Sage X3 Expertise

As the first Sage X3 UK partner, with a team of over 50 Sage X3 dedicated professionals who have over 400 years of collective experience we have positioned ourselves as one of the most knowledgeable (if not the most)product & subject matter experts for X3 in the manufacturing industry.

Best in Class Sage X3 Support

At Mysoft we focus on helping your company achieve the highest efficiency and agility possible. Our extensive and diverse experience in understanding ERP allows your business to unlock its full potential using Sage X3. Our expert team combines advanced Sage X3 knowledge with a wealth of real-world business, financial and IT experience.

Our Support team can provide meaningful assistance around the world on all aspects of Sage X3. For more information, visit our support page.

Referenceability

For Mysoft, our satisfied customers are our best advocates. We recognise that every business is unique and distinct, and we tailor solutions to meet the specific needs of each site. Our focus is operational excellence, from initial scoping and implementation to ongoing development and support. Mysoft’s track record of successful implementations and positive client feedback demonstrates our commitment to providing great outcomes. We hope that our team serves as a trustworthy companion on your ERP journey, ensuring a safe and reliable experience.

Implementation Methodology & Approach

Having been established 20 years ago, and as the first Sage X3 partner in the UK, Mysoft recognises that implementing an ERP system is never the same twice, every business is different and needs an approach that respects that and works with the business – not against it.

Mysoft adopts an customer-centric approach to project delivery. This means that we deploy expert resources in every aspect of your ERP implementation, from project management, support, consultancy, and R&D teams.

Development Capabilities & Suite of Plug-Ins & Solutions

Over the two decades of operation, Mysoft has grown and honed our internal development capabilities.

Our team have developed over 10 ‘ready-to-use’ Plug-Ins, and brought the X3CloudDocs automation solution to market. X3CloudDocs is the top listed solution on the Sage X3 marketplace. We regularly carry out bespoke development work for clients, using our structured approach to deliver effectively to a very high standard.

A recurring theme in testimonials we receive relates to the development capabilities and timeframes that Mysoft has been able to provide customers. When choosing Mysoft, you are truly choosing a development powerhouse and can be assured that you are getting the best in the industry.