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Customers who would like signature control for Purchase Invoices.
The ability to set-up signature circuits for Purchase Invoices thus preventing payments prior to authorisation.
Purchase Invoice signature control works in the same way as Purchase Requisitions and Purchase Orders. Invoices can be approved via e-mail as per standard Sage X3 workflow or via the Workflow Monitor Workbench.
In common with other Signature processes, this function is controlled by a new Parameter which can be set at Company level. It has the same three values; No, Optional, Mandatory.
Once you have sent an invoice for approval and there is a signature circuit, you will not be able to modify the Invoice until it is signed or rejected. You will not be able to Post it until it is Fully signed.
The plug-in delivers a set of 6 Workflow Rules which are similar to the standard sets provided for other functions. Experienced users may modify these Workflow rules for their own requirements.
The Signature Workflow also is applied to Credits, but if this is not required, then these can be given entries in the User Rules of Assignment with the Signer GUSER (using Formula/Users). For example, you could use the field PINVOICE.INVTYP as part of the criteria.
Customers who require a real-time e-commerce integration with Sage X3.
The e-commerce plug-in is a combination of web services, SQL views and Sage X3 functions.
SQL Views
A number of SQL views have been created to easily make the Sage X3 data available to the website.
These include;
Web Services:
A series of web services are available to perform real time processing between the website and Sage X3.
Businesses that trade using different currencies
Automation in the maintenance of exchange rates, increasing financial accuracy through eliminating manual entry errors and delays.
Sage X3 Exchange Rate can be found within the Financials section of Sage X3
For businesses that trade using a range of different currencies, accuracy is important. Exchange rates change every second so it can be challenging to stay up to date. Commonly, exchange rates are manually entered in to Sage X3 at the start of each day (for Daily Rates). These will be used by the entire business, usually for 24 hours.
This process is inefficient, relies on human intervention, and can present keying errors. With the Mysoft Exchange Rate Plugin, these issues are eliminated. Sage X3 Exchange Rate replaces manual input and enables seamless automation.
In Sage X3, the user is able to configure a set of rules for each desired trading currency. Currency information is populated using detailed exchange rate data provided by third party software, made available via API. This enables a high level of accuracy and time-relevant data.
Field selection allows flexible set up for each exchange rate, for example, the number of decimal places and rate type. Once set up, exchange rates in Sage X3 are automatically updated according to the configuration. The system uses accurate figures from a reliable external database.
This Plugin is particularly useful for businesses operating in multiple territories, or simply those that work in varying currencies. Continuity is ensured at each site while the risk of human error is eliminated.
Additionally, a log of exchange rates is stored on the system, thereby providing full auditability of the currency transactions. A Sage X3 user can access a day-by-day history of all rates used within the business and any customer discrepancies can be easily settled by referring to this data, strengthening business relationships.
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Businesses that use third party carrier services to deliver their products and are looking to optimise the sales to shipping process.
Reduced admin time and improved efficiency in processing and delivering orders to customers.
The Carrier Interface sits neatly within the shipment module in Sage X3.
Warehouse operations spend valuable business time re-keying shipment information to be able to process orders with external carrier services. This re-keying is both inefficient and introduces an opportunity for data-entry errors. Mysoft’s Carrier Interface removes the need for warehouse staff to manually copy basic shipping information from their Sage X3 solution into the carrier system.
The Carrier Interface is used to set up a template that is configured to the carrier that a business is using, for example, DPD. The interface has been developed with a flexible template set up, which is essential as each carrier will require a different format of shipping information. This Plugin is particularly useful for businesses using more than one carrier service.
Once set up, the templates can be automatically populated with all relevant customer information that has previously been entered into Sage X3. Efficient communication from the warehouse to the carrier means that the customer’s order is completed in a fraction of the time and with reduced shipping errors.
The Plugin enables a business to seamlessly process orders from the sales department, through the warehouse team, and out to an external carrier service with minimal manual input. The automation of basic admin jobs throughout sales and shipment operations can save considerable amounts of time, as well as improving the accuracy and efficiency of the data that is received by the carrier.
Other key features include:
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Suppliers of major supermarkets and retailers who will only trade with customers via EDI
Considerably reduced admin time and real-time anomaly notification, minimising manual data errors
EDI consistently updates in the background, automatically pulling orders into Sage X3, with a workbench to manage the exceptions.
Integrate your EDI Sales Orders, Sales Invoices and Sales Credits perfectly with Sage X3. The interface provides the automated Import/Export of data from standard EDI document templates. This Plugin is particularly useful for companies that trade with major supermarkets and high street outlets, and who often require this type of technology to be a trading partner.
Sales Orders received via the OpenText Freeway, automatically get converted into a format that Sage X3 understands, pre-populating the relevant fields in the solution. This happens automatically with no manual input needed. For your business, this means a higher level of efficiency and a reduction in the amount of work-hours required to manually enter orders. The automation of data entry also saves user errors being made.
Once an order has been invoiced, the EDI export files are automatically generated.
The Plugin also features an event viewer function which logs all EDI interface activity. An improvement from Sage X3 as standard where a user is expected to browse through log files to find any exceptions.
A workflow notification can be triggered if an error occurs in the process. An email will automatically be sent out to the appropriate employee, therefore, avoiding issues being missed and allowing for problems to be remedied promptly.
The impact of implementing EDI is huge in terms of the potential time savings. It is also essential for businesses aiming to grow within the larger retail sphere in order to keep up with the technology of their peers; driving efficiency, business velocity, and managing by exception.
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Multi-site businesses that need a global view of inventory to manage stock more efficiently.
A comprehensive view of stock across the entire business to improve visibility and flexibility to ensure inventory is best placed to meet customer demands
An information hub found in the Product Screen to succinctly view a large quantity of inventory data
The Stock Situation Plugin provides a hub from which users can view inventory levels and availability across the entire business, even in organisations that operate in multiple countries. Global visibility of stock is important to ensure stock is available in the right locations so you can provide the customer with the best service.
The stock summary, across all sites, can be viewed per product. This includes current stock level, available stock, allocated stock, in-transit stock, and more. It is also possible, via line actions, to drill through to other enquiries should more detail be required.
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Buyers, production planners, inventory managers and sales teams who need quick access to a summary of a products’ performance
The ability to predict sales trends without the need to create reports
Sales History is displayed in an easy to read graphical or tabular format found in the Product Screen
The Sales History Plugin provides a summary of sales by product. The results are displayed in a graphical or tabular format with the option of a weekly view or monthly view. The data illustrates the quantity of a particular product that has been consumed in the time period. The values are compared to the previous year.
This enables the user to analyse differences in the data and conclude any trends or patterns from their findings, without having to run a report. This subsequently reduces the risk of a product going out of stock, or a stock surplus occupying valuable warehouse space.
Sales Quantity, Value and Margin are also shown. Using this information, the user is able to compare the amount of product purchased against the margin from year to year or month to month. Therefore, easily assessing the value of an individual product within the business.
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Businesses that process sales orders over the phone and want to improve their order taking efficiency
Maximised sales opportunities through increased transaction value and order volume
Many aspects of this Plugin will appear automatically throughout Sage X3’s sales order process
The Advanced Telesales functionality is designed to maximise sales opportunities at every step of the ordering process. The Plugin makes it easier to generate more sales by automatically prompting Sage X3 users when processing orders over the phone.
The Plugin allows easy access to a wide variety of additional Sage X3 functionality from within Sales Order creation. It includes;
Cross Sell/Upsell suggests products to the Sage X3 user that are related to the products a customer is purchasing e.g. a memory card to be sold with a digital camera. Rather than having to manually search for this, the user is automatically reminded of a related product, making conversation with the customer seamless and professional, and ultimately generating higher order value.
When a new order is created from an existing customer, a check for missed products will be made by Sage X3 based on that customer’s order history which can be defined in weekly, monthly or quarterly periods. Subsequently, a screen appears with the product/products and an option to add them to the order. This creates organic sales opportunities during the sales process by ensuring regularly ordered items are never missed.
Product Substitution is an ideal Plugin for businesses that regularly update their products or have seasonal goods, such as clothes. Out-of-the-box Sage X3 will automatically select the latest version of a product. With Product Substitutions, the user is able to easily browse the chain of supersessions and choose the one that is most suitable for the customers’ needs.
This Plugin avoids the user missing out on sales opportunities due to out of stock products. Product Alternatives suggests similar items. If a product is out of stock, Sage X3 will provide a list of alternative products that are available at the given time. This ensures the customer is not lost to other suppliers, and enables your business to utilise its stock to its full potential.
With Monthly Spend, a new tab in Sales Order Entry enables the user to quickly see a customer’s spending pattern. The data is updated in ‘real time’ to ensure the information is current. It is displayed in an easy to read bar chart whereby the timescale can be altered. This enables a business to identify quirks in the market that they can take advantage of. For example, a tennis ball manufacturer may need to increase their production before Wimbledon commences.
To provide more information on a customer, Credit Limit and the Current Balance can be added to the standard Sage X3 sales order fields. This enables the user to understand the current credit situation of a particular customer, preventing a sales order being processed that cannot be fulfilled, hence saving admin time. This functionality can also act as a prompt for the user to remind a customer of overdue payment and/or to trigger a pro-forma process.
The Sales Order Process Plugin has been developed based on common industry challenges, ensuring your team is always prompted with opportunities to increase the order value. This will enable your company to benefit from overall increased profitability.
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Businesses that regularly input postal addresses into Sage X3 and need to improve their address input accuracy
Reduced data entry errors, save time on manual address input, avoid incorrect deliveries and ensure invoices are sent to the correct address
Postcode Address Look-Up is available in every screen where an address is required
Human data input is time consuming and can come with data entry errors, resulting in complications further down the line. Postcode Address Look-up provides an easy to use address search facility that removes the risk of manual error and saves time when inputting new customers or suppliers into the system.
The Plugin is displayed in a familiar format, similar to any online shop ordering platform. The user enters the postcode, searches and selects the correct address from the drop-down list options. The fields are automatically populated from a fully maintained global database.
The data is provided via an API to an online database meaning the data is always current. There is a small charge per search for using the service in addition to the cost of the Plugin.
Postcode Address Look-up allows businesses to have a higher level of accuracy in their customer records, reduce admin time on manual data entry and avoid costly operation mistakes.
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Businesses that want to stay on top of credit control and need a way of tracking customer communications
Reduced admin time and improved internal information sharing
Diary Notes sits seamlessly within the Customer Screen and via the BP Situation enquiry of Sage X3
Diary Notes has been designed to allow users to keep an improved record of communications with customers and efficiently chase late payments. Notes can be added against outstanding invoices and credit notes that belong to a specific customer, which is not available as standard in Sage X3. Users can record customer communications and set follow up actions all within Sage X3. This avoids duplication of workload and ensures your whole department is informed of the latest communications.
The Plugin keeps a record of all notes that have been added against a customer so that a chronological list is available to view by any user in the Customer and BP Situation, therefore, saving time and improving accessibility of information companywide.
Diary Notes can be added via the BP Customer and BP Situations screen, as seen below.
Often, a trail of communication with a customer is kept in emails or spreadsheets. With Diary Notes’ functionality, there is no need to rely on those in your department keeping up to date with the list of recorded of notes. With this Plugin, a Sage X3 user can allocate a responsibility to another user along with an ‘Action By’ date. This means that a task or a list of tasks that need to be completed on that day will appear in that user’s landing page. This promotes a more proactive work pattern for employees, avoids late payments and keeps the whole team informed at all times.
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