Sage X3 ERP

Module 1: Introduction to Sage X3

• Sage X3 product overview and target market
• Sage X3 architecture: web services, Syracuse server, and MongoDB
• Navigating Sage X3: folders, functions, and personalisation
• Legislation, site, and company setup in Sage X3
• Sage X3 vs Sage 200/Intacct: positioning in the Sage portfolio
• Sage X3 licensing models and implementation methodology

Module 2: Financial Management

• Account structure and chart of accounts in Sage X3
• General ledger: journal entry types and validation
• Accounts payable: supplier invoices and payment processing
• Accounts receivable: customer invoicing and receipts
• Bank management: bank reconciliation and payment formats
• Financial reports: balance sheet, P&L, and trial balance

Module 3: Purchasing & Supplier Management

• Supplier master: addresses, financial data, and EDI setup
• Purchase orders: standard, blanket, and call-off orders
• Purchase receipts and supplier return management
• Supplier invoice matching and three-way match
• Purchase pricing: price lists and supplier price books
• Purchasing analysis and procurement performance reports

Module 4: Inventory Management

• Product master: product categories, units of measure, and costing
• Sites and storage locations in Sage X3
• Inventory movements: receipts, issues, and miscellaneous movements
• Stock count: full inventory and cycle count management
• Lot management: lot tracking, expiry dates, and quarantine
• Inventory valuation: FIFO, average, and standard cost

Module 5: Sales & Customer Management

• Customer master: pricing, delivery, and credit management
• Sales quotes and opportunity management
• Sales orders: entry, picking, and delivery processing
• Customer price lists and promotional pricing
• Returns management: customer return authorisation
• Sales analytics: turnover and margin analysis

Module 6: Manufacturing

• Bill of materials: single-level, multi-level, and phantom BOMs
• Routing and work centre configuration
• Work orders: creation, scheduling, and production tracking
• Material issue: manual and automatic backflushing
• By-products and co-products in Sage X3 manufacturing
• Production cost analysis and variance reporting

Module 7: Sage X3 Configuration & Customisation

• Sage X3 parameters: legislation-level and folder-level settings
• Workflow engine: creating approval workflows in X3
• Crystal Reports integration for custom reporting
• Sage X3 development: scripting with 4GL (SAFE X3 language)
• User menus and authorisation profile configuration
• Sage X3 patch management and version upgrade process

Module 8: Analytics, Integration & Certification

• Sage X3 dashboards: KPI tiles and graphical views
• Business Intelligence connector for Power BI and Sage BI
• Integration via Sage X3 Web Services and REST APIs
• EDI integration for supplier and customer transactions
• Sage X3 partner certification pathway
• Career opportunities: Sage X3 functional and technical consultant roles

Sage Authorised X3 Training Consultants Our Sage X3 instructors are Sage-authorised trainers and certified implementation consultants who have deployed Sage X3 for manufacturers, distributors, and service businesses across the UK, Europe, and North America.

Manufacturing & Distribution Industry Focus Trainers bring genuine manufacturing and distribution domain knowledge, having worked in operations and supply chain roles before specialising in Sage X3 ERP consultancy. Real industry scenarios are woven into every module.

X3 Technical & Functional Breadth Our team includes both functional consultants — expert in business processes and configuration — and technical consultants with X3 development and integration experience, giving learners a rounded view of the X3 platform.

Rapid Implementation Methodology Sage X3 is known for faster implementation timelines than tier-1 ERP. Our instructors teach the Sage X3 implementation methodology, including data migration templates, configuration accelerators, and go-live preparation strategies that deliver results efficiently.

Ongoing Sage Community Engagement Instructors actively participate in the Sage community, attend Sage annual conferences, and maintain close relationships with Sage's product team — ensuring training content reflects the latest X3 releases, features, and best practices.