Sage X3 Training Videos: Distribution
Sage X3 Training Videos > Sage X3 Distribution
Video tips to help Sage (X3) Enterprise Management users learn how to perform many tasks to support Sales Processes, Purchasing Processes, and Inventory Management.
Sage X3 Sales Processes
- Sales Quotes in Sage X3
- Sales Order Entry in Sage X3
- Sales Allocations in Sage X3
- Picking and Packaging in Sage X3
- Sales Deliveries in Sage X3
- Printing Packaging Labels from Sage X3
- Deleting a Delivery Record in X3
- Generating a Bill of Lading for a Customer Delivery
- Sales Invoices in Sage X3
- Sales Returns in Sage X3
- Sales Credit Memos in Sage X3
- Managing the Open Sales Order Backlog
Sage X3 Purchasing Processes
- Purchase Requests in Sage X3
- Requests for Quote in Sage X3
- Purchase Price Lists in Sage X3
- Purchase Orders in Sage X3
- Purchase Receiving in Sage X3
- Printing out Purchase Receipt Labels in X3
- Purchase Receipts in Packaing Unit of Measure
- Purchase Order Receipts Correcting or Deleting
- Purchase Invoices in Sage X3
- Purchase Returns
- Purchase Credit Memos in Sage x3
- Purchasing Inquiries to Identify Past Due PO's and Orders Expected to be Recevied
- MRO (Non-Stock Managed) Purchase Order Fulfillment
Sage X3 Inventory Management
Sage X3 Sales Processes
Sales Quotes in Sage X3
How to enter a sales quote in Sage (X3) Enterprise Management to provide customers with information about product availability, lead time, and pricing.
Sales Order Entry in Sage X3
This video describes the first step in the order fulfillment processes in Sage X3 Enterprise Management–how to enter sales orders.
Sales Allocations in Sage X3
This video illustrates the different allocation options in x3 that allow you to reserve inventory against your orders.
Picking and Packaging in Sage X3
Learn how to organize your picking plans to most efficiently prepare your orders for shipment using Sage X3.
Sales Deliveries in Sage X3
How to create delivery records against your sales orders in Sage x3 Enterprise Management. Also see how to declare how goods are packaged, generate picking tickets & packing slips, and more.
Printing Packaging Labels from Sage X3
This video shows the process printing packaging labels in Sage x3 Enterprise Management.
Deleting a Delivery Record in X3
This video describes how to delete both an unvalidated and validated delivery record in Sage x3 Enterprise Management, and explains some of the constraints in deleting delivery records.
Generating a Bill of Lading for a Customer Delivery
How to generate a bill of lading for a customer delivery within Sage X3 enterprise Management.
Sales Invoices in Sage X3
This Sage X3 video tutorial explains different methods for generating invoices against your validated deliveries.
Sales Returns in Sage X3
Learn the process and impacts of issuing a customer return (RMA) in Sage x3 enterprise Management.
Sales Credit Memos in Sage X3
How to issue credit memos to customers to address pricing problems or returns within the Sage Enterprise Management system.
Managing the Open Sales Order Backlog
Learn about the Open Sales Order tools in Sage X3 that are designed to help your customer service and sales teams stay on top of orders that are coming due.
Sage X3 Purchasing Processes
Purchase Requests in Sage X3
This video illustrates how to set up a system in Sage X3 where employees can submit purchase requests to a centralized purchasing department.
Requests for Quote in Sage X3
This video shows how Sage X3's request for quote (RFQ) function can help with the organization, management, and integration of the RFQ process in your business.
Purchase Price Lists in Sage X3
This video shows how to use the purchase price list function in Sage X3 Enterprise Management, which streamlines the order entry process.
Purchase Orders in Sage X3
This video teaches how to issue a manual purchase order in Sage X3 Enterprise Management.
Purchase Receiving in Sage X3
This video shows how, during the receiving part of the order fulfillment process, to generate a receipt in Sage X3 against a Purchase Order.
Printing out Purchase Receipt Labels in X3
This shows a how to print out stock labels during the purchase receiving process in Sage X3.
Purchase Receipts in Packaging Unit of Measure
This video explains how, in Sage X3, to handle situations where unit of measure conversions from items received will vary in stocking and packing units on a case-by-case basis.
Purchase Order Receipts Correcting or Deleting
This video shows how to delete or alter a purchase order receipt if it had originally been entered using the wrong quantity.
Purchase Invoices in Sage X3
This video shows how the accounts payable department can match the supplier invoice against the respective purchase receipt (PO) in Sage X3.
Purchase Returns
This video explains how to perform and keep track of purchase returns in Sage X3 Enterprise Management.
Purchase Credit Memos in Sage x3
How to record a purchase credit memo against a purchase return record in Sage X3 Enterprise Management.
Purchasing Inquiries to Identify Past Due PO's and Orders Expected to be Received
This video highlights tools in Sage X3 that enable you to identify past due Purchase Orders and orders expected to be received.
MRO (Non-Stock Managed) Purchase Order Fulfillment
How to use Sage X3 to manage received MRO items with the same order fulfillment process as inventoried items.
Sage X3 Inventory Management
Intersite Inventory Transfers
This video describes a couple methods of performing transfers of inventory between warehouse locations in Sage X3 enterprise Management.
Misc Receipts and Misc Issues Transactions
This video shows how to address inventory adjustments in Sage X3 by utilizing the miscellaneous receipt and miscellaneous issue transactions tools.
Performing Location Changes in X3
This video describes how to ensure that inventory is tracked as it moves to various locations in the warehouse.
Assembly and Disassembly Inventory Adjustments
This video explains the assembly and disassembly functions within the stock module in Sage X3 Enterprise Management.