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  • Make customer price lists easier to use

    We have relatively simple pricing criteria, but implementing these in Sage is far from simple. Special customer prices are a pain, we have to set these up in each individual product record, not in the customer record. This is counterintuitive. An…
  • Ability to set Notes (GESNTS) at Category level or even better for a selection of Product/Customers/Suppliers based on a formula!

    Notes (GESNTS) in Sage X3 is a great feature and help communication between departments by popping up a message based on process and validity date. However, sometimes the same Note needs to be set across an entire category or selected items and it…
  • Why doesn't stock adjust if its been added to an invoice converted from a Sales Order?

    We raise invoices daily for our customers directly from the Invoice Module and experience no issues with stock adjustments. However today I've noticed that invoices generated from a Sales Order (normally raised from quotes issued), and where we later…
  • Make a change to multiple records in one go

    If you need to make the same amendment to more than one record at the same time, rather than edit each record one by one you can use batch changes. This is a great time saving tool if for example you need to change the default tax code for multiple…