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  • Improve the usability of the document attachment functionality on various transaction records

    Attaching a new document to a transaction record is too cumbersome for new users and requires too many clicks. For example, to add a PDF to a sales order, you need to click the following: Select the paperclip icon Select 'Add file' Click the…
  • Learn to Block Back-to-back Orders with Manual Hold

    In this blog, let's step through how to block or allow back-to-back orders when an order is on manual hold. For some businesses, it is necessary to prevent the purchase order creation to avoid the delivery of product to a customer that could result in…
  • How to change sales order sales unit in sage X3

    Hello everyone, I have an query regarding sales unit, Can we change/edit sales unit (SAL) on line level when product sales data type set to "Flexible Kit" - Many thanks