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An Introduction to Sage ERP X3. For Distribution, Multichannel Retail & Direct Marketing. Mid-Size Businesses Are Facing New Challenges. Increased competition. Rising costs. New business processes.

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an introduction to sage erp x3

An Introduction toSage ERP X3

For Distribution, Multichannel Retail & Direct Marketing

mid size businesses are facing new challenges
Mid-Size Businesses Are Facing New Challenges

Increased competition

Rising costs

New business processes

Source: Aberdeen Group – Business drivers impacting ERP strategies in mid-size companies - Aug. 2008

what are your priorities
What Are Your Priorities?

Source: Aberdeen Group – Top strategic actions of mid-size companies – Aug. 2008

sage erp x3 helps reach your goals
Sage ERP X3 Helps Reach Your Goals
  • Singular functional integration streamlines all business operations.
  • Functional depth fits the most sophisticated processes with limited need for customization.
  • Real-time statistics and BI tools provide visibility across all departments.
  • International / multi-audit design helps managing global growth.
  • Collaborative / open architecture accelerates information exchange and guarantees interoperability.
sage a global market leader
Sage: A Global Market Leader …

3rd largest ERP software vendor worldwide

6.1 million customers

$2,216m revenuefor year ended 9/30/2009

13,400 employees

Operations in over 150 countries







Source, Gartner June 2009. Worldwide total ERP software revenue market share by vendor, 2008

with a local focus
… with a Local Focus

3.1 million customers in North America

Over 4,100 employees

A broad range of solutions designed for the NA market

Serving businesses from 1 to more than 2,000 employees in all industries

providing solutions for growing businesses
Providing Solutions for Growing Businesses

Integrated Functionality


Sage ERP X3

Sage MAS 500

Sage Accpac

Sage MAS 90/200

# Users


sage erp x3 a global solution
Sage ERP X3: A Global Solution

2,500+ customers in over 40 countries


France Belgium

Germany Italy

Poland Netherlands

Portugal Switzerland

Spain Austria










United States



United Arab Emirates

Saudi Arabia









South Africa



Congo Morocco

Gabun Tunisia

Madagascar Senegal


New Zealand



a solution designed to meet midsize companies unique requirements
A Solution Designed to Meet Midsize Companies’ Unique Requirements
  • Sage ERP X3 offers the best combined value for mid-to-large distributors with:
    • Sophisticated business processes and comprehensivemanagement needs
    • Growing, changing operations
    • Strong regulatory & quality requirements
    • Global management needs

But …

    • Short implementation timeframe
    • Limited IT staff and resources
    • Low user acceptance for complex applications
a fast growing erp platform
A Fast Growing ERP Platform

Version 6


Enhanced multi-legislation accounting, REST architecture

New countries & legislations

Version 5


40% of today’s users

New ergonomics, embedded BI

2nd generation workflow engine

Available in 35 countries

Version 1.40


Advanced portal, Web-services

Product launch in China

Available in 18 countries

Version 1.30


New product architecture: First Web-native ERP suite for mid-size businesses

Multi-OS engine (Windows, Unix and Linux)

Version 1.20


Fully-integrated ERP suite, including manufacturing

Product launch in North America

Available in 5 countries

Version 1.10


Product launch in Europe: finance and distribution suite on Unix

sound technology choices
Sound Technology Choices
  • Multi-tier, scalable systemarchitecture
  • No technology lock-in
    • SOA / Web Services
    • Multi-OS / Multi-DB
  • Web 2.0 Portal Technology
  • Embedded BI

The Sage Application Framework for the Enterprise (SAFE X3)

giving you more for less
Giving You More, for Less
  • Inventory & warehousing
  • Multi-level warehousing and location management
  • Movements and transactions
  • RF data collection
  • Quality control
  • Costing
  • Physical counting
  • Replenishment
  • Advanced WMS with Sage Geode
  • Purchasing
  • Purchase requests
  • Encumbrance accounting
  • Requests for proposals
  • Purchase orders
  • Subcontracting
  • Multi-level approval processing
  • Contracts
  • CRM
  • Marketing campaigns
  • Contact management
  • Sales force automation
  • Customer support, call center support
  • Warranty management, service orders
  • Knowledge base


General ledger 

Analytical accounting 

Budgeting 

Allocations 

Fixed assets 

Accounts receivable 

Accounts payable 


Pricing 

Quotes and contracts 

Order entry 

Item configurator 

Inventory allocations 

Delivery scheduling and shipping 

Invoicing 

Customer returns 

Sales commissions 

sage erp x3 makes a difference
Sage ERP X3 Makes a Difference!
  • Increased business insight
    • Integrated business intelligence, user-defined dashboards, real-time analytics across all functions, extensive traceability and audit tools
  • Streamlined Operations
    • Comprehensive functional integration, advanced workflow, Sage Visual Processes™, MS Office integration, state-of-the-art ergonomics
  • Enhanced collaboration
    • SOA/Web-native architecture, Web Services, user portal, Outlook integration, multi-company, multi-site and legislations
  • Reduced costs
    • Proven administrative, operational and inventory cost reduction after full implementation
    • Low acquisition, implementation, training and administration costs
  • Extended flexibility
    • Multi-tier, scalable architecture (up to 1,100 concurrent users), extensive customization capabilities, integrated development environment, multi-OS/DB
improving your business performance
Improving your Business Performance

Source: Aberdeen Group, ERP in the Mid-Market, Aug. 2008

*Best-in-class: companies making the best use of their ERP system (implementing more functionality and users, using a newer release, etc.)

meeting your industry best practices distribution multi channel retail direct marketing
Meeting Your Industry Best Practices Distribution, Multi-Channel Retail & Direct Marketing
  • Hierarchal business partner structure
  • Line-item level control
  • Fuzzy logic customer search
  • Multiple order fulfillment scenarios per sales channel
  • Complex order line capabilities (campaign/price, costing, freight)
  • Strong workflow collaborative tools
  • Supports B2B & B2C E-commerce
  • Promotional coupon and gift certificates
  • Campaign management
  • Customer points program
  • Phone integration
  • Scalable WMS & advanced location management functionality
  • User defined allocations
  • Automated RF Data collection
  • Flexible pricing & commission calculation tools
  • Web-Service related business partner communication
  • EDI
  • Logistic and Freight solutions
  • Import Management
fitting your way of doing business
Fitting Your Way of Doing Business

Sage Visual Processes™

Users get a clear view of their work procedure with one-click access to the underlying ERP function

Select from hundreds of predefined processes available or create your own

what are customers saying
What are Customers Saying?
  • “With Sage ERP X3, we gained more functionality than comparable Tier 2 systems and could afford to license all potential users. And it is so easy to manage that we were able to expand our system without additional IT resources.” Michael Stern, Director of Systems and Procedures, Sconza Candy, Oakland (CA)
  • “Aceto is better managing its inventory, tracking foreign exchange costs and controlling credit and order approvals.”Terry Steinberg, CIO, Aceto Corporation, Lake Success (NY)
  • “On-time shipments are now consistently above 90% as opposed to 70 to 85% without Sage ERP X3, and inventory turns increased by more than 10%.” Don Lynch, Director of Operations, Golden Artist Colors (NY)
case study empowering employees with real time bi tools
Case Study Empowering employees with real-time BI tools
  • Company
    • Distributor of heating and air-conditioning equipment and supplies. Ships products from 10 warehouses
    • Based in Phoenix, AZ.
  • Challenges
    • Enhance information flow throughout all the branches, empower employees with Automated Data Collection and Real Time BI Tools.
    • Effective forecasting and multi-site inventory replenishment control.
    • “Out of the box” sophisticated order fulfillment and inventory sourcing
  • Reasons stated for choosing Sage ERP X3:
    • A solid distribution functional backbone with built-in value added capabilities such as CRM, e-commerce, business intelligence and integrated data collection.
    • Proven expertise in sophisticated distribution business processes.

170 ERP users.

Wholesale distribution.

thank you

Thank You!

Sage North America

2200 Georgetowne Drive

Sewickley, PA 15143

Tel: 724 933-1377

a cost effective solution
A Cost-Effective Solution
  • Ease of parameterization and fast implementation methodology help reduce project cost.
  • Ease of use fosters fast user acceptance and reduces training.
  • Extensive functional coverage reduces the need for complementary applications and interfaces.
  • Compliance with open standards prevents technology lock-in.
  • Easy system administration and maintenance enables managing the system with limited IT staff.
streamlining operations
Streamlining Operations
  • Singular functional integration embraces finance, distribution, CRM and manufacturing.
  • State-of-the-art ergonomics and seamless MS Office integration foster user productivity.
  • Sage Visual Processes™ improve simplicity for users and help enforce quality procedures.
  • Advanced workflow helps automate and improve controlover processes.
  • Compliance with multiple legislations and accounting practices enables managing global businesses within one system.
  • Supports multiple manufacturing modes including ATO, MTO, CTO, MTS process, mixed mode.
increasing business insight
Increasing Business Insight
  • Integrated business intelligence (powered by Business Objects™) helps make faster and better informed decisions.
  • User-defined dashboards and key indicators help improve control over business and help focus on exceptions.
  • Real-time analytics and customizable reports speed up periodic reporting.
  • Extensive traceability and audit tools help prevent and reduce risks.
fostering collaboration
Fostering Collaboration
  • SOA/Web-native architecture and Web Services (XML, UDDI, WSL, SOAP) foster collaboration with partners, suppliers and remote staff.
  • MS Outlook integration simplifies and accelerates information exchange.
  • Multi-company, multi-site capabilities help manage decentralized organizations.
  • Supports online sales management (with optional e-commerce integration tool).
  • Supports multiple languages, including English, French, Spanish, Chinese, German, Portuguese and Italian.
growing with your business
Growing with Your Business
  • Flexible multi-tier architecture scales up to 1,100 concurrent users (benchmarks up to 1,500 users).
  • Extensive customization capabilities adapt to your business environment and changes.
  • Integrated development environment (Java-based) enables enterprise-specific developments by customers.
  • Multi-OS (Windows, Unix AIX, Linux Red Hat) and multi-DB (Oracle, Microsoft SQL Server) foster freedom of choice and evolution.
case study a streamlined distribution process
Case Study A streamlined distribution process
  • Company
    • Manufacturer and distributor of natural-ingredient fragrances and skin and hair care products. Sells thru high-end retail, home shopping network, website and wholesalers. Ships to 61 countries.
  • Challenges
    • Support growing distribution channels, including tremendous store growth in the U.S.
    • Apply new technologies to the distribution process without disrupting service to stores
    • A primarily manual warehouse operation was becoming cumbersome with the company’s growing number of stores
  • Reasons stated for choosing Sage ERP X3:
    • Warehouse tracks millions of individual items and processes 900 units per hour – double prior to implementation
    • 15 percent more pieces per hour than their previous average pick rate

47 ERP users in North America (NY)

$500m worldwide.

Personal products distribution & manufacturing

sample of customers distribution
Sample of Customers Distribution

Ramsey, NJ-based M. Rothman & Co., Inc. is a national distributor of consumer electronics, representing 26 major lines. Annual sales exceed $100 million, and the company processes over 400,000 individual drop ship orders per calendar year.

(75 Sage ERP X3 users)

Located in Piqua, OH and employing over 120 people, A.M. Leonard is a 123-year-old family-owned company that provides professional grade-quality products to the Horticultural Industry. The company is a leading multichannel direct marketer specializing in horticultural tools and supplies for nursery workers, landscapers, foresters, arborists, and contractors. The company also operates Gardener’s Edge, a consumer catalog geared toward the serious home gardener.

(90 Sage ERP X3 users)

Fixtures Luxury Kitchen and Bath sells high-end appliances and fixtures by manufacturers like Miele, Thermador, Bosch, Hansgrohe and Dornbracht.

(20 Sage ERP X3 users)

sample of customers distribution1
Sample of Customers Distribution

Hoya Vision Care of the Americas is a Lewisville, TX-based manufacturer and distributor of high quality eye-care products and services. The company supplies a complete range of lens designs, coatings and materials to eye care professionals located within the U.S., Canada and South American countries.

(20 Sage ERP X3 users)

Russell Sigler, Inc., headquartered in Phoenix, AZ, is a leader in the HVAC industry, operating 10 locations in six cities throughout the southwest U.S. With annual revenues in excess of $100 million, the company provides air conditioning contractors with all the necessary equipment, parts and supplies for installing and maintaining quality air conditioning systems, including the Carrier and Bryant product lines.

(180 Sage ERP X3 users)

Pompaction specializes in the distribution, rental, maintenance and repair of pumps and related equipment. The company is based in Point-Claire, Quebec, Canada.

(40 Sage ERP X3 users)

sample of customers distribution2
Sample of Customers Distribution

Headquartered in France, with U.S. operations based in New York City, L’Occitane En Provence is a supplier of cosmetics, skin care and fragrance products for women, men and the home.

(50 Sage ERP X3 users)

CRP Industries is an importer and high volume distributor of automotive and industrial products located in Carteret, NJ. Their extensive product line spans markets covering automotive replacement parts, high-speed motors and industrial hoses. The automotive replacement segment is a core business of CRP, servicing customers such as BMW of North America and Volkswagen of America.

(65 Sage ERP X3 users)

Huddle House, Inc., the Atlanta-based 410-unit nationwide family restaurant franchise, offers a wide variety of cooked to order food. Located in 16 states throughout the Southeast, Missouri and mid-Atlantic regions, the company’s annual system-wide sales surpass $230 million.

(30 Sage ERP X3 users)

sample of customers distribution3
Sample of Customers Distribution

Acrodex Inc. is a full spectrum, enterprise-wide information technology solutions provider with service offerings ranging from Hardware Provisioning, Software Licensing, Managed Services and Professional Services. The company has a staff base of over 500 IT professionals with offices in Edmonton, Calgary, Toronto, Winnipeg, Regina and Vancouver.

(80 Sage ERP X3 users)

Located in Freeport, PA, Carson Industries is a wholesale manufacturer and distributor of home accents to specialty retail stores nationwide and is a leader in the gift, garden and home décor markets.

Based in Paris with U.S. operations in New York City, Alain Mikli designs and distributes high-end handmade eyeglasses and accessories featuring unique colors and shapes. The company employs over 200 people with worldwide sales of nearly $52 million.

sample of customers distribution4
Sample of Customers Distribution

St. Laurent, Quebec-based HyperTec Group consists of several vertically integrated companies offering a broad range of information technology products and services, including HyperTec Systems, one of Canada’s largest suppliers of technology products and services to industrial, commercial and financial corporations, and Ciara Technologies, a world-class technologies provider that manufactures and sells state-of-the-art servers, supercomputer clusters, storage solutions and a variety of computer systems.

(75 Sage ERP X3 users)

Lafont Company is a premier distributor of unique and stylish eyeglass frames with U.S. headquarters in New York, NY. The company is well known for producing frames in styles, shapes and colors that stand out from its competitors.

(20 Sage ERP X3 users)

Kelco Supply Company distributes funeral supplies for the deathcare profession. The company is located in Minneapolis, MN.

(20 Sage ERP X3 users)

sample of customers distribution5
Sample of Customers Distribution

Sligh is a family owned furniture manufacturer located in Holland, MI. Now under fourth-generation Sligh family management, the company manufactures and markets high-quality home office, home entertainment and home library furniture.

(20 Sage ERP X3 users)

Based in West Homestead, PA, Gipson Bearing supplies bearings and other industrial replacement parts to metal, mining and power generating companies primarily in Pennsylvania, Ohio, West Virginia, and Maryland. In addition to the company’s core products of bearings, seals, sprockets, chain and v-belts, many new products have been added over the years such as shock absorbers, valves, lubricants, and industrial skin care products to serve its broad customer base.

Long Island, NY-based Austin Productions is a leading manufacturer and importer specializing in sculpture and home furnishing décor featured in the finest retailers throughout the world. The company has 350 employees in five locations around the world.

(40 Sage ERP X3 users)