How to use Product Notes in Sage X3

By | May 27, 2014
0 Comment

Sage X3 enables users to create unlimited product notes in an easy and convenient manner. You can go to the product notes section in the text menu and use the Notes screen to associate the notes to that particular product.

Prod-1

The following characteristics are available on the Notes creation screen:

  • Effective Date – for notes which expire after a period of time.
  • Category – defines what functions, like sales or purchasing, the note will be noticeable in.
  • Display Options – to decide whether the note automatically snaps up when selecting the product during business transaction entry.
  • Priority – helps determine the priority of this note if multiple notes be existent for a product.

On the below screen, you can also define characteristics of how and where the note will display:

Prod-3

About Us
Greytrix – a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.

Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRM, Salesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.