In some industries where the Company has only one Site which actually stores and deliver goods and other sites are only financial sites which manage the payments. i.e. the financial sites can be stores and the Storage site is a warehouse where goods are stored. E.g. Car showrooms can be financial sites in different part of the state and there will be one warehouse which will store the cars.
Consider the following company Site Set up in Sage X3.
Here AO10 is the Main company which has following sites
- AO011 – Financial Site (Sale, Purchase)
- AO012 – Storage site (Receive, Manufacture, Issue)
- AO013 – Financial Site (Sale, Purchase)
As per the setting, AO012 here is acting as a warehouse and will be only used for storage and issuing the goods. No payments, receipts will be done on these sites.
Site and company set up
Refer below screenshots for the Site set up. Here AO011 and AO013 will have same setup.
AO012 has different set up in Type of site being a Storage site only.
Note: you can also define warehouse for this site.
Purchase flow
In Sage X3 purchase flow, follow below steps to purchase a product for Site AO011 and receive it in AO012 site.
- Create a purchase order with purchasing site as AO011 and Receiving site as AO012
- Create a Receipt on the purchase order with Receiving site as AO012.
- Create an Invoice on the receipt with Invoicing site as AO011
- Now the Stock will be received on the AO012 site.
- The Invoice payment will be done on the site AO011.
- Repeat the steps for the Order site as AO013 and receiving site AO012
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.