X3
★★★ strongSage X3 Inventory Management
Sage X3 confirms 17 of the 29 inventory management capabilities we track, with a further 5 partially covered. Its deepest coverage is in Stock Management; it is thinnest on Planning.
Inventory Management is a core strength for Sage X3 — a primary capability included in standard deployments. The product is best suited to midsize process manufacturers and distributors.
- 17of 29
- Capabilities confirmed
- 222
- Documented features
- Stock Management
- Strongest area
- Planning
- Thinnest area
Capability coverage17 of 29 confirmed
How Sage X3 scores against the 29 inventory management capabilities we track across every ERP in our catalogue.
- Stock Management6 of 8
- Counting & Accuracy4 of 6
- Warehouse Operations4 of 8
- Planning3 of 7
Confirmed (17)Partial (5)Not documented (7)
“Not documented” means our research has not confirmed the capability either way — it is not a finding that Sage X3 lacks it. Coverage is scored against one shared capability list, so it is comparable between products.
What’s in it222 documented capabilities
The inventory management scope Sage X3 ships, grouped as the product itself organises it.
Planning11
Covers demand forecasting, master and material requirements planning, and the workbenches used to turn projected and actual demand into work orders.
Highlights
- Demand forecastsRecords demand forecasts period by period for an item at a location, entered manually or generated automatically from seasonality trends.
- Enterprise planningGives planners a consolidated view of open orders, requests, transfers, and project demand across sites, letting them progress items directly from one workbench.
- Planning workbenchProjects stock movements for a product at a site over a chosen period, based on demand and open orders.
- GroupingLets planners choose demand records and planning suggestions to use as input when creating a new order.
- Work orderCreates or edits an order to build one or more items, drawing on a bill of material and routing, in either planned or firm status.
All 10 capabilities
- Demand forecastsRecords demand forecasts period by period for an item at a location, entered manually or generated automatically from seasonality trends.
- Enterprise planningGives planners a consolidated view of open orders, requests, transfers, and project demand across sites, letting them progress items directly from one workbench.
- Planning workbenchProjects stock movements for a product at a site over a chosen period, based on demand and open orders.
- GroupingLets planners choose demand records and planning suggestions to use as input when creating a new order.
- Work orderCreates or edits an order to build one or more items, drawing on a bill of material and routing, in either planned or firm status.
- MPS processingModels an anticipated production schedule specifying what to build and when, which can feed material requirements planning or generate orders directly.
- MRP processingMatches component supply to demand for finished goods by analyzing sales orders, work orders, and bills of material at each level.
- Multi-level planningIdentifies orders tied to a specific assembly at a site and lets planners generate new orders, filtered by category, reference, or business partner.
- Modify objectivesUpdates the target completion dates for one or more scheduled work orders when requirements or timing change.
- Serial numberManages serial number assignment as part of production planning.
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Build my requirements →Packing4
Manages packaging for outbound stock, from declaring package types to assigning parcel numbers and looking up parcel contents.
Capabilities
- Declared packingDeclares the packaging type applied to a stock movement, picking up the packaging code automatically when already set on the source document.
- After packingAssigns a parcel number and packing code to a shipment or picking ticket line after packing.
- Parcel content inquiryShows the contents and destination of selected shipping parcels.
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Build my requirements →Physical management4
Covers the physical elements attached to fixed assets, including location transfers and mass issue processing.
Capabilities
- Physical elementsTracks individual pieces of equipment attached to an asset, capturing details like barcode and location, and supports creating, editing, transferring, or disposing of each element.
- Mass geographic transferTransfers the location of selected physical elements in bulk, with an optional simulation run and the ability to save selection criteria for reuse.
- Mass issueProcesses the bulk issue or removal of physical elements, with a simulation option, holding the change as pending until confirmed through asset disposal.
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Build my requirements →Batch processes3
Runs mass, automated updates across work orders, such as allocating materials, scheduling, releasing, shifting dates, and cleaning up records, instead of handling each one individually.
Capabilities
- Allocation/deallocationAllocates or removes the allocation of stock to work orders in batch.
- AllocationAllocates available stock to a selected range of work orders in a single run.
- Automatic deallocationAutomatically removes stock allocations from a selected range of work orders.
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Build my requirements →Allocations5
Reserves stocked products for customer orders, whether through manual reservations, automatic batch allocation, product-level allocation, or reversing an allocation.
Capabilities
- Customer ReservationsReserves stocked product for a specific customer ahead of a firm order, valid until a set date, as a required step before automatic shipment or invoicing.
- Automatic AllocationsAutomatically reserves stocked product against a batch of previously entered sales orders, a required step before automatic shipment or invoicing.
- Automatic DeallocationCancels stock allocations on a batch of sales orders that have not yet shipped.
- Allocations by productAllocates or adjusts stocked product against a specific order at the product level, a required step before delivery or invoicing.
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Build my requirements →Receipt/issue transactions13
Covers every stock receipt and issue transaction: multi-product receipts and issues, customer deliveries, intersite and subcontract transfers, and purchase order receiving.
Highlights
- GESSMRCreates receipt notes covering multiple products for a site, entering goods onto a pending put-away location for later placement.
- Miscellaneous IssuesCreates issue notes covering multiple products for a site, and can trigger an automatic capitalized expense when the Fixed assets module is active.
- DeliveriesCovers the stock-issue side of customer deliveries, including generating them from orders or picking tickets and validating the resulting shipments.
- DeliveriesManually records stock issue transactions for customer deliveries.
- Order delivery generationCreates shipments from previously allocated orders or shipment requests, with the option to validate them automatically.
All 12 capabilities
- GESSMRCreates receipt notes covering multiple products for a site, entering goods onto a pending put-away location for later placement.
- Miscellaneous IssuesCreates issue notes covering multiple products for a site, and can trigger an automatic capitalized expense when the Fixed assets module is active.
- DeliveriesCovers the stock-issue side of customer deliveries, including generating them from orders or picking tickets and validating the resulting shipments.
- DeliveriesManually records stock issue transactions for customer deliveries.
- Order delivery generationCreates shipments from previously allocated orders or shipment requests, with the option to validate them automatically.
- Picking ticket deliveriesGenerates deliveries in bulk from picking tickets.
- Shipment ValidationValidates a batch of created shipments at once, posting the actual stock issue.
- Inter-site transfersMoves stock between two sites, across one or more companies, and can update the status and unit of measure at the receiving site.
- Sub-contract returnsTransfers stock held at a supplier location back into an internal warehouse location.
- Print purchase orders to receivePrints a receiving document with barcodes for purchase orders due in, so warehouse staff can scan items on a handheld device during receiving.
- GESPTHCreates, edits, and views goods receipts for a site and supplier, whether tied to an order or entered directly.
- Sub-contract transfersTransfers stock from an internal location out to a supplier location for subcontracting.
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Build my requirements →Shipment preparation6
Prepares customer shipments by generating pick lists and picking tickets, planning preparation, and recording packaging and parcel details.
Capabilities
- Generate preparation listsGenerates and prints preparation lists and picking tickets for sales orders that meet the required signature rules.
- Preparation planBuilds a pick list and prints picking tickets to prepare sales order shipments, including unlocking orders that were blocked.
- Declared packingDeclares the packaging used for a shipment, carrying the packaging code forward automatically when it is already set on the source document.
- After packingAssigns a parcel number and packing code to a shipment or picking ticket line once packing is complete.
- Picking ticketsGenerates the picking tickets warehouse staff use to pull goods for a sales order between order entry and delivery.
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Build my requirements →Internal flows7
Manages internal stock movement: replenishing pick locations, reordering and putting away stock, changing stock status or location, and assembling or disassembling products.
Highlights
- Pick location replenishmentGenerates replenishment suggestions whenever a pick location's stock falls below its threshold, based on allocations, maximum stock, and lot size.
- Reorder planExecutes and validates the stock movements needed to replenish locations that are running short.
- Put-away planLets goods be received quickly onto a temporary dock location during receipts or returns, to be put away in full detail later.
- Stock changeChanges the status, unit, or location of one or more stock lines, based on a configurable stock change transaction.
- GESBBYAssembles components into a finished item defined by a bill of materials, without using a work order, posting the receipt and component issues under one assembly note.
All 6 capabilities
- Pick location replenishmentGenerates replenishment suggestions whenever a pick location's stock falls below its threshold, based on allocations, maximum stock, and lot size.
- Reorder planExecutes and validates the stock movements needed to replenish locations that are running short.
- Put-away planLets goods be received quickly onto a temporary dock location during receipts or returns, to be put away in full detail later.
- Stock changeChanges the status, unit, or location of one or more stock lines, based on a configurable stock change transaction.
- GESBBYAssembles components into a finished item defined by a bill of materials, without using a work order, posting the receipt and component issues under one assembly note.
- DisassemblyBreaks a parent product back down into its bill-of-materials components, either directly from stock or by reversing a prior assembly.
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Build my requirements →Deliveries7
Manages the stock issue process for customer deliveries, from manual entry and automatic generation from orders to shipment validation and delivery documentation.
Highlights
- DeliveriesManually records stock issue transactions for customer deliveries.
- Order delivery generationCreates shipments from orders or shipment requests already allocated, with the option to validate them automatically and reduce physical stock.
- Shipment ValidationValidates a batch of created shipments at once, posting the actual stock issue and updating in-transfer or in-transit stock for intersite shipments.
- Bill of ladingProduces the bill of lading document that formalizes shipping terms, such as freight class and weight, for a sales order shipment.
- Picking ticket deliveriesGenerates deliveries in bulk from picking tickets, checking that shipping dates fall within allowed future transport windows.
All 6 capabilities
- DeliveriesManually records stock issue transactions for customer deliveries.
- Order delivery generationCreates shipments from orders or shipment requests already allocated, with the option to validate them automatically and reduce physical stock.
- Shipment ValidationValidates a batch of created shipments at once, posting the actual stock issue and updating in-transfer or in-transit stock for intersite shipments.
- Bill of ladingProduces the bill of lading document that formalizes shipping terms, such as freight class and weight, for a sales order shipment.
- Picking ticket deliveriesGenerates deliveries in bulk from picking tickets, checking that shipping dates fall within allowed future transport windows.
- Partially validated invoicesLists invoices that have been partially, but not fully, validated for further processing.
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Build my requirements →License plate numbers6
Manages license plate numbers used to track containers of stock, covering their creation, assignment, and the operations and stock change transactions performed against them.
Capabilities
- License plate numberDefines and maintains individual license plate number records used to track containers of stock.
- License plate number operationsPerforms a range of actions against containers identified by license plate number.
- Container creationCreates new license plate numbers using the sequence counter configured in the container setup.
- Stock change transactionsApplies configurable stock change transactions to stock lines tracked by license plate number.
- License plate number assignmentAssigns a license plate number to a stock line or container.
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Build my requirements →Inquiries6
Provides read-only views into production data, including work center loads, allocations, WIP, stock, planning results, and tracked activity, for monitoring shop floor status.
Highlights
- StockShows current and projected stock positions used for production decisions.
- Available stockShows the stock currently available for a product.
- Projected stockProjects future stock levels for a product based on planned movements.
- Reorder resultsShows the output generated by master production scheduling and MRP calculation runs.
- MPS resultsDisplays the results of a master production schedule calculation.
All 6 capabilities
- StockShows current and projected stock positions used for production decisions.
- Available stockShows the stock currently available for a product.
- Projected stockProjects future stock levels for a product based on planned movements.
- Reorder resultsShows the output generated by master production scheduling and MRP calculation runs.
- MPS resultsDisplays the results of a master production schedule calculation.
- MRP resultsDisplays the results of a material requirements planning calculation.
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Build my requirements →Logistics tables15
Groups the reference tables that support logistics operations, including reasons, incoterms, shipping modes, landed costs, transport lead times, and containers.
Highlights
- ReasonsCovers the reason codes used to explain returns, credit memos, and order cancellations.
- Return ReasonsDefines the reason codes used to explain why goods are returned.
- Credit Memo ReasonsDefines the reason codes used to explain why a credit memo is issued.
- Order cancellation reasonDefines the reason codes used to explain why an order is canceled.
- IncotermsMaintains the standardized international freight terms that define the buyer's and seller's respective responsibilities for shipping, insurance, and cost allocation.
All 14 capabilities
- ReasonsCovers the reason codes used to explain returns, credit memos, and order cancellations.
- Return ReasonsDefines the reason codes used to explain why goods are returned.
- Credit Memo ReasonsDefines the reason codes used to explain why a credit memo is issued.
- Order cancellation reasonDefines the reason codes used to explain why an order is canceled.
- IncotermsMaintains the standardized international freight terms that define the buyer's and seller's respective responsibilities for shipping, insurance, and cost allocation.
- Picking codesDefines the codes used to classify picking methods applied to warehouse orders.
- CostsDefines the cost elements used to calculate landed costs — the expense of routing goods from a supplier to the buyer — for inclusion in purchase cost.
- Landed costs - siteCustomizes landed cost values by site so the same product and supplier can still reflect different routing costs by location.
- Containers buttonDefines the shipping containers available for use in logistics operations.
- Transport lead timeSets the transport lead time between defined locations, such as departure, transit, and arrival points, to plan the movement of goods.
- Logistics tracking templateDefines templates that lay out the tracking steps required as goods move through the shipment or transportation process.
- Shipping ModesDefines the shipping modes and their associated transport information used to describe how goods are conveyed under a sales agreement.
- Cost structureGroups individual landed cost elements into a structure used to calculate and allocate purchasing costs.
- PlaceDefines the locations, such as departure and arrival points, referenced when setting up transport lead times.
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Build my requirements →Counts6
Manages physical inventory counting, from estimating annual count volumes and identifying what to count to running count sessions and tracking counts in progress.
Capabilities
- Physical Count CalculationEstimates how many counts a site needs each year for cycle-counted products in classes A, B, and C, excluding class D items.
- Stock To CountIdentifies which products a site needs to count, based on whether they use cycle counting or annual counting, filtered by product, category, or administrator.
- Stock count sessionRuns a stock count session from setup through execution.
- CountsWorks through each count list produced for a given session, entering counts either in detail or aggregated across lots and serial numbers.
- Stock Being CountedLists the products currently mid-count at a site, within a chosen product range.
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Build my requirements →Shipment preparation5
Prepares warehouse shipments by generating preparation lists and picking tickets, planning the pick, and looking up picking ticket status.
Capabilities
- Generate preparation listsGenerates and prints preparation lists and picking tickets for shipment.
- Preparation planBuilds a pick list and prints picking tickets to prepare shipments, including unlocking orders that were blocked.
- Picking ticket inquiryLooks up processed or in-progress picking tickets for one customer or all customers, with drill-down to full detail.
- Picking ticketsGenerates the picking tickets warehouse staff use to pull goods before shipment.
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Build my requirements →Reorders4
Plans replenishment through demand forecasting, statistical reorder methods, and full MRP-based material requirements planning.
Capabilities
- Demand forecastsEnters and reviews a product's demand forecast for a given site, created manually or generated automatically from seasonality patterns or another item's forecast.
- Statistical ReorderingGenerates reorder suggestions for products managed by statistical reordering methods, based on historical demand patterns.
- MRP processingRuns Material Requirements Planning to match component supply to demand from sales and work orders, using the bill of materials to calculate needs at every level.
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Build my requirements →Inquiries8
Provides reporting and lookup views across the sales cycle, covering quotes, orders, deliveries, invoices, returns, allocations, and picking and parcel detail.
Highlights
- DeliveriesProvides lookup views of customer deliveries, their line detail, delivery routes, and shipment volumes by period.
- List of DeliveriesLists customer deliveries recorded in the system.
- Delivery linesShows the individual product lines on a customer delivery.
- Shipments by periodSummarizes shipment volumes across a chosen date range.
- View routesShows the delivery route associated with a customer delivery.
All 8 capabilities
- DeliveriesProvides lookup views of customer deliveries, their line detail, delivery routes, and shipment volumes by period.
- List of DeliveriesLists customer deliveries recorded in the system.
- Delivery linesShows the individual product lines on a customer delivery.
- Shipments by periodSummarizes shipment volumes across a chosen date range.
- View routesShows the delivery route associated with a customer delivery.
- AllocationsProvides lookup views of stock allocations against sales orders and any resulting shortages.
- AllocationsShows stock allocated against sales orders.
- Allocation ShortagesFlags sales orders where allocated stock falls short of what is needed.
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Build my requirements →Utilities4
Provides maintenance tools for sales data, including resynchronizing customer credit balances, calculating sales commissions, and initializing tax codes for Sage Sales Tax.
Capabilities
- Resynch. Cust. balances Resynchronization of customer balancesRecalculates a customer's financial credit balance from sales documents, correcting it by company and customer when it falls out of sync.
- Paid commissionsCalculates and updates commission amounts owed to sales representatives for a date range, based on invoiced sales less credit memos and each rep's commission rate.
- SST initialize open documentsSynchronizes the tax entity and use codes across open quotes, sales orders, shipments, and service contracts after customer codes change, as part of Sage Sales Tax setup.
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Build my requirements →Assignments4
Assigns and removes resources against ranges of product codes for use with in-progress orders, with a workbench to manage assignments.
Capabilities
- Assignment workbenchProvides a workbench view for managing resource assignments to products.
- AssignmentsLinks a resource, such as equipment or a work center, to a set of product codes so it can be used on open orders.
- DeassignmentsRemoves a previously assigned resource from a range of product codes.
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Build my requirements →Periodic processing16
Runs periodic stock maintenance: valuation and cost adjustments, purging old data, resolving shortages, validating stock history periods, and calculating ABC classes.
Highlights
- ValuationAdjusts stock costs, interfaces valuation data to accounting, and reports on current stock value.
- Cost adjustmentAdjusts the recorded cost of stock items.
- Accounting interfacePosts stock valuation data to the accounting ledger.
- Stock valuation reportReports the current valuation of stock on hand.
- PurgeClears out historical stock data no longer needed, including old movements, count sessions, quality analyses, serial numbers, traceability records, and reorder suggestions.
All 15 capabilities
- ValuationAdjusts stock costs, interfaces valuation data to accounting, and reports on current stock value.
- Cost adjustmentAdjusts the recorded cost of stock items.
- Accounting interfacePosts stock valuation data to the accounting ledger.
- Stock valuation reportReports the current valuation of stock on hand.
- PurgeClears out historical stock data no longer needed, including old movements, count sessions, quality analyses, serial numbers, traceability records, and reorder suggestions.
- Purge stock movementsRemoves historical stock movement records no longer needed.
- Purge Null LotsRemoves lot records left with a null or zero quantity.
- Purge stock count sessionsRemoves completed stock count sessions no longer needed.
- Purge Quality analysesRemoves historical quality analysis records no longer needed.
- Purge serial numbersRemoves serial number records no longer needed.
- Purge traceabilityRemoves historical traceability records no longer needed.
- Purge suggestionsRemoves outdated reorder suggestions no longer needed.
- Adjustment of stock shortagesResolves suspended stock shortages or movements, manually or automatically, including those tied to a lot, location, or serial number.
- Stock History Period ValidationFills in the missing quantity and dollar totals for periods with no stock movement, keeping stock history reporting consistent across every period.
- ABC Class CalculationCalculates and assigns A, B, C, and D classes to products at a site, based on a configurable formula and target percentages.
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Build my requirements →Products13
Covers core product master data, including categories, site- and warehouse-specific settings, versioning, and standard cost records.
Highlights
- Product CategoriesGroups products into categories that supply default values to new product and product-site records at the folder or site level.
- ProductsCreates and describes every product tracked in stock, from raw materials and finished goods to services and prototypes, each with its own management policy.
- Products-warehousesDefines optional product settings at the warehouse level, needed when warehouse-specific stock counting or default location rules apply.
- VersionsSets the minor and major version numbers for a product whenever version control is handled at the stock-item level.
- Products-sitesCreates and maintains product settings specific to a site, including site-level supplier management rules.
All 12 capabilities
- Product CategoriesGroups products into categories that supply default values to new product and product-site records at the folder or site level.
- ProductsCreates and describes every product tracked in stock, from raw materials and finished goods to services and prototypes, each with its own management policy.
- Products-warehousesDefines optional product settings at the warehouse level, needed when warehouse-specific stock counting or default location rules apply.
- VersionsSets the minor and major version numbers for a product whenever version control is handled at the stock-item level.
- Products-sitesCreates and maintains product settings specific to a site, including site-level supplier management rules.
- Products-costsCovers the standard cost records maintained for products, including revised, budget, and simulated cost versions and a cost inquiry.
- GESICDMaintains standard cost detail records used in product cost calculations.
- Revised standard costsRecords revised standard costs used to update a product's provisional cost calculation.
- Budget standard costsRecords budget standard costs used for provisional cost planning of a product.
- Simulated standard costsRecords simulated standard costs used to model alternative product cost scenarios.
- Standard Cost InquiryProvides an inquiry screen for reviewing a product's standard cost details.
- UtilitiesProvides utility functions for maintaining product master data.
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Build my requirements →Inquiries43
Provides lookup and reporting views across stock levels, movements, allocations, locations, quality history, and MRP or MPS reorder results.
Highlights
- StockProvides a full set of stock-level lookup views, by site, product, lot, serial number, location detail, business partner, and license plate number, plus projected, available, obsolete, and inactive stock.
- Stock by Site ReportReports stock quantities broken down by site.
- Stock by productShows stock levels for a given product across sites.
- Stock by lotShows stock levels broken down by lot.
- Serial NumbersLooks up stock by serial number.
All 42 capabilities
- StockProvides a full set of stock-level lookup views, by site, product, lot, serial number, location detail, business partner, and license plate number, plus projected, available, obsolete, and inactive stock.
- Stock by Site ReportReports stock quantities broken down by site.
- Stock by productShows stock levels for a given product across sites.
- Stock by lotShows stock levels broken down by lot.
- Serial NumbersLooks up stock by serial number.
- Detailed stockShows detailed stock records down to lot, location, and serial number.
- External stockShows stock held at external locations, such as a customer or subcontractor site.
- BP StockShows stock held at a business partner's location.
- Projected stockProjects future stock levels based on planned receipts and issues.
- Available stockShows stock currently available to promise for a product.
- Available StockShows available stock quantities calculated using an alternate view of the same data.
- Obsolete stockFlags stock that has become obsolete.
- Inactive InventoryLists inventory that has had no recent activity.
- Stock by LPNShows stock levels grouped by license plate number.
- Component requirement calculationCalculates component requirements based on bill of materials demand.
- Detailed AllocationsShows detailed stock allocations down to lot and location level.
- MovementsProvides lookup views of stock transactions, including suspended movements, cost evolution, FIFO costing, traceability, and valuation by period.
- Stock TransactionsLists recorded stock movement transactions.
- Transactions by DateLists stock transactions filtered by date.
- Suspended TransactionsLists stock transactions suspended pending resolution.
- Average cost evol./movementShows how a product's average cost has evolved across movements.
- Average lot cost movementShows how a lot's average cost has evolved across movements.
- FIFO cost movementShows FIFO-costed values for stock movements.
- TraceabilityTraces the movement history of stock, including its lots and serial numbers.
- Stock valuation by periodShows stock valuation broken down by period.
- AllocationsProvides lookup views of stock allocations, both detailed and global, and any resulting shortages.
- Detailed AllocationsShows detailed stock allocations down to lot and location level.
- Global AllocationsShows stock allocations at the overall order or customer level rather than by detail.
- ShortageFlags stock shortages against allocated demand.
- LocationsProvides lookup views of warehouse locations, dedicated location assignments, and location-level statistics.
- LocationsLists warehouse storage locations.
- Dedicated LocationsLists locations dedicated to specific products or uses.
- Location StatisticsReports global and detailed usage statistics for warehouse locations.
- Quality historyProvides lookup views of past quality control responses and technical sheet history.
- Quality Control ResponsesLists past quality control responses recorded for stock.
- Technical Sheet HistoryShows the history of technical sheet records for a product.
- ProductsProvides lookup views of products currently being counted and their stock history.
- Stock Being CountedLists products currently in an unvalidated stock count for a site.
- Stock HistoryShows the historical stock movement record for a product.
- MRP/MPS reorderShows the results of MRP and Master Production Schedule reorder calculations.
- MRP resultsShows the reorder suggestions generated by the MRP calculation.
- MPS resultsShows the results generated by the Master Production Schedule calculation.
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Build my requirements →Utilities13
Provides maintenance tools for stock data, including valuation adjustments, put-away and reorder recovery, location and serial number resynchronization, and transaction consistency checks.
Highlights
- ValuationAdjusts stock values, resynchronizes valuation periods, and modifies posting dates for stock transactions.
- Value changeChanges the recorded value of stock.
- Stock valuation period resyncResynchronizes stock valuation totals for a given period.
- Posting date modificationModifies the posting date recorded on a stock transaction.
- Recovery of put-away planCorrects put-away plan records whose status has fallen out of sync, so the workbench of stock awaiting put-away stays accurate.
All 12 capabilities
- ValuationAdjusts stock values, resynchronizes valuation periods, and modifies posting dates for stock transactions.
- Value changeChanges the recorded value of stock.
- Stock valuation period resyncResynchronizes stock valuation totals for a given period.
- Posting date modificationModifies the posting date recorded on a stock transaction.
- Recovery of put-away planCorrects put-away plan records whose status has fallen out of sync, so the workbench of stock awaiting put-away stays accurate.
- Recovery qtys in entryAutomatically recalculates stock quantities left locked by an interrupted session, such as a power break or programming error, with no manual setup needed.
- Resynchronization + stock controlResynchronizes and checks stock file data at a site or folder level using a set of configurable scripts, run directly or in batch.
- Location ResynchronizationsVerifies and corrects the occupation status of warehouse locations for a site, automatically fixing certain detected errors.
- Serial number management changeChanges how serial numbers are managed for a product.
- Recovery consumption reorder areaRecovers and displays the location change suggestions generated by the consumption area reorder process, showing which stock lines still need to move.
- Resynchronization customer transactionsDetects and repairs synchronization errors between quantity balance data and the underlying order and manufacturing records.
- Serial/stock resynchronizationResynchronizes serial number stock records, excluding any stock still awaiting put-away.
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Build my requirements →Quality control9
Manages product quality control, from requesting analyses and inspecting stock before put-away to changing lot status for re-checks, obsolescence, or corrections.
Highlights
- Analysis requestRequests a quality analysis to be performed on a stock lot.
- Quality controlChecks products for conformity before they enter stock, whether they arrive from a vendor or come from the shop floor, per the configured quality control setup.
- Re-control Status ChangePuts stock into a re-control status to have it re-checked, either clearing it for use or rejecting it.
- Obsolete lot status changeChanges the status of lots approaching their expiry date, ahead of time, so they can be re-checked or delayed before they actually expire.
- Lot modificationsModifies lot data after the fact, covering characteristic changes, mass updates, and renumbering, mixing, or splitting lots.
All 8 capabilities
- Analysis requestRequests a quality analysis to be performed on a stock lot.
- Quality controlChecks products for conformity before they enter stock, whether they arrive from a vendor or come from the shop floor, per the configured quality control setup.
- Re-control Status ChangePuts stock into a re-control status to have it re-checked, either clearing it for use or rejecting it.
- Obsolete lot status changeChanges the status of lots approaching their expiry date, ahead of time, so they can be re-checked or delayed before they actually expire.
- Lot modificationsModifies lot data after the fact, covering characteristic changes, mass updates, and renumbering, mixing, or splitting lots.
- Characteristics changeChanges the recorded characteristics of a stock lot.
- Mass changeApplies a change to a batch of stock lots at once.
- Renum/Mix/divisionRenumbers, merges, or splits stock lots as needed.
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Build my requirements →Costing4
Covers manufacturing cost setup, including costing dimensions and the overhead categories and codes used in cost calculations.
Capabilities
- Costing DimensionDefines the financial basis, attached to a production site, that work centers use for provisional and production cost calculations.
- Overhead CategoriesGroups overhead costs used in provisional and production cost calculations, defined at the folder level.
- Overhead CodesDefines overhead codes, each distributed across multiple cost natures with configurable formulas, for posting overhead costs to products.
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Build my requirements →Other capabilities6
Capabilities
- Cost TransferCopies a projected cost from one year, site, or cost type to another for a given product, optionally adjusted by a multiplier.
- Container label printingPrints or reprints a batch of license plate number labels.
Will Sage X3 meet your other capabilities needs? Build your requirements and perform a full analysis.
Build my requirements →Sage X3 Inventory Management screens
What inventory management actually looks like in Sage X3.
Free PDF · Vendor-neutral · No sales calls
The Sage X3 Evaluation Kit
An independent assessment of Sage X3 — strengths, gaps and real pricing — plus a requirements template you can score its inventory management against alongside every other system on your shortlist.
Sage X3 Evaluation Kit
2026 Edition · PDF guide + XLSX template
ERP Research
- Buyer's guide (PDF): Sage X3 independently assessed — where it is strong, where it is not, and what it actually costs
- Requirements template (XLSX): weight your requirements and score vendors side by side
- Built to work with the 29 inventory management capabilities scored on this page
- The questions to put to the vendor and to implementation partners
Free Download
Sage X3 Evaluation Kit
Sage X3 add-ons & integrations
Extend Sage X3 with best-of-breed software that integrates with it:
Warehouse management systemReceiving, picking and packing integrated with your ERP.
Acumatica Warehouse Management
Blue Yonder Warehouse Management
Dynamics 365 Supply Chain Management Warehouse Management+12 more →
Inventory optimization softwareSafety stock, reorder points and replenishment tuned to ERP inventory data.+10 more →
Retail management softwareMerchandising, order management and store operations synced to your ERP.+9 more →
POS integration softwarePoint-of-sale that syncs in-store sales, inventory and customers to your ERP.+10 more →
Marketplace integration softwareConnect Amazon, eBay and Walmart orders and stock to your ERP.+7 more →
How it compares
Inventory Management coverage across the systems most often shortlisted alongside it, scored against the same capability list.
| Area |  |  |  |
|---|---|---|---|
| Stock Management | 6+1/8 | 7/8 | 4+1/8 |
| Counting & Accuracy | 4+1/6 | 1+2/6 | 2+3/6 |
| Warehouse Operations | 4+2/8 | 6/8 | 3+3/8 |
| Planning | 3+1/7 | 2+3/7 | 1+4/7 |
ConfirmedPartialNot documented— not scored in this area
Each cell reads confirmed+partial/scored. Grey reflects capabilities our research has not confirmed either way — it is not a finding that a product lacks them.
Inventory Management — strength by vendor
| Vendor | Strength | Best for | Starting price | Implementation | Actions |
|---|---|---|---|---|---|
| ★★★ strong | Large, complex enterprises needing deep customisation and controlled upgrades | Custom | 6–18 months | |
| ★★★ strong | Small to midsize businesses wanting SAP reliability | $95/user/mo | 3–6 months | |
 | ★★★ strong | Fast-growing mid-market companies wanting unified cloud ERP | $99/user/mo | 4–9 months | |
 | ★★★ strong | Large enterprises moving from on-premise Oracle to cloud | Custom | 9–18 months | |
 | ★★★ strong | Mid-to-large companies in the Microsoft ecosystem | $50/user/mo | 6–14 months | |
 | ★★★ strong | Midsize companies wanting unlimited users and flexible cloud ERP | Custom | 4–8 months | |
 | ★★★ strong | Discrete and mixed-mode manufacturers | $100/user/mo | 5–10 months | |
| ★★★ strong | Midsize process manufacturers and distributors | $100/user/mo | 4–9 months |
Evaluating inventory management on Sage X3
What to put in front of the vendor before you commit.
- 1Multi-location and multi-warehouse support
- 2Lot/serial number traceability depth
- 3Integration with barcode scanners and RFID
- 4Inventory valuation methods supported
- 5Real-time stock visibility across channels
Sage X3 starts at $100/user/mo with a typical total cost of $100K–$400K and a 4–9 months implementation.
Full Sage X3 pricing breakdown →Sage X3 implementation partners
Firms with proven Sage X3 delivery experience — start here rather than an open RFP.
Sage X3 Inventory Management FAQ
Where does Sage X3 keep item quantity data?
Sage X3 tracks item quantity within its Inventory module, at the stock/site level, updated in real time by every receipt, issue, transfer, and adjustment transaction. Quantities are visible through inventory inquiry screens and roll up across warehouses for a consolidated view. Sage X3's inventory management is rated strong, reflecting this real-time, multi-site stock tracking as a core capability.
Other Sage X3 modules
Explore Sage X3 by industry & company size
Related Resources
Overview
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ModulesSage X3 Supply Chain
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ModulesSage X3 Sales
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