Have you found yourself lost in the menus of Sage ERP X3? Well, good news for you! The dashboards and Visual Process Flows within Sage ERP X3 are great tools designed to help you focus on your important day-to-day processes. Dashboard tabs can be set with user defined graphs, web links and requesters (inquiries) simply by clicking on the “add content” choice on a new tab.
Another visual tool that will allow you to navigate through daily tasks quickly is Process Flows. The standard version of Sage ERP X3 has over 50 preset Flows that can be setup by user or department. Tasks can also be represented more than once and on more than one Process Flow. Transaction types can be set directly within the Flow in order to tie in the type of tasks to the exact process shown in the Flow.
Stay tuned for more Sage ERP X3 tips. If you have any questions about Sage ERP X3 and what it can do for you, contact us today.