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Sage X3

Integrating Sage X3 with Supply'd streamlines inventory management, improves production planning, and ensures real-time data synchronisation for greater efficiency and accuracy across your operations.

Integrating Sage X3 with Supply’d connects enterprise resource planning (ERP) with supply chain operations, enabling real-time data flow between finance, inventory, and procurement. This integration improves accuracy, streamlines processes, and gives businesses greater control over operations from end to end.

This document will guide you through:

Connecting to Sage X3

1

Go to Settings

Click on your company name in the top right and select Settings.

2

Select Integrations

Scroll down and select Integrations from the Settings menu.

3

Click Add+

Click on Add + in the top right.

The Add Integration page will show.

4

Click Sage X3

Click on the Sage X3 logo (as circled above).

The Sage X3 Settings page will open.

To open or close the sections on this form click the little arrows to the right of the titles (as circled in red above).

The list of additional integrations will vary based on the third-party platforms you’ve connected to Supply’d.

If the Sage X3 Settings page doesn't appear:

  1. Click on your name in the top right corner, and select Settings.

  2. Scroll down and select Integrations.

  3. Select Sage X3 from the Integrations list.

You can also follow these steps if you need to make changes to the settings at a later date.

Complete the sections as follows:

5

Sage X3 Settings

Integration Name* [required field]

The desired name for this integration.

6

General Settings

Overall settings for integration with Sage X3.

WSDL URL* [required field]

The WSDL (Web Services Description Language) url to send data to.

Pool Alias* [required field]

The Pool Alias to send data to.

Username* [required field]

The username for this integration.

Password* [required field]

The password for this integration.

Request Config

The request configuration to pass to Sage X3.

Item Ref Prefix

The option prefix to pass with the product SKU.

7

Sync Supply'd Orders?

Toggle on to sync orders from Supply'd to Sage X3.

Sync Historical Supply'd Orders

Whether or not to sync historical Supply'd orders already created. If "Yes", all orders from Supply'd will be synced. If "No" only new orders will be synced.

This only applies to new orders since the last sync if a sync was previously active.

Invoice Number Prefix

An optional prefix for order numbers imported from this integration.

Program* [required field]

The Program to send orders to.

Site* [required field]

The site to send these orders to.

8

Sync [Channel] - [Integration Name] Orders?

Toggle on to sync imported orders from an integrated channel.

We are using Shopify as our example.

Sync Historical [Channel] Orders

Whether or not to sync historical [Channel] orders already created. If "Yes", all orders from [Channel] will be synced. If "No" only new orders will be synced.

This only applies to new orders since the last sync if a sync was previously active.

[Channel] Invoice Number Prefix

An optional prefix for order numbers imported from this integration.

Program* [required field]

The Program to send orders to.

Site* [required field]

The site to send these orders to.

Default Customer Ref* [required field]

The default customer to assign orders to from this channel if no customer is assigned.

9

Sync Other Platforms

For other platforms, such as, WooCommerce, Square etc. that you would like to sync, toggle on and complete the fields as explained above.

10

Click Save

Click to add the Sage X3 integration.

Editing the Sage X3 Integration

If you like to edit the Sage X3 integration:

1

Click on your company name in the top right corner and select Settings from the menu.

2

Scroll down and select Integrations.

3

Select Sage X3 from the Integrations list. The Sage X3 Settings page will open.

4

Update any details required following the guidelines above for Connecting to Sage X3.

5

Click to update the settings.

Disconnecting from Sage X3

If you like to disconnect from Sage X3:

1

Click on your company name in the top right corner and select Settings from the menu.

2

Scroll down and select Integrations.

3

Select Sage X3 from the Integrations list.

4

Click on the 3 dots in the top right corner and select Remove Integration.

You will be asked to confirm.

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