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Sage X3 Consultant Automates Purchase Recommendations for Inventory Replenishment

Sage X3 Consultant Automates Purchase Recommendations for Inventory Replenishment

Sage X3 Consultant Question: How do I set up purchase recommendations to optimize inventory levels in Sage X3?

Over the years, we find many companies managing their inventory replenishment on Excel spreadsheets or from reports generated from the accounting system. These companies are delighted to learn that Sage X3 offers a better way to plan and manage when their distributed items are purchased.  In today's economy, it is essential to maintain inventory levels for efficient order fullfillment while being strategic with the re-order points in order to help increase profits. In this blog, we will cover how you can maintain your inventory or distributed items (those items that are normally purchased, stocked and sold). Planning to reorder inventory is based on historical sales data and the lead time to procure and turn over stock. Your inventory demand can fluxuate based on many factors like seasonality or geography or other unforseen changes in the market. Sage X3 automates the purchase planning seamlessly based on robust inventory optimization functionality. Products stored at different warehouses can have individual planning parameters defined which drives the recommendation specific to warehouse and product combinations. 

There are two ways to handle re-ordering in Sage X3. One type of reordering is based on the reorder point or reorder level where as the other one is based on period. Warehouse and Product is either defined as ROP (Reorder Point) or Periodic. When a product is defined as ROP, the recommendation is triggered when the on hand quantity goes below the ROP level. The on-hand quantity is typically the physical stock – allocations to orders.

Here are the parameter options that are used for reordering and they can be defined under the planning tab of Product-site as in the screen below.  It is advisble to consult your Sage X3 consultant to help determine how it's best to set up Sage X3 re-ordering parameters for your business.  If you do not work with a Sage X3 consultant, our expert team at Mantralogix is here to help.

  • Reorder Mode: There are several ways reorders can be done and one of the methods is By ROP
  • Suggestion Type: This is based on whether the product is to purchase or manufacture
  • Reorder Threshold: The reorder point or reorder level to trigger the recommendation when the stock level goes below this point
  • EOQ (Economic Order Quantity): The minimum order quantity for the suggested purchase order
  • Purchase Lead Time: Number of days it takes to receive the ordered items from the supplier from the date of Purchase Order

Statistical Reordering (Navigation: Stock→Reorders→Statistical Reordering) is run to generate the purchase reorder recommendations based on reorder point.


The generated recommendations are viewed in Enterprise Planning or Planning Work Bench. Suggested orders are reviewed, changes made if required and then created as Firm Purchase Orders.


Need more help with Sage X3 or how to generate purchase recommendations?  Call us at 1-866-320-8922 and we’d be happy to help.  For us it’s personal; not just business. Learn about one happy Sage X3 customer here:


Of course, the Mantralogix team is always here to help too!  Be sure to send an email to support@mantralogix.com  or give us a call at 1-866-320-8922.

Mantralogix – ERP System Implementation Specialists

Mantralogix consultants are experts in ERP system selection and implementation. We can guide small to midsize businesses through requirements definition, selection, and implementation of the software solution that’s right for your particular needs. Leverage Mantralogix’ experience to provide true business value and a competitive advantage. We provide services for an extensive variety of businesses in many industries. Training and on-going support provide long-term value to our customers now and in the future.

Find out how the Mantralogix Advantage can be your competitive advantage. For us it’s personal, not just business.

As a trusted technology partner, Mantralogix delivers enterprise software solutions to both Canadian and U.S. businesses. We are happy to receive your inquires for any types of services which you are looking for and will focus on ensuring your requirements are met. Please call us at 1-866-320-8922 or email us.

About Mantralogix

Mantralogix specializes in the implementation, support, and training of world-class ERP solutions from Sage, including Sage MAS 500, Sage 300 (formerly Accpac), and Sage X3, Sage PFW, and Sage BusinessVision Accounting (BV).  We also help with CRM, HRMS, custom development, hardware, and IT consulting and outsourcing. Mantralogix has in-house expertise in designing, developing and implementing solutions for financial, manufacturing and distribution verticals.  Contact us today at 866-320-8922 or visit www.mantralogix.com

Another version of this article was previously posted on Mantralogix’s Blog:  How to generate Purchase recommendations for distributed products in Sage X3

Photo Courtesy of freedigitalphotos.net by Stuart Miles

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