- Case Studies

Sage-X3-Invoice-type

How a New Invoice type creation in the Sage X3 ERP system led to a 70% reduction in processing time for a leading healthcare client

The client is a leading healthcare product distributor operating in the household, OTC healthcare, and recreational healthcare products. The client is a leading healthcare product distributor operating in the household, OTC healthcare, and recreational healthcare products. .

Its operations, research, and manufacturing activities span nine countries handled by over 250 employees. The client has chosen Sage X3 for its U.S. operations, which is a conglomerate of 53 small companies, focusing on OTC (over-thecounter) healthcare products and their distribution. The manufacturing of these products is handled from different plants spread across multiple countries around the world.

Problem Statement:

With its manufacturing operations across continents, the U.S. operations handle multiple freights of product lines originating from the South East Asian countries to the U.S. shores. One of the key processes after every freight is handling the invoicing, payments, and receipt of these
freight between the shipping companies and the distributor.
The process of handling each freight invoice is manual and requires the operations team to update the details in the ERP system. This process was prone to manual errors, was time consuming, and resulted in inefficient operations.