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Sage X3 — The Main Ingredient for Food & Beverage ERP Management

Sage X3 is an enterprise resource planning (ERP) software for the Food and Beverage industry to keep its production line operating smoothly and avoiding production errors, waste, spoilage, recalls and safety issues. 

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Sage X3 for Food & Beverage Business Management

Food and beverage processors and distributors operate in a uniquely demanding environment — one that requires precision, agility and managing industry-specific requirements and legal mandates imposed on your business. From recipe management and quality control to regulatory compliance and lot tracking, businesses in this sector must navigate a complex landscape of operational and legal requirements. 

Sage X3 is an enterprise resource planning (ERP) solution tailored to meet the specific needs of the food and beverage industry. It delivers critical insights and functionality required to run your business efficiently and confidently.

Whether you are looking to streamline compliance processes to accelerate growth or improve forecasting to scale sustainably, Sage X3 equips your organization with robust traceability tools for managing recalls, expiration dates, labeling and other essential tasks.

At Cherry Bekaert, we collaborate with you to design and implement a forward-thinking ERP management system that aligns with your long-term vision and addresses the complexities of the food and beverage industry.

In addition to our Sage X3 software solution, our Consumer Goods professionals can help you transform your business in other beneficial ways.

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Better Manage Your Supply Chain With Sage X3

Discover how Sage X3 can help your food and beverage business strengthen food safety through advanced traceability and allergen tracking. With X3, you gain visibility into the sources of your ingredients and insights into the pressures affecting your suppliers, especially during fluctuations in the food supply chain.

Sage X3 for Food and Beverage: Benefits That Serve Optimal Results 

Sage X3 delivers targeted capabilities that help food and beverage businesses streamline operations, ensure compliance and drive smarter decision-making. 

Streamline Compliance

Food and beverage companies face increasing regulatory pressure. Sage X3 will help you stay compliant efficiently, so you can focus on growing your business.

  • End-to-end Traceability: Track ingredients, batches and finished goods
  • Allergen and Expiration Management: Identify and control allergens at every stage of production
  • Labeling and Packing Controls: Automate label generation with real-time product data
  • Quality Control Integration: Embed quality checks at critical control points

Forecast Supply and Demand 

Leverage Sage X3 to anticipate seasonal changes in supply and demand. Make smarter stocking decisions with the support of powerful business intelligence.

  • Historical Data Analysis: Leverage historical sales, production and inventory data to generate accurate demand forecasts
  • Real-time Visibility: Access live data across departments for dynamic forecasting
  • Recipe and Formula-based Forecasting: Integrate planned inputs and outputs into recipe specifications to predict production yields
  • Multi-unit Conversation and Yield Tracking: Convert between units of measure for purchasing, stocking and selling to align with demand forecasts

Achieve Greater Product and Process Consistency

Optimize multi-output yields by comparing planned inputs and outputs using predefined formulas before production begins. 

  • Integrated Quality Assurance: Trigger alerts and corrective actions for deviations from standards
  • Product Process Automation: Automate repetitive tasks to reduce human error and variability
  • Inventory and Yield Optimization: Minimize spoilage and overproduction through predictive planning
  • Supplier and Ingredient Consistency: Integrate supplier data into production planning for better control

Maintain Quality Through Inspections

Track and maintain quality specifications and test results for raw materials, intermediates and finished goods throughout their lifecycle. 

  • Integrated Quality Control Testing: Automatically quarantine substandard items for further review or disposal
  • Traceability and Recall Readiness: Reduce recall risk by ensuring inspection data is linked to every product unit
  • Preventive Maintenance Integration: Schedule and track preventive maintenance to support consistent product quality
  • Supply Quality Monitoring: Evaluate supplier performance based on inspection results and compliance history

Improve Operational Efficiencies

Analyze purchase orders and in-progress batches to assess demand against available inventory, helping reduce waste and improve responsiveness.

  • Centralized Business Operations: Integrate finance, inventory, production and customer management into a unified platform to eliminate silos and duplication
  • Analytics and Decision Support: Use built-in analytics and dashboard to monitors KPIs and make faster, data-driven decisions across departments
  • Mobile Accessibility: Empower field teams and remote workers with mobile access to inventory, production and customer data
  • Lean Manufacturing Support: Implement lean principles with tools for waste reduction, process standardization and continuous improvement track across production lines

Maximize Inventory Usage

Streamline your inventory levels with end-to-end integration of your warehouse management as well as reduce inventory write-offs with data management capabilities.

  • Integrated Warehouse Management: Streamline warehouse operations with barcode scanning, bin location tracking and automated picking
  • Dynamic Updates: Enable dynamic updates for incoming, outgoing and reserved inventory to support agile decision-making
  • Safety Stock Management: Automatically adjust safety stock levels based on consumption trends, lead times and seasonal demand to prevent stockouts and overstocking
  • Demand-driven Inventory Allocation: Prioritize inventory distribution based on customer demand, location performance and product velocity to maximize service levels

Streamline Compliance

Food and beverage companies face increasing regulatory pressure. Sage X3 will help you stay compliant efficiently, so you can focus on growing your business.

  • End-to-end Traceability: Track ingredients, batches and finished goods
  • Allergen and Expiration Management: Identify and control allergens at every stage of production
  • Labeling and Packing Controls: Automate label generation with real-time product data
  • Quality Control Integration: Embed quality checks at critical control points

Forecast Supply and Demand 

Leverage Sage X3 to anticipate seasonal changes in supply and demand. Make smarter stocking decisions with the support of powerful business intelligence.

  • Historical Data Analysis: Leverage historical sales, production and inventory data to generate accurate demand forecasts
  • Real-time Visibility: Access live data across departments for dynamic forecasting
  • Recipe and Formula-based Forecasting: Integrate planned inputs and outputs into recipe specifications to predict production yields
  • Multi-unit Conversation and Yield Tracking: Convert between units of measure for purchasing, stocking and selling to align with demand forecasts

Achieve Greater Product and Process Consistency

Optimize multi-output yields by comparing planned inputs and outputs using predefined formulas before production begins. 

  • Integrated Quality Assurance: Trigger alerts and corrective actions for deviations from standards
  • Product Process Automation: Automate repetitive tasks to reduce human error and variability
  • Inventory and Yield Optimization: Minimize spoilage and overproduction through predictive planning
  • Supplier and Ingredient Consistency: Integrate supplier data into production planning for better control

Maintain Quality Through Inspections

Track and maintain quality specifications and test results for raw materials, intermediates and finished goods throughout their lifecycle. 

  • Integrated Quality Control Testing: Automatically quarantine substandard items for further review or disposal
  • Traceability and Recall Readiness: Reduce recall risk by ensuring inspection data is linked to every product unit
  • Preventive Maintenance Integration: Schedule and track preventive maintenance to support consistent product quality
  • Supply Quality Monitoring: Evaluate supplier performance based on inspection results and compliance history

Improve Operational Efficiencies

Analyze purchase orders and in-progress batches to assess demand against available inventory, helping reduce waste and improve responsiveness.

  • Centralized Business Operations: Integrate finance, inventory, production and customer management into a unified platform to eliminate silos and duplication
  • Analytics and Decision Support: Use built-in analytics and dashboard to monitors KPIs and make faster, data-driven decisions across departments
  • Mobile Accessibility: Empower field teams and remote workers with mobile access to inventory, production and customer data
  • Lean Manufacturing Support: Implement lean principles with tools for waste reduction, process standardization and continuous improvement track across production lines

Maximize Inventory Usage

Streamline your inventory levels with end-to-end integration of your warehouse management as well as reduce inventory write-offs with data management capabilities.

  • Integrated Warehouse Management: Streamline warehouse operations with barcode scanning, bin location tracking and automated picking
  • Dynamic Updates: Enable dynamic updates for incoming, outgoing and reserved inventory to support agile decision-making
  • Safety Stock Management: Automatically adjust safety stock levels based on consumption trends, lead times and seasonal demand to prevent stockouts and overstocking
  • Demand-driven Inventory Allocation: Prioritize inventory distribution based on customer demand, location performance and product velocity to maximize service levels

Our Professionals 

Connect With Us

Roy Nicholson headshot

Roy Nicholson

Business Optimization Leader

Partner, Cherry Bekaert Advisory LLC

Dave Kerr

ERP Sage Implementations Leader

Partner, Cherry Bekaert Advisory LLC

Koray Ozturk

Enterprise Resources Planning - Sage

Partner, Cherry Bekaert Advisory LLC

Paul White

Client Success – Sage

Managing Director, Cherry Bekaert LLC

Frequent Asked Questions: Sage X3 for Food & Beverage Companies

Implementing Sage X3 can offer many advantages for food and beverage manufacturers, such as streamlining operations, increasing visibility, improved mobility and more accurate reporting.

Sage X3 is an enterprise resource planning (ERP) platform that integrates with an organization’s operations to help manage finances, gather data and monitor the supply chain.

Sage X3’s features make it a top solution for food and beverage businesses. It offers lot tracking, batch quality control, production management, inventory monitoring and more.

Deploying an ERP can help a business increase efficiency, improve decision-making and enhance compliance efforts.

Sage X3 includes built-in support for recipe management, batch traceability, quality control, compliance and expiration tracking, making it ideal for food and beverage operations.

It can be deployed on third-party cloud platforms or through Sage-certified hosting partners. It’s traditionally installed and managed on your own servers.

The price largely depends on your specific needs and service requirements. You can contact a Cherry Bekaert Sage X3 team member for a more accurate quote. 

Sage X3 is a robust and highly configurable ERP, which means implementation can be complex but manageable. Our team of professionals offer a proven process that will ensure a successful implementation.

Absolutely! We can demo Sage X3, showing you exactly how it functions and all the ways that you can customize the software.

Contact Our Sage X3 for Food & Beverage Consultants