POWERFUL COMPLEMENTARY SOLUTIONS TO MATCH YOUR SPECIFIC NEEDS
Document Distribution for Sage X3 automates the emailing or printing of the different documents you need to provide to your customers and suppliers at the moment of the transaction.
It helps your organization save time by taking advantage of the standard workflows functionality in Sage X3 to eliminate the need to print documents individually and attach them to emails.
Net at Work Document Distribution for Sage X3 not only provides the ability to send documents at the moment of the transaction, it also offers bulk process functionality for Invoices and Customer Statements:
- Bulk Customer Invoices – Any posted invoices that have not been printed or emailed can be bulk printed or emailed to the customer contact. This process can be run manually or scheduled.
- Bulk Customer Statement – Allows the bulk emailing of customer statements by selecting criteria like Site or Business Partner. Customer statement format can be the standard or customized.
FEATURES
- Automate individual document transmissions from Sage X3 transaction processes (Sales Orders, Packing Slips, Bill of Ladings, Invoices, Certificates of Analysis, and Purchase Orders).
- Stipulate which contacts get which documents and via which method – print or email.
- Include attachments like Safety Data Sheets, along with Sage X3 business forms.
- Generate one form/report per email with one or more selected recipients from the contacts.
- Access traceability for the documents inside Sage X3 instead of a user’s email account. This will help to determine when the document was not sent and more details about the reason.
- Use Sage X3 Workflows with no third-party tools required.
BENEFITS
- Streamline your processes by automating sending large volume documents to your business partners.
- Sage X3 workflows functionality used to distribute documents at the transaction creation or modification.
- Trace emails sent to your customer or supplier and determine when the email was sent. Or if there was no valid email address, and no email was sent.
