Sage X3 ERP: Empowering Wine Manufacturers at Scale
Wine with CitySoft and Sage X3
The Sage X3 ERP manufacturing suite is the ideal partner for wine makers who operate at scale. Sage X3 ERP is scalable in terms of user numbers and data volumes and highly configurable. This Web native mid-market ERP is highly configurable across business processes, creating tailored role-user screens and visual processes and adding user definable fields and tables. Configurability applies right across the Sage X3 ERP system from receiving and crushing grapes right through to bottling and selling bulk or bottled wine through one or multiple sales channels.
Receiving
Sage X3 is designed to integrate with smart device such as weighbridge and weigh scale hardware to streamline receipting of grapes. Optional Ai based document management coupled with web forms and system access on mobile devices enhances the user experience. Traceability, quality controls, and other measures support grower payments and grading determinations. Purchasing of dry goods such as packaging and additives are tied to master production scheduling and material requirements planning.
Production
The availability of system alerts, workflows, and recipes supports standardization of business processes and management by exception. A smart CitySoft development, on the Sage X3 platform, as it was designed to do, supports adherence to target goals when blending. Optional advanced manufacturing execution capabilities and Sage X3 ERP production scheduling including master production scheduling (MPS) and material requirement planning (MRP), helps production managers optimize line output without the headaches manual or Excel-based planning systems create. The addition of Evocon OEE and Zebra mobile device support agile responses to unexpected production floor issues.
Inventory
Advanced inventory management captures lot, variety, vintage, additives, blend details if any, physical characteristics, and QC results during maturation and at other stages of production. Multiple stock locations and SKU status ensure quarantined SKUs cannot be picked for production, receipted into your main stock holding, or sold. Mobile devices can be used across all the inventory processes, including in rugged warehouse and production environments, cool rooms, and in some instances, in spaces with no internet coverage.
Sales
Tied to production by way of MPS and MRP calculations, the Sage X3 system supports sales from a wide range of sales channels including from mobile salespeople, inbound sales calls, and EDI, plus B2B and B2C sales via popular web stores. A CitySoft Sage X3 solution for the wine industry can be expanded further through integrations with specialist retail (cellar door) software and restaurant POS systems and by using Sage X3 CRM or the fully featured Sage CRM system with Mail-Chimp for Wine Club management and communications.
Financials
Whilst the Sage X3 ERP system handles a single legal entity – single or multi-site client profile, the design of Sage X3 makes it the ideal partner for enterprises who operate multiple legal entities in a group and who may also trade between related entities.
Quality Control
CitySoft’s Sage X3 process manufacturing ERP system supports corrective and preventative actions. The system will help identify the root cause of an issue; help create a new test plan and apply updated test results in the system.
• A preventative action plan can be generated based on continuous improvement objectives including adjusting and improving QC tests on raw and finished goods to meet quality standards.
• The system supports assignment of technical sheets to products as a part of a test plan.
• Any changes to test plans, technical sheets, product ingredients or recipes are controlled through workflows and approval processes and can be limited to specific staff.
Sage X3 ERPs service request functions can be used to manage complaints regarding product defects or quality issues.
CitySoft’s Sage X3 process manufacturing ERP system records preventative and monitoring actions against your production records.
Any products failing your QC tests are designated a (Q) quarantined status preventing the products from being shipped or picked for production.
Multiple samples can be taken during production with results used for continuous process improvement efforts.
Specifications can be set at a client and at a production level with a Certificate of Analysis (CofA) generated and sent to customers.
Deviations from the standard are recorded on system and can be managed by the QC department.
Stock items can be disposed of where their status cannot be rectified through additional processes.
With Sage X3 ERPs French origins (Sage X3 ERP was Adonix ERP software prior to being acquired by Sage) perhaps unsurprisingly there are several globally recognizable French wine and champagne clients who use Sage X3 ERP one of whom our lead Sage X3 functional consultant work on to implement Sage X3 ERP.
Sage X3 ERP contains the ERP system elements and capabilities highlighted by the USAs FDA as key – traceability, adaptability, redundancy, consistent data integrity and visibility, electronic document and file management and controls over shelf life and allergens.
With a focus mainly on manufacturing, Sage X3 ERP offers wine makers the following capabilities.

Wine making and financial management in a single system
CitySoft have developed a blend calculator on the Sage X3 ERP platform for the wine industry.
The calculator assists wine bottlers achieve the product outcome they are seeking.
The calculator respects the rules regarding blending (Variety, Vintage & Region) and labelling. (Label integrity program or LIP)
Wine producers can run input scenarios before settling on a manufacturing work order for blending. The post blending output from Sage X3 ERP is the LIP declaration report.
The CitySoft Wine extension to the Sage X3 ERP manufacturing suite removes the need for wine producers to operate both a specialty wine making software system and an ERP software system.
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