GUMU™ for Sage CRM – QuickBooks integration link is external bi-directional link which synch data from Sage CRM to QuickBooks and vice versa. In our GUMU™ link there are number of Synch processes. Today in this blog we will walk through the promote order process.
In this GUMU™ integration link, user can create order using standard Sage CRM opportunity workflow and later can promote to QuickBooks by running GUMU™ promote order process.
While user creates order for any QuickBooks customer and want to promote it to QuickBooks, they have to make sure below points,
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Step 1: The Pricing list selected on Sage CRM order should be QuickBooks pricing list (as shown in below image).
Step 2: The link check box and document type should be selected as “Order” please refer below image.
Step 3: Once user added line items to Sage CRM order then they can promote it using GUMU™ Promote order process.
Once order is promoted to QuickBooks a document number field will be populated with corresponding QuickBooks order number as shown in below image.
Please note that once order is promoted from Sage CRM to QuickBooks successfully, further changes to that order in Sage CRM will not be reflected to QuickBooks. For any further assistance you can always contact us on sage@greytrix.com.
Also read :
1. GUMU for Sage CRM – QuickBooks integration – Synchronization processes
2. Configuring GUMU for Sage CRM – QuickBooks Integration
3. GUMU™ Integration for Sage CRM is now compatible with Australian Version of QuickBooks
4. GUMU for SageCRM – QuickBooks Integration