Tag Archives: Orders

Custom Product Family Sage CRM QLE Screen.

The GUMU™ Sage 100 CRM integration is a fully bi-directional solution where users can have access to Sage 100 data wherever they log into Sage CRM. Connecting Sage 100 with Sage CRM allows customer-facing staff to view accounting data and create orders through the Sage CRM interface.  Recently, our team had the opportunity to work with one… Read More »

Sage CRM 2021 R2: UX improvements – Configuration of Quote/Order merge document names

Sage CRM’s Mail merge functionality is one of the well – known and most useful functionality for every Business. The ability to merge the transaction details onto a word or pdf document with just few clicks had made it the most prominent feature of Sage CRM. The provision to create numerous templates categorized on a… Read More »

Increasing Reference Column Width In Sage CRM

Recently in the community forum there was an requirement, where user wanted to show reference no of Case, Order or Quote in a single line instead of it being displayed in two separate lines.  This can be easily achieve by writing simple jquery code. In this blog we will see how to achieve the same.… Read More »

Restrict Users from applying discount to entire Quote and Order

As we know, Sales process is driven with the help of Lead, Opportunity, Quotes and Orders. And, to generate quotes and orders, we link the products and their prices in Quotes and Orders tab against Opportunity. This Quotes and Order functionality also comes with a feature wherein we can apply discount to an entire order… Read More »

How to enable Quotes & Orders tab against Opportunity?

By now, we all are familiar with the various Businesses across the world and its necessity to track the Sales and Purchase details. Sage CRM is very much capable in managing the Sales process with the help of various entities such as Lead, Opportunity, Quotes, and Orders etc. But as every business has a slight… Read More »

Calculate CST for Quotes through Sage CRM

By far we all know that by using Sage CRM, we can manage and maintain the Sales process in very efficient manner. Different entities such as Lead, Opportunity, Quote, Orders etc. falling under the Sales process makes it very appropriate from the Business point of view. Since every sales process ends up at the costing… Read More »