GUMU™ SAGE ERP Integration for Salesforce (Sage X3, Sage 100 and Sage 300) is real time bi-directional link which sync data from Salesforce to Sage 300 and vice versa. Using GUMU™ user can promote Sales Order from Salesforce to Sage ERP. Here, in this blog, we will discuss how to promote Sales Order from Salesforce to Sage ERP 300.
Please Note: – To view/Promote Sales Orders from Salesforce to Sage 300, it’s very important that it should be accessible to Salesforce users. It can be done from GUMU setting> Security Matrix page. Here admin can decide whether to allow/deny Salesforce user from particular integration functionality to Salesforce users.
Please follow the below steps how to create Sales Order in Salesforce using GUMU™ SAGE 300 ERP.
-> Login to Salesforce.
-> Go to App menu and select “GUMU Integration” App.
-> Click on “Sales Order” tab. From here you can view promoted Sales order OR can create and promote Sales order to Sales force to Sage ERP.
-> Select desire integration as shown in below image.
Once the user selects the desire integration and click on “New Sales order” a Sales order page will open from where you can promote Sales order to Sage 300.
Please note that while adding products to Sales order in Salesforce we are populating pricing for selected product on real time basis. We will discuss the real time pricing in our future blog.
1. Promote Shipping Address in Salesforce- Sage 300 Integration
2. Promote Salesforce Account to Sage 300 Customer
3. Using GUMU Link existing Salesforce Accounts with Sage 300 ERP Customers
4. Configure Salesforce – Sage 300 integration
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