Promote Quote from Salesforce to Sage ERP

By | July 12, 2017
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Our GUMU™ Sage ERP Integration for Salesforce (Sage 100, Sage Enterprise Management and Sage 300) is real time bi-directional link which syncs data from Salesforce to Sage X3 and vice versa. Using GUMU™ user can promote Quote from Salesforce to Sage ERP. Here, in this blog we will discuss how to promote Quote from Salesforce to Sage ERP X3.

Please follow the below steps on how to create Quote in Salesforce using GUMU™ SAGE X3 ERP.
-> Login to Salesforce.
-> Go to App menu and select “GUMU Integration” App.
-> Click on “Quotes” tab. From here you can view all Quotes that are created and/or promoted.
-> For promoting a Quote click on the Opportunity for which the Quote has to be created. In the Opportunity’s related list click on “New Quote” button.

Once the user selects or creates the Opportunity and clicks on “New Quote” a quote page will open from where you will be able to create and promote Quote from Salesforce to Sage X3.

Please note that while adding Quote Line Items to Quote in Salesforce we are populating pricing for products that are selected for Quote based on real time basis. We will discuss the real time pricing in our future blog.

Once the Quote Line Items are added and other information is entered you can either click on “Save” to save the Quote in Salesforce only and promote that Quote in future or if you want to want Promote the Quote then you can simply click on “Save & Promote” and the Quote will be promoted to ERP. Once the Quote is promoted to Sage X3 its quote number will be populated for that respective quote in Salesforce.

Quote Page

Quote Page

About Us
Greytrix as a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners across the globe. We offers Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that requires apex code incorporation into the Salesforce platform.

Greytrix has some unique solutions for Cloud CRM such as Salesforce integration with Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users.

Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information, please contact us at salesforce@greytrix.com. We will be glad to assist you.

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