Promote Shipping Address as default address in Salesforce – Sage 100 Integration

By | October 6, 2017

GUMU™ SAGE ERP Integration for Salesforce (Sage X3, Sage 100 and Sage 300) is a real-time bi-directional link which syncs data from Salesforce to Sage 100 and vice versa. Here, in this blog, we will discuss how to promote Address as default ship to/Primary from Salesforce to Sage ERP 100.

Please follow the below steps how to promote address as Default ship to GUMU™ SAGE 100 ERP.

– > Login to Salesforce.
– > Go to App menu and select “GUMU Integration” App.
– > Click on “Accounts” tab. Select account (please note that it should be linked with Sage 100 customer) for which you want to promote address as default.On account layout click on button “New Address”. Enter details you want to promote for Address. Select “Is Default ShipTo Address? ” as “Yes”.Click on Save and Promote button.

Default Ship

Default Ship

New Address

New Address

Similarly, for promoting an already existing shipping address as default
– > Open an already existing shipping address for a linked account
– > Modify the address as required and set “Is Default ShipTo Address? ” as “Yes”.Click on Save and Promote button.

The corresponding address is promoted to Sage 100. Please refer below screenshot-

Sage 100 Default Ship

Sage 100 Default Ship

Also Read:
1. Promote Sales Order from Salesforce to Sage 100 ERP
2. Syncing data from Sage 100 into Salesforce using GUMU™
3. Promote Shipping Address in Salesforce – Sage 100 Integration
4. Promote Salesforce Account to Sage 100 Customer
5. Salesforce side configuration for GUMU Salesforce – Sage 100 ERP Integration

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Greytrix have some unique solutions for Cloud CRM such as Salesforce integration with Sage X3, Sage 100 and Sage 300. We also offer best-in-class Cloud CRM Salesforce customization and development services to business partners and end users. Greytrix have some unique solutions for On-Premise CRM such as Sage CRM integration with Sage X3, Sage 100, Sage 300, Sage 500 and Sage 50 . We also offer best-in-class On-Premise Sage CRM customization and development services to business partners and end users.

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