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.
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-
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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