Promote Sales Order from Salesforce to Sage X3 ERP

By | December 29, 2017

Our GUMU™ SAGE ERP Integration for Salesforce (Sage 100, Sage X3 and Sage 300) is a real-time bi-directional link which syncs data from Salesforce to Sage X3 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 X3 ERP.

Please Note: -To View/Promote Sales Orders from Salesforce to Sage X3, it’s very important that the user should have access to “Promote Sales Order” feature. It can be done from GUMU setting -> Security Matrix page. Here Admin can decide whether to allow/deny Salesforce user from particular integration functionality or not.

Security Matrix

Security Matrix

Please follow the below steps on how to create Sales Order in Salesforce using GUMU™ SAGE X3 ERP logic and data.
-> 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 the Salesforce to Sage ERP.

Order List

Order List

-> Select desire integration as shown in below image

Desired Integration

Desired Integration

-> Once the user selects the desired integration and clicks on “New Sales Order” a page will open from where you can add details and promote Sales Order to Sage X3.

Order Save and Promote

Order Save and Promote

Please note that while adding products to the Sales Order in Salesforce we are populating pricing for selected product on a real-time basis from Sage X3. We will discuss more about the real-time pricing in the integration in our future blogs.

Also Read:
1. Filter Sage X3 ERP Details on Real-time basis
2. Promote Salesforce Contacts to Sage X3 ERP using GUMU™
3. Promoting Billing Address from Salesforce to Sage ERP X3
4. Real-time details in GUMU SAGE X3 Integration for Salesforce
5. Create Entity in GUMU SAGE ERP X3 Integration for Salesforce

About Us
Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customization’s, data migration, system integrations, third-party add-on development and implementation expertise.

Greytrix has 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 has 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.