{"id":16663,"date":"2017-10-10T12:36:08","date_gmt":"2017-10-10T12:36:08","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=16663"},"modified":"2023-09-27T09:06:09","modified_gmt":"2023-09-27T09:06:09","slug":"order-integration-from-crm-to-sage-300-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/10\/10\/order-integration-from-crm-to-sage-300-erp\/","title":{"rendered":"Order Integration from CRM to Sage 300 ERP"},"content":{"rendered":"\n<p>Today, organizations are increasingly becoming more and more system-oriented and utilize cutting-edge enterprise solutions to make critical business processes user-friendly and seamless. As we are living in a competitive world, it is equally important for businesses to have well-integrated enterprise management solutions. CRM and ERP solutions are widely used enterprise technology tools to manage and improve key business operations globally.<\/p>\n\n\n\n<p><br><span style=\"color: #800000;\"><strong>New Stuff :&nbsp;<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/10\/09\/web-api-to-know-on-hand-quantity-of-any-item-in-sage-300\/\" target=\"_blank\" rel=\"noopener\">Web API to know On-Hand Quantity of Any Item in Sage 300<\/a><\/strong><\/span><\/p>\n\n\n\n<p>CRM stands for Customer Relationship Management, which helps to track and manage data pertaining to customers, leads, prospects and opportunities. It helps businesses to understand customer behavior and purchase patterns. Most importantly, CRM solution helps maintain the customer lifecycle for businesses. For example, when you enter the details of a new customer in your CRM system by creating new customer and when that customer places an order, the system creates order entry.<br>ERP software or Enterprise Resource Planning system as we know is used to manage diverse business operations such as inventory management, production planning, manufacturing, accounting, etc.<br>Businesses in today\u2019s competitive era in an attempt to stay agile are integrating CRM software with ERP solution. For instance, order created in your CRM solution automatically reflects in your ERP system to make sure that everyone stays on the same page leaving no room for data entry errors.<br><span style=\"color: #800000;\"><strong>Please refer the below screenshot:<\/strong><\/span><\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2017\/10\/Img1.jpg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2017\/10\/Img1.jpg\" alt=\"Integration of CRM with Sage 300 ERP\n\" class=\"wp-image-16664\" title=\"Integration of CRM with Sage 300 ERP\"\/><\/a><\/figure><\/div>\n\n\n\n<p>In screenshot above, when we click on \u2018Go\u2019 button, the orders from CRM filled into the Grid depends on filter criteria. Further, the \u201cSage Order Number\u201d column is to add the Sage Order Number against the CRM Orders. When you click on \u201cProcess\u201d, then only the selected orders get created in ERP \u2018Order Entry\u2019 category. We have applied few validations on the screen to limit the duplication of CRM orders in ERP.<br>For integration between CRM and ERP orders, it is necessary that they should have some similarity or the logic to get the Item Number, Location, Quantity, Unit Price, Customer Number etc., which are necessary to create order entry into&nbsp;<a href=\"https:\/\/www.sagesoftware.co.in\/product-sage-300-erp\" target=\"_blank\" rel=\"noopener\">Sage 300<\/a><br>CRM to ERP integration is very important when you deal with multiple vendors, since it helps save time and manual cumbersome work of creating orders in ERP and the same in CRM software.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Today, organizations are increasingly becoming more and more system-oriented and utilize cutting-edge enterprise solutions to make critical business processes user-friendly and seamless. As we are living in a competitive world, it is equally important for businesses to have well-integrated enterprise management solutions. CRM and ERP solutions are widely used enterprise technology tools to manage and\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/10\/10\/order-integration-from-crm-to-sage-300-erp\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[614,616,1829,1830],"class_list":["post-16663","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-crm","tag-crm-to-sage-300-erp","tag-order-integration","tag-order-integration-from-crm-to-sage-300-erp"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Order Integration from CRM to Sage 300 ERP - Sage 300 ERP \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"description\" content=\"CRM to ERP integration is very important when you deal with multiple vendors, it helps save time and manual work of creating orders in ERP &amp; CRM software.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/10\/10\/order-integration-from-crm-to-sage-300-erp\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Order Integration from CRM to Sage 300 ERP - Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"CRM to ERP integration is very important when you deal with multiple vendors, it helps save time and manual work of creating orders in ERP &amp; CRM software.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/10\/10\/order-integration-from-crm-to-sage-300-erp\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2017-10-10T12:36:08+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-09-27T09:06:09+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2017\/10\/Img1.jpg\" \/>\n<meta name=\"author\" content=\"sage300\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"sage300\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/10\/10\/order-integration-from-crm-to-sage-300-erp\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/10\/10\/order-integration-from-crm-to-sage-300-erp\/\",\"name\":\"Order Integration from CRM to Sage 300 ERP - Sage 300 ERP \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/10\/10\/order-integration-from-crm-to-sage-300-erp\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/10\/10\/order-integration-from-crm-to-sage-300-erp\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2017\/10\/Img1.jpg\",\"datePublished\":\"2017-10-10T12:36:08+00:00\",\"dateModified\":\"2023-09-27T09:06:09+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#\/schema\/person\/1aced4e22c30ccf606960de27c9542f5\"},\"description\":\"CRM to ERP integration is very important when you deal with multiple vendors, it helps save time and manual work of creating orders in ERP & CRM software.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/10\/10\/order-integration-from-crm-to-sage-300-erp\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/10\/10\/order-integration-from-crm-to-sage-300-erp\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/10\/10\/order-integration-from-crm-to-sage-300-erp\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2017\/10\/Img1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2017\/10\/Img1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/10\/10\/order-integration-from-crm-to-sage-300-erp\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Order Integration from CRM to Sage 300 ERP\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/\",\"name\":\"Sage 300 ERP \u2013 Tips, Tricks and Components\",\"description\":\"Explore the world of Sage 300 with our insightful blogs, expert tips, and the latest updates. 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