Create Sales order in Sage CRM using Credit Card Pre-authorization

By | March 31, 2015

In our last blog, we gone through Tax Calculation functionality using AvaTax API, which we are incorporating in our new upcoming version. In this blog, we will go through another new functionality which we will be incorporating in upcoming GUMU versions.
New Stuff: GUMU Sage CRM version 7.3 integration with Sage 100 ERP now available
In GUMU for Sage CRM – Sage 100 integration, user can create orders from Sage CRM and can promote it to Sage 100 using Check OR Cash Payment type options.  Now, we are coming up with new GUMU integration version where user can now use Credit Card option to pre-authorize credit card while creating Sales order in Sage CRM.

GUMU Sage 100 Integration Trial | Video | Blog | Demo Machine

As per this functionality, we will provide with below option.
a. User will configure their Sage Payment account details in configuration screen.
b. Once Sage Pay account details are configured, user can then create sales order with Credit Card payment type option.
c. After entering order details, user will click on the Pre-Authorize credit card button which will open Popup screen to enter all the credit card details.
d. Once all the credit card details are entered, it will pre-authorize the credit card using Sage Payment gateway account details configured and will return response along with Authentication code and transaction status.
e. User will also have ability to void existing pre-authorized transactions.1
Currently this functionality is in development phase. We would be glad to hear any feedback/suggestion on this. You can write us at Sage@greytrix.com.
Also Read:
1. GUMU Sage CRM – Sage 100 integration – Help Button
2. Calculate sales Tax in Sage CRM using AvaTax API
3. GUMU Sage 100 Tips – Creating additional contacts from Sage CRM to Sage 100
4. GUMU Tips – Unable to access SageCRMPlugin.SageCRM Object
5. GUMU Sage 100 Tips – Real time changes from Sage 100 to Sage CRM using GUMU