In our GUMU integration, we keep on adding new features which is very helpful for your business process and users. In the upcoming GUMU release, we are planning to add new features which will accelerate the Order Creating and Promotion Process even better as we did previously by adding Quick Line Entry
Feature. For this we are planing to add Quick Order Entry feature where user can Create Order using multiple line items and than can promote that Order through Order Summary Screen using Promote Order button.
Below is the proposed functionality for this feature
1. We will added a new button in the menu section as shown below
2. It will open a screen where user can enter Company and person(We can customize this screen as well to add more field)
3. Once user has selected a Company, it will display Product and Product Family SSA field where user can add line item. To Add multiple Line item just select Item and click on Add button.
4. Once you are done with adding Line item, click on the Save button. This will create Order in Sage CRM and than later on user can Promote that Order through Order Summary Screen using Promote Order button.
Currently this functionality is in development phase. We would be glad to hear any feedback/suggestion on this. You can write us at [email protected]
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 customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique integration solutions for Sage CRM with Sage ERP’s (Sage X3, Sage 100, Sage 500 and Sage 300). It also offers best-in-class Sage ERP customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating to Sage CRM from ACT, Goldmine and other CRM’s.
Also read :
1. GUMU Sage 100 Tips – Items are not getting hyperlinked in Sage100 Item Lookup
2. Launch Sage CRM from your Sage 100 ERP workstation
3. Steps to install GUMU Sage 100 Module
4. GUMU Sage CRM side configuration for Sage 100 ERP Integration
5. GUMU Sage 100 Tips – Compatibility View mode