GUMU™ Integration has a User Friendly Interface with Real time bi-directional link that integrates your front and back office, as a result making changes in either of the systems is directly reflected into another system or vice-versa.
We can always customize our GUMU as per client’s requirement. Recently we come across a customization request from our client which was to provide option in Sage CRM to Promote BOM items along with BOM options while promoting the Orders from Sage CRM to Sage 100.
We achieved this customization and details of the same are given below,
1.While adding line item to an order in Sage CRM, if the item is a BOM item then we had provided a Button as “BOM Item” on line item screen.
2.Clicking on “BOM item” Button a Popup appears which shows BOM Options for selected BOM ITEM.
3.To select the option code, click on lookup button for the required BOM option.
4.Clicking on Lookup button a Popup appears wherein option code can be selected.
5.After adding the options and saving the item, BOM item gets added to the line item along with BOM options and user can promote the Order to Sage 100 using Promote button.
6.The Promoted Order will be replicated in Sage 100 along with BOM item and the selected Options. This Functionality could provide an extra edge to those users who use BOM items.
For more information, you can always contact firstname.lastname@example.org
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).We also offer best-in-class Sage ERP and Sage CRM 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.
For more information on our integration solutions, please contact us at email@example.com. We will be glad to assist you.
Also read :
1.New Feature in GUMU for Sage CRM – Sage 100 Integration – Quick Order Entry
2.GUMU™ Integration is now compatible with Sage CRM v7.3 SP3 and Sage 100 v2017
3. GUMU for Sage CRM – Sage 100 Integration – Sage 100 type field
4. Troubleshooting an error message of GUMU™ Integration – ‘Unable to connect MAS’
5. New Feature in GUMU™ for Sage CRM – Sage 100 Integration – Edit Order