Switch between Opportunity and Order/Quotes in Sage CRM

By | March 6, 2017

GUMU™ Integration link is a real-time, a bi-directional link that integrates Sage 100 and Sage CRM where users can view information for customers, invoices and orders from either of the systems.

New Stuff: Synching Sage 100 memos in Sage CRM using GUMU™ Integration

In this blog, we will discuss about the features of Sage CRM about how we can use the order item or quote items instead of opportunity items.
In Sage CRM, user can create orders in 2 ways.

  1. Using opportunity items
  2. Using Order and quote item

If you use opportunity items, products are stored in Product table in Sage CRM. Also, the standard quote and order entry screen will be disabled. But if you use the #2 order and quote item option, products will be stored in NewProduct Table in Sage CRM.

In our GUMU integration, we synchronize all the product information into Sage CRM from ERP, and always use the #2 order and quote item option.

Sage CRM System administrator can change this option using below steps.

  1. Navigate to Administration->System->System Behavior.
  2. Click on Change.
  3. Set value of opportunity items field as Quotes and Orders and Save.

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Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100Sage 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 of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.