Displaying quantity on hand information in Sage CRM in GUMU for Sage CRM – Sage 100 Integration

By | March 30, 2017

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.

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

We can always customize our GUMU as per client’s requirement. Recently we came across a customization request from our client which was to provide an option in Sage CRM where user can see Quantity On hand information for a particular item from Sage 100 on Real time basis.

We achieved this customization and details of the same are given below,

1.The requirement was to show the below screen of Sage 100 in Sage CRM with the functionality to select Item and warehouse and get the Quantity details respectively.
2. So in Sage CRM, we provided a custom Tab on the company screen named as ‘Quantity On Hand’ which will display below screen.
3. As shown in the above screen user will be able to select Product and Warehouse. After selecting values in both fields and clicking on Item Details button Quantity on hand data will be shown same in Sage CRM as displayed in below screenshots.

4. User will be able to see the data as per the selected ITEM and warehouse. If only Product is selected and warehouse is kept blank then data will be shown for all the warehouses.
For any further information, you can always contact us at sage@greytrix.com

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Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring 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 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.