New Feature in GUMU™ for Sage CRM – Sage 100 Integration – Create Quote with Type ‘Back Order’

By | November 30, 2017

GUMU™ for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. In our GUMU™ integration, we keep on adding new features which are very helpful for your business process and users.

Today in this blog, we will discuss Back Order functionality for quotes. In our newer version of GUMU™ integration, we are coming up with a new feature wherein user can create a quote with type ‘Back Order‘.

New Stuff: Promote Order using GUMU™ Integration if Credit Limit is exceeded

We have added a new field on quote screen name as Type, where the user can select which type of quote they want to create.Back OrderIf the user has created a quote with type as Backorder then, while adding a line item, the user will have to enter Backorder quantity on the line entry screen for particular quote otherwise cost won’t get calculated for that line item.

Quote Line

E.g. If user has entered quantity as 3 and Backorder quantity as 2 then, the price for that item will get calculated as per the quantity entered in back order quantity.

Quote

Once this Quote with Type ‘Back Order’ gets created, a user can convert it into Order and later promote it into Sage 100.

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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.