Sales site selection on Quote/Order for a Customer – GUMU™ for Sage CRM – Sage X3

By | December 1, 2017

In our previous blog, we discussed about troubleshooting steps for length exceed issue while promoting customer.

New Stuff: Pre– Requisites for installing GUMU for sage CRM- Sage ERP X3

Today in this blog, we will discuss about Sites functionality in GUMU Sage CRM – Sage X3 connector.

  1. We bring all the Sites from Sage X3 to Sage CRM for a selected folder at once using Synchronize Dropdown functionality of GUMU Integration.
  2. While creating Order/Quote in Sage CRM, we have added 2 SSA fields on Sage CRM quote and order summary which display list of sites for selection.
  3. Once quote/order header information is saved in Sage CRM, later while adding line items for a quote or order products get filtered based on the site. OR even if user select the product which is non-existent to site then accordingly GUMU throws the validation message.

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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.