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.

 

About Us

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 X3Sage 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 to Sage CRM from ACTGoldmine and other CRM’s.

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

Also read :
1. Setting require of – Bulk Import from Sage X3 to Sage CRM
2. New Features in GUMU™ for Sage CRM – Sage X3 Integration – Auto Link
3. New Features in GUMU™ for Sage CRM – Sage X3 Integration – Manual Link
4. New Features in GUMU™ for Sage CRM – Sage X3 Integration – Link Business Partners
5. GUMU Integration is compatible with new Sage X3 v11 along with Sage CRM 2017 R2