Functionality of Default Company in GUMU™ Sage CRM – Sage 100 Integration

By | September 21, 2020

GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. Using GUMU™, a user can promote Sage CRM Company, promote sales order from Sage CRM to Sage 100. In addition to this, all the information for Sage 100 customer flows between Sage CRM – Sage 100 on real time depending on your configured settings option in GUMU™ configuration.

Today in this blog, we will discuss about the new feature which we have incorporated in our standard GUMU™ product.

New Stuff : Synching Last Sales Order Date using GUMU™ Sage CRM – Sage 100 Integration

We have provided Default Company Option in Configuration so that in case if user don’t select Company Code for any Prospect then it will fetch products and price based on Default Company during Quote/Order process.

User can set a company code as default by using the Default Company field present on configuration screen.

To check which company code is set as default user can follow below steps

Go to the Administration -> Sage100Administration -> Configuration.

Also, user can change the default company code if they have configured multiple Sage 100 company codes.

  • Navigate to “Administration-> Sage 100 Administration -> Configuration” at Sage CRM.
  • Select the company code from the list.
  • Check the Default Company checkbox and Save it

Using this feature, user will now have the ability to create Quotes\Orders for a Prospect (non- promoted customer) without selecting company code on company summary screen in Sage CRM.

As per Default Company setting, it will fetch all the default information (Pricing, Taxes) of default company code for that Prospect while creating Quotes\Orders in Sage CRM.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 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 migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion ISV Partner for GUMU™ Sage X3 – 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.