The default Sage CRM Sage 300 GUMU integration uses Sage 300 web screens to create orders. However, many users prefer handling the entire order process inside Sage CRM itself. Switching to Sage 300 screens can feel rigid and slows things down.
Therefore, we introduced the GUMU™ Order Entry Add-On. With this enhancement, users can create orders directly in Sage CRM and promote them into Sage 300. They can also import Sage 300 products into CRM, ensuring accurate product and pricing data every time.
Recently, we have made this process even faster. We added a new Quick Line Entry (QLE) screen to simplify how users add products to quotes and orders.
What Is QLE?
QLE is a fast and intuitive way to add several product line items at once. As a result, sales teams spend less time jumping between screens and more time completing orders.
Key Features of QLE Screen
1️⃣ Add Multiple Products from One Screen
Users can add many items to a quote or order without navigating through multiple steps. This speeds up the order entry process significantly.
2️⃣ Filter and Find Products Easily
Users can search by Product Code, Product Name, or Product Family. This makes locating products faster and more accurate.
Benefits of Using QLE
- Saves Time: Add multiple line items in a single step.
- Easier to Use: Smart filtering simplifies product selection.
- More Accurate: Less manual data entry means fewer mistakes.
In addition, QLE helps create a smooth workflow for sales teams. Overall, it improves both the speed and accuracy of quote and order creation.
Why This Matters
The QLE enhancement makes the GUMU™ Order Entry experience more intuitive. By simplifying how users interact with Sage CRM and Sage 300 data, businesses gain greater efficiency and a better user experience.
Ultimately, QLE helps organizations process orders faster and serve customers better.
Blog link:
https://www.greytrix.com/blogs/sagecrm/tag/gumumas/
YouTube video link:
https://www.youtube.com/watch?v=r1QlaTC0PX4
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partners 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 X3, Sage Intacct, Sage 100, Sage 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 the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes add-ons like 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, Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.