GUMU™ for Sage CRM – Sage 100 application is a real-time bi-directional link where we synchronize all the customers and vendors data from Sage 100 to Sage CRM and vice versa. Using this integration, users can access critical ERP data — such as sales invoices, orders, and item sales history directly within the Sage CRM.
What is Lot number in Sage 100?
In Sage 100, a Lot Number is used to track a specific batch of an inventory item. It helps businesses identify when an item was received or produced and monitor its quantity throughout the inventory lifecycle. A lot number typically represents a defined batch of items — for example, products manufactured on the same date or received in the same shipment — ensuring better traceability and inventory control.
For one of our clients, we have implemented a new customization to fetch inventory item data from Sage 100, including the lot number information, and display it in a Kendo Grid. Additionally, based on the selected warehouse, the grid shows the total On-Hand Quantity, Unit Cost, and Inventory Value for the items in that warehouse.
In the standard Sage CRM – Sage 100 integration, there is a Find Inventory screen. When a CRM user clicks on the Item Code hyperlink, an option to view the Lot information is displayed. When the user clicks this link, a Kendo Grid opens and displays the lot number details specific to the selected item.
Benefits of the Lot Number Inventory Customization:
- Improved Efficiency
Users can view lot number details for each inventory item directly from the CRM Find Inventory screen, eliminating the need to log in to Sage 100 separately. - Warehouse-Level Stock Visibility
Users can easily identify which warehouse has available stock and review the quantity associated with each specific lot. - Enhanced Reporting Capability
The grid can also be used for reporting and analysis, enabling users to review lot number information based on inventory items for better inventory planning and decision-making.
This customization demonstrates how GUMU™ can be tailored to meet unique business requirements beyond standard integration features. By extending the Find Inventory screen with lot-level visibility, organizations gain better inventory control, improved operational efficiency, and enhanced decision-making capabilities — all within the familiar Sage CRM interface.
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.