GUMU™ for Sage CRM – Sage 300 provides a real-time, bi-directional integration between Sage CRM and Sage 300. As part of its continuous enhancements, Greytrix introduces the Find Inventory functionality, allowing users to access product inventory information from Sage 300 directly within Sage CRM.
With a dedicated Inventory tab in the Find context, users can search for products, view their quantity on hand, and check stock availability across different inventory locations without switching between applications.
Find Inventory in Sage CRM
The Find Inventory feature provides a centralized interface within Sage CRM to search for products and review their inventory details received from Sage 300.
Users can access the Inventory tab under the Find context and retrieve product information using various search criteria.
Available search criteria include:
- Product Code: Search using the unique product code.
- Product Name: Search using the product name.
- Product Family: Filter products based on their assigned product family.
- Company: Select the relevant Sage 300 company to retrieve its inventory information.
These search options help users quickly locate products, even when working with large inventory catalogues.
Product Inventory Details
Once the search criteria are applied, Sage CRM displays the matching inventory records in a structured list.
The inventory list provides the following information:
- Product Code
- Product Name
- Product Family
- Quantity on Hand
- Locations
This consolidated view allows users to identify products and review their available stock quantities directly within Sage CRM.
View Location-Wise Inventory Availability
The Find Inventory functionality also provides detailed visibility into product stock across multiple inventory locations.
Users can click the Locations link against a product to view its location-wise inventory breakdown. The system displays the individual location name along with its corresponding quantity on hand.
For example, if a product’s inventory is distributed across a central warehouse, regional offices, and other storage locations, users can review the available quantities at each location directly from Sage CRM.
This functionality helps users identify where inventory is available without navigating separately to Sage 300.
Conclusion
The Find Inventory enhancement in GUMU™ for Sage CRM – Sage 300 brings product stock information directly into Sage CRM. With product search, quantity-on-hand visibility, and location-wise inventory details, users can access relevant stock information through a single interface.
This enhancement simplifies inventory enquiries, improves stock visibility across multiple locations, and helps users make informed decisions using inventory information from Sage 300.
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.