In our GUMU™ Sage CRM – Sage 300 order entry integration, we have provided option of creating order from Sage CRM to Sage 300. Standard Sage integration between Sage CRM and Sage 300 also have order entry integration. But GUMU order entry integration is web based integration and created using standard Sage CRM order entry screen. One of its biggest advantages is flexibility — GUMU™ can be fully tailored to align with your unique sales and operations workflows.
At Greytrix, we are continuously improving the GUMU™ Sage CRM – Sage 300 integration to help sales teams access ERP insights faster, reduce manual effort, and improve decision-making. As part of these enhancements, we are excited to introduce a new Product Inquiry lookup inside the Quick Line Entry (QLE) screen in Sage CRM.
Product Inquiry Lookup in QLE — Live Inventory at Your Fingertips
With this new capability, CRM users can now view real-time product availability from Sage 300 while creating Quotes or Orders in Sage CRM.
On the QLE screen, each product line includes a Product Inquiry icon. Once clicked:
- A popup window opens within Sage CRM
- Live inventory data is fetched instantly from Sage 300 using GUMU™
- Users get immediate visibility without switching applications
This ensures faster, more confident quoting — especially when dealing with products with fluctuating stock.
What You Can View in Product Inquiry Popup
The Product Inquiry popup displays consolidated ERP inventory details, including:
- Location ID & Location Name
- Quantity on Hand
- Quantity Available
- Purchase Order Quantity
- Sales Order Quantity
Sales teams can quickly verify stock at multiple warehouses and ensure product availability before finalizing the order — enhancing customer experience and reducing operational delays.
Key Benefits
- Real-time inventory visibility directly from Sage 300
- No need to switch systems between Sage CRM and Sage 300
- Faster and more efficient quote and order creation
- Reduced chances of errors caused by outdated or incorrect stock details
- Improved user experience with quick access to product availability inside QLE
For more information about GUMU™ integration link, please refer below links:
Blog link:
GUMU™ Order Entry Add-On for Sage CRM – Sage 300 Enhanced with QLE Screen
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.