As part of the GUMU™ for Sage CRM – Sage 300 Order Entry add-on, Greytrix also delivers tailored enhancements to meet unique business needs. One such implementation is the Find Order Items screen — developed as a client-specific customization to improve visibility and reporting on order activity directly within Sage CRM.
This enhancement helps users instantly review all product line items added to Orders in CRM, without having to drill into each individual order.
What’s Included in This Custom Functionality?
A new custom “Order Items” tab has been provided within the Find menu in Sage CRM.
It displays a consolidated list of line items from Orders created through Sage CRM using the GUMU™ Order Entry module — enabling users to easily track what has been ordered, by whom, and when.
Order Item Details Included
| Field | Description |
|---|---|
| Company Name | Customer linked to the order |
| Order Number | CRM Order reference |
| Order Created Date | Date of order creation |
| Product Name | Item description |
| Product Code | SKU from Sage 300 |
| Product Family | Category grouping |
| Quantity | Units ordered |
| Quoted Price Sum | Total value of the line item |
Flexible Search & Filter Capabilities
Users can narrow down search results using different criteria, such as:
- Product Family
- Product Code
- Order Status
- Order Date
This allows fast tracking of a specific product’s sales and easy cross-checking of order activity.
Designed as a client-specific customization, the Find Order Items feature adds a powerful layer of visibility to the GUMU™ Order Entry add-on. By centralizing product-level order data in Sage CRM, it simplifies monitoring, enhances transparency, and elevates operational efficiency.
Greytrix remains committed to delivering tailored solutions that align with each customer’s unique process requirements.
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.