GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. One of its exclusive features is that it is a customizable link and we can customize GUMU to suite your company business process.
For businesses that manage serialized inventory, quick access to customer-specific serial numbers is essential for sales, service, and support teams. However, retrieving serialized item information directly from Sage 100 can be time-consuming for CRM users, especially when frequent access is required.
One of our customers faced a similar challenge and needed a simple, reliable way to view and manage serialized items related to customers directly within Sage CRM—without switching between systems. The solution also needed to ensure data accuracy and prevent duplicate serial number entries.
The customer requested:
- Visibility of customer-specific serialized items directly in Sage CRM
- Elimination of duplicate serial numbers in CRM
- On-demand import of serialized items used in Sales Orders and Invoices
- A user-friendly interface aligned with standard Sage CRM navigation
To address these requirements, we implemented a serialized items synchronization customization as part of the Sage CRM–Sage 100 integration using GUMU™.
A new custom tab named “MAS Items Sync” was added under the Company context in Sage CRM. This tab allows users to view and import serialized items associated with the selected customer in a structured and controlled manner.
Serialized Items Data Storage
A dedicated secondary entity was created in Sage CRM to store serialized item records retrieved from Sage 100. Only serialized items related to Sales Orders and Sales Invoices are considered, and built-in validation ensures that duplicate serial numbers are not stored in the CRM system.
MAS Items Sync Tab
The MAS Items Sync tab provides a centralized view of all serialized items linked to the selected customer. The data is displayed in a structured grid format, making it easy for users to review and manage serial number information.
Business Benefits
This enhancement delivers several operational advantages:
- Centralized access to customer-specific serialized items in Sage CRM
- Reduced dependency on Sage 100 for routine serial number lookups
- Increased productivity for sales, service, and support teams
- Seamless user experience within the existing 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.