GUMU™ for Sage CRM – Sage 100 provides seamless connectivity between CRM and ERP systems, allowing users to access critical inventory and transactional data directly within Sage CRM.
In Sage 100, the Inventory module maintains structured item records along with attributes such as on-hand quantity, warehouse information, and pricing. In addition to these standard attributes, Sage 100 also supports warehouse management functionality through bin locations.
What is a Bin Location?
A bin location represents a physical storage location assigned to an item within a specific warehouse. It helps organizations manage inventory placement efficiently and track where products are stored inside the warehouse.
Customer Requirement
One of our customers requested a way to view bin location information directly while creating Quotes and Orders in Sage CRM. The objective was to provide warehouse-related visibility at the line item level without requiring users to switch between Sage CRM and Sage 100.
Solution Implemented
To meet this requirement, we implemented a customization that displays bin location details at the line item level during order and quote creation.
A new read-only text field was added to both the New Line Item and Quick Line Entry (QLE) screens. When a user selects an item on a quote or order, the system automatically fetches the corresponding bin location from Sage 100 based on the selected warehouse and displays it in the CRM interface.
For items that are associated with multiple bin locations, the values are displayed as comma-separated entries, ensuring complete visibility without complicating the user interface.
Business Benefits
This enhancement provides several operational advantages:
- Allows CRM users to quickly identify item bin locations
- Improves inventory visibility during order and quote creation
- Supports future reporting and operational analysis
- Reduces dependency on manual cross-system verification
- Enhances accuracy and efficiency in the order entry workflow
Overall, this customization shows how GUMU™ improves Sage CRM by providing accurate, real-time inventory information from Sage 100, adding value beyond the standard features.
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.