Category Archives: Orders

Promote Order authentication rights based on Sage CRM User in GUMU Integration

The GUMU™ for Sage CRM – Sage 100 Integration is a real-time, bi-directional link that seamlessly connects Sage CRM and Sage 100 where users can view customers, vendors and sales information from either of the systems Sage CRM to Sage 100 and vice versa. In today’s competitive business environment, maintaining control over the CRM – ERP integrated… Read More »

Warning Message on Company summary screen if the client orders fall off in GUMU for Sage CRM – Sage 100 Integration

The GUMU™ for Sage CRM – Sage 100 Integration is a real-time, bi-directional link that seamlessly connects Sage CRM and Sage 100 where users can view customers, vendors and sales information from either of the systems Sage CRM to Sage 100 and vice versa. In this blog, we will highlight a recent customization implemented for one of… Read More »

Improving Quote/Order Accuracy with Editable Item Descriptions in QLE

In dynamic sales environments, flexibility in managing product information is just as important as pricing accuracy. To address a specific client requirement, we implemented a customization in the QLE (Quick Line Entry) screen that enhances how item descriptions are handled during the quoting and order process. This solution ensures users have better control over item… Read More »

GUMU™ Order Entry Add-On for Sage CRM – Sage 300 Enhanced with QLE Screen

The default Sage CRM Sage 300 GUMU integration uses Sage 300 web screens to create orders. However, many users prefer handling the entire order process inside Sage CRM itself. Switching to Sage 300 screens can feel rigid and slows things down. Therefore, we introduced the GUMU™ Order Entry Add-On. With this enhancement, users can create… Read More »

Order and Quote Tabs Now Available in Both Company and Person Contexts

GUMU™ for Sage CRM – Sage 100 application is a powerful, real-time bi-directional link that connects your CRM and ERP systems. With this integration, businesses can effortlessly synchronize customer and vendor data between Sage 100 and Sage CRM — ensuring both systems always stay up to date. Through GUMU™, users gain direct access to key ERP… Read More »

Product Inquiry lookup on QLE in GUMU™ for Sage CRM – Sage 100 Integration.

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. At Greytrix, we are continuously enhancing our GUMU™ Sage CRM – Sage 100 Integration to make business processes… Read More »

Bulk Promote in GUMU™ for Sage CRM – Sage 100 Integration.

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. Today in this blog, we will discuss about a latest change done in our GUMU™ for Sage CRM –… Read More »

Sage CRM 2021 R2: Selection of Template while sending Quote or Order

With the release of Sage CRM‘s new version i.e., Sage CRM 2021 R2 many new features as well as enhancements are made available that help to manage the Customer Relationship and make the business process smooth and trouble-free as well as user-friendly to use. One of the new enhancements is now available on Quote and… Read More »

Set Workflow for Quotes and Orders in Sage CRM

In Sage CRM, workflow automates business processes using a predefined set of business rules and actions. In a business, if two or more teams are working on a project and they have to see the progress of project then this can be defined with the various actions in the workflow. For e.g. Sales team have… Read More »