Category Archives: Orders

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 »

Increasing Reference Column Width In Sage CRM

Recently in the community forum there was an requirement, where user wanted to show reference no of Case, Order or Quote in a single line instead of it being displayed in two separate lines.  This can be easily achieve by writing simple jquery code. In this blog we will see how to achieve the same.… Read More »

Rearranging the buttons on Quote Summary Screen

Quotes and Orders Summary screen has many predefine buttons, which increases performance of Sage CRM. For example, clone button helps user to create exact replica of quote on single click, similarly “Convert” button creates an order record from quotes details. New Stuff: Easy Steps to Find out Field Reference in Sage CRM These buttons are… Read More »

Insights of Billing and Shipping addresses within Sage CRM Order Entry Screen

In Sage CRM, Billing and Shipping Address are displayed on Order Entry Screen as shown below. New Stuff: Enable Hyperlink for Custom Entity record in Quick Find Search. One of our colleague who has recently joined our organization has asked us the query on how Billing Address and Shipping Address format is populated in Sage… Read More »

How to Exclude Auto-Opportunities created in Sage CRM?

Sage CRM’s Opportunities is the heart of every potential sale done with the Customer. These opportunities further helps to track/maintain the Quotations and Orders raised against the Sale. However, CRM’s feature of allowing the Users to create direct Quotes or Orders in CRM is also not left unnoticed, which can help the Users to maintain… Read More »

Promoting Quote to an Order issue

We all have been experiencing various glitches in Sage CRM and ERP integration setup where few of them are related to product or discrepancies in system configuration. Recently, we have observed an issue while Promoting Quote to an Order. The error message says “Negative Inventory levels are not allowed for item 1293030 at location Mumbai”.… Read More »

Auto Cancellation of Order in 24 Hrs.

In Integrated system of Sage CRM with Sage 300 ERP, allows users to access real time information. By synchronization of tables and database of Sage 300 ERP. We can view all the orders as well as create order from CRM. New Stuff: One Time Processes for GUMU™ Sage CRM – Sage 500 integration While doing customization… Read More »

Hide Edit Button on Quote SWT screen

Sage CRM and Sage 300 ERP standard integration is one of the awesome feature provided by Sage. This integration includes various functionalities such as customer/vendor information from Sage 300 ERP, invoice and order details, or even creating, editing quotes and orders to Sage 300 ERP through Sage CRM. New Stuff: Greytrix Development Services for Sage CRM… Read More »

Restrict Users from applying discount to entire Quote and Order

As we know, Sales process is driven with the help of Lead, Opportunity, Quotes and Orders. And, to generate quotes and orders, we link the products and their prices in Quotes and Orders tab against Opportunity. This Quotes and Order functionality also comes with a feature wherein we can apply discount to an entire order… Read More »