Category Archives: Orders

Working with integrated Quotes and Orders screen

Hello everyone!! As you know, we have been writing blogs on Sage CRM and 300 ERP integration features and issues pertaining to it. In this blog topic, we will be discussing an issue which is linked to integrated Quotes and Orders screen. New Stuff: Use Escalation Rules for Birthday and Anniversary wishes Recently, while setting up… Read More »

Calculate CST, VAT and BED Taxes on Sage CRM’s Quote-Items screen

Hi folks! This article is in continuation of my previous blog where I have explained the logic of calculating CST for Quotes. Below is the URL for the same.  Now through this blog I will be explaining you one of the complex requirement which we recently came across. One our Client had business over many… Read More »

Calculate CST for Quotes through Sage CRM

By far we all know that by using Sage CRM, we can manage and maintain the Sales process in very efficient manner. Different entities such as Lead, Opportunity, Quote, Orders etc. falling under the Sales process makes it very appropriate from the Business point of view. Since every sales process ends up at the costing… Read More »

Adding Search Select Advanced Field on Web Order Entry Screen

Sage CRM integrated with Sage ERP allows you to create Orders and Quotations in ERP from CRM. For this, they have introduced a Web Interface which is developed in SWT (Sage Web Toolkit). In my previous blog I had explained to add new field on Web Order Screen. Below is the link for same. https://www.greytrix.com/blogs/sagecrm/2013/11/21/adding-new-fields-on-web-order-entry-screen/… Read More »

Prepayment Process in CRM

Sage CRM is getting flexible in such a way that we can customize the same as per our business needs. The whole credit goes to .Net SDK of Sage CRM which is allowing developers to build Sage ERP related functionality in CRM. In today’s blog I will explain you a feature that we have designed… Read More »

Call the Person of User’s Choice in Outbound Call List of Sage CRM

In our previous blog post, we have explained customizing of Outbound Call List. Refer below link for more details. https://www.greytrix.com/blogs/sagecrm/2013/10/14/customizing-outbound-call-lists/ In this blog post, we will explain customizing of Person List that appears when user clicks on ‘Get a Call’ button. New Stuff:  Adding Documents Tab to Leads in Sage CRM 2014 R2 Get a… Read More »

Control Access to Merge to Word button in Sage CRM v7.3

In our previous blog post, we discussed about the new features that have been introduced in Sage CRM v7.3. Here is the link. Quote Summary Screen Enhancements in Sage CRM 7.3 In this blog post, we will explain how Sage CRM administrator can add restrictions on any user for merging Quote template to word document. New… Read More »

Quote Summary Screen Enhancements in Sage CRM 7.3

In our recent blog posts, we have talked about the new features introduced in Beta version of Sage CRM 7.3. Today we will talk about the new features introduced on Quote Summary screen of Sage CRM v7.3. New stuff : Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration New buttons have been added to… Read More »

404 Page not found errors on Web Quote/Order tabs in Sage 300 ERP integration environment

It’s really painful when things start failing suddenly and you have to do whole lot of debugging to get them back in place. My purpose of writing tips on this blog site has always been to help you people identify and resolve the issues faster. Today I will discuss an issue I faced in Sage… Read More »