Category Archives: Sage 300 ERP

GUMU™ for Sage CRM – Sage 300: Save Search Filter Functionality in Item History

GUMU™ for Sage CRM – Sage 300 provides real-time, bi-directional integration between Sage CRM and Sage 300. To further enhance the user experience, Greytrix has introduced the Save Search Filter functionality in the Item History tab under the Find context in Sage CRM. This enhancement automatically retains the search filters applied by individual users. When… Read More: GUMU™ for Sage CRM – Sage 300: Save Search Filter… »

GUMU™ for Sage CRM – Sage 300: Find Inventory – Real-Time Stock Visibility

GUMU™ for Sage CRM – Sage 300 provides a real-time, bi-directional integration between Sage CRM and Sage 300. As part of its continuous enhancements, Greytrix introduces the Find Inventory functionality, allowing users to access product inventory information from Sage 300 directly within Sage CRM. With a dedicated Inventory tab in the Find context, users can… Read More: GUMU™ for Sage CRM – Sage 300: Find Inventory –… »

Handling Unconfirmed Shipping Addresses in Sage CRM–Sage 300 Integration

When creating quotes in Sage CRM, the shipping address may not always be confirmed. Waiting for the final delivery address can delay order processing. With GUMU™ for Sage CRM–Sage 300, a customization allows users to promote quotes even when the shipping address is yet to be determined. Shipping Address TBD Checkbox A new Shipping Address… Read More: Handling Unconfirmed Shipping Addresses in Sage CRM–Sage 300 Integration »

Sage CRM Company Summary: Bringing Sage 300 Sales Analytics Directly in Sage CRM

Having accurate and accessible sales information is essential for making informed customer and sales decisions. However, when sales data is stored in Sage 300, users often need to switch between systems to review customer performance. To simplify this process, we developed a Sage 300 Sales Analytics Data Panel for the Company Summary screen in Sage… Read More: Sage CRM Company Summary: Bringing Sage 300 Sales Analytics Directly… »

Sage CRM Item History: Bringing Sage 300 Transactions into a Kendo Grid

Access Sage 300 Item History Directly from Sage CRM Businesses using Sage CRM and Sage 300 often manage important customer and transaction information across both systems. Sage CRM provides a central platform for managing customer relationships, opportunities, cases, and sales activities, while Sage 300 manages essential ERP information such as invoices, items, quantities, and sales… Read More: Sage CRM Item History: Bringing Sage 300 Transactions into a… »

Keeping Sales Teams Alert: A Customer On Hold Banner for Sage CRM

Anyone who has worked across a Sage CRM and ERP integration knows the risk: a customer gets placed On Hold in the ERP system, but the sales or support rep working the account in CRM has no easy way of knowing. They raise a quote, push an opportunity forward, or process an order — only… Read More: Keeping Sales Teams Alert: A Customer On Hold Banner for… »

Enhancing Sales Alignment with Salesperson Mapping in GUMU™

With our continuous efforts to enhance GUMU™ functionality, we remain committed to helping our clients improve usability, streamline operations, and bring greater clarity to their sales processes. In today’s blog, we are excited to introduce a new enhancement — Salesperson Mapping Integration, designed to ensure accurate alignment between CRM users and ERP sales records. While… Read More: Enhancing Sales Alignment with Salesperson Mapping in GUMU™ »

GUMU™ for Sage CRM – Sage 300: Real-Time Discount Calculation Based on Price Level

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 continuously enhance the GUMU™ Sage CRM – Sage 300 integration to simplify sales operations and… Read More: GUMU™ for Sage CRM – Sage 300: Real-Time Discount Calculation… »

Find Order Items – Customization for GUMU™ Order Entry (Sage CRM – Sage 300 Integration)

As part of the GUMU™ for Sage CRM – Sage 300 Order Entry add-on, Greytrix also delivers tailored enhancements to meet unique business needs. One such implementation is the Find Order Items screen — developed as a client-specific customization to improve visibility and reporting on order activity directly within Sage CRM. This enhancement helps users… Read More: Find Order Items – Customization for GUMU™ Order Entry (Sage… »

GUMU™ for Sage CRM – Sage 300: Introducing Product Inquiry in Quick Line Entry

In our GUMU™ Sage CRM – Sage 300 order entry integration, we have provided option of creating order from Sage CRM to Sage 300. Standard Sage integration between Sage CRM and Sage 300 also have order entry integration. But GUMU order entry integration is web based integration and created using standard Sage CRM order entry screen.… Read More: GUMU™ for Sage CRM – Sage 300: Introducing Product Inquiry… »