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 »
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 »
Here with this blog, I would like to explain you how Shipment and Invoice process can be integrated in Sage CRM using Sage 300 ERP Web Service. As we know Sage CRM can be seamlessly integrated with Sage 300 ERP which allow users to check the actual Inventory and pricing before sending a quotation to… Read More »
We all know that Sage CRM 7.2 has come up with great functionalities that is helping to capture complex business processes in it. With the release of.Net API, even from technical point of view Sage CRM is now very much capable and flexible to write and accommodate complex business logic in it. But while implementing… Read More »
In earlier versions (Sage CRM v6.2 integrated with Sage Accpac v5.5 and v5.6), there was Order / Quotes tab which had an ability to create orders from an Opportunity. However in the newer versions (Sage CRM v7.0 with Sage Accpac v6.0), Quotes and Orders are created through the Quotes and Orders tabs (SWT screens) which… Read More »
Sage CRM provides a very powerful and effective feature of dashboard which can be used to monitor the business processes at a quick glance to provide an instant overview of key elements of business performance. Read our other dashboard related posts at the end of the blog. In this blog, we will explain the steps… Read More »
Few days back Sage has released Sage CRM v7.2 – Sage 300 ERP integrated setup files. So thought to install it on machine and check the new version and its features. The New Stuff : New Item Inventory Lookup in Sage CRM – Sage 300 ERP integrated system While setting up system Sage CRM v7.2 and… Read More »
Sage has introduced a new feature of browsing Inventory Items of Sage 300 from within Sage CRM so the user has up to date inventory information on a real time basis. Also Read : Not on the network? Access your Sage 100 (MAS 90/200) data real-time on the GO To Search/Browse Inventory items of Sage 300,… Read More »
