Tag Archives: Order

Sales site selection on Quote/Order for a Customer – GUMU for Sage CRM – Sage X3

In our previous blog, we discussed about troubleshooting steps for length exceed issue while promoting customer. New Stuff: Pre– Requisites for installing GUMU for sage CRM- Sage ERP X3 Today in this blog, we will discuss about Sites functionality in GUMU Sage CRM – Sage X3 connector. 1.We bring all the Sites from Sage X3 to Sage… 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 »

Meaning and Usage of “#” symbol in Sage CRM

Hi Folks! In standard CRM escalation conditions you must have seen “#” symbol used to get certain values on run time. Through this article I would be explaining you in detail about the usage of “#” symbol. New Stuff: How to bind Custom List in Dot net using Select SQL The #Codes are a set of… Read More »

GUMU for Sage CRM – Sage 100 Integration – Order Inquiry

GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. In our previous blog we discussed about  displaying the AR Inquiry and Order Inquiry data   on a real time basis in our GUMU Sage CRM… Read More »

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 »

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 »