Tag Archives: Quotes

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 »

How to enable Quotes & Orders tab against Opportunity?

By now, we all are familiar with the various Businesses across the world and its necessity to track the Sales and Purchase details. Sage CRM is very much capable in managing the Sales process with the help of various entities such as Lead, Opportunity, Quotes, and Orders etc. But as every business has a slight… 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 »

Clone Quotes and Orders in Sage CRM

A user often comes across business requirements where they need to create same type of orders multiple times. To avoid creating same type of orders repeatedly, users can make use of Clone Order/Quote functionality which is a standard Sage CRM functionality.  To clone Quotes/Orders, users can follow below steps: New Stuff: GUMU for Sage CRM –… Read More »

New Features in GUMU™ for Sage CRM – Sage 100 ERP Integration

GUMU™ for Sage CRM integration with Sage 100(MAS 90/200) ERP is coming up with new features that will give the Integration users more functionality and back office access. GUMU™ Integration has a User-Friendly Interface with Real-time bi-directional link that integrates your front and back office, as a result making changes in either of the systems… Read More »

Copying Opportunity and Quotes

We all know the standard functionality of Quote Cloning of Sage CRM in which quote gets copied within same opportunity. However there are some limitations here. In standard functionality we cannot copy quotes across companies. Recently, we came across a requirement from one of our client whose requirement was to Copy Existing Quote from Source… Read More »