{"id":10508,"date":"2015-06-19T07:00:13","date_gmt":"2015-06-19T07:00:13","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=10508"},"modified":"2015-06-19T07:00:13","modified_gmt":"2015-06-19T07:00:13","slug":"shipment-and-invoice-process-in-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/06\/19\/shipment-and-invoice-process-in-crm\/","title":{"rendered":"Shipment and Invoice Process in CRM"},"content":{"rendered":"

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 customers. The integration also gives you the privilege to cater financial information to customer.
\nRelated Post:\u00a0<\/strong><\/em><\/span>Prepayment Process in CRM<\/a>
\nWell, while working on an implementation for one of our client they came up with a requirement where they didn\u2019t want to provide Sales User to access Sage 300 ERP application just to do Shipment and invoicing process. But, creating Shipment and invoicing will be a part of their daily job that too without accessing Sage 300 ERP.
\nNow, we had a challenge to complete this task and after having technical discussions with ERP specialists we found one solution which answered most of our project burden.
\nThe solution was to use \u201cSage 300 ERP Web Service<\/strong>\u201d and write our own logic to create shipment and invoice process in Sage CRM.
\nFor Sales User, we have created a tab called \u201cShipment and Invoice\u201d<\/strong> against Opportunity entity which allow users to select the orders and create the shipment entry in ERP. See below screenshot for your reference.
\n\"Image1\"<\/a>
\nFrom above screen, user have to select the Orders from the available list and click on \u201cOrder Shipment\u201d<\/strong> button as highlighted above. We have also provided an option to create shipment or invoice entry for multiple orders as well. Based on some of the important parameters we have written our logic to create an entry in Sage 300 ERP.
\nThis provides comfort and easiness in completing his part of the job.
\nAlso Read:<\/strong><\/em><\/span>
\n1) Label Printing process within Sage CRM<\/a>
\n2) Capture your target audience in user-friendly manner<\/a>
\n3) Importance of CRM and ERP Integration<\/a>
\n4) Wrapper error in Sage CRM \u2013 Part 2<\/a>
\n5) How to avoid filing of Junk emails in Sage CRM<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

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\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[83,98,192,195,327,328,329,332,336,337,342,365,1,435],"tags":[793,1435,1451,1983,2010,2283],"class_list":["post-10508","post","type-post","status-publish","format-standard","hentry","category-crm72","category-customization","category-integration-sage-crm","category-invoice","category-sage-300","category-sage-300-erp","category-sage-300-erp-2012","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm7-3","category-shipment","category-uncategorized","category-webservice","tag-crm","tag-integration","tag-invoice","tag-sage-300-erp","tag-sage-crm","tag-shipment"],"yoast_head":"\nShipment and Invoice Process in CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/06\/19\/shipment-and-invoice-process-in-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Shipment and Invoice Process in CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"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. 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