{"id":13813,"date":"2017-03-06T08:46:10","date_gmt":"2017-03-06T08:46:10","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=13813"},"modified":"2019-03-11T10:07:58","modified_gmt":"2019-03-11T10:07:58","slug":"switch-between-opportunity-and-orderquotes-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/06\/switch-between-opportunity-and-orderquotes-in-sage-crm\/","title":{"rendered":"Switch between Opportunity and Order\/Quotes in Sage CRM"},"content":{"rendered":"

GUMU™ Integration link is a real-time, a bi-directional link that integrates Sage 100 and Sage CRM<\/a> where users can view information for customers, invoices and orders from either of the systems.<\/p>\n

New Stuff:<\/em>\u00a0<\/strong>Synching Sage 100 memos in Sage CRM using GUMU™ Integration<\/a><\/p>\n

In this blog, we will discuss about the features of Sage CRM about how we can use the order item or quote items instead of opportunity items.
\nIn Sage CRM, user can create orders in 2 ways.<\/p>\n

    \n
  1. Using opportunity items<\/li>\n
  2. Using Order and quote item<\/li>\n<\/ol>\n

    If you use opportunity items, products are stored in Product<\/b><\/strong>\u00a0table in Sage CRM. Also, the standard quote and order entry screen will be disabled. But if you use the #2 order and quote item<\/b><\/strong>\u00a0option, products will be stored in NewProduct<\/b><\/strong>\u00a0Table in Sage CRM.<\/p>\n

    In our GUMU integration, we synchronize all the product information into Sage CRM from ERP, and always use the #2 order and quote item<\/b><\/strong>\u00a0option.<\/p>\n

    Sage CRM System administrator can change this option using below steps.<\/strong><\/p>\n

      \n
    1. Navigate to\u00a0Administration->System->System<\/strong> Behavior<\/strong>.<\/li>\n
    2. Click on\u00a0Change<\/strong>.<\/li>\n
    3. Set value of\u00a0opportunity<\/strong> items<\/strong> field as\u00a0Quotes<\/strong> and<\/strong> Orders<\/strong>\u00a0and\u00a0Save<\/strong>.<\/li>\n<\/ol>\n

      \"\"<\/a>About Us<\/strong><\/span>
      \n      Greytrix<\/a> a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

      Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct<\/a>, Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>).We also offer best-in-class\u00a0Sage ERP<\/a> and Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n

      Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>.<\/p>\n

      For more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

      GUMU™ Integration link is a real-time, a bi-directional link that integrates Sage 100 and Sage CRM where users can view information for customers, invoices and orders from either of the systems. New Stuff:\u00a0Synching Sage 100 memos in Sage CRM using GUMU™ Integration In this blog, we will discuss about the features of Sage CRM about\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[332],"tags":[],"class_list":["post-13813","post","type-post","status-publish","format-standard","hentry","category-sage-crm"],"yoast_head":"\nSwitch between Opportunity and Order\/Quotes in Sage 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\/2017\/03\/06\/switch-between-opportunity-and-orderquotes-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Switch between Opportunity and Order\/Quotes in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU™ Integration link is a real-time, a bi-directional link that integrates Sage 100 and Sage CRM where users can view information for customers, invoices and orders from either of the systems. 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