{"id":15275,"date":"2017-12-01T13:20:59","date_gmt":"2017-12-01T13:20:59","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=15275"},"modified":"2020-06-23T10:26:01","modified_gmt":"2020-06-23T10:26:01","slug":"sales-site-selection-on-quoteorder-for-a-customer-gumu-for-sage-crm-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/12\/01\/sales-site-selection-on-quoteorder-for-a-customer-gumu-for-sage-crm-sage-x3\/","title":{"rendered":"Sales site selection on Quote\/Order for a Customer – GUMU™ for Sage CRM – Sage X3"},"content":{"rendered":"

In our previous blog<\/a>, we discussed about troubleshooting steps for length exceed issue while promoting customer.<\/p>\n

New\u00a0Stuff:<\/em>\u00a0<\/strong>Pre\u2013 Requisites for installing GUMU for sage CRM- Sage ERP X3<\/a><\/p>\n

Today in this blog, we will discuss about Sites functionality in Sage X3 – Sage CRM Integration<\/a> using GUMU™<\/a>.<\/p>\n

    \n
  1. We bring all the Sites from Sage X3 to Sage CRM for a selected folder at once using Synchronize Dropdown<\/strong> functionality of GUMU Integration.
    \"\"<\/li>\n
  2. While creating Order\/Quote in Sage CRM, we have added 2 SSA fields on Sage CRM quote and order summary which display list of sites for selection.
    \"\"\"\"<\/li>\n
  3. Once quote\/order header information is saved in Sage CRM, later while adding line items for a quote or order products get filtered based on the site. OR even if user select the product which is non-existent to site then accordingly GUMU throws the validation message.
    \"\"<\/li>\n<\/ol>\n\n\n

    About Us<\/strong><\/span><\/p>\n\n\n\n

    Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

    Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

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

    In our previous blog, we discussed about troubleshooting steps for length exceed issue while promoting customer. New\u00a0Stuff:\u00a0Pre\u2013 Requisites for installing GUMU for sage CRM- Sage ERP X3 Today in this blog, we will discuss about Sites functionality in Sage X3 – Sage CRM Integration using GUMU™. We bring all the Sites from Sage X3 to\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":[332,192,1],"tags":[1258,1306,1719,1817,1819,1859,2018,3580,2083,2085,2131,2133,2169,2204],"class_list":["post-15275","post","type-post","status-publish","format-standard","hentry","category-sage-crm","category-integration-sage-crm","category-uncategorized","tag-gumu-integration","tag-gumux3","tag-order","tag-product-error","tag-product-site","tag-quote","tag-sage-crm-sage-x3","tag-sage-crm-sage-enterprise-management-integration","tag-sage-crm-integration-with-sage-erp","tag-sage-crm-integration-with-sage-x3","tag-sage-crm-with-sage-erp-integration","tag-sage-crm-with-sage-x3-integration","tag-sage-x3-sage-crm","tag-sales-site"],"yoast_head":"\nSales site selection on Quote\/Order for a Customer - GUMU™ for Sage CRM - Sage X3 - 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\/12\/01\/sales-site-selection-on-quoteorder-for-a-customer-gumu-for-sage-crm-sage-x3\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sales site selection on Quote\/Order for a Customer - GUMU™ for Sage CRM - Sage X3 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our previous blog, we discussed about troubleshooting steps for length exceed issue while promoting customer. New\u00a0Stuff:\u00a0Pre\u2013 Requisites for installing GUMU for sage CRM- Sage ERP X3 Today in this blog, we will discuss about Sites functionality in Sage X3 – Sage CRM Integration using GUMU™. 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