{"id":20901,"date":"2018-10-24T06:20:09","date_gmt":"2018-10-24T06:20:09","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=20901"},"modified":"2018-11-02T09:09:49","modified_gmt":"2018-11-02T09:09:49","slug":"new-feature-creating-quotes-and-orders-for-prospects-non-promoted-customers-using-gumux3-connector","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/10\/24\/new-feature-creating-quotes-and-orders-for-prospects-non-promoted-customers-using-gumux3-connector\/","title":{"rendered":"New feature &#8211; Creating Quotes and Orders for Prospects (Non Promoted Customers) using GUMUX3 connector"},"content":{"rendered":"<p><a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\" target=\"_blank\" rel=\"noopener\">GUMU&#x2122; for Sage CRM \u2013 Sage EM integration<\/a> is a real-time bi-directional link where user can update the information from Sage CRM to Sage EM and vice versa. Today, in this blog we will go through how users can create Quote\/Order for prospect customers in Sage CRM.<\/p>\n<p style=\"text-align: left;\"><em><span style=\"color: #993300;\">New\u00a0Stuff:\u00a0<\/span><\/em><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/10\/31\/pre-requisites-for-installing-gumu-for-sage-crm-sage-erp-x3\/\" target=\"_blank\" rel=\"noopener\">Pre\u2013 Requisites for GUMU Sage CRM &#8211; Sage EM Integration<\/a><\/p>\n<p>For creating Quote\/Order and loading pricing for non- promoted customer in Sage CRM (Prospect), we will have to first create an existing valid Dummy Customer number in Sage EM. This customer number is used in Sage CRM for loading pricing for non-promoted customer (prospect Sage CRM Company) in Sage CRM.<\/p>\n<p>In order to create quote\/order and load the price for non-promoted customer, we have added an additional field on GUMU&#x2122; configuration as Prospect Customer, where user will enter dummy customer created above. Once this is done then while creating quote\/order for any prospect in Sage CRM, we use this dummy customer Number for fetching pricing detail from sage EM. For this,<\/p>\n<ul>\n<li>Go to the Administration &gt; Sage EM &gt; Configuration.<\/li>\n<li>Select the folder name from the list.<\/li>\n<li>Add the prospect customer number to Prospect Customer field.<\/li>\n<li>Save the details.<\/li>\n<\/ul>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-20904\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/10\/Prospect.jpg\" alt=\"\" width=\"1365\" height=\"497\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/10\/Prospect.jpg 1365w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/10\/Prospect-300x109.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/10\/Prospect-768x280.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/10\/Prospect-1024x373.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/10\/Prospect-660x240.jpg 660w\" sizes=\"(max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<p>Please note below points for loading pricing for Non-Promoted customer in Sage CRM,<\/p>\n<ul>\n<li>The Sage EM folder name must be selected on company summary screen for which user wants to create quote\/order in Sage CRM.<\/li>\n<li>The \u201cSage EM customer no\u201d provided at GUMU&#x2122; configuration must be exist in Sage EM.<\/li>\n<li>If you have multiple Sage EM folders Integration, then in this case, user will have to create and assign new dummy customer number for each Sage EM folder in Sage CRM GUMU configuration screen.<\/li>\n<\/ul>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\">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<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage Enterprise Management (Sage X3<\/a>),\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-crm-integration\">Sage Intacct<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\">Sage 100<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-500-erp-integration\">Sage 500<\/a>\u00a0and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\">Sage 300<\/a>).We also offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage ERP<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\">Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from <a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\">Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/business-manager\">Greytrix Business Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-project-manager\">Sage CRM Project Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-resource-planner\">Sage CRM Resource Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-contract-manager\">Sage CRM Contract Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-event-manager\">Sage CRM Event Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-budget-planner\">Sage CRM Budget Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/gmail-integration-for-sage-crm\">Gmail Integration<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-mobile-service-signature\">Sage CRM Mobile Service Signature<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-cti-framework\">Sage CRM CTI Framework<\/a>.<\/p>\n<p>Greytrix is a recognized <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a> for GUMU&#x2122; Sage Enterprise Management \u2013 Sage CRM integration also listed on <a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noopener\">Sage Marketplace<\/a>.<\/p>\n<p>For more information on our integration solutions, please contact us at\u00a0<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>GUMU&#x2122; for Sage CRM \u2013 Sage EM integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage EM and vice versa. Today, in this blog we will go through how users can create Quote\/Order for prospect customers in Sage CRM. New\u00a0Stuff:\u00a0Pre\u2013 Requisites for GUMU Sage CRM &#8211; Sage\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/10\/24\/new-feature-creating-quotes-and-orders-for-prospects-non-promoted-customers-using-gumux3-connector\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[192,332],"tags":[1279,1837,3711,3710,3682],"class_list":["post-20901","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-sage-crm","tag-gumu-x3","tag-prospect","tag-quote-order-for-prospects","tag-sage-em","tag-sage-em-integration"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>New feature - Creating Quotes and Orders for Prospects (Non Promoted Customers) using GUMUX3 connector - 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\/2018\/10\/24\/new-feature-creating-quotes-and-orders-for-prospects-non-promoted-customers-using-gumux3-connector\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"New feature - Creating Quotes and Orders for Prospects (Non Promoted Customers) using GUMUX3 connector - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU&#x2122; for Sage CRM \u2013 Sage EM integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage EM and vice versa. 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