{"id":24669,"date":"2020-09-21T11:11:57","date_gmt":"2020-09-21T11:11:57","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=24669"},"modified":"2025-02-27T05:56:10","modified_gmt":"2025-02-27T05:56:10","slug":"functionality-of-default-company-in-gumu-sage-crm-sage-100-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/09\/21\/functionality-of-default-company-in-gumu-sage-crm-sage-100-integration\/","title":{"rendered":"Functionality of Default Company in GUMU&#x2122; Sage CRM \u2013 Sage 100 Integration"},"content":{"rendered":"\n<p><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\" target=\"_blank\">GUMU&#x2122; for Sage CRM \u2013 Sage 100 application<\/a> is a real time bi-directional integration link. Using <a href=\"http:\/\/gumu.greytrix.com\/\" target=\"_blank\" rel=\"noopener\">GUMU&#x2122;<\/a>, a user can promote Sage CRM Company, promote sales order from Sage CRM to Sage 100. In addition to this, all the information for Sage 100 customer flows between Sage CRM \u2013 Sage 100 on real time depending on your configured settings option in&nbsp;GUMU&#x2122;&nbsp;configuration.<\/p>\n\n\n\n<p>Today in this blog, we will discuss about the new feature which we have incorporated in our standard GUMU&#x2122; product.<\/p>\n\n\n\n<p><strong><em>New Stuff :<\/em><\/strong> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/07\/30\/synching-last-sales-order-date-using-gumu-sage-crm-sage-100-integration\/\" target=\"_blank\" rel=\"noreferrer noopener\">Synching Last Sales Order Date using GUMU&#x2122; Sage CRM \u2013 Sage 100 Integration<\/a><\/p>\n\n\n\n<p>We have provided <strong>D<\/strong><strong>efault Company<\/strong> Option in <strong>Configuration<\/strong> so that in case if user don\u2019t select Company Code for any Prospect then it will fetch products and price based on Default Company during Quote\/Order process.<\/p>\n\n\n\n<p>User can set a company code as default by using the Default Company field present on configuration screen.<\/p>\n\n\n\n<p>To check which company code is set as default user can follow below steps<\/p>\n\n\n\n<p>Go to the <strong>Administration<\/strong> -&gt; <strong>Sage100Administration<\/strong> -&gt; <strong>Configuration<\/strong>.<\/p>\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/09\/Default-1024x312.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" title=\"Sage100 Administration Configuration\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/09\/Default-1024x312.jpg\" alt=\"Sage100 Administration Configuration\" width=\"1024\" height=\"312\" \/><\/a><\/p>\n\n\n<p>Also, user can change the default company code if they have configured multiple Sage 100 company codes.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Navigate to \u201c<strong>Administration<\/strong>-&gt; Sage 100 Administration -&gt; Configuration\u201d at Sage CRM.<\/li><li>Select the company code from the list.<\/li><li>Check the Default Company checkbox and Save it<\/li><\/ul>\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/09\/Configuration-1024x304.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" title=\"Administration \" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/09\/Configuration-1024x304.jpg\" alt=\" Default Company checkbox in sage100\" width=\"1024\" height=\"304\" \/><\/a><\/p>\n\n\n<p>Using this feature, user will now have the ability to create Quotes\\Orders for a Prospect (non- promoted customer) without selecting company code on company summary screen in Sage CRM.<\/p>\n\n\n\n<p>As per Default Company setting, it will fetch all the default information (Pricing, Taxes) of default company code for that Prospect while creating Quotes\\Orders in Sage CRM.<\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>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<p>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 style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; 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 style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<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 100 application is a real time bi-directional integration link. Using GUMU&#x2122;, a user can promote Sage CRM Company, promote sales order from Sage CRM to Sage 100. In addition to this, all the information for Sage 100 customer flows between Sage CRM \u2013 Sage 100 on real time depending\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/09\/21\/functionality-of-default-company-in-gumu-sage-crm-sage-100-integration\/\">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":[192,4206,332],"tags":[4110,4227,1286,3922,1663],"class_list":["post-24669","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-gumu-integration","category-sage-crm","tag-crmmas90","tag-default-company","tag-gumumas","tag-new-enhancement","tag-new-feature"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Functionality of Default 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