{"id":26840,"date":"2022-11-30T13:49:25","date_gmt":"2022-11-30T13:49:25","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=26840"},"modified":"2022-11-30T13:49:28","modified_gmt":"2022-11-30T13:49:28","slug":"kitting-functionality-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/11\/30\/kitting-functionality-in-sage-crm\/","title":{"rendered":"KITTING FUNCTIONALITY IN SAGE CRM"},"content":{"rendered":"\n<p>The GUMU&#x2122; for Sage CRM \u2013 Sage 100 is a real-time bi-directional integration link, using which a user can promote Sage CRM company, sales orders from Sage CRM to Sage100. In addition to this, the information for Sage 100 customer flows between Sage CRM on real depending on the configuration setting option selected.<\/p>\n\n\n\n<p>Today in this blog we will discuss the Kit Functionality, one of the recent enhancements we have included in our GUMU&#x2122; (V5.6.0.1).<\/p>\n\n\n\n<p>Before getting into detail about the Kit functionality included in the latest GUMU&#x2122; version, let us understand what is <strong>Kit Item.<\/strong> A Kit Item is nothing but a bunch of items clustered together and sold as one item. For e.g. XYZ company manufactures School Bags, Lunch Boxes, Umbrellas, and Rain Coats. Now for sale they can have two different kits, the <strong>KIT1<\/strong> can contain School Bag, Lunch Box, and Umbrella and the <strong>KIT2 <\/strong>can consist of School Bag, Lunch Box, and Rain Coat.<\/p>\n\n\n\n<p>With our latest GUMU&#x2122; while creating\/processing a sale order in Sage CRM, if the added new line item is a Kit Item then the user will have the option to Explode the Kit Item and add the child items to the line items.<\/p>\n\n\n\n<p>Below are some screenshots.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"330\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/11\/line-item-1-1024x330.jpg\" alt=\"\" class=\"wp-image-26846\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/11\/line-item-1-1024x330.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/11\/line-item-1-300x97.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/11\/line-item-1-768x248.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/11\/line-item-1-1536x495.jpg 1536w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/11\/line-item-1-660x213.jpg 660w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/11\/line-item-1.jpg 1662w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"194\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/11\/explode-kit-1024x194.jpg\" alt=\"\" class=\"wp-image-26842\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/11\/explode-kit-1024x194.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/11\/explode-kit-300x57.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/11\/explode-kit-768x145.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/11\/explode-kit-1536x290.jpg 1536w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/11\/explode-kit-660x125.jpg 660w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/11\/explode-kit.jpg 1920w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"250\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/11\/child-items-1024x250.jpg\" alt=\"\" class=\"wp-image-26843\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/11\/child-items-1024x250.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/11\/child-items-300x73.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/11\/child-items-768x188.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/11\/child-items-1536x376.jpg 1536w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/11\/child-items-660x161.jpg 660w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/11\/child-items.jpg 1897w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>To enable the kitting functionality in the latest GUMU&#x2122; the user has to follow the below steps.<\/p>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li>Navigate to <strong>Administration \u2192 Customization \u2192 Translations<\/strong><\/li><li>Search for <strong>BOMAccess<\/strong> caption family and set the translation as <strong>true.<\/strong><\/li><li>Then search for the <strong>EnableKitting<\/strong> caption family and set the translation as <strong>Y.<\/strong><\/li><\/ol>\n\n\n\n<p>This will enable the Kitting functionality in your Sage CRM.<\/p>\n\n\n\n<p>For more information about the GUMU&#x2122; integration link, please refer to below links:<\/p>\n\n\n\n<p><strong>Blog link:<\/strong><br><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/tag\/gumumas\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.greytrix.com\/blogs\/sagecrm\/tag\/gumumas\/<\/a><\/p>\n\n\n\n<p><strong>YouTube video link:<\/strong><br><a href=\"https:\/\/www.youtube.com\/watch?v=r1QlaTC0PX4\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.youtube.com\/watch?v=r1QlaTC0PX4<\/a><\/p>\n\n\n\n<p>For any queries related to GUMU integration, you can contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a><\/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\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The GUMU&#x2122; for Sage CRM \u2013 Sage 100 is a real-time bi-directional integration link, using which a user can promote Sage CRM company, sales orders from Sage CRM to Sage100. In addition to this, the information for Sage 100 customer flows between Sage CRM on real depending on the configuration setting option selected. Today in\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/11\/30\/kitting-functionality-in-sage-crm\/\">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":[1],"tags":[4588,4587,4584,4590,4586,4585,1959,2010,4589],"class_list":["post-26840","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-gumu-kitting","tag-how-to-enable-kitting","tag-kit","tag-kit-enable","tag-kit-functionality","tag-kitting","tag-sage-100","tag-sage-crm","tag-what-is-kitting"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>KITTING FUNCTIONALITY 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\/2022\/11\/30\/kitting-functionality-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"KITTING FUNCTIONALITY IN SAGE CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"The GUMU&#x2122; for Sage CRM \u2013 Sage 100 is a real-time bi-directional integration link, using which a user can promote Sage CRM company, sales orders from Sage CRM to Sage100. 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