{"id":27323,"date":"2023-07-19T11:20:11","date_gmt":"2023-07-19T11:20:11","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=27323"},"modified":"2023-07-19T16:37:51","modified_gmt":"2023-07-19T16:37:51","slug":"exploring-the-functionality-of-sage-100-lot-and-serial-tracking-in-sage-crm-using-the-gumu-customization","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/07\/19\/exploring-the-functionality-of-sage-100-lot-and-serial-tracking-in-sage-crm-using-the-gumu-customization\/","title":{"rendered":"EXPLORING THE FUNCTIONALITY OF SAGE 100 LOT AND SERIAL TRACKING IN SAGE CRM USING THE GUMU\u2122 CUSTOMIZATION."},"content":{"rendered":"\n<p>The GUMU\u2122 Sage 100 CRM integration is a fully bi-directional solution where users can&nbsp;have access to Sage 100 data wherever they log into Sage CRM.&nbsp;Connecting Sage 100 with Sage CRM allows customer-facing staff to view accounting data and create orders through the Sage CRM interface.&nbsp;<\/p>\n\n\n\n<p>Today in this blog we will discuss a customization analysis we had done in the past, wherein the Sage CRM user will have the ability to manage the distribution of Lot\/Serialized Items in Sage CRM itself while creating Quotes\/Orders in Sage CRM.<\/p>\n\n\n\n<p>The standard versions of GUMU\u2122 currently do not include support for Lot\/Serialized Item functionality in Sage CRM. However, it is possible to add this feature to GUMU\u2122 through customization. Lot and Serial tracking are intricate features that require users to manage the distribution by assigning specific Lot and Serial numbers. To fully comprehend the functionality that can be achieved through customization, let&#8217;s take a brief overview of the Lot and Serial functionality in Sage 100.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/p>\n\n\n\n<p>The lot and Serial Distribution functionality in Sage 100 empower businesses to efficiently manage the distribution of inventory items with lot or serial numbers. By accurately assigning lot and serial numbers, businesses can maintain traceability, optimize warehouse management, and precisely fulfill customer orders.<\/p>\n\n\n\n<p>Now let\u2019s have a look at the functionality that can be added to GUMU\u2122 as customization for the distribution of Lot\/Serial Items in Sage CRM itself.<\/p>\n\n\n\n<p>Firstly, the Lot and Serial Product will have to be imported in Sage CRM from Sage 100 using the GUMU\u2122 Import Products Utility.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/07\/import-1024x390.jpg\n\" alt=\"Prepare to convert\" class=\"wp-image-27324\"\/><figcaption><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/figcaption><\/figure>\n\n\n\n<p>Users can enable or disable lot\/serial customization through the \u2018Enable Lot\/Serial\u2019 checkbox present on the Configuration screen.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/07\/config-1024x380.jpg\n\" alt=\"Prepare to convert\" class=\"wp-image-27325\"\/><figcaption><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/figcaption><\/figure>\n\n\n\n<p>If the User adds any lot\/serial item in Sage CRM Quote\/Order using New Line Item Screen then a <strong>Enter Lot\/Serial button<\/strong> will get displayed.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/07\/lot-serial-button-1024x263.jpg\n\" alt=\"Prepare to convert\" class=\"wp-image-27326\"\/><figcaption><gwmw style=\"display:none;\"><\/figcaption><\/figure>\n\n\n\n<p>Using the Enter Lot\/Serial button user can add a lot and serial numbers and save the record.<br><\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/07\/MicrosoftTeams-image-4-1024x677.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/07\/MicrosoftTeams-image-4-1024x677.png\n\" alt=\"Prepare to convert\"><\/a><\/center>\n<font size=\"2\"><center><i><\/i><\/center><\/font>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/07\/step2.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/07\/step2.jpg\n\" alt=\"Prepare to convert\"><\/a><\/center>\n<font size=\"2\"><center><i><\/i><\/center><\/font>\n\n\n\n<p>Validations will be displayed as per standard Sage 100 functionality<\/p>\n\n\n\n<p>The Lot\/Serial item and its corresponding lot\/serial numbers will be promoted to Sage 100 during the Promote Order process.<\/p>\n\n\n\n<p>Similarly, we can provide the above functionality on the QLE screen as well. See the image below.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/07\/MicrosoftTeams-image-5-1024x428.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/07\/MicrosoftTeams-image-5-1024x428.png\n\" alt=\"Prepare to convert\"><\/a><\/center>\n<font size=\"2\"><center><i><\/i><\/center><\/font>\n\n\n\n<p>For more information about the GUMU\u2122 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><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/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>The GUMU\u2122 Sage 100 CRM integration is a fully bi-directional solution where users can&nbsp;have access to Sage 100 data wherever they log into Sage CRM.&nbsp;Connecting Sage 100 with Sage CRM allows customer-facing staff to view accounting data and create orders through the Sage CRM interface.&nbsp; Today in this blog we will discuss a customization analysis\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/07\/19\/exploring-the-functionality-of-sage-100-lot-and-serial-tracking-in-sage-crm-using-the-gumu-customization\/\">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":[4206,192],"tags":[831,1238,1253,1258,1274,1286,3920,1292,1435,3898,4620,1959,2010,2077],"class_list":["post-27323","post","type-post","status-publish","format-standard","hentry","category-gumu-integration","category-integration-sage-crm","tag-crm-sage100","tag-gumu","tag-gumu-for-sage-crm-sage-100","tag-gumu-integration","tag-gumu-tips","tag-gumumas","tag-gumumas90","tag-gumusage100","tag-integration","tag-inventory","tag-lot-and-serial-items","tag-sage-100","tag-sage-crm","tag-sage-crm-integration"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>EXPLORING THE FUNCTIONALITY OF SAGE 100 LOT AND SERIAL TRACKING IN SAGE CRM USING THE GUMU\u2122 CUSTOMIZATION. - 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\/2023\/07\/19\/exploring-the-functionality-of-sage-100-lot-and-serial-tracking-in-sage-crm-using-the-gumu-customization\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"EXPLORING THE FUNCTIONALITY OF SAGE 100 LOT AND SERIAL TRACKING IN SAGE CRM USING THE GUMU\u2122 CUSTOMIZATION. - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"The GUMU\u2122 Sage 100 CRM integration is a fully bi-directional solution where users can&nbsp;have access to Sage 100 data wherever they log into Sage CRM.&nbsp;Connecting Sage 100 with Sage CRM allows customer-facing staff to view accounting data and create orders through the Sage CRM interface.&nbsp; 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