{"id":27452,"date":"2023-08-14T12:55:27","date_gmt":"2023-08-14T12:55:27","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=27452"},"modified":"2025-01-23T10:00:16","modified_gmt":"2025-01-23T10:00:16","slug":"custom-product-family-sage-crm-qle-screen","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/14\/custom-product-family-sage-crm-qle-screen\/","title":{"rendered":"Custom Product Family Sage CRM QLE Screen"},"content":{"rendered":"\n<p>The GUMU&#x2122; 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>Recently, our team had the opportunity to work with one of our clients, in tailoring their Sage CRM system to incorporate their requirements to enhance their service productivity. Basically, the customization was designed to simplify the process of creating Sage CRM Quotes and Orders against Service opportunities in Sage CRM. In this blog, we will shed light on the customization functionality we implemented for our client&#8217;s Sage CRM system.<\/p>\n\n\n\n<p>The client has created a field at the Sage CRM opportunity level, and the value selected in the field determines if the created opportunity is a Normal Opportunity or a Service Opportunity. We created a product family called &#8220;Default Service Product&#8221; available exclusively within their Sage CRM and not in their other system, Sage 100. Furthermore, to enhance user experience and simplify the quote\/order creation process, the &#8220;Default Service Product&#8221; product family has been added to the Quick Line Entry (QLE) screen. By doing so, users can quickly access and add line items from this product family to their Quotes\/Orders created against the Service opportunities without navigating through multiple menus or screens. Also, with the &#8220;Default Service Product&#8221; family being set as the default selection on the QLE screen for the service opportunity, users no longer need to search or manually add the relevant items each time they create a new Quote or Order.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/image-11.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\/08\/image-11.png\" alt=\"QLE Screen\"><\/a><\/center>\n<font size=\"2\"><center><i>QLE Screen<\/i><\/center><\/font>\n\n\n\n<p>At the product level in Sage CRM, a &#8220;Default Service Product&#8221; checkbox has been included, enabling users to have control over the inclusion and exclusion of products within the default family. Note that adding products to this dummy product family (Default Service Product) will not change the original product line of the item, it will be just displayed in the QLE screen grid against the &#8220;Default Service Product&#8221; product family.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/image-12.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\/08\/image-12.png\" alt=\"Product Maintenance\"><\/a><\/center>\n<font size=\"2\"><center><i>Product Maintainence<\/i><\/center><\/font>\n\n\n\n<p>So, if you have any such customization request feel free to contact us at <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","protected":false},"excerpt":{"rendered":"<p>The GUMU&#x2122; 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; Recently, our team had the opportunity to work with one\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/14\/custom-product-family-sage-crm-qle-screen\/\">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":[4206,192,332],"tags":[1238,1253,1292,1721,1728,4625,4624,1859,1866,1959,2010],"class_list":["post-27452","post","type-post","status-publish","format-standard","hentry","category-gumu-integration","category-integration-sage-crm","category-sage-crm","tag-gumu","tag-gumu-for-sage-crm-sage-100","tag-gumusage100","tag-order-entry","tag-orders","tag-qle","tag-qle-screen","tag-quote","tag-quotes-orders","tag-sage-100","tag-sage-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Custom Product Family Sage CRM QLE Screen.<\/title>\n<meta name=\"description\" content=\"Learn how to configure a custom product family in Sage CRM&#039;s Quote Line Entry (QLE) screen. Enhance productivity and streamline your sales process with this customization guide.\" \/>\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\/08\/14\/custom-product-family-sage-crm-qle-screen\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Custom Product Family Sage CRM QLE Screen.\" \/>\n<meta property=\"og:description\" content=\"Learn how to configure a custom product family in Sage CRM&#039;s Quote Line Entry (QLE) screen. 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