{"id":27462,"date":"2023-08-16T07:02:15","date_gmt":"2023-08-16T07:02:15","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=27462"},"modified":"2023-08-28T10:02:18","modified_gmt":"2023-08-28T10:02:18","slug":"demystifying-price-hierarchy-in-gumu-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/16\/demystifying-price-hierarchy-in-gumu-integration\/","title":{"rendered":"Demystifying Price Hierarchy in the Sage CRM-Sage 100 GUMU\u2122 Integration"},"content":{"rendered":"\n<p>In today&#8217;s fast-paced business landscape, effective integration between key systems is more critical than ever. That&#8217;s where GUMU\u2122 for Sage CRM and Sage 100 ERP comes into play. This powerful and customizable integration link establishes a real-time bi-directional connection between the two platforms, ensuring a seamless flow of customer data.<\/p>\n\n\n\n<p>In this blog, we will delve into the concept of Price Hierarchy, its functionalities, and how it simplifies pricing management for businesses.<\/p>\n\n\n\n<p>The Price Hierarchy followed in the GUMU\u2122 integration mirrors the one used in the Sage 100 ERP application. As a result, users can confidently create sales transactions in Sage CRM, knowing that the pricing information adheres to the established standards set in Sage 100 ERP.<\/p>\n\n\n\n<p>Listing below the pricing hierarchy followed in the GUMU\u2122 Integration according to the priority. (<strong>Note<\/strong>: All these pricings are set in Sage 100 and those are called on real-time basis in Sage CRM while adding line items against quotes\\orders)<\/p>\n\n\n\n<p><strong>PROMOTION PRICING:<\/strong><\/p>\n\n\n\n<p>If a sales promotion is currently active the system will apply the promotion price to the transaction. This means that customers will be able to purchase the product at the discounted promotional price instead of the regular calculated price.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/image-13.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-13.png\" alt=\"PROMOTION PRICING\"><\/a><\/center>\n<font size=\"2\"><center><i>PROMOTION PRICING<\/i><\/center><\/font>\n\n\n\n<p>This mechanism encourages customers to take advantage of the sales promotion by offering them a lower price than the usual calculated price for the product. It helps increase sales and promotes customer loyalty by providing them with cost-saving opportunities during the promotional period.<\/p>\n\n\n\n<p><strong>CUSTOMER BASED PRICING:<\/strong><\/p>\n\n\n\n<p>Customer price schedule is a pricing strategy applied to specific customers based on their unique customer numbers. It allows businesses to offer personalized pricing, discounts, or promotions to different customer segments. When a customer places an order, the system looks up their customer number and applies the corresponding price rules to calculate the final prices. This helps businesses build customer loyalty, adapt to market changes, and boost sales by providing tailored pricing for individual customers or groups.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/image-14.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-14.png\" alt=\"CUSTOMER BASED PRICING\"><\/a><\/center>\n<font size=\"2\"><center><i>CUSTOMER BASED PRICING<\/i><\/center><\/font>\n\n\n\n<p><strong>CUSTOMER PRICE-LEVEL SETUP PRICING:<\/strong><\/p>\n\n\n\n<p>When a customer has a specific price level set up, the system will use the pricing defined in that customer price level to determine the item prices for that customer. This allows businesses to have different price levels for different customers, providing them with personalized pricing.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/image-15.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-15.png\" alt=\"CUSTOMER PRICE-LEVEL SETUP PRICING\"><\/a><\/center>\n<font size=\"2\"><center><i>CUSTOMER PRICE-LEVEL SETUP PRICING<\/i><\/center><\/font>\n\n\n\n<p><strong>PRICING BASED ON PRICE CODE SETUP:<\/strong><\/p>\n\n\n\n<p>Price Code Maintenance is a feature in Sage 100 ERP that lets you set up different pricing methods for your products. You can choose to apply markups, discounts, or quantity-based pricing. These price codes can be assigned to specific items in your inventory.<\/p>\n\n\n\n<p>When you enter an item in a sales transaction, the system automatically calculates the price based on the assigned price code and the quantity you&#8217;re selling. If a customer has a specific price level defined in their account, that price level will be used in sales orders. For items without an assigned price code, the standard price for that item is used.<\/p>\n\n\n\n<p>The Price Code Maintenance is particularly useful when you have different groups of customers with specific pricing requirements. You can create custom price levels within each price code and link them to individual customers. This way, you can offer tailored pricing to different customer groups.<\/p>\n\n\n\n<p>If you need quantity-based pricing for specific items or customers, you can either define it directly in the Item Maintenance or Customer Maintenance screens. Price Code Maintenance gives you flexibility in creating a pricing structure that suits your business needs.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/image-16.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-16.png\" alt=\"PRICING BASED ON PRICE CODE SETUP\"><\/a><\/center>\n<font size=\"2\"><center><i>PRICING BASED ON PRICE CODE SETUP<\/i><\/center><\/font>\n\n\n\n<p><strong>PRICING BASED ON STANDARD PRICE CODE SETUP:<\/strong><\/p>\n\n\n\n<p>User can set up standard price codes in the Price Code Maintenance module. These standard price codes determine the base pricing for your items. When a specific item doesn&#8217;t have any other price codes or customer-specific pricing, the standard price code is used to calculate its selling price.<br><\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/image-17.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-17.png\" alt=\"PRICING BASED ON STANDARD PRICE CODE SETUP\"><\/a><\/center>\n<font size=\"2\"><center><i>PRICING BASED ON STANDARD PRICE CODE SETUP<\/i><\/center><\/font>\n\n\n\n<p><strong>STANDARD PRICING:<\/strong><\/p>\n\n\n\n<p>The &#8220;Standard Price&#8221; in Item Maintenance is the default selling price assigned to an item. It serves as the base price for the item and is used when no other special pricing or price codes are set up for that item. This ensures a consistent and predefined price for the item, unless there are specific pricing arrangements in place for it.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/image-18.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-18.png\" alt=\"STANDARD PRICING\"><\/a><\/center>\n<font size=\"2\"><center><i>STANDARD PRICING<\/i><\/center><\/font>\n\n\n\n<p>Price Hierarchy within the Sage CRM-Sage 100 Integration with GUMU\u2122 that simplifies pricing management, promotes customer-centric pricing, and enhances overall efficiency. The seamless integration between Sage CRM and Sage 100 ensures that pricing decisions are always based on accurate and up-to-date information, making it a valuable asset for businesses of all sizes.<\/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>In today&#8217;s fast-paced business landscape, effective integration between key systems is more critical than ever. That&#8217;s where GUMU\u2122 for Sage CRM and Sage 100 ERP comes into play. This powerful and customizable integration link establishes a real-time bi-directional connection between the two platforms, ensuring a seamless flow of customer data. In this blog, we will\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/16\/demystifying-price-hierarchy-in-gumu-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":[4206,192,1],"tags":[1238,1435,1463,1800,1801,4626,1959,2010],"class_list":["post-27462","post","type-post","status-publish","format-standard","hentry","category-gumu-integration","category-integration-sage-crm","category-uncategorized","tag-gumu","tag-integration","tag-item-pricing","tag-pricing","tag-pricing-list","tag-promotion-pricing","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>Demystifying Price Hierarchy in the Sage CRM-Sage 100 GUMU\u2122 Integration - 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\/08\/16\/demystifying-price-hierarchy-in-gumu-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Demystifying Price Hierarchy in the Sage CRM-Sage 100 GUMU\u2122 Integration - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In today&#8217;s fast-paced business landscape, effective integration between key systems is more critical than ever. 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