{"id":29576,"date":"2025-12-23T08:35:50","date_gmt":"2025-12-23T08:35:50","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=29576"},"modified":"2025-12-23T09:04:31","modified_gmt":"2025-12-23T09:04:31","slug":"introducing-bom-functionality-in-the-gumu-sage-crm-sage-100-integration-solution","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2025\/12\/23\/introducing-bom-functionality-in-the-gumu-sage-crm-sage-100-integration-solution\/","title":{"rendered":"Introducing BOM Functionality in the GUMU&#x2122; Sage CRM \u2013 Sage 100 Integration Solution."},"content":{"rendered":"\n<p><a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; for Sage CRM \u2013 Sage 100 application<\/a>&nbsp;is a real time bi-directional integration link. One of its exclusive features is that it is a customizable link and we can customize GUMU to suite your company business process.<\/p>\n\n\n\n<p>We are excited to announce that in the <strong>latest version of GUMU&#x2122; Sage CRM \u2013 Sage 100 Integration<\/strong>, we\u2019ve introduced a new enhancement \u2014 <strong>Bill of Materials (BOM) Functionality<\/strong>.<br>This new feature enables users to add BOM items and their associated options directly within <strong>Sage CRM Quote and Order screens<\/strong>, providing a more flexible and seamless quoting experience.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">BOM Functionality Overview<\/h4>\n\n\n\n<p>With this enhancement, Sage CRM now makes it simple to add BOM items and their associated options directly within Quotes or Orders. Once a BOM item and its options are selected, the system automatically calculates the price based on the chosen configuration, ensuring accuracy and saving time.<\/p>\n\n\n\n<p>A new <strong>\u201cBOM Item\u201d<\/strong> button has been introduced on the line item screen and is displayed only when a BOM-enabled item is selected. Clicking this button opens a dedicated window where users can view and choose from the available options under each BOM category. After selection, the chosen options\u2014along with their descriptions\u2014are neatly displayed in the <strong>BOM Options<\/strong> column, providing clear visibility into the configured item.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Enabling the BOM Functionality<\/h4>\n\n\n\n<p>To start using the BOM functionality in Sage CRM, a few simple configuration steps are required. Once enabled, users can add BOM items and manage their options within Quotes and Orders.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Configuration Steps in Sage CRM<\/h4>\n\n\n\n<p><strong>Enable BOMAccess<\/strong><br>Navigate to <strong>Administration \u2192 Customization \u2192 Translations<\/strong>.<br>Search for <strong>BOMaccess<\/strong> in the <em>Caption Code<\/em> field and set its value to <strong>true<\/strong>, as shown in the screenshot below.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"940\" height=\"441\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-6.png\" alt=\"\" class=\"wp-image-29577\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-6.png 940w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-6-300x141.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-6-768x360.png 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-6-660x310.png 660w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<p><strong>Enable BOM Item Flag<\/strong><br>In the same <strong>Translations<\/strong> section, search for <strong>IsBOMItem<\/strong> under <em>Caption Code<\/em> and set <strong>IsBOMItem = true<\/strong>, as illustrated in the screenshot.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"940\" height=\"441\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-7.png\" alt=\"\" class=\"wp-image-29578\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-7.png 940w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-7-300x141.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-7-768x360.png 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-7-660x310.png 660w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<p>After completing these settings, a <strong>metadata refresh<\/strong> is required. To do this, go to <strong>Administration \u2192 System \u2192 Metadata<\/strong> and perform the refresh.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Adding BOM Items and Options via the New Line Item Screen<\/h4>\n\n\n\n<p>Once the functionality is enabled, BOM items and their options can be added using the standard New Line Item screen by following these steps:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create a <strong>Quote<\/strong> or <strong>Order<\/strong>.<\/li>\n\n\n\n<li>Click the <strong>New Line Item<\/strong> button on the Quote\/Order screen.<\/li>\n\n\n\n<li>Add a <strong>BOM item<\/strong>. When a BOM-enabled item is selected, the <strong>BOM Item<\/strong> button becomes visible on the New Line Entry screen (refer to the screenshot).<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"940\" height=\"441\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-8.png\" alt=\"\" class=\"wp-image-29579\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-8.png 940w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-8-300x141.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-8-768x360.png 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-8-660x310.png 660w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the <strong>BOM Item<\/strong> button to open a popup displaying all available options for the selected BOM item.<\/li>\n\n\n\n<li>Use the <strong>magnifying glass icon<\/strong> to search for billing components related to each BOM option, select the required components, and save your choices.<\/li>\n\n\n\n<li>Refer to the screenshots below for visual guidance.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"974\" height=\"457\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-9.png\" alt=\"\" class=\"wp-image-29580\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-9.png 974w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-9-300x141.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-9-768x360.png 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-9-660x310.png 660w\" sizes=\"(max-width: 974px) 100vw, 974px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Adding BOM Items and Options via the QLE Screen<\/h4>\n\n\n\n<p>The same BOM functionality is also available on the <strong>Quick Line Entry (QLE)<\/strong> screen, providing a faster way to configure BOM items. Follow the steps below:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create a <strong>Quote<\/strong> or <strong>Order<\/strong>.<\/li>\n\n\n\n<li>Click the <strong>QLE<\/strong> button on the Quote\/Order screen.<\/li>\n\n\n\n<li>Add a <strong>BOM item<\/strong>. Once selected, an <strong>Add Options<\/strong> (green) icon appears in the QLE grid for that item.<\/li>\n\n\n\n<li>Click the <strong>Add Options<\/strong> green icon to open a popup showing all available BOM options.<\/li>\n\n\n\n<li>Use the <strong>magnifying glass icon<\/strong> to search for and select billing components for each option, then save the selections.<\/li>\n\n\n\n<li>Refer to the screenshots below for details.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"974\" height=\"457\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-10.png\" alt=\"\" class=\"wp-image-29581\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-10.png 974w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-10-300x141.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-10-768x360.png 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-10-660x310.png 660w\" sizes=\"(max-width: 974px) 100vw, 974px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Viewing Selected BOM Options<\/h4>\n\n\n\n<p>After saving, the selected BOM options are clearly displayed:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the <strong>QLE line item grid<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"441\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-11.png\" alt=\"\" class=\"wp-image-29582\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-11.png 940w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-11-300x141.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-11-768x360.png 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-11-660x310.png 660w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the <strong>main line item grid<\/strong> after saving the Quote or Order.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"441\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-12.png\" alt=\"\" class=\"wp-image-29583\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-12.png 940w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-12-300x141.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-12-768x360.png 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2025\/12\/image-12-660x310.png 660w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<p>This ensures full visibility of all configured BOM options, whether they were added through the New Line Item screen or the QLE interface, making BOM management both intuitive and efficient.<\/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&nbsp;is a real time bi-directional integration link. One of its exclusive features is that it is a customizable link and we can customize GUMU to suite your company business process. We are excited to announce that in the latest version of GUMU&#x2122; Sage CRM \u2013 Sage 100 Integration,\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2025\/12\/23\/introducing-bom-functionality-in-the-gumu-sage-crm-sage-100-integration-solution\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[83,4206,192,4657,335,3986,4680,1],"tags":[620,1238,1286,1435,3801,2010,4700,2030,2033,2179],"class_list":["post-29576","post","type-post","status-publish","format-standard","hentry","category-crm72","category-gumu-integration","category-integration-sage-crm","category-sage-100","category-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm-2018-crm72","category-sage-crm-2025","category-uncategorized","tag-bom-items","tag-gumu","tag-gumumas","tag-integration","tag-sage-100-sage-crm","tag-sage-crm","tag-sage-crm-sage-100-3","tag-sage-crm-7-0","tag-sage-crm-7-2","tag-sage100"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Introducing BOM Functionality in the GUMU&#x2122; Sage CRM \u2013 Sage 100 Integration Solution. - 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\/2025\/12\/23\/introducing-bom-functionality-in-the-gumu-sage-crm-sage-100-integration-solution\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Introducing BOM Functionality in the GUMU&#x2122; Sage CRM \u2013 Sage 100 Integration Solution. - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU&#x2122; for Sage CRM \u2013 Sage 100 application&nbsp;is a real time bi-directional integration link. 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