{"id":29921,"date":"2026-02-26T10:47:16","date_gmt":"2026-02-26T10:47:16","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=29921"},"modified":"2026-02-26T10:49:08","modified_gmt":"2026-02-26T10:49:08","slug":"lot-number-information-on-the-find-inventory-screen-customization-in-sage-crm-sage-100-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/02\/26\/lot-number-information-on-the-find-inventory-screen-customization-in-sage-crm-sage-100-integration\/","title":{"rendered":"Lot Number Information on the GUMU™ Find Inventory Screen"},"content":{"rendered":"\n

GUMU™ for Sage CRM \u2013 Sage 100 application<\/a>\u00a0is a real-time bi-directional link where we synchronize all the customers and vendors data from Sage 100 to Sage CRM and vice versa. Using this integration, users can access critical ERP data \u2014 such as sales invoices, orders, and item sales history directly within the Sage CRM.<\/p>\n\n\n\n

What is Lot number in Sage 100?<\/u><\/strong>

In Sage 100, a Lot Number<\/strong> is used to track a specific batch of an inventory item. It helps businesses identify when an item was received or produced and monitor its quantity throughout the inventory lifecycle. A lot number typically represents a defined batch of items \u2014 for example, products manufactured on the same date or received in the same shipment \u2014 ensuring better traceability and inventory control.<\/p>\n\n\n\n

For one of our clients, we have implemented a new customization to fetch inventory item data from Sage 100<\/strong>, including the lot number information<\/strong>, and display it in a Kendo Grid<\/strong>. Additionally, based on the selected warehouse, the grid shows the total On-Hand Quantity, Unit Cost, and Inventory Value<\/strong> for the items in that warehouse.<\/p>\n\n\n\n

In the standard Sage CRM \u2013 Sage 100<\/strong> integration, there is a Find Inventory<\/strong> screen. When a CRM user clicks on the Item Code hyperlink<\/strong>, an option to view the Lot information<\/strong> is displayed. When the user clicks this link, a Kendo Grid<\/strong> opens and displays the lot number details specific to the selected item.<\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n\n\n\n

Benefits of the Lot Number Inventory Customization:<\/u><\/strong><\/p>\n\n\n\n

    \n
  1. Improved Efficiency<\/strong>
    Users can view lot number details for each inventory item directly from the CRM Find Inventory screen, eliminating the need to log in to Sage 100 separately.<\/li>\n\n\n\n
  2. Warehouse-Level Stock Visibility<\/strong>
    Users can easily identify which warehouse has available stock and review the quantity associated with each specific lot.<\/li>\n\n\n\n
  3. Enhanced Reporting Capability<\/strong>
    The grid can also be used for reporting and analysis, enabling users to review lot number information based on inventory items for better inventory planning and decision-making.<\/li>\n<\/ol>\n\n\n\n

    This customization demonstrates how GUMU™ can be tailored to meet unique business requirements beyond standard integration features. By extending the Find Inventory<\/strong> screen with lot-level visibility, organizations gain better inventory control, improved operational efficiency, and enhanced decision-making capabilities \u2014 all within the familiar Sage CRM interface.<\/p>\n\n\n\n

    About Us<\/strong><\/span><\/p>\n\n\n\n

    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

    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><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ 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><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

    GUMU™ for Sage CRM \u2013 Sage 100 application\u00a0is a real-time bi-directional link where we synchronize all the customers and vendors data from Sage 100 to Sage CRM and vice versa. Using this integration, users can access critical ERP data \u2014 such as sales invoices, orders, and item sales history directly within the Sage CRM. What\u2026 Read More »<\/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":[4206,192,4657,332,333,334,3985,3987,4653,4525,4551,4642,4654,4680],"tags":[893,1238,4644,4699,1286,1435,1574,1959,4721,2010],"class_list":["post-29921","post","type-post","status-publish","format-standard","hentry","category-gumu-integration","category-integration-sage-crm","category-sage-100","category-sage-crm","category-sage-crm-2017","category-sage-crm-2018","category-sage-crm-2019-r1","category-sage-crm-2019-r1-sage-crm","category-sage-crm-2020-r2","category-sage-crm-2021-r2","category-sage-crm-2022-r1-sage-crm","category-sage-crm-2023-r1","category-sage-crm-2024-r1","category-sage-crm-2025","tag-customization","tag-gumu","tag-gumu-customization","tag-gumu-sage-crm-sage-100","tag-gumumas","tag-integration","tag-mas90","tag-sage-100","tag-sage-100-sage-crm-gumu","tag-sage-crm"],"yoast_head":"\nLot Number Information on the GUMU™ Find Inventory Screen - 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\/2026\/02\/26\/lot-number-information-on-the-find-inventory-screen-customization-in-sage-crm-sage-100-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Lot Number Information on the GUMU™ Find Inventory Screen - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU™ for Sage CRM \u2013 Sage 100 application\u00a0is a real-time bi-directional link where we synchronize all the customers and vendors data from Sage 100 to Sage CRM and vice versa. 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