{"id":30182,"date":"2026-04-24T13:05:03","date_gmt":"2026-04-24T13:05:03","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=30182"},"modified":"2026-04-24T13:05:05","modified_gmt":"2026-04-24T13:05:05","slug":"customized-order-tracking-tab-in-gumu-for-sage-crm-sage-100-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/04\/24\/customized-order-tracking-tab-in-gumu-for-sage-crm-sage-100-integration\/","title":{"rendered":"Customized Order Tracking tab in GUMU for Sage CRM &#8211; Sage 100 Integration"},"content":{"rendered":"\n<p>The <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 Integration<\/a>&nbsp;is a <strong>real-time, bi-directional link<\/strong> that seamlessly connects Sage CRM and Sage 100 where users can view and analyze customers, vendors and sales information data from either of the systems Sage CRM to&nbsp;Sage 100 and vice versa.<\/p>\n\n\n\n<p>With GUMU, organizations can eliminate manual data entry, improve data accuracy, and gain better visibility into customer and order information\u2014all within a unified ecosystem.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><br>What\u2019s New: Order Tracking Tab in My CRM Context<\/h3>\n\n\n\n<p>To enhance operational efficiency, a powerful Order Tracking customization has been introduced within the My CRM(Logged in) context. This feature provides users with real-time access to order details and tracking information, improving transparency and decision-making.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><em><u>Key Features of the Order Tracking Tab<\/u><\/em><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Real-Time Order Visibility<\/strong><br>Users can access a live list of orders directly within CRM, ensuring up-to-date insights.<br><br><\/li>\n\n\n\n<li><strong>Comprehensive Data Grid<\/strong><br>The grid includes key Sage 100 data fields such as:\n<ul class=\"wp-block-list\">\n<li>Customer Number &amp; Name<\/li>\n\n\n\n<li>Customer PO Number<\/li>\n\n\n\n<li>Sales Order Number<\/li>\n\n\n\n<li>Order Status &amp; Date<\/li>\n\n\n\n<li>Amount<\/li>\n\n\n\n<li>Ship Via<\/li>\n\n\n\n<li>Tracking Info<\/li>\n\n\n\n<li>Vendor Name<\/li>\n\n\n\n<li>Purchase Order Number<br><br><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Quick Navigation<\/strong><\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u2018\u2019View\u2019\u2019<\/strong> hyperlink in the grid redirects users to the respective <strong>Sales Order Detail page<\/strong><\/li>\n\n\n\n<li>Additionally, we have provided hyperlinks to <strong>Customer Number and Name<\/strong> for quick access to the <strong>Company Summary screen.<\/strong><\/li>\n\n\n\n<li>Customer Number can be redirected from the Sales Order detail page<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Smart Data Grouping<\/strong><br>Orders records in grid are grouped by <strong>Vendor and Vendor PO<\/strong>, making it easier to track related transactions across multiple sales and purchase orders.<br><br><\/li>\n\n\n\n<li><strong>Efficient Data Handling<\/strong><\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Data is restricted to <strong>1 year<\/strong> for better performance and relevance<\/li>\n\n\n\n<li>Vendor number is used as a <strong>unique identifier<\/strong>, enabling accurate mapping across multiple orders<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Advanced Filter Panel<\/h3>\n\n\n\n<p>To help users quickly locate specific orders, a <strong>Filter Panel<\/strong> has been included.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Available Filters:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Customer PO (Search Box)<\/strong><\/li>\n\n\n\n<li><strong>Customer Name (Search Box)<\/strong><\/li>\n\n\n\n<li>A <strong>\u201cClear\u201d button<\/strong> to reset all filters and return to the full dataset<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u00a0<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1361\" height=\"618\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/04\/IMG1-1.jpg\" alt=\"\" class=\"wp-image-30187\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/04\/IMG1-1.jpg 1361w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/04\/IMG1-1-300x136.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/04\/IMG1-1-1024x465.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/04\/IMG1-1-768x349.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/04\/IMG1-1-660x300.jpg 660w\" sizes=\"(max-width: 1361px) 100vw, 1361px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Add Tracking Screen: Simplified Data Entry<\/h3>\n\n\n\n<p>An <strong>Add Tracking<\/strong> column is added to Order tracking grid, where clicking the <strong>\u201cAdd\u201d link<\/strong> opens an interface to easily enter shipping and tracking details<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><em>Input Fields Available:<\/em><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Ship Via<\/li>\n\n\n\n<li>Shipping Notes<\/li>\n\n\n\n<li>Tracking Info Number<\/li>\n\n\n\n<li>Estimated Ship Date<\/li>\n<\/ul>\n\n\n\n<p><em>Users can:<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add new tracking details<\/li>\n\n\n\n<li>Edit existing records<\/li>\n\n\n\n<li>Update the informed tracking details<\/li>\n<\/ul>\n\n\n\n<p>This ensures that logistics and customer service teams always have the latest shipment updates.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"548\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/04\/IMG2-1024x548.jpg\" alt=\"\" class=\"wp-image-30184\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/04\/IMG2-1024x548.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/04\/IMG2-300x161.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/04\/IMG2-768x411.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/04\/IMG2-660x354.jpg 660w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/04\/IMG2.jpg 1249w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"439\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/04\/IMG3-1024x439.jpg\" alt=\"\" class=\"wp-image-30185\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/04\/IMG3-1024x439.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/04\/IMG3-300x129.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/04\/IMG3-768x329.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/04\/IMG3-660x283.jpg 660w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/04\/IMG3.jpg 1365w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><br>Key Business Uses<\/h3>\n\n\n\n<p>This customization addresses several real-world business challenges:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">1. Improved Customer Service- Customer support teams can instantly access order and tracking details, enabling faster response times and better service.<\/h4>\n\n\n\n<h4 class=\"wp-block-heading\">2. Streamlined Logistics Coordination &#8211; Operations teams can track shipments across vendors and purchase orders in one place, reducing delays and miscommunication.<\/h4>\n\n\n\n<h4 class=\"wp-block-heading\">3. Better Sales Insights &#8211; Sales teams gain visibility into order statuses and fulfillment progress, helping them proactively manage client expectations.<\/h4>\n\n\n\n<h4 class=\"wp-block-heading\">4. Multi-Vendor Order Management &#8211; Businesses dealing with multiple vendors can easily group and track orders, ensuring accurate coordination across the supply chain.<\/h4>\n\n\n\n<p><strong>Conclusion<\/strong><\/p>\n\n\n\n<p>The <strong>Order Tracking customization<\/strong> is a significant step toward improving operational visibility and efficiency. By combining real-time data access, intuitive navigation, and powerful filtering capabilities, this enhancement empowers teams across sales, support, and operations.<\/p>\n\n\n\n<p>If you&#8217;re already using GUMU Integration, this customization is a valuable upgrade to streamline your order management process. Even if you are not, it\u2019s a great example of how integrated systems can transform your business operations.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The GUMU&#x2122; for Sage CRM \u2013 Sage 100 Integration&nbsp;is a real-time, bi-directional link that seamlessly connects Sage CRM and Sage 100 where users can view and analyze customers, vendors and sales information data from either of the systems Sage CRM to&nbsp;Sage 100 and vice versa. With GUMU, organizations can eliminate manual data entry, improve data\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/04\/24\/customized-order-tracking-tab-in-gumu-for-sage-crm-sage-100-integration\/\">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":[83,84,4206,192,255,271,272,332,333,334,3985,3987,4653,4525,4551,4550,4642,4646,4654],"tags":[893,1238,1258,1286,1435,4761,2010],"class_list":["post-30182","post","type-post","status-publish","format-standard","hentry","category-crm72","category-crmmig","category-gumu-integration","category-integration-sage-crm","category-my-crm","category-order","category-orders","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-2022-r1","category-sage-crm-2023-r1","category-sage-crm-2023-r2","category-sage-crm-2024-r1","tag-customization","tag-gumu","tag-gumu-integration","tag-gumumas","tag-integration","tag-order-tracking","tag-sage-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Customized Order Tracking tab in GUMU for Sage CRM - Sage 100 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\/2026\/04\/24\/customized-order-tracking-tab-in-gumu-for-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=\"Customized Order Tracking tab in GUMU for Sage CRM - Sage 100 Integration - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"The GUMU&#x2122; for Sage CRM \u2013 Sage 100 Integration&nbsp;is a real-time, bi-directional link that seamlessly connects Sage CRM and Sage 100 where users can view and analyze customers, vendors and sales information data from either of the systems Sage CRM to&nbsp;Sage 100 and vice versa. 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