{"id":30265,"date":"2026-06-22T12:00:15","date_gmt":"2026-06-22T12:00:15","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=30265"},"modified":"2026-06-22T12:00:19","modified_gmt":"2026-06-22T12:00:19","slug":"improving-cost-accuracy-with-drop-ship-based-cost-control-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/06\/22\/improving-cost-accuracy-with-drop-ship-based-cost-control-in-sage-crm\/","title":{"rendered":"Improving Cost Accuracy with Drop Ship-Based Cost Control in Sage CRM"},"content":{"rendered":"\n

At GUMU™, we continuously strive to enhance Sage CRM functionality by introducing practical improvements that simplify business processes and improve user experience. In this blog, we are excited to introduce a new enhancement to the Quick Line Entry (QLE) screen \u2014 Improving Cost Accuracy with Drop Ship-Based Cost Control in Sage CRM<\/strong><\/p>\n\n\n\n

Recently, one of our clients required greater control over item costing when processing drop-shipped products. They wanted the system to automatically retrieve the item’s Average Unit Cost from Sage 100 while allowing users the flexibility to override the cost when a product is being drop shipped.<\/p>\n\n\n\n

To meet this requirement, we implemented a customization that introduces a Drop Ship checkbox<\/strong> and a Cost field<\/strong> within the QLE line items grid. This enhancement provides controlled cost management while maintaining consistency with Sage 100 costing information.<\/p>\n\n\n\n

Automatic Cost Population from Sage 100<\/h2>\n\n\n\n

When a Non-Stock Item is added to the QLE screen, the system automatically retrieves and populates the Average Unit Cost<\/strong> from Sage 100 into the Cost field.<\/p>\n\n\n\n

This eliminates manual cost entry and ensures users begin with the most accurate costing information available within the ERP system.<\/p>\n\n\n\n

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

In the example above, the Cost field has been automatically populated with the Average Unit Cost retrieved from Sage 100 and the Drop Ship is checked which makes the cost Field editable .<\/p>\n\n\n\n

Controlled Cost Editing Using Drop Ship<\/h2>\n\n\n\n

To provide flexibility for drop-shipped products, the Cost field behavior is controlled through the Drop Ship<\/strong> checkbox.<\/p>\n\n\n\n

When the Drop Ship<\/strong> checkbox is selected:<\/p>\n\n\n\n

\u00b7  The Cost field becomes editable.<\/p>\n\n\n\n

\u00b7  Users can enter any cost value required for the transaction.<\/p>\n\n\n\n

\u00b7  The originally retrieved Average Unit Cost can be overridden if necessary.<\/p>\n\n\n\n

This allows users to accommodate supplier-specific costs, special purchasing arrangements, or unique drop shipment scenarios.<\/p>\n\n\n\n

Automatic Cost Restoration<\/h2>\n\n\n\n

To ensure data consistency, the system automatically restores the original Sage 100 cost when Drop Ship is disabled.<\/p>\n\n\n\n

If a user:<\/p>\n\n\n\n

\u00b7  Checks the Drop Ship option.<\/p>\n\n\n\n

\u00b7  Modifies the Cost value.<\/p>\n\n\n\n

\u00b7  Later unchecks the Drop Ship option.<\/p>\n\n\n\n

The system will automatically:<\/p>\n\n\n\n

\u00b7  Restore the original Average Unit Cost retrieved from Sage 100.<\/p>\n\n\n\n

\u00b7  Remove any manually entered cost value.<\/p>\n\n\n\n

\u00b7  Return the Cost field to a read-only state.<\/p>\n\n\n\n

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

As shown above, once the Drop Ship checkbox is unchecked, the Cost field automatically reverts to the original Average Unit Cost value, ensuring that standard costing rules remain intact.<\/p>\n\n\n\n

Benefits of This Enhancement<\/h2>\n\n\n\n

This enhancement provides several operational benefits:<\/p>\n\n\n\n

\u00b7  Automatic retrieval of Average Unit Cost from Sage 100.<\/p>\n\n\n\n

\u00b7  Reduced manual data entry.<\/p>\n\n\n\n

\u00b7  Improved costing accuracy.<\/p>\n\n\n\n

\u00b7  Controlled cost modifications for drop-shipped items.<\/p>\n\n\n\n

\u00b7  Prevention of unintended cost changes.<\/p>\n\n\n\n

\u00b7  Consistent behavior across all users.<\/p>\n\n\n\n

\u00b7  Better alignment between Sage CRM and Sage 100.<\/p>\n\n\n\n

Conclusion<\/h2>\n\n\n\n

The Drop Ship and Cost Functionality enhancement brings greater control and flexibility to the QLE process. By automatically loading Average Unit Costs from Sage 100, allowing cost overrides only for drop-shipped items, and restoring default costs when Drop Ship is disabled, organizations can improve costing accuracy, reduce manual effort, and maintain consistent transaction processing throughout the sales cycle.<\/p>\n","protected":false},"excerpt":{"rendered":"

At GUMU™, we continuously strive to enhance Sage CRM functionality by introducing practical improvements that simplify business processes and improve user experience. In this blog, we are excited to introduce a new enhancement to the Quick Line Entry (QLE) screen \u2014 Improving Cost Accuracy with Drop Ship-Based Cost Control in Sage CRM Recently, one of\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":[83,4206,192,255,4657,332,333,334,335,3986,3987,3985,4653,4525,4551,4550,4642,4646,4654,4680],"tags":[3176,1238,1258,1286,1435,2010],"class_list":["post-30265","post","type-post","status-publish","format-standard","hentry","category-crm72","category-gumu-integration","category-integration-sage-crm","category-my-crm","category-sage-100","category-sage-crm","category-sage-crm-2017","category-sage-crm-2018","category-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm","category-sage-crm-2019-r1","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","category-sage-crm-2025","tag-drop-ship","tag-gumu","tag-gumu-integration","tag-gumumas","tag-integration","tag-sage-crm"],"yoast_head":"\nImproving Cost Accuracy with Drop Ship-Based Cost Control in Sage CRM - 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\/06\/22\/improving-cost-accuracy-with-drop-ship-based-cost-control-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Improving Cost Accuracy with Drop Ship-Based Cost Control in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"At GUMU™, we continuously strive to enhance Sage CRM functionality by introducing practical improvements that simplify business processes and improve user experience. 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