{"id":5349,"date":"2013-11-05T10:05:51","date_gmt":"2013-11-05T10:05:51","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=5349"},"modified":"2023-10-04T06:02:59","modified_gmt":"2023-10-04T06:02:59","slug":"credit-card-sales-in-gumu-integration-ii","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/05\/credit-card-sales-in-gumu-integration-ii\/","title":{"rendered":"Process Sales Orders using Credit Card in GUMU Integration -II"},"content":{"rendered":"

In last our last blog Process Sales Orders using Credit Card in GUMU Integration -I<\/a>, we discussed about how to setup credit card against Sage 100 Customer. Here we would see how to use that Credit Card for payment in Sage CRM Sales order entry. For any Customer that has a valid Credit Card attached to its account in Sage 100, it is possible to do the payment associated with that customer in Sage CRM account via Credit Card. Let\u2019s follow the below process in order to achieve it.\u00a0 \u00a0 \u00a0 \u00a0 \u00a0\u00a0<\/span><\/p>\n

Integrating the Sage 100 Customer with Sage CRM<\/strong><\/h5>\n

After attaching the Credit Card to Sage 100 Customer, we need to Sync the credit card info into Sage CRM from Sage 100 so that all the changes are mapped both ways.\u00a0 This can be done using the synchronize dropdown option, refer <\/span>Synchronize Dropdowns in Sage CRM using GUMU Integration<\/a>.<\/span><\/h3>\n

\"1\"<\/a><\/p>\n

After that, import the Sage 100 Customer into Sage CRM against which we have added Credit card. For more information, refer Import Customers in Sage CRM using GUMU Integration<\/a><\/p>\n

\u00a0Applying Payment through Credit Card<\/strong><\/h5>\n

To process the payment through the Credit Card, we shall select the payment option as Credit Card at time of generating the Sales Order.
\nWhile creating a new Sales Order for a Company that has a registered Credit Card, we need to select the payment type as Credit Card, which populates the Credit Card Details related fields on the screen.
\n\"2\"<\/a><\/p>\n

When we make Credit Card Number search, User is provided with an option to choose the Credit Card that is registered with the customer and from which the customer prefers to make payment.
\n\"3\"<\/a>
\nBy selecting the Credit Card and entering all other related field data, the Sales Order with Payment Type \u201cCredit Card\u201d will be created and you can promote this order to Sage 100 on a realtime basis.<\/p>\n","protected":false},"excerpt":{"rendered":"

In last our last blog Process Sales Orders using Credit Card in GUMU Integration -I, we discussed about how to setup credit card against Sage 100 Customer. Here we would see how to use that Credit Card for payment in Sage CRM Sales order entry. For any Customer that has a valid Credit Card attached\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":[192,332],"tags":[789,1258,1286,2201],"class_list":["post-5349","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-sage-crm","tag-credit-cards","tag-gumu-integration","tag-gumumas","tag-sales-order"],"yoast_head":"\nProcess Sales Orders using Credit Card in GUMU Integration -II - 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\/2013\/11\/05\/credit-card-sales-in-gumu-integration-ii\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Process Sales Orders using Credit Card in GUMU Integration -II - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In last our last blog Process Sales Orders using Credit Card in GUMU Integration -I, we discussed about how to setup credit card against Sage 100 Customer. 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For any Customer that has a valid Credit Card attached\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/05\/credit-card-sales-in-gumu-integration-ii\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2013-11-05T10:05:51+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-04T06:02:59+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/12-1024x356.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/05\/credit-card-sales-in-gumu-integration-ii\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/05\/credit-card-sales-in-gumu-integration-ii\/\",\"name\":\"Process Sales Orders using Credit Card in GUMU Integration -II - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/05\/credit-card-sales-in-gumu-integration-ii\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/05\/credit-card-sales-in-gumu-integration-ii\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/12-1024x356.jpg\",\"datePublished\":\"2013-11-05T10:05:51+00:00\",\"dateModified\":\"2023-10-04T06:02:59+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/05\/credit-card-sales-in-gumu-integration-ii\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/05\/credit-card-sales-in-gumu-integration-ii\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/05\/credit-card-sales-in-gumu-integration-ii\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/12-1024x356.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/12-1024x356.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/05\/credit-card-sales-in-gumu-integration-ii\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Process Sales Orders using Credit Card in GUMU Integration -II\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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