{"id":7520,"date":"2014-03-29T06:28:06","date_gmt":"2014-03-29T06:28:06","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=7520"},"modified":"2014-03-29T06:28:06","modified_gmt":"2014-03-29T06:28:06","slug":"sage-300-order-details-in-sage-crm-dashboard","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/03\/29\/sage-300-order-details-in-sage-crm-dashboard\/","title":{"rendered":"Sage 300 Order Details in Sage CRM Dashboard"},"content":{"rendered":"

Sage CRM provides a very powerful and effective feature of dashboard which can be used to monitor the business processes at a quick glance to provide an instant overview of key elements of business performance.<\/p>\n

Read our other dashboard related posts at the end of the blog.<\/strong><\/span><\/i>
\nIn this blog, we will explain the steps to show Sage 300 Orders and Order Details in Sage CRM dashboards using Sage 300 SDATA feed.<\/p>\n

Quickly Copy Sage ERP X3 Development Objects using Dictionary Copy to another Folder<\/a>
\n<\/span>Greytrix Sage ERP X3 Blog<\/span><\/strong><\/p>\n

1) Click on the Create Gadget button on Dashboard tab.<\/span><\/p>\n

\"Img1\"
\n<\/a>2) SDATA List from the Gadget wizard.<\/span><\/p>\n

\"Img2\"<\/a>
\n3) Following screen will show where you would be required to enter SDATA feed URL which will show the Order details.<\/span>
\n\"Img3\"<\/a>
\nEnter the following details here,
\na) Web Address :<\/strong>\u00a0<\/span>http:\/\/<<Server>>\/SDataServlet\/sdata\/sageerp\/accpac\/SAMINC\/oeorders\/$schema
\nb) Name :<\/strong> Name of Gadget
\n<\/span>c) User Name :<\/strong> Sage 300 Username
\n<\/span>d) Password :<\/strong> Sage 300 User password
\n<\/span>e) Click on Next<\/strong> button<\/span>
\nNote:<\/strong> You need to ensure that the above link is accessible from Sage CRM.
\n4)\u00a0Select Orders entity from the list of entity and click on Next button.
\n\"Img4\"
\n<\/a>5)\u00a0Select Columns from the list and click on Next button.
\n\"Img5\"
\n<\/a>6)\u00a0You will be prompted to the next screen to add filter. Kindly click on the Next button which will take you to the Step 5. Enter the Gadget details and click on Finish button.
\n\"Img6\"<\/a>
\nYou will observe that Sage 300 Orders will also be available in Sage CRM dashboard as shown below.<\/span>
\n\"Img7\"<\/a>
\nSales Manager can even click on the Drill Down button (first column in the dashboard) to navigate to the Order Details as shown below.
\n\"Img8\"<\/a><\/p>\n

This way Sales Managers have an ability to drill into details and can easily monitor business processes.
\n
\nOther Dashboard Related Posts:<\/span>
\n<\/i><\/strong>1)\u00a0Interactive Dashboards to help day to day CRM tasks
\n<\/a>2)\u00a0Sales Funnel on Dashboard Sage CRM 7.2
\n<\/a>3)\u00a0Create Linked Gadgets to get related information on CRM Dashboard
\n<\/a>4)\u00a0Market Trend Right On Your Dashboard
\n<\/a>5)\u00a0Handling Blog feeds in Sage CRM<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM provides a very powerful and effective feature of dashboard which can be used to monitor the business processes at a quick glance to provide an instant overview of key elements of business performance. Read our other dashboard related posts at the end of the blog. In this blog, we will explain the steps\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":[83,99,166,271,272,327,329,336,337],"tags":[833,907,1980,2003,2010,2030,2031,2033],"class_list":["post-7520","post","type-post","status-publish","format-standard","hentry","category-crm72","category-dashboard-sage-crm","category-gadget","category-order","category-orders","category-sage-300","category-sage-300-erp-2012","category-sage-crm-7-1-sp2","category-sage-crm-7-2","tag-crm7-0","tag-dashboard","tag-sage-300","tag-sage-accpac","tag-sage-crm","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2"],"yoast_head":"\nSage 300 Order Details in Sage CRM Dashboard - 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\/2014\/03\/29\/sage-300-order-details-in-sage-crm-dashboard\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sage 300 Order Details in Sage CRM Dashboard - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM provides a very powerful and effective feature of dashboard which can be used to monitor the business processes at a quick glance to provide an instant overview of key elements of business performance. 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