{"id":7953,"date":"2014-05-30T12:58:21","date_gmt":"2014-05-30T12:58:21","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=7953"},"modified":"2023-10-09T05:23:44","modified_gmt":"2023-10-09T05:23:44","slug":"customize-sage-crm-order-screens-to-promote-orders-into-sage-300-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/30\/customize-sage-crm-order-screens-to-promote-orders-into-sage-300-erp\/","title":{"rendered":"Customize Sage CRM Order Screens to Promote Orders into Sage 300 ERP"},"content":{"rendered":"

In earlier versions (Sage CRM v6.2 integrated with Sage Accpac v5.5 and v5.6), there was Order \/ Quotes tab which had an ability to create orders from an Opportunity. However in the newer versions (Sage CRM v7.0 with Sage Accpac v6.0<\/strong>), Quotes and Orders are created through the Quotes and Orders tabs (SWT screens) which are very limited for customizations and are Tomcat dependent.<\/p>\n

Many times you come across business requirements which need some extensive customizations to the order screens. That\u2019s where our GUMU\u2122 for Sage CRM – Sage 300 Integration<\/a><\/strong> can cater your requirement. Brief about our GUMU\u2122 Sage 300 Solution.<\/p>\n

1) It is built on top of the Standard Sage CRM \u2013 Sage 300 Integration provided by Sage in which Sage CRM Quotes and Orders tab is used.<\/p>\n

2) It synchronizes drop downs\/list of values such as Ship-To Location, Ship Via, Price Lists, UOMs, Product Family and Products, Locations, etc. that are required for creating Quotes and Orders from within CRM.<\/p>\n

3) Item lookup when creating orders that retrieve Inventory on Hand directly from Sage 300.<\/p>\n

4) Promote button in Order and Quote Summary screen to allow promoting order to Sage 300. GUMU\u2122 for Sage CRM – Sage 300 ERP Order Entry integration is currently compatible with SageCRM 6.1\/6.2\/7.0\/7.1\/7.2 and Sage 300 ERP version 5.4, 5.5, 6.0 and Sage 300 ERP.<\/p>\n\n\n\n
\"Sage<\/a>Webcast \u2013 Sage CRM and Sage 300 Integration\u00a0<\/a><\/strong>
\nWatch this 30 minute demo and deliver seamless, real time bi-directional integration between Sage CRM and Sage 300.<\/em><\/span>
\n\"Watch<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n


\nKey Features<\/span><\/strong>
\n1)\u00a0Supports Multi-currency:<\/strong><\/p>\n

Our module supports multi currencies that mean no need to calculate currency conversions. Sage CRM will create orders in the same currency as defined in Sage 300 ERP.<\/p>\n

2)\u00a0Synchronizing Dropdowns in Sage CRM from Sage 300 ERP:
\nWe have added below Order Details tables that are used to create an Order from Sage CRM under Administration \u00e0 Sage 300 ERP Administration.<\/p>\n

3) Import Products:<\/strong> Import Products option is given to Sync Sage 300 Items into Sage CRM.<\/p>\n

4) Security for the user to promote order in Sage 300 ERP from Sage CRM:<\/strong> Security is given such that Sage CRM Administrator user can configure Promote Order rights to other Sage CRM users under User More Details block.<\/p>\n

\"Int4\"
\n<\/a><\/p>\n

5)\u00a0Ability to View Quantity on hand of Items:<\/strong>
\nA salesperson can view Quantity on Hand of Items before promoting the order to Sage 300 ERP using Display Ordered Items<\/strong> button.<\/p>\n

\"Int14\"<\/a><\/p>\n

6) Selecting Line Items directly from Sage 300 Inventory\u00a0Control Module:<\/strong> Sage CRM user can select the Product directly from Sage 300 Inventory Control Module using \u2018Product Lookup\u2019 or \u2018Product family\u2019 look up option (marked in the red box).<\/p>\n

\"Int9\"<\/a>
\nA user can view Optional Fields information of any particular Inventory Item as shown below.<\/span><\/p>\n

7)\u00a0Promoted Orders under Opportunity:<\/strong> User can view all promoted orders information from Sage CRM by navigating to the Promoted Orders tab of an opportunity.<\/span><\/p>\n

\"Int12\"
\n<\/a><\/p>\n

8)\u00a0View Order Details:<\/strong> User can view the Order Details by clicking on drill down the column of Promoted Orders tab shown above.<\/p>\n

\"Int13\"
\n<\/a> Kindly contact us on sage@greytrix.com<\/b><\/a> to know more about our GUMU\u2122 Sage 300 Integration.
\nSage CRM for Sage ERP X3:<\/b> GUMU\u2122 for Sage CRM \u2013 Sage ERP X3 Integration<\/a> ~ Real-time, Bi-directional<\/p>\n","protected":false},"excerpt":{"rendered":"

In earlier versions (Sage CRM v6.2 integrated with Sage Accpac v5.5 and v5.6), there was Order \/ Quotes tab which had an ability to create orders from an Opportunity. However in the newer versions (Sage CRM v7.0 with Sage Accpac v6.0), Quotes and Orders are created through the Quotes and Orders tabs (SWT screens) which\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":[83,271,272,327,328,329,332,336,337],"tags":[1435,1728,1830,1983,2010,2016,2030,2031,2033,2042,2043,2129],"class_list":["post-7953","post","type-post","status-publish","format-standard","hentry","category-crm72","category-order","category-orders","category-sage-300","category-sage-300-erp","category-sage-300-erp-2012","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","tag-integration","tag-orders","tag-promote","tag-sage-300-erp","tag-sage-crm","tag-sage-crm-sage-300","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-sage-crm-and-300-integration","tag-sage-crm-and-accpac-integration","tag-sage-crm-with-sage-300-integration"],"yoast_head":"\nCustomize Sage CRM Order Screens to Promote Orders into Sage 300 ERP - 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\/05\/30\/customize-sage-crm-order-screens-to-promote-orders-into-sage-300-erp\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Customize Sage CRM Order Screens to Promote Orders into Sage 300 ERP - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In earlier versions (Sage CRM v6.2 integrated with Sage Accpac v5.5 and v5.6), there was Order \/ Quotes tab which had an ability to create orders from an Opportunity. However in the newer versions (Sage CRM v7.0 with Sage Accpac v6.0), Quotes and Orders are created through the Quotes and Orders tabs (SWT screens) which\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/30\/customize-sage-crm-order-screens-to-promote-orders-into-sage-300-erp\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-05-30T12:58:21+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-09T05:23:44+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/12\/Sage-CRM-with-Sage-100.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\/2014\/05\/30\/customize-sage-crm-order-screens-to-promote-orders-into-sage-300-erp\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/30\/customize-sage-crm-order-screens-to-promote-orders-into-sage-300-erp\/\",\"name\":\"Customize Sage CRM Order Screens to Promote Orders into Sage 300 ERP - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/30\/customize-sage-crm-order-screens-to-promote-orders-into-sage-300-erp\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/30\/customize-sage-crm-order-screens-to-promote-orders-into-sage-300-erp\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/12\/Sage-CRM-with-Sage-100.jpg\",\"datePublished\":\"2014-05-30T12:58:21+00:00\",\"dateModified\":\"2023-10-09T05:23:44+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/30\/customize-sage-crm-order-screens-to-promote-orders-into-sage-300-erp\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/30\/customize-sage-crm-order-screens-to-promote-orders-into-sage-300-erp\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/30\/customize-sage-crm-order-screens-to-promote-orders-into-sage-300-erp\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/12\/Sage-CRM-with-Sage-100.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/12\/Sage-CRM-with-Sage-100.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/30\/customize-sage-crm-order-screens-to-promote-orders-into-sage-300-erp\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Customize Sage CRM Order Screens to Promote Orders into Sage 300 ERP\"}]},{\"@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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