{"id":8730,"date":"2014-09-24T04:23:36","date_gmt":"2014-09-24T04:23:36","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8730"},"modified":"2023-10-04T06:45:57","modified_gmt":"2023-10-04T06:45:57","slug":"price-calculation-for-non-promoted-customer-in-sage-crm-prospect","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/price-calculation-for-non-promoted-customer-in-sage-crm-prospect\/","title":{"rendered":"Price Calculation for Non-promoted customer in Sage CRM (prospect)"},"content":{"rendered":"

GUMU\u2122 for Sage CRM \u2013 Sage 100 ERP is real time-bi-directional link. One of the major features of GUMU integration is, Sage CRM user can create sales order using Sage 100 Real time pricing information. User can even create Sales Order using the sage 100 pricing for Non-Promoted customer.
\nNew Stuff<\/strong><\/span>: Configuring GUMU for Sage CRM \u2013 QuickBooks Integration<\/a>
\nIn our latest version of GUMU\u2122, we have made some changes to price calculation part and now it loads all type of pricing information<\/a>.
\nFor loading pricing for non- promoted customer in Sage CRM (Prospect), we will have to first define a prospect Customer number in Sage 100 with common default values (tax schedule, salesperson, terms code etc). This customer number is used in Sage CRM for loading pricing for non-promoted customer (prospect Sage CRM Company) in Sage CRM.<\/p>\n

In order to load the price for non-promoted customer, we have added an additional field on GUMU configuration, where user can set this prospect Customer number. While creating quote for prospects in Sage CRM, we use this customer Number for fetching pricing detail from sage 100. For this,
\n–\u00a0\u00a0\u00a0 Go to the Administration > Sage 100 Administration > Configuration.
\n–\u00a0\u00a0\u00a0 Select the company code from the list.
\n–\u00a0\u00a0\u00a0 Add the prospect customer number to Customer Number field.<\/p>\n


\n\"Image001\"<\/a>\u00a0 <\/strong><\/p>\n

–\u00a0\u00a0\u00a0 Save the details.
\nPlease note below points for loading pricing for Non-Promoted customer in Sage CRM,
\n–\u00a0\u00a0\u00a0 The company code must be selected on company summary screen for which user wants to create order in Sage CRM.
\n–\u00a0\u00a0\u00a0 The \u201cSage 100 customer no\u201d provided at GUMU\u2122 configuration must be exist in Sage 100.
\n–\u00a0\u00a0\u00a0 Please do not defined any custom pricing for this GUMU customer\u00a0 Number in Sage 100, since it will be used for every prospect present in Sage CRM for which user wants to create quote.
\n–\u00a0\u00a0\u00a0 If you have multiple company code Integration, then in this case, user will have to create and assign prospect customer number for each company code in CRM GUMU configuration screen.
\nAlso Read:-<\/strong><\/span>
\n1.\u00a0 One Time Processes for GUMU\u2122 Sage CRM \u2013 Sage 100 integration<\/a>
\n2.\u00a0 List of Real time processes in GUMU\u2122<\/a>
\n3.\u00a0 Synchronization setting in GUMU for Sage CRM – Sage 100<\/a>
\n4.\u00a0 Sage 100 user mapping with Sage CRM User<\/a>
\n5.\u00a0 Sage CRM and Sage 100 user configurations for GUMU integration<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

GUMU\u2122 for Sage CRM \u2013 Sage 100 ERP is real time-bi-directional link. One of the major features of GUMU integration is, Sage CRM user can create sales order using Sage 100 Real time pricing information. User can even create Sales Order using the sage 100 pricing for Non-Promoted customer. New Stuff: Configuring GUMU for Sage\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[192],"tags":[1238,1286,1435,1837,1875],"class_list":["post-8730","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","tag-gumu","tag-gumumas","tag-integration","tag-prospect","tag-real-time-pricing"],"yoast_head":"\nPrice Calculation for Non-promoted customer in Sage CRM (prospect) - 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\/09\/24\/price-calculation-for-non-promoted-customer-in-sage-crm-prospect\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Price Calculation for Non-promoted customer in Sage CRM (prospect) - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU\u2122 for Sage CRM \u2013 Sage 100 ERP is real time-bi-directional link. One of the major features of GUMU integration is, Sage CRM user can create sales order using Sage 100 Real time pricing information. User can even create Sales Order using the sage 100 pricing for Non-Promoted customer. New Stuff: Configuring GUMU for Sage\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/price-calculation-for-non-promoted-customer-in-sage-crm-prospect\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-09-24T04:23:36+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-04T06:45:57+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Image001.png\" \/>\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\/09\/24\/price-calculation-for-non-promoted-customer-in-sage-crm-prospect\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/price-calculation-for-non-promoted-customer-in-sage-crm-prospect\/\",\"name\":\"Price Calculation for Non-promoted customer in Sage CRM (prospect) - 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\/09\/24\/price-calculation-for-non-promoted-customer-in-sage-crm-prospect\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/price-calculation-for-non-promoted-customer-in-sage-crm-prospect\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Image001.png\",\"datePublished\":\"2014-09-24T04:23:36+00:00\",\"dateModified\":\"2023-10-04T06:45:57+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/price-calculation-for-non-promoted-customer-in-sage-crm-prospect\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/price-calculation-for-non-promoted-customer-in-sage-crm-prospect\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/price-calculation-for-non-promoted-customer-in-sage-crm-prospect\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Image001.png\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Image001.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/price-calculation-for-non-promoted-customer-in-sage-crm-prospect\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Price Calculation for Non-promoted customer in Sage CRM (prospect)\"}]},{\"@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. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Price Calculation for Non-promoted customer in Sage CRM (prospect) - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/price-calculation-for-non-promoted-customer-in-sage-crm-prospect\/","og_locale":"en_US","og_type":"article","og_title":"Price Calculation for Non-promoted customer in Sage CRM (prospect) - Sage CRM \u2013 Tips, Tricks and Components","og_description":"GUMU\u2122 for Sage CRM \u2013 Sage 100 ERP is real time-bi-directional link. One of the major features of GUMU integration is, Sage CRM user can create sales order using Sage 100 Real time pricing information. User can even create Sales Order using the sage 100 pricing for Non-Promoted customer. New Stuff: Configuring GUMU for Sage\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/price-calculation-for-non-promoted-customer-in-sage-crm-prospect\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2014-09-24T04:23:36+00:00","article_modified_time":"2023-10-04T06:45:57+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Image001.png","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/price-calculation-for-non-promoted-customer-in-sage-crm-prospect\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/price-calculation-for-non-promoted-customer-in-sage-crm-prospect\/","name":"Price Calculation for Non-promoted customer in Sage CRM (prospect) - 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\/09\/24\/price-calculation-for-non-promoted-customer-in-sage-crm-prospect\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/price-calculation-for-non-promoted-customer-in-sage-crm-prospect\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Image001.png","datePublished":"2014-09-24T04:23:36+00:00","dateModified":"2023-10-04T06:45:57+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/price-calculation-for-non-promoted-customer-in-sage-crm-prospect\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/price-calculation-for-non-promoted-customer-in-sage-crm-prospect\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/price-calculation-for-non-promoted-customer-in-sage-crm-prospect\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Image001.png","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Image001.png"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/price-calculation-for-non-promoted-customer-in-sage-crm-prospect\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Price Calculation for Non-promoted customer in Sage CRM (prospect)"}]},{"@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. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/8730","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=8730"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/8730\/revisions"}],"predecessor-version":[{"id":27788,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/8730\/revisions\/27788"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=8730"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=8730"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=8730"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}