{"id":8842,"date":"2014-09-24T13:13:17","date_gmt":"2014-09-24T13:13:17","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8842"},"modified":"2014-09-24T13:13:17","modified_gmt":"2014-09-24T13:13:17","slug":"promote-customer-from-sage-crm-to-sage-erp-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/promote-customer-from-sage-crm-to-sage-erp-x3\/","title":{"rendered":"Promote Customer from Sage CRM to Sage ERP X3"},"content":{"rendered":"

In our previous blog<\/a> , we had discussed about various GUMU for Sage CRM \u2013 ERP X3 features like Import Customer<\/a>, Import Product<\/a>, and Synchronize Dropdown<\/a> etc. In this blog, we will go through the feature of Promoting Customers from Sage CRM to Sage ERP X3.\u00a0 Our GUMU integration provides users with the ability to promote customers from Sage CRM to Sage ERP X3 on a real time basis.
\nUser can promote customer to Sage ERP X3 in below two ways:
\n1.\u00a0\u00a0 From Company Summary Page<\/strong>: In Sage CRM, on company summary screen, we have provided a \u201cPromote Customer\u201d button.\u00a0\u00a0 Whenever user promotes any customer from this page, the customer will be promoted to Sage ERP X3 with all the default values defined for the selected category for that customer.\u00a0 These default values are for the below fields which are required field.
\na.\u00a0\u00a0 Currency
\nb.\u00a0\u00a0 Language
\nc.\u00a0\u00a0 Tax Rule
\nd.\u00a0\u00a0 Payment terms
\nIf any of the above field does not contain any value defined for it in selected category, then GUMU navigates user to Business partner tab<\/strong> to fill in all the require details from the business partner tab and then from that page, the user can promote the customer.
\n 
\n\"1\"<\/a>
\n2.\u00a0\u00a0 From Business Partner tab<\/strong>:\u00a0 User can promote customer from this page as well.\u00a0 Here user can change and select the category and other required field as per their choice.
\n 
\n\"3\"<\/a>
\nIf a customer is promoted successfully to Sage ERP X3, then the system will return success message along with the customer number as shown in below screenshot.
\n 
\n\"2\"<\/a>
\nIf a customer is promoted successfully to Sage ERP X3, then the system will return success message along with the customer number as shown in below screenshot.
\nAlso Read:<\/strong>
\n1.\u00a0\u00a0 Synchronization Setting in GUMU for Sage CRM \u2013 Sage ERP X3 <\/a>
\n2.\u00a0\u00a0 GUMU for Sage CRM \u2013 ERP X3 \u2013 GUMU Sage CRM side Configuration<\/a>
\n3.\u00a0\u00a0 GUMU for Sage CRM \u2013 ERP X3 \u2013 Import Product<\/a>
\n4.\u00a0\u00a0 Real Time Tabs in GUMU for Sage CRM \u2013 Sage ERP X3<\/a>
\n5.\u00a0\u00a0 Default quote expiration\/Delivery date setting in Sage CRM<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In our previous blog , we had discussed about various GUMU for Sage CRM \u2013 ERP X3 features like Import Customer, Import Product, and Synchronize Dropdown etc. In this blog, we will go through the feature of Promoting Customers from Sage CRM to Sage ERP X3.\u00a0 Our GUMU integration provides users with the ability to\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":[192,332],"tags":[882,1238,1249,1306,1830,1831,2150],"class_list":["post-8842","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-sage-crm","tag-customer","tag-gumu","tag-gumu-erp-x3","tag-gumux3","tag-promote","tag-promote-customer","tag-sage-erp-x3"],"yoast_head":"\nPromote Customer from Sage CRM to Sage ERP X3 - 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\/promote-customer-from-sage-crm-to-sage-erp-x3\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Promote Customer from Sage CRM to Sage ERP X3 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our previous blog , we had discussed about various GUMU for Sage CRM \u2013 ERP X3 features like Import Customer, Import Product, and Synchronize Dropdown etc. In this blog, we will go through the feature of Promoting Customers from Sage CRM to Sage ERP X3.\u00a0 Our GUMU integration provides users with the ability to\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/promote-customer-from-sage-crm-to-sage-erp-x3\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-09-24T13:13:17+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/14-1024x521.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\/09\/24\/promote-customer-from-sage-crm-to-sage-erp-x3\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/promote-customer-from-sage-crm-to-sage-erp-x3\/\",\"name\":\"Promote Customer from Sage CRM to Sage ERP X3 - 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