{"id":9150,"date":"2014-11-15T06:49:15","date_gmt":"2014-11-15T06:49:15","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9150"},"modified":"2023-10-04T06:52:57","modified_gmt":"2023-10-04T06:52:57","slug":"promote-customers-from-sage-crm-to-sage-100-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/11\/15\/promote-customers-from-sage-crm-to-sage-100-erp\/","title":{"rendered":"Promote Customers from Sage CRM to Sage 100 ERP"},"content":{"rendered":"

Using our GUMU for Sage CRM \u2013 Sage 100 ERP integration, users can have a 360 degree view of customer data within both the systems. In our previous blog post, we have already discussed how to import customer data from Sage 100 ERP to Sage CRM<\/a>. Moving forward in this post, we will discuss the steps which need to be followed for promoting a Sage CRM company to Sage 100 ERP.
\nNew Stuff:\u00a0 Clone Quotes and orders in Sage CRM<\/a><\/strong><\/span>
\n1.\u00a0\u00a0 Create a company in CRM.
\n2.\u00a0\u00a0 Select the Sage 100<\/strong> checkbox for person and address. Please note that only those Addresses and Contacts will be promoted to Sage 100 ERP which have their type selected as Sage 100<\/strong> as shown below.
\n\"Image1\"<\/a>
\n3.\u00a0\u00a0 Navigate to Sage 100 Customer<\/strong> tab. Here user needs to select value for all the required fields like AR Division, Terms code, Sales Person etc.<\/p>\n

4.\u00a0\u00a0 Click on promote button. This will promote this Sage CRM Company to Sage 100 ERP as a Customer.
\n\"Image2\"<\/a>
\nWhile promoting customer, if user inputs any value in Customer Number<\/strong> field, then the customer will be created in Sage 100 ERP with that value or else customer will be promoted to Sage 100 ERP with auto generated NEXT customer number.
\nNote<\/strong>:\u00a0 Promote customer creates a new customer in Sage 100 ERP. If user wants to link existing Sage CRM Company with a non-linked Sage 100 customer, he can use the Link Customer<\/a> functionality.<\/p>\n","protected":false},"excerpt":{"rendered":"

Using our GUMU for Sage CRM \u2013 Sage 100 ERP integration, users can have a 360 degree view of customer data within both the systems. In our previous blog post, we have already discussed how to import customer data from Sage 100 ERP to Sage CRM. Moving forward in this post, we will discuss the\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":[1238,1286,1435,1831,1959,2138],"class_list":["post-9150","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","tag-gumu","tag-gumumas","tag-integration","tag-promote-customer","tag-sage-100","tag-sage-crm-sage-erp-integration"],"yoast_head":"\nPromote Customers from Sage CRM to Sage 100 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\/11\/15\/promote-customers-from-sage-crm-to-sage-100-erp\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Promote Customers from Sage CRM to Sage 100 ERP - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Using our GUMU for Sage CRM \u2013 Sage 100 ERP integration, users can have a 360 degree view of customer data within both the systems. 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