{"id":9916,"date":"2015-03-31T09:14:08","date_gmt":"2015-03-31T09:14:08","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9916"},"modified":"2023-10-04T07:03:00","modified_gmt":"2023-10-04T07:03:00","slug":"accelerate-your-line-item-entry-process-using-gumu-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/03\/31\/accelerate-your-line-item-entry-process-using-gumu-integration\/","title":{"rendered":"Accelerate your Line Item Entry process using GUMU Integration"},"content":{"rendered":"

We are working on some interesting new features which we have discussed in our earlier posts. Today we will read more about the upcoming\u00a0Quick Order entry<\/strong> feature which will be released soon in the next version.<\/p>\n

New Stuff<\/strong>: GUMU Sage CRM version 7.3 integration with Sage 100 ERP now available <\/a><\/span><\/p>\n

As per standard functionality of Sage CRM, users are allowed to save only one line item at a time while adding a line item from the Line item Entry screen. If user wants to add another line item user will have to follow same steps (or user can also use Save & New<\/strong> button in Line Item screen). This is a time consuming process if you want to add multiple line Items. Also in GUMU integrated system, when user selects any product, GUMU calculates pricing on real time basis which will also requires some time.<\/p>\n

To overcome this delay in time, we have added a new screen where user can add multiple Line items at a click of Save<\/strong> button. Let\u2019s walk through the steps for the same.<\/p>\n

1. In GUMU, we have added a new \u201cQuick Line Entry<\/strong>\u201d button on the order entry screen.
\nClick on this button to open the Quick Line Entry<\/strong> screen.
\n\"QLE4\"<\/a>
\n2. On this page user can find 3 fields which are mandatory while adding line items (product family, Code and Quantity)<\/p>\n

\"QLE2\"<\/a><\/p>\n

3. First select product from Product SSA field then enter Quantity and click on add button.
\n4. This will Add Line Item in Grid as shown below. To add multiple line items user can repeat the same steps (as shown in below images).<\/p>\n

\"QLE3\"<\/a><\/p>\n

\"3\"<\/a><\/p>\n

5. \u00a0Once all the line items are added on the grid, user can click on SAVE<\/strong> button to add it in Sage CRM. While saving the data in Sage CRM it will fetch Pricing information from Sage 100 for each item on real time basis.<\/p>\n

With this feature, you don’t have to wait or delay the Line item entry in CRM. \u00a0We would be glad to hear any feedback\/suggestions you may have on sage@greytrix.com<\/p>\n

Also Read\u00a0: <\/span><\/strong><\/p>\n

1.\u00a0 GUMU Sage 100 Tips \u2013 Items are not getting hyperlinked in Sage100\u00a0Item Lookup<\/a>
\n2.\u00a0 GUMU Sage 100 Tips \u2013 Creating additional address from Sage CRM to Sage 100<\/a>
\n3.\u00a0 GUMU Sage 100 Tips \u2013 Creating additional contacts from Sage CRM to Sage 100<\/a>
\n4.\u00a0 GUMU Tips \u2013 Unable to access SageCRMPlugin.SageCRM Object<\/a>
\n5.\u00a0 GUMU Sage 100 Tips \u2013 Real time changes from Sage 100 to Sage CRM using GUMU<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

We are working on some interesting new features which we have discussed in our earlier posts. Today we will read more about the upcoming\u00a0Quick Order entry feature which will be released soon in the next version. New Stuff: GUMU Sage CRM version 7.3 integration with Sage 100 ERP now available As per standard functionality of\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":[192,332,351],"tags":[1238,1286,1435,1514,1728],"class_list":["post-9916","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-sage-crm","category-screen-sage-crm","tag-gumu","tag-gumumas","tag-integration","tag-line-item","tag-orders"],"yoast_head":"\nAccelerate your Line Item Entry process using GUMU Integration - 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\/2015\/03\/31\/accelerate-your-line-item-entry-process-using-gumu-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Accelerate your Line Item Entry process using GUMU Integration - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"We are working on some interesting new features which we have discussed in our earlier posts. Today we will read more about the upcoming\u00a0Quick Order entry feature which will be released soon in the next version. 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