Today in this blog, we will discuss about Order Inquiry tab in which we display sales order data on real time basis in Sage CRM directly from Sage Intacct.
This tab will gets displayed under company context of only promoted customer. This tab also has various filters like order date, amount, document number.
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In this tab, we have displayed both Sales order as well as sales invoice data of particular company. User can filer it using the radio button
Also, user can drill down further to view additional order details like line items by clicking on the document number.
Please drop us mail if you have any suggestions/queries for integration at sage@greytrix.com
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Greytrix – a Sage Intacct Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.
Greytrix caters to a wide range of offerings for Sage Intacct – a Sage Business Cloud Solution. This include migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce. We also offer best-in-class Sage Intacct Development Services, consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide.
For more information on Sage Business Cloud Solutions, please contact us at sagecloud@greytrix.com. We will be glad to assist you.