Sage Intacct Item Lookup, Quantity on hand info in GUMU™ Sage CRM – Sage Intacct Integration

By | July 24, 2019

Sage Intacct is a simple and cost-effective cloud-based accounting solution. Sage CRM is an intuitive business management system that allows businesses to provide critical customer data, tracking interactions with marketing, sales, and customer support. In order to attain a 360° integrated enterprise approach, Greytrix offers GUMU™ Sage CRM – Sage Intacct Integration.

Sage Intacct Connector | GUMU™ Cloud Apps | Greytrix

New Stuff: GUMU™ for Sage CRM – Sage Intacct Integration – Promote Order

In GUMU™ for Sage CRM – Sage Intacct Integration, we have provided a “Sage Intacct Lookup” option, wherein Sage CRM users can directly search and select desired item from Sage Intacct for placing orders within Sage CRM.

When adding a new line item, user can click on the Hyperlink named as ‘Sage Intacct Lookup’.

Clicking on this hyperlink, below screen popups. This screen populates the product directly from Sage Intacct on real time basis. Along with product detail, we are also displaying Quantity on Hand and Quantity on Hold of particular products from Sage Intacct.

Currency

To select a particular product user has to click on the Item ID. User can also find products using the Warehouse and Item ID criteria.

To know more about our GUMU™ for Sage CRM – Sage Intacct Integration feature, write us at sage@greytrix.com

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has a wide product range for Sage Intacct- a Cloud ERP. This includes migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce | FTP/SFTP | Rev.io | Checkbook | Dynamics 365 CRM | Magento | Rent Manager | Treez | Avalara Avatax | Blackline SFTP. 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. Greytrix constantly develops apps, products, and add-ons to enhance user experience. Sage Intacct add-ons include AR Lockbox File Processing. Greytrix GUMU™ integration for Sage CRM – Sage Intacct, Sales Commission App for Sage Intacct, and Checkbook.io ACH/Digital Check Payments for Sage powered by GUMU™ are listed on Sage Intacct Marketplace.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.

For more information on Sage Business Cloud Services, please contact us at sagecloud@greytrix.com. We will like to hear from you.