Promoting Sage ACT Opportunities as Sage 100 ERP’s Sales Order

By | July 5, 2012

GUMU™ ACT! Link has various vibrant features that are needed by an organization to grow and flourish in their respective fields. It’s a customized tool that is blended into your business as per its unique business model. Thus, making it one of the must have for businesses using Sage ACT! and Sage MAS.

The feature in discussion here is “Promoting Sage ACT! Opportunities as Sage 100 ERP Sales order” from within the Sage ACT! As a result, your front office is well connected to your back office, with the updated information in hand.

To Promote the Sage ACT! Opportunities in Sage 100 ERP aka Sage MAS 90/200 ERP, users need to perform the below mentioned steps:

  1. Select a linked Sage ACT! Company. Example: Say its “American Business Futures”.

Company

  1. Then, select a linked contact from the Contacts Tabs in the Company.
  2. In Contacts, go to the opportunity Tab and create a “New Opportunity”

  1. While creating the opportunity, go to Product/Services Tab and click on ADD button.
  2. Fill in the details in the Add/Edit Product screen and click on OK.

product services

  1. Once the Product/Products are added to the screen, go to the MAS Sales Order Tab.
  2. In MAS Sales Order tab, you can view the details of the order such as Bill to address, ship to address, total amount, terms etc. Select the type of order from the drop-down.

  1. Once the order is confirmed, click on “Promote SO to MAS” option to promote the opportunity from Sage ACT! to Sage 100 ERP.

Following the above simple steps, users would be easily able to promote a new opportunity in the Sage 100 ERP as a Sales order. For information on our GUMU™ ACT! Link for Sage 100 ERP, write us on sage@greytrix.com.

About Us
Greytrix is a one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix has some unique solutions of Sage 100 integration with Sage CRM, and Salesforce.com along with Sage 100 Migration from Sage 50 USSage IntacctQuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 100 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more details on Sage 100 Services, please contact us at sage@greytrix.com. We will be glad to assist you.