In today’s rapidly evolving business environment, seamless integration between systems is more crucial than ever. That’s precisely where GUMU™ steps in to bridge the gap between Sage CRM and Sage X3 ERP. This robust and customizable integration solution establishes a real-time, bidirectional link between the two platforms, ensuring a smooth and continuous exchange of customer data.
In this blog post, we’re excited to introduce a new feature – the Quick Line Entry (QLE) screen on the quote and order screens. This feature simplifies the process of adding multiple line items to an order or quote in a single, user-friendly interface.
Let’s explore the functionalities of the QLE screen:
- Users can effortlessly find and view items by filtering them based on product families.
- Depending on the selected shipment site at the Order Header level, the relevant products are displayed in the grid.
- If a user attempts to add an item that isn’t available at the selected shipment site, an alert message promptly notifies them.
- Users have the flexibility to:
- Edit the quantity or quoted price of added items and save the changes with the Update button.
- Remove items with the convenience of the Delete button.
- Adjust the sequence of line items using the Up (↑) and Down (↓) arrows.
Initially, item pricing is retrieved from the Sage CRM database. However, once users have added all their line items, they can click the Save & Close button. This action updates the order line item grid in real-time from Sage X3, saving the pricing data in the selected currency.
With this new functionality, users can effortlessly add multiple line items in a swift and efficient manner.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partners 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.
The unique GUMU™ integration solutions provided by Greytrix for Sage 100 include Sage 100 integration with Sage CRM, and Salesforce.com, Dynamics 365 CRM, the migration solutions include Sage 100 Migration from Sage 50 US, Sage Intacct, QuickBooks, 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. Sage 100 product listings by Greytrix include Salesforce – Sage ERP integration available on Salesforce Appexchange, Dynamics 365 CRM – Sage ERP integration available on Microsoft Appsource (Free Trial).
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more details on Sage 100 Services, please contact us at sage@greytrix.com. We will like to hear from you.