In our never-ending quest to improve the GUMU™ integration between Dynamics CRM and Sage 100 ERP, we have introduced a powerful new feature: credit and debit note synchronization. This is a major enhancement to the integration, which was previously limited to quotes/orders and invoice synchronization. Customers can ensure that now their CRM not only reflects the invoice information but also does so in terms of credit and debit notes, thus making the financials more reliable and transparent across the two platforms.
What is New?
This version of the GUMU™ integration now allows for credit note and debit note changes from Sage 100 to Dynamics CRM. Users will be able to view adjustments, refunds, or additional charges right from Dynamics CRM in such a way that anything different between the two systems would not happen. It eliminates the manual entry of such adjustments within Dynamics CRM. It negates the possibilities of errors while doing the process simultaneously streamlines financial workflows.
Key Credit and Debit Note Synchronisation Features
- Seamless sync: The credit and debit note captured within Sage 100 are automatically synced to Dynamics CRM without human intervention. It minimizes manual work and errors as credit and debit note syncing is automatic.
- Credit and Debit Adjustment Visibility: Sales and customer service teams will now see the credit or debit adjustments right in Dynamics CRM, and this will enable them to speak to the customers much better.
- Better Reconciliation: The synchronizing of credit and debit notes will ensure that the information related to the finances between Sage 100 and Dynamics CRM is accurate and the same; hence, there would be minimal differences.
How does it work?
- Credit or Debit Notes Posting in Sage 100: Every time a credit or debit note is posted in Sage 100 like a return, refund, or adjustment, it posts against that invoice or customer
- Automatic Discovery by GUMU™ Integration: Whenever GUMU™ gets integrated with Sage 100, newly created or updated credit and debit notes would automatically get discovered in that Sage 100 application
- Syncing to Dynamics CRM: These notes are automatically synced into the Dynamics CRM and mapped against respective customer or invoice
Use Case: How it helps
Suppose a customer returns the product and Sage 100 issues a credit note. The same may require a person to type that information into Dynamics CRM to keep the sales and support teams updated. With this GUMU feature, that credit note will automatically get synchronized into Dynamics CRM so that all those teams can view it with real-time adjustments in financial data. Similarly, additional charges or corrections in the debit note in Sage 100 do not create confusion or discrepancies that might be brought into Dynamics CRM.
Conclusion
Credit and Debit Note Synchronization forms our commitment toward giving you total integration solutions that are comprehensive and efficient by nature. This helps businesses stay on top of their financial records, improves customer satisfaction, and enhances the operational efficiency that comes by bridging the gaps between Sage 100 and Dynamics CRM for all types of financial transactions.
Interested in this new feature or the opportunities GUMU can transform your business? Drop an email to gumucloud@greytrix.com Or visit our website, please. More updates and more enhancements are in line.
