{"id":4771,"date":"2023-11-06T05:24:09","date_gmt":"2023-11-06T05:24:09","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagemas\/?p=4771"},"modified":"2025-05-29T05:30:31","modified_gmt":"2025-05-29T05:30:31","slug":"gumu-new-quick-line-entry-sage-crm-sage-x3-erp-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2023\/11\/06\/gumu-new-quick-line-entry-sage-crm-sage-x3-erp-integration\/","title":{"rendered":"GUMU&#x2122; \u2013 New Quick Line Entry \u2013 Sage CRM -Sage X3 ERP Integration"},"content":{"rendered":"\n<p>In today&#8217;s rapidly evolving business environment, seamless integration between systems is more crucial than ever. That&#8217;s precisely where GUMU&#x2122; 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.<\/p>\n\n\n\n<p>In this blog post, we&#8217;re excited to introduce a new feature &#8211; 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.<gwmw style=\"display:none;\"><\/p>\n\n\n\n<p>Let&#8217;s explore the functionalities of the QLE screen:<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Users can effortlessly find and view items by filtering them based on product families.<\/li><li>Depending on the selected shipment site at the Order Header level, the relevant products are displayed in the grid.<\/li><li>If a user attempts to add an item that isn&#8217;t available at the selected shipment site, an alert message promptly notifies them.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image is-resized\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2023\/11\/Img1_1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2023\/11\/Img1_1.png\n\" alt=\"Prepare to convert\" width=\"842\" height=\"285\"\/><\/a><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><li>Users have the flexibility to:<ul><li>Edit the quantity or quoted price of added items and save the changes with the Update button.<\/li><li>Remove items with the convenience of the Delete button.<\/li><li>Adjust the sequence of line items using the Up (\u2191) and Down (\u2193) arrows.<\/li><\/ul><\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2023\/11\/Img1_2-1024x432.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2023\/11\/Img1_2-1024x432.png\n\" alt=\"Prepare to convert\"><\/a><\/center>\n<font size=\"2\"><center><i><\/i><\/center><\/font>\n\n\n\n<p>Initially, item pricing is retrieved from the Sage CRM database. However, once users have added all their line items, they can click the Save &amp; Close button. This action updates the order line item grid in real-time from Sage X3, saving the pricing data in the selected currency.<gwmw style=\"display:none;\"><\/p>\n\n\n\n<p>With this new functionality, users can effortlessly add multiple line items in a swift and efficient manner.<\/p>\n\n\n\n<p><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\">Greytrix<\/a>&nbsp;&#8211; 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.<\/p>\n\n\n\n<p>The unique <a href=\"https:\/\/www.greytrix.com\/gumu\/connectors\/\">GUMU&#x2122;<\/a> integration solutions provided by Greytrix for Sage 100 include <a href=\"https:\/\/www.greytrix.com\/gumu\/sage-crm-sage-100-integration\/\">Sage 100 integration with Sage CRM<\/a>,\u00a0and\u00a0<a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-100-integration\/\">Salesforce.com<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/dynamics-365-crm-sage-100-integration\/\">Dynamics 365 CRM<\/a>, the migration solutions include <a href=\"https:\/\/www.greytrix.com\/sage-100-erp\/#Migration\">Sage 100 Migration from Sage 50 US<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/gumu\/sage-intacct-integration\/\">Sage Intacct<\/a>,\u00a0QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/sage-100-erp\/\">Sage 100 customization and development services\u00a0<\/a>to Sage business partners, end users, and Sage PSG worldwide. Sage 100 product listings by Greytrix include <a href=\"https:\/\/www.greytrix.com\/microsoft-dynamics-365-crm\/\">Salesforce \u2013 Sage ERP integration<\/a> available on <a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000000psM5EAI\">Salesforce Appexchange<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/gumu\/dynamics-365-crm-sage-erp-integration\">Dynamics 365 CRM \u2013 Sage ERP integration<\/a> available on <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/greytrix.gumu_sage_erp_100_300_x3_intacct_integration?tab=Overview\">Microsoft Appsource (Free Trial)<\/a>.<\/p>\n\n\n\n<p>The GUMU&#x2122; 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. <\/p>\n\n\n\n<p>For more details on Sage 100 Services, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will like to hear from you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In today&#8217;s rapidly evolving business environment, seamless integration between systems is more crucial than ever. That&#8217;s precisely where GUMU&#x2122; 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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2023\/11\/06\/gumu-new-quick-line-entry-sage-crm-sage-x3-erp-integration\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[84,86,90,91,93,98,1],"tags":[300,630,635,629,631,632,634,377,633,380,420],"class_list":["post-4771","post","type-post","status-publish","format-standard","hentry","category-gumu","category-gumu-integration","category-integration","category-inventory","category-inventory-management","category-item","category-uncategorized","tag-gumu-2","tag-gumu-for-sage-crm-sage-100","tag-gumusage100","tag-order-entry","tag-orders","tag-qle","tag-qle-screen","tag-quote","tag-quotes-orders","tag-sage-100","tag-sage-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>GUMU\u2122 Quick Line Entry for Sage CRM &amp; Sage X3 ERP<\/title>\n<meta name=\"description\" content=\"Learn about the new GUMU\u2122 Quick Line Entry feature in Sage CRM and Sage X3 ERP integration. Boost data entry speed and accuracy with this latest enhancement.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2023\/11\/06\/gumu-new-quick-line-entry-sage-crm-sage-x3-erp-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"GUMU\u2122 Quick Line Entry for Sage CRM &amp; Sage X3 ERP\" \/>\n<meta property=\"og:description\" content=\"Learn about the new GUMU\u2122 Quick Line Entry feature in Sage CRM and Sage X3 ERP integration. 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