As we have mentioned in our previous blog, we are integrating Sage CRM and Sage ERP X3 with key features such as importing customers from Sage ERP X3, Promoting orders and customer from Sage CRM to Sage ERP X3 orders, Synchronous Dropdown, displaying Sage ERP X3 data on real time basis, etc.
In this blog, we will discuss about real time data, which we are displaying in this integration product. Currently we are displaying the below data on a real time basis in our GUMU Sage CRM – Sage ERP X3 integration.
- Order Inquiry along with the line details:
Sage CRM user can view the Order Inquiry details by selecting particular ERP Customer for which user wants to view Orders in Order Inquiry tab. User can filter this information by using Site, order date fields. User can also filter them to display closed and not closed orders.
Also user can further drill down to view line item details for particular order by clicking on that order number.
- AR inquiry along with the line item details:
Similar to Order Inquiry, user can view all the AR invoices for particular customer in AR Inquiry tab. User can filter this information by using site, Invoice date. It can be filtered further as posted and not validated invoices. You can further drill down to view AR details and line item details for a particular Invoice.
- Additional Information of the Sage X3 customer:
Similarly user can view the additional customer details in this Business Partner Tab. For this, select customer for which you want to view information and click on Business Partners tab. Here user can find 3 panels: Customer details, identity details and financial.
Please note that, in this TAB, if the selected company is not promoted then it will display the page in Edit mode so that user can promote the Customer.
Note: – All the above GUMU tabs will be available only for Customers linked with Sage ERP X3.
Greytrix – a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.
Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRM, Salesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.
Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.
For more information on Sage X3 Integration and Services, please contact us at email@example.com. We will be glad to assist you.