Steps to Import Sage ERP X3 Customers in Sage CRM

This is in continuation to our last GUMU Sage CRM – Sage ERP X3 post. Like our other Integration solutions our GUMU™ Sage CRM Integration with Sage ERP X3 is a real time bi – directional integration. In this blog, we will go through one of its feature. Import customer is a one-time process where users… Read More »

First Look Sage 100 ERP Integration with Salesforce.com

An ERP system that works in sync with a CRM system can achieve increased efficiencies as well as ROI for both the systems. With Sage 100 ERP – Salesforce.com integration, we have taken your ERP data to the cloud, giving salespeople round-the-clock, 360 degree view of all customer interactions. Attend upcoming webinar to see how… Read More »

How to restrict the Automatic allocation in Sage X3

An allocation is an amount of something, especially money, that is given to a particular person or used for a particular purpose. Allocation is the process of assigning product items from the inventory to shipping orders and then fulfilling the shipping orders from appropriate fulfilment sites such as drop-ship vendors, virtual sites, warehouses, or a… Read More »

How to Create Recurring Customer BP Invoices

Recently we came across a scenario where the client wished to recreate customer BP invoices every month or week or daily again and again. When we checked in X3 it provided us with a simple solution to this. Navigate through: A/P-A/R accounting>Invoicing>Recurring customer invoices Add the customer invoice in invoice number filed and select the… Read More »