{"id":10076,"date":"2017-03-07T09:55:56","date_gmt":"2017-03-07T09:55:56","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=10076"},"modified":"2019-03-11T05:57:56","modified_gmt":"2019-03-11T05:57:56","slug":"how-to-create-sales-order-against-a-project","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2017\/03\/07\/how-to-create-sales-order-against-a-project\/","title":{"rendered":"How to create Sales Order against a Project?"},"content":{"rendered":"

Sage X3 has a feature in which we can create Sales Quotation against a Project<\/u><\/strong>.\u00a0This feature can be achieved by following below steps:-<\/p>\n

Navigate to Customer relation \u2192 CRM activity \u2192 Projects.<\/p>\n

To Create a project click on new button and enter all the required details as shown in below screen:-<\/p>\n

\"create<\/p>\n

One can create quotation by clicking on \u201cQuote creation\u201d button directly or even by the following path-<\/p>\n

Sales \u2192 Quotes \u2192 Quotes<\/p>\n

\"Quote<\/p>\n

Enter the details as required and once the quote has been created it can be converted into Sales order either from the same screen or by going through the individual path of SO.<\/p>\n

Please note that we can create multiple Quotations against 1 project.<\/p>\n

About Us<\/strong><\/span>
\nGreytrix<\/a> \u2013 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.<\/p>\n

Greytrix<\/a>\u00a0caters to a wide range of Sage Enterprise Management (Sage X3) offerings \u2013 a Sage Business Cloud Solution. Our\u00a0unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRM<\/a>,\u00a0Salesforce.com<\/a> and\u00a0Magento eCommerce<\/a>\u00a0along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3)<\/a>. Currently we are Sage Enterprise Management Implementation Partner<\/a> in East Africa, Middles East, Australia, Asia.\u00a0We also offer best-in-class\u00a0Sage X3 customization and development services<\/a>,\u00a0integrated applications such as POS<\/a> | WMS<\/a> | Payment Gateway<\/a> | Shipping System<\/a> | Business Intelligence<\/a> | eCommerce<\/a> and have developed add-ons such as Catch \u2013 Weight <\/a>\u00a0and Letter of Credit<\/a> for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.<\/p>\n

Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>; GUMU™ integration for Sage Enterprise Management \u2013 Salesforce is a 5-star app listed on Salesforce AppExchange<\/a>.<\/p>\n

For more information on Sage X3 Integration and Services, please contact us at\u00a0x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

Sage X3 has a feature in which we can create Sales Quotation against a Project.\u00a0This feature can be achieved by following below steps:- Navigate to Customer relation \u2192 CRM activity \u2192 Projects. To Create a project click on new button and enter all the required details as shown in below screen:- One can create quotation\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[1320,1603,1984,1996],"class_list":["post-10076","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","tag-multiple-quotations-against-1-project","tag-quote-creation-button","tag-sales-order-against-a-project","tag-sales-quotation-against-a-project"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/10076","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=10076"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/10076\/revisions"}],"predecessor-version":[{"id":17299,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/10076\/revisions\/17299"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=10076"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=10076"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=10076"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}