GUMU™ Sage ERP Integration for Salesforce (Sage X3, Sage 100 and Sage 300) is a real-time bi-directional link which sync data from Salesforce to Sage 300 and vice versa. Using GUMU™ user can promote Sales Order from Salesforce to Sage ERP. Here, in this blog, we will discuss how to promote Sales Order from Salesforce to Sage ERP 300.
Please Note: – To view/Promote Sales Orders from Salesforce to Sage 300, it’s very important that it should be accessible to Salesforce users. It can be done from GUMU setting> Security Matrix page. Here admin can decide whether to allow/deny Salesforce user from particular integration functionality to Salesforce users.
Please follow the below steps how to create Sales Order in Salesforce using GUMU™ SAGE 300 ERP.
-> Login to Salesforce.
-> Go to App menu and select “GUMU Integration” App.
-> Click on “Sales Order” tab. From here you can view promoted Sales order OR can create and promote Sales order to Sales force to Sage ERP.
-> Select desire integration as shown in below image.
Once the user selects the desire integration and click on “New Sales order” a Sales order page will open from where you can promote Sales order to Sage 300.
Please note that while adding products to Sales order in Salesforce we are populating pricing for selected product on real time basis. We will discuss the real time pricing in our future blog.
Greytrix as a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners across the globe. We offers Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that requires apex code incorporation into the Salesforce platform.
Greytrix has some unique solutions for Cloud CRM such as Salesforce integration with Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users.
Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star app listed on Salesforce AppExchange.
For more information, please contact us at email@example.com. We will be glad to assist you.