Our GUMU™ SAGE ERP Integration for Salesforce (Sage 100, Sage X3 and Sage 300) is a real time bi-directional link which syncs data from Salesforce to Sage 100 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 100 ERP.
Please Note: -To view/Promote Sales Orders from Salesforce to Sage 100, it’s very important that the user should have access to Promote Sales Order feature. 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.
Security Matrix – Sage 100
Please follow the below steps how to create Sales Order in Salesforce using GUMU™ SAGE 100 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 the Sales force to Sage ERP.
Order List – Sage 100
-> Select desire integration as shown in below image.
ERP Selection – Sage 100
Once the user selects the desired integration and clicks on “New Sales order” a Sales order page will open from where you can promote Sales order to Sage 100.
New Sales Order – Sage 100
Please note that while adding products to the 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.
About Us
Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customization’s, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix have some unique solutions for Cloud CRM such as Salesforce integration with Sage X3, Sage 100 and Sage 300. We also offer best-in-class Cloud CRM Salesforce customization and development services to business partners and end users. Greytrix have some unique solutions for On-Premise CRM such as Sage CRM integration with Sage X3, Sage 100, Sage 300, Sage 500 and Sage 50 . We also offer best-in-class On-Premise Sage CRM customization and development services to business partners and end users.
For more information, please contact us at salesforce@greytrix.com. We will be glad to assist you.