Promote Shipping Address as default address in Salesforce – Sage 100 Integration

By | October 6, 2017

GUMU™ SAGE ERP Integration for Salesforce (Sage X3, Sage 100 and Sage 300) is a real-time bi-directional link which syncs data from Salesforce to Sage 100 and vice versa. Here, in this blog, we will discuss how to promote Address as default ship to/Primary from Salesforce to Sage ERP 100.

Please follow the below steps how to promote address as Default ship to GUMU™ SAGE 100 ERP.

  • Login to Salesforce.
  • Go to App menu and select “GUMU™ Integration” App.
  • Click on “Accounts” tab. Select account (please note that it should be linked with Sage 100 customer) for which you want to promote address as default.On account layout click on a button “New Address”. Enter details you want to promote Address. Select “Is Default ShipTo Address? ” as “Yes”.Click on Save and Promote button.
Default Ship

Default Ship

New Address

New Address

Similarly, for promoting an already existing shipping address as a default

  • Open an already existing shipping address for a linked account
  • Modify the address as required and set “Is Default ShipTo Address? ” as “Yes”.Click on Save and Promote button.

The corresponding address is promoted to Sage 100. Please refer below screenshot-

Sage 100 Default Ship

Sage 100 Default Ship

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