Our GUMU™ SAGE ERP Integration for Salesforce (Sage 100, Sage X3/EM and Sage 300) is a real-time bi-directional link which syncs data from Salesforce to Sage X3 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 X3 ERP.
Please Note: -To View/Promote Sales Orders from Salesforce to Sage X3, 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 or not.
Please follow the below steps on how to create Sales Order in Salesforce using GUMU™ SAGE X3 ERP logic and data.
-> 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 Salesforce to Sage ERP.
-> Select desire integration as shown in below image
-> Once the user selects the desired integration and clicks on “New Sales Order” a page will open from where you can add details and promote Sales Order to Sage X3.
Please note that while adding products to the Sales Order in Salesforce we are populating pricing for selected product on a real-time basis from Sage X3. We will discuss more about the real-time pricing in the integration in our future blogs.
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 firstname.lastname@example.org. We will be glad to assist you.