Our GUMU™ SAGE ERP Integration for Salesforce (Sage 100, Sage X3/EM and Sage 300) is a real-time bi-directional link. Using GUMU™ user can synch data between Salesforce to Sage ERP and vice versa. Here, in this blog, we will discuss real-time pricing functionality of the GUMU™ Product while creating a new Sales Order record.
To view Promote Sales Order from Salesforce to Sage X3 below link.
Please follow below steps to Create Sales Order in Salesforce using GUMU™ to be later promoted as an Order to Sage Enterprise Management:
-> Go to Sales Order tab.
-> Click on New Sales Order button
-> Fill the required information seen on Header.
-> Click on “Add Product” button.
-> Select the “Product Code” from the lookup.
-> After Selecting Product Code, the GUMU will fetch the real-time pricing of that respected Product from Sage EM by calling another web service in the background.
-> User can see the same pricing at Sage EM side to the same Product.
Please note the pricing on the page further recalculates till the time user changes the quantity or location/site. And if once the user changes/edits the calculated price, the real-time fetching of the product pricing will stop.
-> Finally, Click on “Add” button on the product entry page to add the product to the order and hit the “Save & Promote” button on the main screen to promote the Sales Order record to Sage EM.
-> Sales Order get promoted from Salesforce to Sage EM and we get the ERP Order Number from Sage EM in the list.
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 protected]. We will be glad to assist you.