Our Product GUMU™ Integration offers real-time bi-directional link which syncs data from Salesforce to Sage ERP and vice versa. In this blog, we will be discussing an important “Real-time pricing” feature of GUMU™ Product while creating a new Sales Order record.
Please follow the steps mentioned in the blog to create a Sales Order in Salesforce using GUMU™ for it to be later promoted as an Order to Sage 100 System. Blog link here.
Now coming to the Order Items part where the Real-Time fetching of the Pricing Structure from Sage 100 comes into action.
- Fill the required information seen on “Order Information” and “ERP Information” tab.
- Click on “Add Product” button which is on the “Order Line” tab.
- Select the “Product Code” from the lookup.
- After Selecting the Product Code, GUMU™ will fetch the real-time pricing of that respective Product from Sage 100 by calling another web service in the background.
Please note User can see the same pricing at Sage 100 side to the same Product in the order screen. Also the pricing on the Salesforce GUMU™ Order – Product page further recalculates the pricing whenever user changes the factors that affect the calculation e.g.: quantity, warehouse, etc. But once the user edits the price manually, then the fetching will be stopped.
To see the pricing structure at Sage 100 side, follow the below steps:
- Open Inventory Management Module and Click on Item Maintenance and select Item from the Item code Lookup.
- Click on Pricing button, you can see the “Item Pricing Maintenance” pop up where unit price is set according the price level and quantity of order as shown in the below image.
Coming back to the GUMU’s Salesforce Lightning Component interface.
- User can click on “Save” button on the Product entry, 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 100.
- Sales Order get promoted from Salesforce to Sage 100 and we get the ERP Order Number from Sage 100 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 offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.
Greytrix has some unique solutions for Cloud CRM such as Salesforce integration with Sage X3(Sage Enterprise Management), 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.