GUMU™ New Feature – Using Standard Opportunity Workflow functionality in Salesforce-Part 2

By | September 16, 2019

In our previous blog we discussed how a user can make use of the standard Salesforce Sales Workflow functionality. And later use the Quote created (using the Real-Time pricing from Sage) in Salesforce, to promote it to Sage 100 ERP system.

In this blog we will help you understand how to add products in Quote (using Sage Pricing Structure/level real-time), Generate & Promote Order through Quote created in Salesforce Opportunity Object.

Prerequisites:-
In order to achieve a successful Quote Generation & Promotion of Order, you need to follow the steps for creating an Opportunity and Quote correctly mentioned in the previous blog of this series.

Follow the below steps in Salesforce for Sage pricing structure “Add Products” in Quote, Generate Order through Quote & later Promote Order using GUMU™.

  • Navigate to the screen of “Quote” in Salesforce and click on “New ERP Product” button to add products to the quote using GUMU™ real-time pricing feature. The added products will be listed under the Quote line items section under “Related” tab. Refer the image below.
Add Products in Quote
  • After adding Products to Quote, user can click on the “Generate Order” button that is located under the dropdown on the right hand side upper corner of the Quote screen.
Generate Order button
  • After clicking “Generate Order” button, Salesforce displays a change on Order Generated field on the Quote screen & a new Order is created in Salesforce.
Order Generated through Quote - Confirmation
  • The Order will be ONLY visible in the Sales Order Layout of “GUMU Integration” in Salesforce. Refer the image below.
Order Generated in Salesforce
  • Once the Order is generated in Salesforce, User (with appropriate rights) can Promote the Order to Sage 100 ERP System from Salesforce by clicking on the “Edit” button in the Action Panel. And then simply another click on the “Save and Promote” button to Promote the Order to ERP. Refer the image below.
GUMU Promote Order Button
  • Navigate to “Sales Order” module of Sage 100 ERP to view the Promoted Order from Salesforce.
Promoted Sales Order in Sage

We hope that you find this blog helpful, if you still have queries, don’t hesitate to contact us on salesforce@greytrix.com

About Us

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 salesforce@greytrix.com. We will be glad to assist you.

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