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.
- 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.
- After clicking “Generate Order” button, Salesforce displays a change on Order Generated field on the Quote screen & a new Order is created in Salesforce.
- The Order will be ONLY visible in the Sales Order Layout of “GUMU Integration” in Salesforce. Refer the image below.
- 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.
- Navigate to “Sales Order” module of Sage 100 ERP to view the Promoted Order from Salesforce.
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 – a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG 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 Sage integration for Sage X3, 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.
Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more information on our Salesforce products and services, contact us at salesforce@greytrix.com. We will be glad to assist you.
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