In this blog, we will discuss about how the user can promote a Quote from Salesforce to Sage X3 ERP by using GUMU™.
Below are the steps to create New Quote from Opportunity Layout: –
- Login to Salesforce.
- Navigate to “App Launcher”.
- Search and Select the “Opportunity” for which the Quote needs to be created.
- Click on the “New Quote” button which is present in the related list of Opportunity as shown in the below image.
- After clicking the “New Quote” button, a quote page will appear. User can add necessary information and hit “Save” to proceed.
- Now navigate to Quote viewing screen by clicking on Quote Number. From here user will able to Add Products and Promote Quote from Salesforce to Sage X3 ERP.
- Click on “New ERP Product” button to add line items to the Quote.
Note: We populate pricing for selected product on real time basis from Sage X3 ERP.
- After adding all the required information, click on “Promote Quote” button, user needs to fill in required details (as shown in below image). Finally, clicking on “Promote” button will Promote Quote from Salesforce to Sage X3.
- User can now click “Promote” button, and he will receive a confirmation box, asking permission whether to Promote the quote to Sage X3 or not. If user clicks on “OK”, it will proceed with the promotion.
- User will see the Sage ERP Quote Number, once the record is promoted without issues and proper validation.
And using this functionality the Salesperson in field, can now smoothly transfer the Quote data back to Sage X3 ERP for further processing.
We hope you may find this blog resourceful and helpful. And if you still have concerns/queries, need more help, contact us on firstname.lastname@example.org.
Greytrix – a globally recognized and one of the oldest Sage Development Partner, 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 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. 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.
For more information, please contact us at email@example.com. We will be glad to assist you.
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