GUMU™ Features – Experience Real-time Product Inquiry in Salesforce – Sage 300 Integration

By | August 13, 2020

Our Product GUMU™ Integration offers a real-time bi-directional link which syncs data from Salesforce to Sage ERP and vice versa. In this blog, we will be discussing a newly introduced feature coming to the GUMU™ integration. This feature will allow users to view Real-Time Information of Product which can be experienced when a Sales Rep creates and add/update products to its Sales Orders in Salesforce using GUMU™ application.

Now we shall understand how a user can view real time product information of Sage 300 ERP. Kindly refer the steps mentioned below:

  • Login to Salesforce
  • Navigate to “App Launcher” and select “GUMU Integration” from App list.
GUMU Integration App
GUMU Integration App
  • Fill the required information seen on “Order Information” and “ERP Information” tab.
  • Click on “Add Product” button which is on the “Order Line” tab. Fill the required information seen on “Order Information” and “ERP Information” tab.
Add Product Button On Sales Order
Add Product Button On Sales Order
  • Firstly, user needs to select the “Product Code” from the lookup.
  • Secondly, after Selecting the Product Code, GUMU™ will fetch the real-time inquiry of that respective Product from Sage 300.
  • Thirdly, to see the details for the Product expand the “Product Inquiry” section as shown in the below screenshot.
Product Inquiry Section on Add Product
Product Inquiry Section on Add Product

For instance, to verify the information at Sage 300 ERP end, follow the below steps:

  • Open Sage 300 ERP system.
  • Click on “Inventory Control” Module and expand it.
  • Click on “I/C Items and Price List” and Click on “Location Details
  • Select Item from the Item Number Lookup as per your preference.
  • You can see the Product information like On Hand, On Purchase Order, On Sales Order etc. on various warehouses under “Quantity” section.
ERP Inventory Information
ERP Inventory Information

This way, the user can get Real-time Product inquiry from Sage 300 system while adding/updating line item on GUMU™ Sales Order screen for better decision making.

We hope you may find this blog resourceful and helpful. If you still have concerns and need more help, please contact us at salesforce@greytrix.com

About Us
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 X3Sage 100 and Sage 300. We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data MigrationIntegrated App developmentCustom 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 salesforce@greytrix.com. We will be glad to assist you.

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