Promote Quote from Salesforce – Sage 100 Integration using GUMU™ lightning version

By | January 13, 2021

In this blog, we will discuss how the user can promote a Quote from Salesforce to Sage 100 ERP by using GUMU™. Mentioned below are the steps that needs to be followed in order to create Quote from Opportunity Layout.

Quote Creation in Salesforce

  • Login to Salesforce.
  • Navigate to “App launcher”.
  • Search for “Opportunity” and select the opportunity for which the Quote has to be created.
  • After that, click on the “New Quote” button as shown in the below image.
New Quote in SF
New Quote in SF
  • After that, clicking on “New Quote” button, a page will open where you need to add necessary information. And click on “Save” button.
New Quote Information
New Quote Information
  • Similarly, navigate to Quote screen by clicking on Quote number and click on “New ERP Product” button. In other words, this will allow you to add line items to the Quote layout (as shown in the below image).
New ERP Product on Quote
New ERP Product on Quote
Custom GUMU Add Product Screen
Custom GUMU Add Product Screen

Note: While adding product to the Quote in Salesforce, we populate pricing for the selected product on the real time basis from Sage 100 ERP

  • In conclusion, after adding all the required information, click on “Promote Quote” button (as shown in the below image).
Promote Quote Button
Promote Quote Button
  • For instance, clicking on “Promote” button, will push the Quote successfully to Sage 100 ERP system.
Promoted Quote
Promoted Quote

Promoted Quote in Sage

  • Once the Quote is promoted to Sage 100, you can view the Quote record under Sales Order module of Sage 100 system. (For more clarification refer the below image)
Promoted Quote in Sage 100
Promoted Quote in Sage 100

Following above steps Quote data can transfer to Sage ERP system easily. If you still have queries or any related problem, do not hesitate to contact us on 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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