GUMU™ Features – Experience Real-time Product Inquiry in Salesforce – Sage X3 Integration

By | July 22, 2021

In this blog, we will discuss on a newly introduced feature coming to the GUMU™ Integration. This feature will provide user the ability to view Real-Time Information of product while adding/updating line item on GUMU™ sales order screen.

Kindly follow the steps mentioned in the blog to get Real-time pricing from Sage X3 system. Blog link here.

Below are the steps that needs to be performed in order to view Real-Time Product information of Sage X3 ERP:

  • Login to Salesforce
  • Navigate to ”App Launcher” and select “GUMU Integration” from app list and go to Sales Order Tab and press “New”.
GUMU Sales Order Tab
GUMU Sales Order Tab
  • Firstly, fill all the required information present under “Order Information” and “ERP Information” tab.
  • Secondly, click on “Add Product” button which is present under the “Order Line” tab.(as shown in below image)
GUMU SO Add Product Tab
GUMU SO Add Product Tab
  • Once on the screen, user needs to select the “Product Code” from the lookup.
  • Thirdly, after selecting the Product Code, GUMU™ will fetch the real-time inquiry of that respective Product from Sage X3.
  • Finally, to see the details for the Product expand the “Product Inquiry” section as shown in the below screenshot.
New GUMU Product Inquiry Section
New GUMU Product Inquiry Section

Sage X3 Data Verification

For instance, to verify the information at Sage X3 ERP end, follow the below steps:

  • From the Stock menu, select the Inquiry option.
  • In that menu you will see the “Stock by Site” option, wherein once you select specific product you will see related information like On Hand, On Purchase Order, On Order etc. at various Sites.
Sage X3 - Stock by Site
Sage X3 – Stock by Site

This way, the user can get Real-time Product inquiry from Sage X3 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 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 X3Sage 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 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.

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.

Related Posts