GUMU™ – New Quick Line Entry – Salesforce-Sage X3 ERP Integration

By | October 14, 2021

In this blog, we will discuss the upcoming feature of GUMU™️ for Salesforce – Sage X3 ERP to be introduced as Quick Line Entry (QLE). Quick Line Entry helps the user get real-time pricing and add multiple records at a single button click. Users can set default values to the product line and set the restriction to field visibility for a particular User and Profile. Users can promote records from SF to Sage X3 after saving the record on the Button click.

Steps for QLE in Salesforce

Follow the below steps to add multiple records using Quick Line Entry in Sage 100:

  • Firstly, click on Quick Line Entry as shown in the image below.
Sage X3 Quick Line Entry
Sage X3 Quick Line Entry
  • Secondly, select mandatory fields as shown in the image below as per your requirement.
Sage X3 QLE Defaults
Sage X3 QLE Defaults
  • Before adding number of rows, user needs to select the mandatory fields. In addition, user needs to enter Rows, that’s the number of line items to be entered, now click on Add Row button.
Sage X3 QLE Add Row
Sage X3 QLE Add Row
  • Finally, clicking the Add Row Button you will be getting the below screen where you will have to select the seen Product line Item.
Sage X3 QLE Product Item
Sage X3 QLE Product Item
  • GUMU will fetch data for all the fields of product line on the basis of the Pricing selected, once the Product Code is selected. Further, click on Save button.
Sage X3 QLE Save
Sage X3 QLE Save
  • Once you click on the save button you will see a screen. You will see the list of products that you had selected before clicking on the Save button.
Sage X3 QLE Saved Records
Sage X3 QLE Saved Records

By following this added GUMU™ functionality, user can now add new Line item on the Order Entry in much more quick manner in the Salesforce integration to Sage X3 ERP.

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 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