This blog will discuss the newly introduced GUMU™ for Salesforce – Sage Intacct Order Promotion. In Salesforce, if we want to Promote Orders in Sage Intacct, we first have to Promote Accounts in Sage Intacct. You can refer to this link for the blog to Promote your Account to Sage Intacct from Salesforce.
- After Successfully login into Salesforce
- Click on App Launcher and type Sales. After that, click on “Orders.”
- After opening the Order tab, we want to create New order, So Click on the New button towards the top right of the Screen.
- After Clicking the New button, a New Order pop-up Screen is visible.
- Fill in All mandatory details like Account name (Promoted Account name), Status, Order Start Date, Order End Date, etc.
- Click on Save.
- Click On Related Tab to add the Product.
- Order Products is mandatory for Order Promotion.
- Click on Add Products
- Fill in all mandatory Details like Product, Quantity, Unit Price, List Price, UOM, Warehouse Code, Location, etc.
- Click on Save
- Click on the Details tab
- Click on Promote order button
- After clicking on Promote Order button pop-up shows up if you are sure you want to promote the order to Sage Intacct.
- Click on Ok to Promote the Order.
- You can click the cancel button to cancel the promotion.
- After the Successfully Order Promoted success message shows on Screen, you can also find the ERP Order number from the field.
- ERP Order Number automatically generates value when an Order is promoted.
- You will now find the Order in Sage Intacct.
We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at email@example.com.
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