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 firstname.lastname@example.org.
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 X3, Sage 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 Migration, Integrated App development, Custom 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 email@example.com. We will be glad to assist you.