How to Promote Order from Salesforce to Sage Intacct through GUMU™

By | October 7, 2022
0 Comment

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.

Promote Order

  • 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.
Create New Order
Create New Order
  • 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.
Save Order
Save Order
  • Click On Related Tab to add the Product.
Click on Related Tab
Click on Related Tab
  • Order Products is mandatory for Order Promotion.
  • Click on Add Products
Add Products on Order
Add Products on Order
  • Fill in all mandatory Details like Product, Quantity, Unit Price, List Price, UOM, Warehouse Code, Location, etc.
Fill All mandatory Details
Fill All mandatory Details
  • Click on Save
Save Products
Save Products
  • Click on the Details tab
  • Click on Promote order button
Promote Order Button
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.
Click OK for Confirmation
Click OK for Confirmation
  • 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.
Order Promoted Successfully
Order Promoted Successfully
  • You will now find the Order in Sage Intacct.
Sage Intacct Sales Order Screen
Sage Intacct Sales Order Screen

Using the steps, you can Promote a Sales Order from Salesforce to Sage Intacct through the GUMU™ Integration. More details about the Product are available on our website and Salesforce AppExchange.

We hope you may find this blog resourceful and helpful. However, 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 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 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