Quote To Order Conversion on a Single button click in Salesforce with GUMU™

By | November 24, 2022

In this blog, we will discuss the Quote to Order feature in Lightning using GUMU™. This feature is introduced mainly to reduce extra efforts required to create Sales Order but also to remove manual/typo errors that could be encountered.

Quote To Order

To use the Quote to Order flow on a button click follow the below steps:

  • After creating a Quote against a particular Opportunity of a particular Account, Click on the Generate Order button to Create an Order. Refer to the image below
Generate Order Button
Generate Order Button
  • If you haven’t added Quote Line Items for the respective Quote you will get the following Screen.
Quote line items not added
Quote line items not added
  • If you had already added the Quote line Items you wouldn’t get the above Screen and the Order will be created in Salesforce. Once the Order is generated Successfully in Salesforce you will get the below Screen.
Quote To Order Generated Successfully
Order Generated Successfully
  • After the Order is Created Successfully from the Quote and if the user tries to create another order from the same Quote, they won’t be able to and will see the below screen.
Order Already Generated for this Quote
Order Already Generated for this Quote

Using the steps, you can do Quote to Order conversion in Salesforce through 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 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.

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