In this blog, we will discuss how the user can Promote Quote from Salesforce to Sage 300 ERP by using GUMU™. Our product GUMU™ Integration is well known for the real-time, bi-directional sync of data between Salesforce to Sage ERP. Using GUMU™ users can promote Invoices from Salesforce to Sage ERP as well as import the data from Sage ERP to Salesforce. Also, our GUMU™ Integration is built in LWC i.e.: Salesforce Lightning Web Component.
Before you are able to Promote Quote, you will need to make sure that the Account is promoted and you can follow the steps mentioned below.
- Log in to your Salesforce Org.
- Go to “App Launcher”.
- Search for “Account” and check if the Account is Promoted or Not. If the Account is not Promoted then you can Promote the Account using the “Promote Customer” button. (As shown in the below image)
- Create a new Opportunity against that Account and select the Integration Price Book.
- Click on the “New Quote” button, a page will open where you need to add the necessary information and click on the “Save” button.
- Navigate to the Quote screen by clicking on Quote Number and clicking on the “New ERP Product” button. From here user can add line items to the Quote.
Note: While adding a product to the Quote in Salesforce, we populate pricing for the selected product on a real-time basis from Sage 300 ERP by using SQL.
- After adding all the required information, click on the “Promote 300C Quote” button.
- A pop-up will appear which will display the required data for Quote Promotion.
- Finally, click on the “Promote” button and then click on “OK” to Promote Quote from Salesforce to Sage 300.
- After the Quote is successfully promoted from Salesforce to Sage 300 you will receive a Success message and ERP Number will populate on the Quote object.
- Once the Quote is successfully promoted from Salesforce to Sage 300, you can view the Quote record under Order Entry module of Sage 300 system by using the ERP Number on Quote object.
By following the above steps you will be able Promote Quote from Salesforce to sage300 easily. If you still have queries or any related problems, don’t hesitate to contact us at firstname.lastname@example.org. 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 email@example.com.
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 firstname.lastname@example.org. We will be glad to assist you.