Discover the latest enhancement in GUMU™ for Salesforce — the New ERP Product button, now available on the standard Order object. This powerful feature allows users to manually add Order Line Items by entering key product details directly, streamlining the process and improving order management efficiency.
How to use the New ERP Product Quick Action
Follow these steps to enable and utilize the New ERP Product button within the Order object in Salesforce:
1. Log in and navigate to GUMU™ Integration
- Log in to your Salesforce Org.
- Open the GUMU™ Integration app.
- Click on the Orders tab.
2. Add the New ERP Product Button to the Layout
If you do not see the New ERP Product button:
- Go to Setup → Edit Object to customize the layout.
- Click on Page Layouts → Order Layouts.
- Locate the New ERP Product button, drag it onto the layout, and click Save.
3. Access the New ERP Product Screen
- Navigate back to the Order record.
- Click the New ERP Product button.
- On your first attempt, you will be prompted to select a price book.
4. Add Order Line Items
- After selecting the appropriate price book, you can begin adding products:
- Choose the Product Code.
- Enter the required product details (such as quantity and pricing).
Review and Manage Order Line Items
Once the products are added, they will be visible in the Order Products section of the Order record, where you can easily review, edit, or finalize the order details.
![Order Line Item](https://www.greytrix.com/blogs/salesforce/wp-content/uploads/2025/05/6.OrderLineItem.png")
By following the above blog instructions, you will be able to understand GUMU™’s new feature: New ERP Product button which streamlines the addition of order line items in Salesforce, providing a seamless experience for managing product details and ensuring synchronization with your Sage ERP system.
If you still have queries or any related problems, don’t hesitate to contact us at salesforce@greytrix.com. More information about the Product is 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 get in touch with 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.
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