In this blog, we’ll explore the new Quick Product Search (QPS) feature for Order Line Items in GUMU™ Salesforce – Sage Intacct Integration, designed to make product selection faster and more efficient during order creation.
The Quick Product Search (QPS) feature enhances productivity by allowing users to find and select products instantly. It provides real-time product details such as availability, pricing, and description — improving accuracy, reducing manual effort, and supporting better cross-selling.
This feature not only simplifies navigation through large product catalogs but also improves user experience, reduces training time, and boosts sales efficiency — making it a valuable tool for businesses handling extensive or complex product inventories.
Key Features
1. Product Search
Users can easily filter products by product code or description, helping them navigate extensive product catalogs quickly.
2. Add to Order
Once a product is selected, it can be seamlessly added to the order line item, reducing unnecessary clicks and streamlining the workflow for better efficiency.
Steps to Enable and Use Quick Product Search
Step 1: Log in to Salesforce
- Open Salesforce and go to App Launcher.
- Select GUMU™ Settings from the list of apps.
- Navigate to the Configuration tab within the settings.
Step 2: ERP Configuration
- In the Setup tab, search for Custom Settings.
- Edit the ERP Configuration settings.
- Make sure the Enable Quick Line Entry checkbox is selected.
Step 3: Create a Sales Order
- Go to the Sales Order tab.
- Create a new order.
- On the Quick Line Entry screen, the Quick Product Search Text field will be available for use.
- Enter the product details using Quick Product Search on order line items.
- Access detailed product information as needed.
- All necessary product information including quantity and list price is displayed in the Quick Product Search (QPS) section.
- Use the Add Product button in QPS to include your selected product in the order line items.
- Ensure all required fields are filled before adding products to the order lines.
Conclusion
The Quick Product Search on Order Line Items feature in GUMU™ Salesforce–Intacct Integration simplifies how users find and add products, ensuring faster and more accurate order creation.
It minimizes manual effort, improves data consistency, and enhances overall workflow efficiency for sales teams.
By following the above blog instructions, you will be able to learn “GUMU™ Feature: Experience Quick Product Search on Order Line Items for Salesforce – Intacct integration“. If you still have queries or any related problems, don’t hesitate to contact us at salesforce@greytrix.com. More details about our integration 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.
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