Tag Archives: Sage X3 Connector with Salesforce

Activating and Deactivating Tax Calculation (ERP Configuration) Setting for Quotes in Salesforce

In our previous blog, we discussed the tax calculation setting on GUMU Sales Order screen. In this blog, we will discussing the details about how the user can control the tax calculation on Quotes that needs to be promoted to Sage ERP. To perform enabling & disabling of Tax rule, please follow below mentioned steps.… Read More »

Activating and Deactivating Tax Calculation (ERP Configuration) Setting for Orders in Salesforce.

We introduce features in GUMU™, keeping in mind the dynamic functionalities that a user needs while working in Salesforce for achieving a task. We have now introduced a new feature wherein a user can activate/deactivate the Tax calculation setting for their Sales process. In this blog, we will discuss how to Activate/Deactivate Tax for Order… Read More »

Bulk Activating Products in Salesforce through GUMU™ Import Routine

In this blog, we will discuss how to Bulk Active all the Products in Salesforce. If user wants to activate all products in Salesforce then every time they need to do it manually. They need to click on the checkbox on individual record and it is a time-consuming process. GUMU™ Integration provides ability in which… Read More »

Setting up Fields on GUMU™ Real-Time Inquiry Screen

In our previous blog, we provided details about the upcoming feature of how a user can set Field Accessibility / Configuration on GUMU™ Real-time Inquiry Screen. In this blog we are discussing another upcoming feature on how user can setup fields on the GUMU™ Real-time Inquiry Screen. This feature will provide the user with the… Read More »

Field Accessibility / Configuration on GUMU™ Real-time Inquiry Screen

In this blog, we are going to understand the upcoming feature related to the fields display on the Real-time inquiry screen of GUMU™. This feature provides Field Accessibility at Profile and User Level and accordingly it will display the fields on the Real-time inquiry screen. So if you want particular field access in real-time to be… Read More »

Viewing Customer Real-Time Inquiry in PDF file for faster response

In this blog, we are discussing the new feature of GUMU™ Integration which converts the GUMU™ real-time information to PDF. This feature provides user the ability to convert real-time information of Customer’s corresponding record into the PDF format. Mentioned below are steps that will help users to get a PDF of Real-time Information of the… Read More »

Enabling GUMU™ Integration Lightning pages for Apple Safari

Our GUMU™ SAGE ERP Integration for Salesforce (Sage X3, Sage 100 and Sage 300) is a real time bi-directional link. Using GUMUTM user can sync data between Salesforce to Sage ERP and vice-versa. In this blog; we will look upon effective ways to use GUMU™ Integration solution on a Safari browser. Safari is an in-built browser… Read More »

GUMU™ Salesforce Tricks & Tips – Synching Additional (Orders) Fields from Salesforce to Sage X3 ERP

In our previous blog Promote Sales Order from SF to Sage X3 ERP through GUMU™ we have perceived how a user can Promote Sales Orders from Salesforce to Sage X3. In addition to this, GUMU also provides user to sync Additional fields along with the Order from Salesforce to Sage X3. Let’s understand with an… Read More »

Promote Quote from SF to Sage X3 ERP using GUMU™ Lightning Components

In this blog, we will discuss about how the user can promote a Quote from Salesforce to Sage X3 ERP by using GUMU™. Below are the steps to create New Quote from Opportunity Layout: – Login to Salesforce. Navigate to “App Launcher”. Search and Select the “Opportunity” for which the Quote needs to be created.… Read More »