Tag Archives: Salesforce Lightning-Sage300 integration

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 »

GUMU™ Salesforce Tricks & Tips – Scheduling Import Routines in GUMU™ Lighting Interface

In our previous blog for Import Routine we discussed about “How to Import Data from Sage (Sage 100, Sage 300, Sage X3) to Salesforce” using the Salesforce Classic Interface, but in this blog we will be discussing the usage of same after inclusion of the Salesforce Lightning Component update in GUMU™. Kindly follow the steps… Read More »