In this blog, we will discuss on showing additional (related) Sage X3 data from any entity that has a table linked to records from other tables. The information presented here will assist users in configuring the Data Page. For instance, it explains how to access data related to customers from different tables within the Customer… Read More »
In this blog, we will discuss how the user can Promote order using the Quote to Order Flow feature in Lightning using GUMU™. Previously, we used GUMU™ Integration’s Sales Order tab to handle Sales Order promotion in Salesforce. However, with this new feature, users can promote the order directly from the Salesforce Standard Orders tab.… Read More »
In continuation of our previous blog, we have enhanced the functionality in the latest release of GUMU™ and given the User control and liberty to change the format as per their business needs through User Controlled PDF format. This feature enables Salesforce users to conveniently download Sage Customer Transaction details in the form of a… Read More »
In this blog, we will discuss how a user can set default address code in configuration settings for Sage X3 in Salesforce using GUMU™. This blog is in continuation to our previous blog, where we explained how a user can promote the Shipping Address as Default Address from Salesforce to Sage X3 using GUMU Lightning… Read More »
This blog post will dive into the topic of Primary Contact promotion from Salesforce to Sage 300 Cloud ERP using GUMU™ Integration within the Salesforce Lightning platform, providing a comprehensive guide for users. In our GUMU™ Integration, we have integrated AR Customer, Contact, and Sales Order along with their related entities. This information synchronizes between… Read More »
In continuation to our previous blog, we have introduced Updated PDF Format to the feature wherein the Salesforce user can download the Sage Customer Transaction in PDF file while in the field and attending the customers need. We have further enhanced the functionality and now created the PDF that appear in the specific Sage format.… Read More »
In this blog, we will discuss how to link accounts from existing salesforce Org with Sage ERP Customers through GUMU™ with help of this blog the user can easily sort or get Customers related to it by matching data using Customer numbers or Customer codes. Earlier, if the user wants to assign an ERP Customer… Read More »
In this blog we will discuss how to set default address code in Configuration settings for Sage X3 in Salesforce using GUMU™. But prior to that we would like yuo to also go through the details of how you can promote the Shipping Address as a default shipping address. Default Address Code Below are the… Read More »
What makes GUMU™ the best integrator? Salesforce is the most trusted customer relationship management (CRM) platform in today’s world of CRM & ERP. It’s a prime CRM platform that assists businesses in unifying diverse processes like marketing, sales, commerce, and services to provide unparalleled client experiences. So, are you a Salesforce user and haven’t integrated… Read More »
In this blog, we will discuss how a user can Promote AR-Invoice to various ledger accounts using Distribution Code from Salesforce to Sage 300 Cloud ERP using GUMU™ Integration from Salesforce Classic Version. Before we start with the process let’s discuss Distribution Code in General:- About Distribution Codes: A distribution code is a name for… Read More »