{"id":11641,"date":"2025-10-22T07:39:55","date_gmt":"2025-10-22T07:39:55","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=11641"},"modified":"2025-10-20T07:40:58","modified_gmt":"2025-10-20T07:40:58","slug":"gumu-feature-experience-quick-product-search-on-order-line-items-for-salesforce-intacct-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2025\/10\/22\/gumu-feature-experience-quick-product-search-on-order-line-items-for-salesforce-intacct-integration\/","title":{"rendered":"GUMU&#x2122; Feature: Experience Quick Product Search on Order Line Items for Salesforce \u2013 Intacct\u00a0 integration"},"content":{"rendered":"\n<p>In this blog, we\u2019ll explore the new <strong>Quick Product Search (QPS)<\/strong> feature for <strong>Order Line Items in GUMU&#x2122; Salesforce \u2013 Sage Intacct Integration<\/strong>, designed to make product selection faster and more efficient during order creation.<\/p>\n\n\n\n<p>The <strong>Quick Product Search (QPS)<\/strong> feature enhances productivity by allowing users to find and select products instantly. It provides <strong>real-time product details<\/strong> such as availability, pricing, and description \u2014 improving accuracy, reducing manual effort, and supporting better cross-selling.<\/p>\n\n\n\n<p>This feature not only simplifies navigation through large product catalogs but also improves user experience, reduces training time, and boosts sales efficiency \u2014 making it a valuable tool for businesses handling extensive or complex product inventories.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\">Key Features<\/mark><\/strong><\/h2>\n\n\n\n<p><strong>1. Product Search<\/strong><\/p>\n\n\n\n<p>Users can easily filter products by <strong>product code<\/strong> or <strong>description<\/strong>, helping them navigate extensive product catalogs quickly.<\/p>\n\n\n\n<p><strong>2. Add to Order<\/strong><\/p>\n\n\n\n<p>Once a product is selected, it can be seamlessly added to the <strong>order line item<\/strong>, reducing unnecessary clicks and streamlining the workflow for better efficiency.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\">Steps to Enable and Use Quick Product Search<\/mark><\/strong><\/h2>\n\n\n\n<p><strong>Step 1: Log in to Salesforce<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open Salesforce and go to <strong>App Launcher<\/strong>.<\/li>\n\n\n\n<li>Select <strong>GUMU&#x2122; Settings<\/strong> from the list of apps.<\/li>\n\n\n\n<li>Navigate to the <strong>Configuration<\/strong> tab within the settings.<\/li>\n<\/ul>\n\n\n\n<p><strong>Step 2: ERP Configuration<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the Setup tab, search for <strong>Custom Settings<\/strong>.<\/li>\n\n\n\n<li>Edit the <strong>ERP Configuration<\/strong> settings.<\/li>\n\n\n\n<li>Make sure the <strong>Enable Quick Line Entry<\/strong> checkbox is selected.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/10\/CustomnSetting-1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/10\/CustomnSetting-1.png\" alt=\"Custom Settings\"><\/a><\/center><font size=\"2\"><center><i>Custom Settings<\/i><\/center><\/font>\n\n\n\n<p><strong>Step 3: Create a Sales Order<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to the <strong>Sales Order<\/strong> tab.<\/li>\n\n\n\n<li>Create a new order.<\/li>\n\n\n\n<li>On the <strong>Quick Line Entry<\/strong> screen, the <strong>Quick Product Search Text<\/strong> field will be available for use.<\/li>\n\n\n\n<li>Enter the product details using <strong>Quick Product Search<\/strong> on order line items.<\/li>\n\n\n\n<li>Access detailed product information as needed.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/10\/QPS-2.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/10\/QPS-2.png\" alt=\"Quick Product Search Text\"><\/a><\/center><font size=\"2\"><center><i>Quick Product Search Text<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>All necessary product information including <strong>quantity<\/strong> and <strong>list price<\/strong> is displayed in the <strong>Quick Product Search (QPS)<\/strong> section.<\/li>\n\n\n\n<li>Use the <strong>Add Product<\/strong> button in QPS to include your selected product in the order line items.<\/li>\n\n\n\n<li>Ensure all required fields are filled before adding products to the order lines.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/10\/Add-product-3.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/10\/Add-product-3.png\" alt=\"Add Product Button\"><\/a><\/center><font size=\"2\"><center><i>Add Product Button<\/i><\/center><\/font>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\">Conclusion<\/mark><\/strong><\/h2>\n\n\n\n<p>The <strong>Quick Product Search on Order Line Items<\/strong> feature in <strong>GUMU&#x2122; Salesforce\u2013Intacct Integration<\/strong> simplifies how users find and add products, ensuring faster and more accurate order creation.<br>It minimizes manual effort, improves data consistency, and enhances overall workflow efficiency for sales teams.<\/p>\n\n\n\n<p>By following the above blog instructions, you will be able to learn <strong>\u201c<em>GUMU&#x2122; Feature: Experience Quick Product Search on Order Line Items for Salesforce \u2013 Intacct\u00a0 integration\u201c<\/em><\/strong>. If you still have queries or any related problems, don\u2019t hesitate to contact us at <a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>. More details about our integration product are available on <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-intacct-integration\/\" target=\"_blank\" rel=\"noreferrer noopener\">our website<\/a> and <a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce AppExchange<\/a>.<\/p>\n\n\n\n<p>We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at <a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>.<\/p>\n\n\n\n<p style=\"text-align: justify\"><b>About Us<\/b><\/br>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> \u2013 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.<br><br> Greytrix has some unique solutions for Cloud CRM such as <a href=\"\">Salesforce Sage integration<\/a> for <a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/integration\/\">Sage X3<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-100-integration\/\">Sage 100<\/a> and <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-300-integration\/\">Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Salesforce customization and development services<\/a> along with services such as Salesforce <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/data-migration-support\/\">Data Migration<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Integrated App development<\/a>, 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&#x2122; integration for Sage ERP \u2013 Salesforce is a 5-star rated app listed on <a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<br> The GUMU&#x2122; 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.<br><br> For more information on our Salesforce products and services, contact us at <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\n<p><strong>Related Posts<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2024\/10\/29\/gumu-feature-experience-quick-product-search-on-order-line-items-for-salesforce-sage-x3-integration\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Feature: Experience Quick Product Search on Order Line Items for Salesforce \u2013 Sage X3 Integration<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2024\/09\/27\/quick-product-search-qps-on-order-line-items-in-salesforce\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Feature: Quick Product Search on Order Line Items for Salesforce \u2013 Sage 100 Integration<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/05\/31\/gumu-new-quick-line-entry-salesforce-sage-300-erp-integration\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; \u2013 New Quick Line Entry \u2013 Salesforce-Sage 300 ERP Integration<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In this blog, we\u2019ll explore the new Quick Product Search (QPS) feature for Order Line Items in GUMU&#x2122; Salesforce \u2013 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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2025\/10\/22\/gumu-feature-experience-quick-product-search-on-order-line-items-for-salesforce-intacct-integration\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[956,2],"tags":[2446,70,1600,2442,2441,159,1299,1298,678,1300,1745,739,1301,2439,1308,367,1302,738,1307,2445,2440,400,1305,1306,1304,2443,2444,716],"class_list":["post-11641","post","type-post","status-publish","format-standard","hentry","category-gumu-features","category-gumu-salesforce","tag-add-product-button","tag-custom-settings","tag-erp-configuration","tag-gumu-lightning-interface-2","tag-gumu-salesforce-intacct-integration","tag-gumu-sf-integration","tag-gumusfsageintacct","tag-gumusfsageintaccterp","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-intacct","tag-quick-product-search","tag-sage-erp-connector-with-salesforce","tag-sage-intacct","tag-sage-intacct-connector","tag-sage-intacct-connector-with-salesforce","tag-salesforce","tag-salesforce-sage-intacct","tag-salesforce-connector-for-sage-erp","tag-salesforce-connector-for-sage-intacct","tag-salesforce-efficiency-tools","tag-salesforce-erp-connector","tag-salesforce-integration-with-sage","tag-salesforce-lightning-and-sage-intacct-integration","tag-salesforce-lightning-integration-with-sage-intacct","tag-salesforce-lightning-sage-intacct-integration","tag-salesforce-order-line-items","tag-salesforce-product-search","tag-salesforce-sage-integration"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/11641","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=11641"}],"version-history":[{"count":19,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/11641\/revisions"}],"predecessor-version":[{"id":11722,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/11641\/revisions\/11722"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=11641"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=11641"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=11641"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}