{"id":5732,"date":"2020-08-13T11:41:13","date_gmt":"2020-08-13T11:41:13","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=5732"},"modified":"2023-01-16T09:02:32","modified_gmt":"2023-01-16T09:02:32","slug":"gumu-features-experience-real-time-product-inquiry-in-salesforce-sage-300-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/08\/13\/gumu-features-experience-real-time-product-inquiry-in-salesforce-sage-300-integration\/","title":{"rendered":"GUMU&#x2122; Features \u2013 Experience Real-time Product Inquiry in Salesforce \u2013 Sage 300 Integration"},"content":{"rendered":"\n<p>Our Product&nbsp;<a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/gumu-300-salesforce-integration\" target=\"_blank\">GUMU&#x2122; Integration<\/a>&nbsp;offers a real-time bi-directional link which syncs data from Salesforce to Sage ERP and vice versa. In this blog, we will be discussing a <strong><em>newly introduced feature<\/em><\/strong> coming to the GUMU&#x2122; integration. This feature will allow users to view <strong><em>Real-Time Information<\/em><\/strong> of Product which can be experienced when a Sales Rep creates and add\/update products to its Sales Orders in Salesforce using <a href=\"https:\/\/gumu.greytrix.com\/\" target=\"_blank\" rel=\"noopener\">GUMU&#x2122; application<\/a>. <\/p>\n\n\n\n<p><em>Now we shall understand how a user can view real time product information of Sage 300 ERP. Kindly refer the steps mentioned below:<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Firstly, login to Salesforce<\/li><li>Secondly, navigate to <strong>&#8220;App Launcher&#8221;<\/strong> and select <strong>&#8220;GUMU Integration&#8221;<\/strong> from App list.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/08\/1_GUMUIntegration.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\/2020\/08\/1_GUMUIntegration.png\" alt=\"GUMU Integration App\"><\/a><\/center>\n<font size=\"2\"><center><i>GUMU Integration App<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Thirdly, fill the required information seen on <strong><em>&#8220;Order Information&#8221;<\/em><\/strong> and <strong><em>&#8220;ERP Information&#8221;<\/em><\/strong> tab.<\/li><li>In short, click on <strong><em>&#8220;Add Product&#8221;<\/em><\/strong> button which is on the <strong><em>&#8220;Order Line&#8221;<\/em><\/strong> tab.  Fill the required information seen on <strong><em>&#8220;Order Information&#8221;<\/em><\/strong> and <strong><em>&#8220;ERP Information&#8221;<\/em><\/strong> tab.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/08\/2_AddProductButton.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\/2020\/08\/2_AddProductButton.png\" alt=\"Add Product Button On Sales Order\"><\/a><\/center>\n<font size=\"2\"><center><i>Add Product Button On Sales Order<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Firstly, user needs to select the <strong><em>&#8220;Product Code&#8221;<\/em><\/strong> from the lookup.<\/li><li>Secondly, after Selecting the Product Code, GUMU&#x2122; will fetch the real-time inquiry of that respective Product from Sage 300.<\/li><li>Thirdly, to see the details for the Product expand the \u201c<strong><em>Product Inquiry<\/em><\/strong>\u201d section as shown in the below screenshot.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/08\/3_AddProductScreen.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\/2020\/08\/3_AddProductScreen.png\" alt=\"Product Inquiry Section on Add Product\"><\/a><\/center>\n<font size=\"2\"><center><i>Product Inquiry Section on Add Product<\/i><\/center><\/font>\n\n\n\n<h4 class=\"wp-block-heading\"><strong><em><span style=\"text-decoration: underline;\">Sage 300 Data Verification<\/span><\/em><\/strong><\/h4>\n\n\n\n<p>For instance, to verify the information at Sage 300 ERP end, follow the below steps:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Open Sage 300 ERP system.<\/li><li>Click on \u201c<strong>Inventory Control<\/strong>\u201d Module and expand it.<\/li><li>Click on \u201c<strong>I\/C Items and Price List<\/strong>\u201d and Click on \u201c<strong>Location Details<\/strong>\u201d<\/li><li>Select Item from the Item Number Lookup as per your preference.<\/li><li>You can see the Product information like&nbsp;<strong><em>On Hand, On Purchase Order, On Sales Order etc.<\/em><\/strong>&nbsp;on various warehouses under \u201cQuantity\u201d section.  <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/08\/4_ERPProductDetail.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\/2020\/08\/4_ERPProductDetail.png\" alt=\"ERP Inventory Information\"><\/a><\/center>\n<font size=\"2\"><center><i>ERP Inventory Information<\/i><\/center><\/font>\n\n\n\n<p>This way, the user can get Real-time Product\ninquiry from Sage 300 system while adding\/updating line item on GUMU&#x2122; Sales\nOrder screen for better decision making.<\/p>\n\n\n\n<p>We hope you may find this blog resourceful and helpful. If you still have concerns and need more help, please contact us at&nbsp;<a href=\"mailto:salesforce@greytrix.com\">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\"><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2017\/05\/03\/gumu-feature-promote-sales-order-from-salesforce-to-sage-300-erp\/\">GUMU&#x2122; Features \u2013 Promote sales order from SF to sage 300 ERP<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/02\/18\/gumu-features-add-on-for-promoting-salesforce-orders-as-a-purchase-order-to-sage-300-using-lightning-version\/\">GUMU Add-On \u2013 Promoting Salesforce Order as a Purchase order to Sage 300<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/01\/14\/gumu-features-add-on-promoting-salesforce-account-as-a-vendor-to-sage-300\/\">GUMU&#x2122; Features \u2013  Add-On \u2013 Promoting Salesforce Account as a Vendor to Sage 300<\/a><\/li><\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Our Product&nbsp;GUMU&#x2122; Integration&nbsp;offers a real-time bi-directional link which syncs data from Salesforce to Sage ERP and vice versa. In this blog, we will be discussing a newly introduced feature coming to the GUMU&#x2122; integration. This feature will allow users to view Real-Time Information of Product which can be experienced when a Sales Rep creates and\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/08\/13\/gumu-features-experience-real-time-product-inquiry-in-salesforce-sage-300-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":[2],"tags":[164,788,185,189,791,934,954,362,672,669,366,714,378,790,402,676,425,735],"class_list":["post-5732","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-gumusfsage300","tag-gumu-lightning-inter-face","tag-integrate-salesforce-with-sage-300","tag-integrate-sfdc-and-sage-300","tag-integrations","tag-product-inquiry","tag-product-inquiry-300","tag-sage300","tag-sage300-salesforce","tag-sage300-sf","tag-sales-order","tag-sales-order-screen","tag-salesforce-and-sage-300-integration","tag-salesforce-and-sage-300-integrations","tag-salesforce-integration-with-sage-300","tag-salesforce-lightning-sage300-integration","tag-salesforce-with-sage-300-integration","tag-salesforce-sage300c"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5732","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=5732"}],"version-history":[{"count":7,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5732\/revisions"}],"predecessor-version":[{"id":7041,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5732\/revisions\/7041"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=5732"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=5732"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=5732"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}