{"id":5951,"date":"2021-01-13T05:26:12","date_gmt":"2021-01-13T05:26:12","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=5951"},"modified":"2021-01-13T05:30:48","modified_gmt":"2021-01-13T05:30:48","slug":"promote-quote-from-salesforce-sage-100-integration-using-gumu-lightning-version","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/01\/13\/promote-quote-from-salesforce-sage-100-integration-using-gumu-lightning-version\/","title":{"rendered":"Promote Quote from Salesforce \u2013 Sage 100 Integration using GUMU&#x2122; lightning version"},"content":{"rendered":"\n<p>In this blog, we will discuss how the user can promote a Quote from <a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/product\/sage-100-erp\/gumu-100-salesforce-integration\" target=\"_blank\">Salesforce to Sage 100 ERP<\/a> by using GUMU&#x2122;. Mentioned below are the steps that needs to be followed in order to create Quote from Opportunity Layout.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Quote Creation in Salesforce<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\"><li>Login to Salesforce.<\/li><li>Navigate to \u201c<strong>App launcher<\/strong>\u201d.<\/li><li>Search for \u201c<strong>Opportunity<\/strong>\u201d and select the opportunity for which the Quote has to be created.<\/li><li>After that, click on the \u201c<strong>New Quote<\/strong>\u201d button as shown in the below image.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/01\/1_New-Quote.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\/2021\/01\/1_New-Quote.png\" alt=\"New Quote in SF\"><\/a><\/center>\n<font size=\"2\"><center><i>New Quote in SF<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>After that, clicking on \u201c<strong>New Quote<\/strong>\u201d button, a page will open where you need to add necessary information. And click on \u201c<strong>Save<\/strong>\u201d button.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/01\/2_Create-Quote.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\/2021\/01\/2_Create-Quote.png\" alt=\"New Quote Information\"><\/a><\/center>\n<font size=\"2\"><center><i>New Quote Information<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Similarly, navigate to Quote screen by clicking on Quote number and click on \u201c<strong>New ERP Product<\/strong>\u201d button. In other words, this will allow you to add line items to the Quote layout (as shown in the below image).<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/01\/3_New-ERP-Product.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\/2021\/01\/3_New-ERP-Product.png\" alt=\"New ERP Product on Quote\"><\/a><\/center>\n<font size=\"2\"><center><i>New ERP Product on Quote<\/i><\/center><\/font>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/01\/4_Add-Product.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\/2021\/01\/4_Add-Product.png\" alt=\"Custom GUMU Add Product Screen\"><\/a><\/center>\n<font size=\"2\"><center><i>Custom GUMU Add Product Screen<\/i><\/center><\/font>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><span style=\"text-decoration: underline;\"><em><strong>Note<\/strong>:<\/em><\/span> While adding product to the Quote in Salesforce, we populate pricing for the selected product on the real time basis from Sage 100 ERP<\/p><\/blockquote>\n\n\n\n<ul class=\"wp-block-list\"><li>In conclusion, after adding all the required information, click on \u201c<strong>Promote Quote<\/strong>\u201d button (as shown in the below image).<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/01\/5_Promote-Quote-button.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\/2021\/01\/5_Promote-Quote-button.png\" alt=\"Promote Quote Button\"><\/a><\/center>\n<font size=\"2\"><center><i>Promote Quote Button<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>For instance, clicking on \u201c<strong>Promote<\/strong>\u201d button, will push the Quote successfully to Sage 100 ERP system.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/01\/6_Quote-Promoted.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\/2021\/01\/6_Quote-Promoted.png\" alt=\"Promoted Quote\"><\/a><\/center>\n<font size=\"2\"><center><i>Promoted Quote<\/i><\/center><\/font>\n\n\n\n<h4 class=\"wp-block-heading\">Promoted <strong>Quote in Sage<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\"><li>Once the Quote is promoted to Sage 100, you can view the Quote record under Sales Order module of Sage 100 system. (For more clarification refer the below image)<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/01\/7_Sage-100-Quote.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\/2021\/01\/7_Sage-100-Quote.png\" alt=\"Promoted Quote in Sage 100\"><\/a><\/center>\n<font size=\"2\"><center><i>Promoted Quote in Sage 100<\/i><\/center><\/font>\n\n\n\n<p>Following above steps Quote data can transfer to Sage ERP system easily. If you still have queries or any related problem, do not hesitate to contact us on&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 rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/07\/09\/promote-salesforce-account-to-sage-100-customer-using-gumu-lightning-version\/\" target=\"_blank\">Promote Salesforce Account to Sage 100 Customer using GUMU&#x2122; lightning version<\/a><\/li><li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/16\/gumu-features-real-time-pricing-from-sage-100-explained\/\" target=\"_blank\">GUMU&#x2122; Features \u2013 Real-time Pricing from Sage 100 explained<\/a><\/li><li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/09\/promote-sales-order-from-sf-to-sage-100-erp-through-gumu-using-salesforce-lightning-components\/\" target=\"_blank\">Promote Sales Order from SF to Sage 100 ERP through GUMU&#x2122; using Salesforce Lightning Components<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In this blog, we will discuss how the user can promote a Quote from Salesforce to Sage 100 ERP by using GUMU&#x2122;. Mentioned below are the steps that needs to be followed in order to create Quote from Opportunity Layout. Quote Creation in Salesforce Login to Salesforce. Navigate to \u201cApp launcher\u201d. Search for \u201cOpportunity\u201d and\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/01\/13\/promote-quote-from-salesforce-sage-100-integration-using-gumu-lightning-version\/\">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":[1041,700,162,163,678,184,188,1043,1042,707,291,815,293,319,745,321,739,359,360,361,377,744,738,743,401,679,681,680,819,716,424,430],"class_list":["post-5951","post","type-post","status-publish","format-standard","hentry","category-gumu-features","category-gumu-salesforce","tag-100-quote-promote","tag-gumu-lightning","tag-gumusfsage100","tag-gumusfsage100erp","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-100","tag-integrate-sfdc-and-sage-100","tag-promote-quote-100","tag-promote-quote-sage-100","tag-promote-quotes-to-sage-100-erp","tag-quote","tag-quote-promote","tag-quotes","tag-sage-100","tag-sage-100-connector-with-salesforce","tag-sage-100-erp","tag-sage-erp-connector-with-salesforce","tag-sage100","tag-sage100-salesforce","tag-sage100-sf","tag-salesforce-and-sage-100-integration","tag-salesforce-connector-for-sage-100","tag-salesforce-connector-for-sage-erp","tag-salesforce-connector-with-sage-erp","tag-salesforce-integration-with-sage-100","tag-salesforce-lightning-and-sage-100-integration","tag-salesforce-lightning-integration-with-sage-100","tag-salesforce-lightning-sage100-integration","tag-salesforce-quote-creation","tag-salesforce-sage-integration","tag-salesforce-with-sage-100-integration","tag-salesforce-sage100"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5951","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=5951"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5951\/revisions"}],"predecessor-version":[{"id":5961,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5951\/revisions\/5961"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=5951"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=5951"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=5951"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}