{"id":6254,"date":"2021-07-22T11:47:00","date_gmt":"2021-07-22T11:47:00","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=6254"},"modified":"2021-07-21T11:49:06","modified_gmt":"2021-07-21T11:49:06","slug":"gumu-features-experience-real-time-product-inquiry-in-salesforce-sage-x3-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/07\/22\/gumu-features-experience-real-time-product-inquiry-in-salesforce-sage-x3-integration\/","title":{"rendered":"GUMU&#x2122; Features \u2013 Experience Real-time Product Inquiry in Salesforce \u2013 Sage X3 Integration"},"content":{"rendered":"\n<p>In this blog, we will discuss on a newly introduced feature coming to the <a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\" data-type=\"URL\" data-id=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\" target=\"_blank\">GUMU&#x2122; Integration<\/a>. This feature will provide user the ability to view Real-Time Information of product while adding\/updating line item on GUMU&#x2122; sales order screen.<\/p>\n\n\n\n<p><em>Kindly follow the steps mentioned in the blog to get Real-time pricing from Sage X3 system. <\/em><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2018\/07\/02\/real-time-pricing-for-sage-em-sales-order-in-gumu\/\" target=\"_blank\" data-type=\"URL\" data-id=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2018\/07\/02\/real-time-pricing-for-sage-em-sales-order-in-gumu\/\"><em>Blog link here<\/em><\/a><em>.<\/em><\/p>\n\n\n\n<p>Below are the steps that needs to be performed in order to view Real-Time Product information of Sage X3\u00a0ERP:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Login to Salesforce<\/li><li>Navigate to \u201d<strong>App Launcher<\/strong>\u201d and select \u201c<strong>GUMU Integration<\/strong>\u201d from app list and go to Sales Order Tab and press &#8220;New&#8221;.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/07\/1.-GUMU-Sales-Order-Tab.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\/07\/1.-GUMU-Sales-Order-Tab.png\" alt=\"GUMU Sales Order Tab\"><\/a><\/center>\n<font size=\"2\"><center><i>GUMU Sales Order Tab<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Firstly, fill all the required information present under \u201c<strong>Order Information<\/strong>\u201d and \u201c<strong>ERP Information<\/strong>\u201d tab.<\/li><li>Secondly, click on \u201c<strong>Add Product<\/strong>\u201d button which is present under the \u201c<strong>Order Line<\/strong>\u201d tab.(as shown in below image)<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/07\/2.-GUMU-SO-Add-Product-Tab.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\/07\/2.-GUMU-SO-Add-Product-Tab.png\" alt=\"GUMU SO Add Product Tab\"><\/a><\/center>\n<font size=\"2\"><center><i>GUMU SO Add Product Tab<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Once on the screen, user needs to select the \u201c<strong><em>Product Code<\/em><\/strong>\u201d from the lookup.<\/li><li>Thirdly, after selecting the Product Code, GUMU&#x2122; will fetch the real-time inquiry of that respective Product from Sage X3.<\/li><li>Finally, 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\/2021\/07\/3.-New-GUMU-Product-Inquiry.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\/07\/3.-New-GUMU-Product-Inquiry.png\" alt=\"New GUMU Product Inquiry Section\"><\/a><\/center>\n<font size=\"2\"><center><i>New GUMU Product Inquiry Section<\/i><\/center><\/font>\n\n\n\n<h4 class=\"wp-block-heading\"><strong><em><span style=\"text-decoration: underline;\">Sage X3 Data Verification<\/span><\/em><\/strong><\/h4>\n\n\n\n<p>For instance, to verify the information at Sage X3 ERP end, follow the below steps: <\/p>\n\n\n\n<ul class=\"wp-block-list\" id=\"block-4f52ef3b-9b21-4b9f-a4ed-45f5a3bbffcf\"><li>From the Stock menu, select the <strong><em>Inquiry<\/em><\/strong> option.<\/li><li>In that menu you will see the &#8220;Stock by Site&#8221; option, wherein once you select specific product you will see related information like <strong><em>On Hand, On Purchase Order, On Order etc.<\/em><\/strong> at various Sites.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/07\/4.-Sage-X3-Stock-by-Site.jpg\" 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\/07\/4.-Sage-X3-Stock-by-Site.jpg\" alt=\"Sage X3 - Stock by Site\"><\/a><\/center>\n<font size=\"2\"><center><i>Sage X3 &#8211; Stock by Site<\/i><\/center><\/font>\n\n\n\n<p>This way, the user can get Real-time Product inquiry from Sage X3 system while adding\/updating line item on GUMU&#x2122; Sales Order 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\u00a0<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\/2021\/03\/12\/promoting-shipping-address-as-default-address-from-sf-com-to-sage-x3-using-gumu-lightning-components\/\" data-type=\"URL\" data-id=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/03\/12\/promoting-shipping-address-as-default-address-from-sf-com-to-sage-x3-using-gumu-lightning-components\/\" target=\"_blank\" rel=\"noreferrer noopener\">Promoting Shipping Address as Default Address from SF.com to Sage X3 using GUMU Lightning components<\/a><\/li><li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/24\/promote-salesforce-account-to-sage-x3-customer-using-gumu-lightning-version\/\" target=\"_blank\">Promote Salesforce Account to Sage X3 Customer using GUMU&#x2122; lightning version<\/a><\/li><li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/07\/22\/gumu-salesforce-tricks-tips-promoting-billing-address-from-sf-com-to-sage-x3-using-gumu-lightning-components\/\" target=\"_blank\">GUMU&#x2122; Salesforce Tricks &amp; Tips \u2013 Promoting Billing Address from SF.com to Sage X3 using GUMU Lightning components<\/a><\/li><li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/12\/24\/promote-sales-order-from-sf-to-sage-x3-erp-through-gumu-using-salesforce-lightning-components\/\" target=\"_blank\">Promote Sales Order from SF to Sage X3 ERP through GUMU&#x2122; using Salesforce Lightning Components<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In this blog, we will discuss on a newly introduced feature coming to the GUMU&#x2122; Integration. This feature will provide user the ability to view Real-Time Information of product while adding\/updating line item on GUMU&#x2122; sales order screen. Kindly follow the steps mentioned in the blog to get Real-time pricing from Sage X3 system. Blog\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/07\/22\/gumu-features-experience-real-time-product-inquiry-in-salesforce-sage-x3-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":[159,166,169,678,186,187,1017,934,1176,937,739,747,363,364,367,372,374,738,746,400,683,687,684,716,462,463],"class_list":["post-6254","post","type-post","status-publish","format-standard","hentry","category-gumu-features","category-gumu-salesforce","tag-gumu-sf-integration","tag-gumusfsageem","tag-gumusfsageerpx3","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-em","tag-integrate-salesforce-with-sage-x3","tag-order-product-information","tag-product-inquiry","tag-product-inquiry-x3","tag-product-inquiry-2","tag-sage-erp-connector-with-salesforce","tag-sage-x3-connector-with-salesforce","tag-sageem","tag-sagex3","tag-salesforce","tag-salesforce-sage-em","tag-salesforce-sage-x3","tag-salesforce-connector-for-sage-erp","tag-salesforce-connector-for-sage-x3","tag-salesforce-integration-with-sage","tag-salesforce-lightning-and-sagex3-integration","tag-salesforce-lightning-integration-with-sagex3","tag-salesforce-lightning-sagex3-integration","tag-salesforce-sage-integration","tag-sfdc-with-sage-em-integration","tag-sfdc-with-sage-x3-integration"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/6254","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=6254"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/6254\/revisions"}],"predecessor-version":[{"id":6262,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/6254\/revisions\/6262"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=6254"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=6254"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=6254"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}