{"id":6915,"date":"2022-11-24T05:19:56","date_gmt":"2022-11-24T05:19:56","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=6915"},"modified":"2022-11-24T05:19:58","modified_gmt":"2022-11-24T05:19:58","slug":"quote-to-order-conversion-on-a-single-button-click-in-salesforce-with-gumu","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2022\/11\/24\/quote-to-order-conversion-on-a-single-button-click-in-salesforce-with-gumu\/","title":{"rendered":"Quote To Order Conversion on a Single button click in Salesforce with GUMU&#x2122;"},"content":{"rendered":"\n<p>In this blog, we will discuss the Quote to Order feature in Lightning using GUMU&#x2122;. This feature is introduced mainly to reduce extra efforts required to create Sales Order but also to remove manual\/typo errors that could be encountered.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong><em><span style=\"text-decoration: underline;\">Quote To Order<\/span><\/em><\/strong><\/h4>\n\n\n\n<p>To use the Quote to Order flow on a button click follow the below steps:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>After creating a Quote against a particular Opportunity of a particular Account, Click on the Generate Order button to Create an Order. Refer to the image below<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/11\/1.Generate-Order-Button.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\/2022\/11\/1.Generate-Order-Button.jpg\" alt=\"Generate Order Button\"><\/a><\/center>\n<font size=\"2\"><center><i>Generate Order Button <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>If you haven\u2019t added Quote Line Items for the respective Quote you will get the following Screen.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/11\/5.Validation.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\/2022\/11\/5.Validation.jpg\" alt=\"Quote line items not added\"><\/a><\/center>\n<font size=\"2\"><center><i>Quote line items not added <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>If you had already added the Quote line Items you wouldn\u2019t get the above Screen and the Order will be created in Salesforce. Once the Order is generated Successfully in Salesforce you will get the below Screen.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/11\/3.Order-Generated-Success.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\/2022\/11\/3.Order-Generated-Success.jpg\" alt=\"Quote To Order Generated Successfully\"><\/a><\/center>\n<font size=\"2\"><center><i>Order Generated Successfully <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>After the <strong>Order is Created Successfully<\/strong> from the Quote and if the user tries to create another order from the same Quote, they won\u2019t be able to and will see the below screen.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/11\/2.Order-Already-Gnerated-Validation.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\/2022\/11\/2.Order-Already-Gnerated-Validation.jpg\" alt=\"Order Already Generated for this Quote\"><\/a><\/center>\n<font size=\"2\"><center><i>Order Already Generated for this Quote <\/i><\/center><\/font>\n\n\n\n<p>Using the steps, you can do <strong>Quote to Order<\/strong> conversion in Salesforce through GUMU&#x2122; Integration. More details about the Product are available on <a href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\" target=\"_blank\" rel=\"noreferrer noopener\">our website<\/a> and <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?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\">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\/2019\/07\/09\/promote-salesforce-account-to-sage-100-customer-using-gumu-lightning-version\/\" target=\"_blank\" rel=\"noreferrer noopener\">Promote Salesforce Account to Sage 100 Customer using GUMU&#x2122; lightning version<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/16\/gumu-features-real-time-pricing-from-sage-100-explained\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Features \u2013 Real-time Pricing from Sage 100 explained<\/a><\/li><li><a 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\" rel=\"noreferrer noopener\">Promote Sales Order from SF to Sage 100 ERP through GUMU&#x2122; using Salesforce Lightning Components<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2017\/05\/03\/gumu-feature-promote-sales-order-from-salesforce-to-sage-300-erp\/\" target=\"_blank\" rel=\"noreferrer noopener\">Promote Sales Order from Salesforce to Sage 300 ERP<\/a><\/li><\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this blog, we will discuss the Quote to Order feature in Lightning using GUMU&#x2122;. This feature is introduced mainly to reduce extra efforts required to create Sales Order but also to remove manual\/typo errors that could be encountered. Quote To Order To use the Quote to Order flow on a button click follow the\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2022\/11\/24\/quote-to-order-conversion-on-a-single-button-click-in-salesforce-with-gumu\/\">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":[956,2,957],"tags":[1348,159,162,163,164,165,166,169,1299,1298,678,184,185,186,1300,187,188,189,815,294,295,745,741,736,739,1301,1308,747,359,360,361,730,732,731,363,364,367,370,372,1302,374,377,378,744,740,738,1307,746,743,389,400,401,402,737,679,671,1305,683,681,673,733,1306,687,1304,680,686,684,424,425,734,430,735,454,458,461,462,1303,463],"class_list":["post-6915","post","type-post","status-publish","format-standard","hentry","category-gumu-features","category-gumu-salesforce","category-gumu-tricks-tips","tag-alesforce-sage-integration","tag-gumu-sf-integration","tag-gumusfsage100","tag-gumusfsage100erp","tag-gumusfsage300","tag-gumusfsage300erp","tag-gumusfsageem","tag-gumusfsageerpx3","tag-gumusfsageintacct","tag-gumusfsageintaccterp","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-100","tag-integrate-salesforce-with-sage-300","tag-integrate-salesforce-with-sage-em","tag-integrate-salesforce-with-sage-intacct","tag-integrate-salesforce-with-sage-x3","tag-integrate-sfdc-and-sage-100","tag-integrate-sfdc-and-sage-300","tag-quote-promote","tag-quotes-to-order-conversion","tag-quotes-to-sales-order-conversion","tag-sage-100-connector-with-salesforce","tag-sage-300-connector-with-salesforce","tag-sage-300c-erp","tag-sage-erp-connector-with-salesforce","tag-sage-intacct","tag-sage-intacct-connector-with-salesforce","tag-sage-x3-connector-with-salesforce","tag-sage100","tag-sage100-salesforce","tag-sage100-sf","tag-sage300c","tag-sage300c-salesforce","tag-sage300c-sf","tag-sageem","tag-sagex3","tag-salesforce","tag-salesforce-sage-300","tag-salesforce-sage-em","tag-salesforce-sage-intacct","tag-salesforce-sage-x3","tag-salesforce-and-sage-100-integration","tag-salesforce-and-sage-300-integration","tag-salesforce-connector-for-sage-100","tag-salesforce-connector-for-sage-300","tag-salesforce-connector-for-sage-erp","tag-salesforce-connector-for-sage-intacct","tag-salesforce-connector-for-sage-x3","tag-salesforce-connector-with-sage-erp","tag-salesforce-crm-integration-for-sage-erp","tag-salesforce-integration-with-sage","tag-salesforce-integration-with-sage-100","tag-salesforce-integration-with-sage-300","tag-salesforce-lightning-sage300c-integration","tag-salesforce-lightning-and-sage-100-integration","tag-salesforce-lightning-and-sage-300-integration","tag-salesforce-lightning-and-sage-intacct-integration","tag-salesforce-lightning-and-sagex3-integration","tag-salesforce-lightning-integration-with-sage-100","tag-salesforce-lightning-integration-with-sage-300","tag-salesforce-lightning-integration-with-sage-300c","tag-salesforce-lightning-integration-with-sage-intacct","tag-salesforce-lightning-integration-with-sagex3","tag-salesforce-lightning-sage-intacct-integration","tag-salesforce-lightning-sage100-integration","tag-salesforce-lightning-sage300-integration-2","tag-salesforce-lightning-sagex3-integration","tag-salesforce-with-sage-100-integration","tag-salesforce-with-sage-300-integration","tag-salesforce-with-sage-300c-integration","tag-salesforce-sage100","tag-salesforce-sage300c","tag-sfdc-sage-300","tag-sfdc-integration-with-sage-300","tag-sfdc-with-sage-300-integration","tag-sfdc-with-sage-em-integration","tag-sfdc-with-sage-intacct-integration","tag-sfdc-with-sage-x3-integration"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/6915","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=6915"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/6915\/revisions"}],"predecessor-version":[{"id":6935,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/6915\/revisions\/6935"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=6915"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=6915"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=6915"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}