{"id":8920,"date":"2024-08-26T04:03:40","date_gmt":"2024-08-26T04:03:40","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=8920"},"modified":"2024-08-27T09:52:53","modified_gmt":"2024-08-27T09:52:53","slug":"gumu-feature-experience-real-time-product-inquiry-on-quote-line-item-in-salesforce-sage-100-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2024\/08\/26\/gumu-feature-experience-real-time-product-inquiry-on-quote-line-item-in-salesforce-sage-100-integration\/","title":{"rendered":"GUMU&#x2122; Feature: Experience Real-time Product Inquiry on Quote Line Item in Salesforce &#8211; Sage 100 Integration"},"content":{"rendered":"\n<p>In this blog, we&#8217;ll discuss the new feature in the GUMU&#x2122; Integration, Real-time Product Inquiry on Quote Line which allows users to view real-time product information while adding or updating line items on the Quote Line Item screen in Salesforce. Follow the steps below to get real-time pricing from the Sage 100 system.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-vivid-red-color has-text-color has-link-color wp-elements-f80a765ab5d2eef7816038ca02b9c5f7\"><strong>Real-time Product Inquiry on Quote Line<\/strong><\/h2>\n\n\n\n<p>Kindly follow the steps mentioned in the blog to get Real-time pricing from Sage 100 system.&nbsp;<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\">Blog link here<\/a>. Below are the steps that needs to be performed in order to view Real-Time Product information of Sage 100&nbsp;ERP:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Login to Salesforce.<\/li>\n\n\n\n<li>Navigate to the App Launcher and select &#8220;GUMU&#x2122; Setting&#8221; from the app list. Go to the configuration tab.<\/li>\n\n\n\n<li>Click on the ERP Configuration settings and enable the &#8220;Enable Product Inquiry&#8221; feature.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/08\/1.-Enable-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\/2024\/08\/1.-Enable-Product-Inquiry.png\" alt=\"Enable Product Inquiry\"><\/a><\/center><font size=\"2\"><center><i> Enable Product Inquiry <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to the Opportunity tab and create a new Opportunity.<\/li>\n\n\n\n<li>Fill in all the required information under the opportunity and create a new Quote with the necessary fields.<\/li>\n\n\n\n<li>Click on the &#8220;New ERP Product&#8221; button on the Quote tab.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/08\/2.-New-ERP-Product-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\/2024\/08\/2.-New-ERP-Product-button.png\" alt=\"New ERP Product button\"><\/a><\/center><font size=\"2\"><center><i> New ERP Product button <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once on the screen, user needs to select the \u201cProduct Code\u201d from the lookup.<\/li>\n\n\n\n<li>After selecting the Product Code, GUMU&#x2122; will fetch a real-time inquiry of that respective product from Sage 100.<\/li>\n\n\n\n<li>Finally, to verify the details for the Product expand the \u201cProduct Inquiry\u201d section.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/08\/3.-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\/2024\/08\/3.-Product-Inquiry.png\" alt=\"Real-time Product Inquiry on Quote Line Item\"><\/a><\/center><font size=\"2\"><center><i> Product Inquiry on Quote Line Item <\/i><\/center><\/font>\n\n\n\n<h2 class=\"wp-block-heading has-vivid-red-color has-text-color has-link-color wp-elements-8cf8be5ce1147f0f81d315a6e6da8d9c\"><strong>Sage 100 Data Verification<\/strong><\/h2>\n\n\n\n<p>To verify the promoted information in Sage 100 ERP or to view the details showed on the Real-time Product Inquiry on Quote Line Item follow these steps:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open the Inventory Management Module, click on Item Inquiry, and select the item from the Item Code Lookup.<\/li>\n\n\n\n<li>In the &#8220;Quantity&#8221; section, you can see product information such as On Hand, On Purchase Order, On Sales Order, etc., across various warehouses.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/08\/4.-Item-Inquiry-in-Sage-100-ERP.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\/2024\/08\/4.-Item-Inquiry-in-Sage-100-ERP.png\" alt=\"Item Inquiry in Sage 100 ERP\"><\/a><\/center><font size=\"2\"><center><i> Item Inquiry in Sage 100 ERP <\/i><\/center><\/font>\n\n\n\n<p>In this way, the user can get Real-time Product Inquiry on Quote Line Item in Salesforce from Sage 100 system while adding\/updating line item on  Quote Line Item screen for better decision making.<\/p>\n\n\n\n<p>By following the above blog instructions, you will be able to learn <em><strong>\u201c<\/strong><\/em><strong><em>GUMU&#x2122; Feature: Experience Real-time Product Inquiry on Quote Line Item in Salesforce for Sage 100<\/em><\/strong><em><strong>\u201d<\/strong><\/em>. 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>. <\/p>\n\n\n\n<p>More details about the Product are available on <a href=\"https:\/\/www.greytrix.com\/salesforce\/sage-100-integration\/\" target=\"_blank\" data-type=\"link\" data-id=\"https:\/\/www.greytrix.com\/salesforce\/sage-100-integration\/\" 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\" 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","protected":false},"excerpt":{"rendered":"<p>In this blog, we&#8217;ll discuss the new feature in the GUMU&#x2122; Integration, Real-time Product Inquiry on Quote Line which allows users to view real-time product information while adding or updating line items on the Quote Line Item screen in Salesforce. Follow the steps below to get real-time pricing from the Sage 100 system. Real-time Product\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2024\/08\/26\/gumu-feature-experience-real-time-product-inquiry-on-quote-line-item-in-salesforce-sage-100-integration\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":9218,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[956,2],"tags":[162,163,678,184,188,934,1730,940,1731,745,739,359,360,361,377,744,738,743,401,679,681,680,716,424,430],"class_list":["post-8920","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-gumu-features","category-gumu-salesforce","tag-gumusfsage100","tag-gumusfsage100erp","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-100","tag-integrate-sfdc-and-sage-100","tag-product-inquiry","tag-product-inquiry-quote-line-item","tag-product-inquiry-100","tag-sage-100-configuration-application-settings","tag-sage-100-connector-with-salesforce","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-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\/8920","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=8920"}],"version-history":[{"count":9,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/8920\/revisions"}],"predecessor-version":[{"id":9346,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/8920\/revisions\/9346"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media\/9218"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=8920"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=8920"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=8920"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}