In the rapidly evolving digital landscape, customer expectations continue to reach new heights. Businesses are constantly searching for smarter, faster, and more personal ways to connect with their audience—and that’s where WhatsApp integration comes in.
Sage 300 ERP is a flexible system that can be enhanced with various add-ons, including 3-way PO matching, Audit Document, Document nnumbering, TDS, Auto BR and several others to fit unique business needs. We’ve just built a new addon WhatsApp Integration, making it easier than ever to connect with customers right from your ERP. The featuer of this new addon is the customers and vendors will receive a WhatsApp notification along with the relevant attachment, ensuring that communication is prompt and efficient.
New stuff : Introduction to Digital Signature Addon in Sage300 ERP
The WhatsApp integration is a complete add-on that allows users to send messages and a copy of documents consisting of predefined details to the appropriate vendor/customer via WhatsApp only for selected transaction screens that are authorized from WhatsApp Notification Assignment screens.
Please refer below screenshot.
WhatsApp integration module has the following screens:
1) Setup
- Notification Setup
- Notification Assignment
This addon include both Notification setup and Notification Assignment screen. The Setup screen allows user to enter required message for Standard, Due Date and Post-Due Date notifications for all transaction types. And notification Assignment screen is used to select transaction screens for which user wish to send notifications and other details via WhatsApp. Once the transaction is created, the user can click the WhatsApp button, and a copy of the transaction notification will be sent directly to the vendor or customer after the document is posted.
Kindly refer to the WhatsApp notification output below.
Since WhatsApp notifications are automatically generated by the system, the risk of human error, such as sending incorrect documents or updating the wrong status, is significantly reduced. This integration ensures that customers and suppliers receive accurate and up-to-date information regarding their orders, payments, and deliveries without the need for manual input.
Greytrix – a globally recognized and one of the oldest Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customization, data migration, system integration’s, third party add-on development and implementation competence.
Greytrix offers unique GUMU™ integrated solutions of Sage 300 with Sage CRM, Salesforce.com, Dynamics 365 CRM and MagentoeCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration services for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integration’s using Data and web services to Sage business partners, end users and Sage PSG worldwide. Greytrix offers 20+ addons for Sage 300 to enhance productivity such as GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill of Lading and VAT for Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with easy implementation package.
For more details on Sage 300 and Sage 300c Services, please contact us at accpac@greytrix.com, We will like to hear from you.
