Greytrix has released GUMU(TM) for Sage Saleslogix – Sage Pro Integration for Sage Saleslogix version 7.5 and Sage Pro2010. This is a real time bi directional integration between Sage Saleslogix and Sage Pro Integration.
Features:
Multi-Company Integration – GUMU(TM) for Sage Saleslogix – Sage Pro Integration allows you to integrate multiple Sage Pro companies with a single Sage SLX instance. Hence using a single Sage SLX instance you can manage more than one Sage Pro companies.
Sync Dropdowns
Sync Dropdowns feature allows SalesLogix User to sync lookups (i.e. Territory, Location, Sales Persons, and Sales Category etc) from Sage Pro in Saleslogix for Order entry integration purpose. The following lookup fields will be synchronized from Sage Pro in Saleslogix.
a. Territory
b. Location
c. Sales Persons
d. Sales Categories
e. Payment Terms
f. Unit of Measure
g. Transaction Categories
h. Shipping Address
i. Product Family & Products
Sync Customers & Vendors
This will synchronize all/selected Customer/Vendor information from Sage Pro in Saleslogix. It will create new Accounts in Saleslogix if the selected Customers/Vendors do not exist in Saleslogix.
Security Settings
The GUMU makes use of Function Security in Saleslogix by defining roles for each of the feature presented in the integration link. This is basically provided in order to allow/restrict a Saleslogix user to access the integrated information synced from Pro in Saleslogix.
The following roles will be created in Saleslogix to restrict the users from accessing information available in the GUMU tabs.
a. Role to Access Overall Integration link
b. Role to view Customer/Vendor Information
c. Role to edit Customer/Vendor Information in Pro (i.e. real time from SalesLogix)
d. Role to Promote SalesLogix Accounts to Pro Customers/Vendors
e. Role to view Order Inquiry for Pro Customers/Vendors
f. Role to view Transactions of Pro Customers/Vendors
g. Role to Create Orders for Pro Customers
Customer/Vendor Tab
This tab will display Address, Contact, Processing and Invoicing of a particular Customer/Vendor from Sage Pro. If a SalesLogix Account is not synced OR linked with an Sage Pro Customer/Vendor the Customer/Vendor Tab will display the Address and Contact information of that particular Account.
Transactions Tab
The Transaction tab will display the document information for a Customer/Vendor Account in Saleslogix. This tab will be active if the Saleslogix account is synced/linked to a Customer/Vendor in Pro.
The Transaction tab will display document information like Invoices, Debit notes, Credit notes, Payments, Receipts. The following screen will give you a gist of how the Transaction tab will look like for a particular Customer/Vendor Account in Saleslogix.
Orders Tab
The Orders Tab will display the Order information of a Customer/Vendor Account in Saleslogix. This tab will be active if the Saleslogix Account is Synched/Linked to a Customer/Vendor in Pro.
The Orders tab will display information for the following document types i.e. Orders, Bids, and Returns. The following screen will give you a gist of how the Orders tab will look like for a particular Customer/Vendor Account in Saleslogix.
Order Entry Integration
Promote SalesLogix Order to Sage PRO
Order entry integration is one of the major features which will be introduced in our GUMUTM integration link where SalesLogix User would be able to promote Sales Order from SalesLogix in Sage PRO.
For that purpose, the SalesLogix Sales Order Details screen will be modified to have some of the field information (please refer the sections marked in Red Boxes in below screen) which are of vital importance when one promotes Order in Sage PRO.
Once the necessary information is entered on the Sales Order screen in Saleslogix, User can promote the respective Sales Order by clicking on Promote Order option as shown in the below screen.
Once the Order is successfully promoted in Sage Pro, GUMU(TM) updates certain information (i.e.
marked in Red boxes in below screen) back in Saleslogix.
For queries regarding the functionality, please feel free to drop us an email at crm@greytrix.com.