Sales site selection on Quote/Order for a Customer – GUMU™ for Sage CRM – Sage X3

By | December 1, 2017
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In our previous blog, we discussed about troubleshooting steps for length exceed issue while promoting customer.

New Stuff: Pre– Requisites for installing GUMU for sage CRM- Sage ERP X3

Today in this blog, we will discuss about Sites functionality in Sage X3 – Sage CRM Integration using GUMU™.

  1. We bring all the Sites from Sage X3 to Sage CRM for a selected folder at once using Synchronize Dropdown functionality of GUMU Integration.
  2. While creating Order/Quote in Sage CRM, we have added 2 SSA fields on Sage CRM quote and order summary which display list of sites for selection.
  3. Once quote/order header information is saved in Sage CRM, later while adding line items for a quote or order products get filtered based on the site. OR even if user select the product which is non-existent to site then accordingly GUMU throws the validation message.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes add-ons like  Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.