In our previous blog, we have displayed Posted Payments and Advance Payment data on real time basis in Sage CRM directly from Sage Intacct.
New Stuff: GUMU™ for Sage Intacct – Sage CRM Integration: Sage CRM Side Configuration
Today, we will discuss about how users can promote orders from Sage CRM to Sage Intacct using GUMU™ Integration.
- Select Customer for which you want to create order.
- Click on New Order for that customer.
3. Save the order header information.
4. Click on the Add New Line Item button to add the line item.
5. Click on the Sage Intacct Lookup link to select line item. This page displays information on real time basis directly from the Sage Intacct.
6. Once line item is selected, it will load Base price of that product accordingly.
7. Once line item is added, user will be able to see Promote button in action menu button list.
8. User can click on that button to promote that order from Sage CRM to Sage Intacct.
9. Once order is promoted, user cannot edit that order from Sage CRM. User can then keep track on that promoted order from the Order Inquiry tab.
About Us
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 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 a wide product range for Sage Intacct – a Sage Business Cloud Solution. This includes migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce. We also offer best-in-class Sage Intacct Development Services, Consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide. Greytrix constantly develops apps, products and addons to enhance user experience. Sage Intacct addons include Sales Commission, AR Lockbox File Processing and Sage CRM integration. Greytrix GUMU™ integration for Sage CRM – Sage Intacct is listed on Sage Intacct Marketplace.
For more information on Sage Business Cloud Services, please contact us at sagecloud@greytrix.com. We will like to hear from you.