In our previous blog Real-time details in GUMU Sage 300 ERP Integration for Salesforce we had seen how you can access the real-time Customer details. This blog will help you guide in viewing the real-time Sales Order for a Customer.
Below are the steps-
– > Navigate to the real-time details page for a Customer. Refer above mentioned blog.
– > Click on Sales Order tab.
Sales Order tab
The Sales Order page will display all the Orders associated with the Customer.
– > Click on an Order No link
Sales Order Associated with customer
The page displays real-time details of the Sales Order selected along with the line items.
Real time details of the sales order
Order Information panel provides with all the general information of Order- the Customer Name for whom the Order has been created, Created Date, Terms Code, Ship Via Code Description, Order Incl. Tax Total, Order Discount Amount etc.
Detail Line Item panel consists of all the products added in the Order. Each Product line has a link to display the product information.
About Us
Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customization’s, data migration, system integrations, third-party add-on development and implementation expertise.
Greytrix has some unique solutions for Cloud CRM such as Salesforce integration with Sage X3, Sage 100 and Sage 300. We also offer best-in-class Cloud CRM Salesforce customization and development services to business partners and end users. Greytrix has some unique solutions for On-Premise CRM such as Sage CRM integration with Sage X3, Sage 100, Sage 300, Sage Intacct and Sage 50. We also offer best-in-class On-Premise Sage CRM customization and development services to business partners and end users.
For more information, please contact us at salesforce@greytrix.com. We will be glad to assist you.
Related Posts