Our Product GUMU™ Integration offers a real-time bi-directional link which syncs data from Salesforce to Sage ERP and vice versa. In this blog, we will be discussing a newly introduced feature coming to the GUMU™ integration. This feature will allow users to view Real-Time Information of Product which can be experienced when a Sales Rep creates and add/update products to its Sales Orders in Salesforce using GUMU™ application.
Kindly follow the steps mentioned in the blog to get Real-time pricing from Sage 100 system. Blog link here.
Now we shall understand how a user can view real time product information of Sage 100 ERP. Kindly refer the steps mentioned below:
- Fill the required information seen on “Order Information” and “ERP Information” tab.
- Click on “Add Product” button which is on the “Order Line” tab.
- Firstly, user needs to select the “Product Code” from the lookup.
- Secondly, after Selecting the Product Code, GUMU™ will fetch the real-time inquiry of that respective Product from Sage 100.
- Thirdly, to see the details for the Product expand the “Product Inquiry” section as shown in the below screenshot.
Sage 100 Data Verification
For instance, to verify the information at Sage 100 ERP end, follow the below steps:
- Open Inventory Management Module and Click on Item Inquiry and select Item from the Item Code Lookup.
- You can see the Product information like On Hand, On Purchase Order, On Sales Order etc. on various warehouses under “Quantity” section.
This way, the user can get Real-time Product inquiry from Sage 100 system while adding/updating line item on GUMU™ Sales Order screen for better decision making.
We hope you may find this blog resourceful and helpful. If you still have concerns and need more help, please contact us at salesforce@greytrix.com
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.
Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users.
Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more information on our Salesforce products and services, contact us at salesforce@greytrix.com. We will be glad to assist you.
Related Posts
- GUMU™ Features – Real-time Pricing from Sage 100 explained
- Promote Sales Order from SF to Sage 100 ERP through GUMU™ using Salesforce Lightning Components
- GUMU™ Features – Add-on for Promoting Salesforce Orders as a Purchase Order to Sage 100 using Lightning Version
- GUMU™ Features – Add-On – Promoting Salesforce Account as a Vendor to Sage 100