In this blog, we’ll discuss the new feature in the GUMU™ Integration, Real-time Product Inquiry on Quote Line Item which allows users to view real-time product information while adding or updating line items on the Quote Line Item screen in Salesforce. Follow the steps below to get real-time pricing from the Sage 300C system.
Real-time Product Inquiry on Quote Line Item
Kindly follow the steps mentioned in the blog to get Real-time pricing from Sage 300C system. Below are the steps that needs to be performed in order to view Real-Time Product information of Sage 300C ERP:
- Login to Salesforce.
- Navigate to the App Launcher and select “GUMU™ Setting” from the app list. Go to the configuration tab.
- Click on the ERP Configuration settings and enable the “Enable Product Inquiry” feature.
- Navigate to the Opportunity tab and create a new Opportunity.
- Fill in all the required information under the opportunity and create a new Quote with the necessary fields.
- Click on the “New ERP Product” button on the Quote tab.
- Once on the screen, user needs to select the “Product Code” from the lookup.
- After selecting the Product Code, GUMU™ will fetch a real-time inquiry of that respective product from Sage 300C.
- Finally, to verify the details for the Product expand the “Product Inquiry” section.
Sage 300C Data Verification
To verify the promoted information in Sage 300C ERP or to view the details showed on the Real-time Product Inquiry on Quote Line Item, follow these steps:
- Open Sage 300C ERP system.
- Click on the “Inventory Control” Module and expand it.
- Click on “I/C Items and Price List” and Click on “Location Details”
- Select an Item from the Item Number Lookup as per your preference.
- You can see the Product information like On Hand, On Purchase Order, On Sales Order, etc. on various warehouses under the “Quantity” section.
In this way, the user can get Real-time Product inquiry on Quote Line Items from Sage 300C system while adding/updating line item on Quote Line Item screen for better decision making.
By following the above blog instructions, you will be able to learn “GUMU™ Feature: Experience Real-time Product Inquiry on Quote Line Item in Salesforce for Sage 300C”. If you still have queries or any related problems, don’t hesitate to contact us at salesforce@greytrix.com.
More details about the Product are available on our website and Salesforce AppExchange.
We hope you may find this blog resourceful and helpful. However, 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 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.
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