GREYTRIX
search
Ctrlk
  • Products
  • GUMU™ Cloud Integrationschevron-right
  • Creatio Add-onschevron-right
  • GUMU™ for Salesforce Integrationchevron-right
  • GUMU™ for Creatio Integrationchevron-right
  • GUMU™ for Sage CRM Integrationchevron-right
    • Sage 100chevron-right
      • Installation Guidechevron-right
      • User Guidechevron-right
        • Configuring GUMU™ Integration on Sage CRMchevron-right
        • Customer Integrationchevron-right
          • Promote Sage CRM Company to Sage 100.
          • Linking a Sage CRM Company with Sage 100 customer.
          • Unlinking a Sage CRM Company and Sage 100 customer.
          • Updating the Sage 100 Customer from Sage CRM
          • Promote Sage CRM Person to Sage 100 as Contact.
          • Update Sage 100 Contact from Sage CRM.
          • Promote Sage CRM Address to Sage 100 Address.
          • A message about the Credit limit appears on the Company summary screen
          • Order Entry from within Sage CRM into Sage 100.
          • Streamline Order Promotion using Sage 100 Sdata
          • Bulk Order Promotion
          • Edit Order.
          • Kit Item Functionality.
          • QLE Enhancement
          • BOM Functionality
          • Create AR Invoice from Sage CRM into Sage 100.
          • Create Customer from Sage 100 into Sage CRM.
        • How Sage 100 Customer Data is displayed in Sage CRMchevron-right
        • GUMU™ tabs for Customer in Sage CRMchevron-right
        • Dashboards and Additional GUMU™ Screens in Sage CRMchevron-right
        • Synching Data Using Windows Scheduler
        • Vendor Integrationchevron-right
        • How Sage 100 Vendor Data is displayed in Sage CRMchevron-right
        • GUMU™ tabs for Vendor in Sage CRMchevron-right
        • Accessing GUMU™ Integration from Mobile Devicechevron-right
      • Release Notes
    • Sage X3chevron-right
    • Sage Intacctchevron-right
  • GUMU™ for Sage Intacct - FTP/SFTP Integrationchevron-right
  • GUMU™ for Sage Intacct - Rev.io Integrationchevron-right
  • GUMU™ for Sage Intacct - Checkbook Integrationchevron-right
  • GUMU™ for Dynamics 365 CRM - Sage Intacct Integrationchevron-right
  • GUMU™ for Sage Intacct - Rent Manager Integrationchevron-right
  • GUMU™ for Dynamics 365 CRM - Sage X3 ERP Integrationchevron-right
  • GUMU™ for Dynamics 365 - Sage 100 ERP Integrationchevron-right
  • GUMU™ for Dynamics 365 -Sage 300 ERP Integrationchevron-right
  • GUMU™ for Sage Intacct - Treez Integrationchevron-right
  • GUMU™ for Sage Intacct - Magento Integrationchevron-right
  • GUMU™ for Sage 100 - Shopify Integrationchevron-right
  • GUMU™ for Sage CRM - QuickBooks Integrationchevron-right
  • GUMU™ for Sage X3 - Magento Integrationchevron-right
  • GUMU™ for Sage X3 - FTP/SFTP Integrationchevron-right
  • GUMU™ for Sage Intacct - Shopify Integrationchevron-right
  • GUMU™ for Sage 300 ERP - Magento Integrationchevron-right
  • GUMU™ for Sage Intacct - Avalara Integrationchevron-right
  • GUMU™ for Sage Intacct - Blackline Integrationchevron-right
  • GUMU™ for Acumatica - Magento Integrationchevron-right
  • GUMU™ for Dynamics 365 - Acumatica Integrationchevron-right
  • GUMU™ for Acumatica - Shopify Integrationchevron-right
  • GUMU™ for Sage X3- Shopify Integrationchevron-right
  • GUMU™ for Sage Intacct - MediusGo Integrationchevron-right
  • GUMU™ for Sage 300 -Shopify Integrationchevron-right
  • GUMU™ for Sage 100 – Configure One Integrationchevron-right
  • GUMU™ for Sage 300c - Magento Integrationchevron-right
  • GUMU™ for Sage 300c - Shopify Integrationchevron-right
gitbookPowered by GitBook
block-quoteOn this pagechevron-down
  1. GUMU™ for Sage CRM Integrationchevron-right
  2. Sage 100chevron-right
  3. User Guide

Customer Integration

Promote Sage CRM Company to Sage 100.

Linking a Sage CRM Company with a Sage 100 customer.

Unlinking a Sage CRM Company and Sage 100 customer.

Updating the Sage 100 Customer from Sage CRM.

Promote Sage CRM Person to Sage 100 as Contact.

Update Sage 100 Contact from Sage CRM

Promote Sage CRM Address to Sage 100 Address.

A message about the Credit limit appears on the Company summary screen

Order Entry from within Sage CRM into Sage 100.

Streamline Order Promotion using Sage 100 Sdata.

Bulk Order Promotion

Edit Order

Kit Item Functionality.

QLE Enhancement

BOM Functionality

Create AR Invoice from Sage CRM into Sage 100.

Create Customer from Sage 100 into Sage CRM.

PreviousSync YTD and LYTD Sales Data Using Windows Schedulerchevron-leftNextPromote Sage CRM Company to Sage 100.chevron-right

Last updated 29 days ago