Promote Sage CRM Company to Sage 100.

Users can promote a company created in Sage CRM as an AR Customer in Sage100.

Note: If users delete customer information from Sage CRM, the same can be viewed in Sage 100. Alternatively, if users delete customer information in Sage 100, the same can be viewed in Sage CRM but all the details for that customer (invoice, orders) which were assigned for the Sage 100 Customer will not be listed in Sage CRM as there will be no information available in Sage 100.

Below you can view the process of promoting a customer in detail:

In the Summary Screen, you can view the company details such as Company name, Customer Number, Company Code, and sales related fields as read only in different panel name as ‘Sage 100 Data’. Customer Number is automatically updated once you promote the Company.

Go to Sage 100 Customer tab you will find details such as AR Division No, Customer No, Terms Code, Salesperson, Tax Schedule and shipping Method.

If a User does not enter the Customer Number, it will automatically generate the next Customer Number from Sage 100 once the customer is promoted in Sage 100.

After, all the details are entered, click on the ‘Promote Button. See the below screen shot.

The company will be now promoted as Sage 100 customer and any changes will be on a real time basis.

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