Quote Creation and Promotion
Note: Choose the Price Book for an Opportunity, ensure that both the Price Book and the associated Products are active. Follow the below steps to create a Quote through Opportunity in Salesforce using GUMU.
1. Navigate to the “Accounts” tab in the “GUMU Integration App” and select the “Account” for which you wish to create an Opportunity.
2. Salesforce displays a “Related” tab where you can scroll and see “Opportunity” Object. Click on the “New” button to create an Opportunity for that Account.
Click on the “New” button in the window to create a New Opportunity. Select Required fields and price book to select the products in quotes.
After creating the Opportunity user must navigate to the created Opportunity to create a Quote by clicking on the “Quote” Button. Refer to the image below.
After clicking the “New” Button in the Quote Section, a new window will populate to create a New Quote fill in the required fields, and click on the save button.
Note: Make sure to fill in the Expiration date before saving the Quote.
A quote gets created, click on the quote number to view the quote.
To add products to the quote, click on the “New ERP Product” button.
Select the required fields on the New ERP Product screen and click on the save button to save the product details as mentioned in the below screenshot.
The added product will be listed under the Quote line items section under the “Related” tab. Refer to the image below. Once the Quote is created user can promote the Quote from Salesforce to Acumatica ERP system by clicking on the “Promote Quote” button.
Once the Quote is promoted to the Acumatica ERP, the “ERP Number” will be generated successfully.
To generate the Order from Quote, click on the “Generate Order” button that is located on the right-hand side upper corner of the Quote screen.
Upon selecting the "Generate Order" button, Salesforce will update the "Order Generated" field on the Quote screen, and a new Order will be generated in Salesforce. A confirmation message indicating the successful order generation will also appear.
Once the Order is generated the “Order Generated” checkbox gets automatically checked.
The Order will be visible in the Standard Orders tab of the GUMU Integration.
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