Quote Creation and Promotion
Last updated
Last updated
A popular function of the GUMU™ is to allow Salesforce users to create Quotes and Orders that leverage inventory items and pricing defined in Sage. In the context of an Opportunity, we can define the Sage Intacct ERP Price Book that we would like to use, and then we can create our Quote.
Create a Quote from the Opportunity.
Within the Quote, use the ‘Add Product’ button to add items to the Quote. When you add items to the quote, set UOM, Quantity, Warehouse, and location in the quote line details tab, as it uses real-time pricing from Sage Intacct.
Once you finish adding products, you can either generate an order or promote a quote. Let’s see when to use which button.
Generate Order: Using a flow, this action queues our Order to be passed over to the Salesforce standard Order module with an order number.
Promote Quote: The quote will be directly promoted to the Sage Intacct in the Order Entry tab; however, it queues up our transaction to be promoted into the Sage Intacct ERP Sales Order module as a Quote instead of as an Order. Click on the “Promote Quote” button.
To search for the promoted Quote in the Sage, navigate to the Order Entry module->Quote->Sales Quote. Paste the generated quote number (SQ-1024) in the document number field and the below screen will appear.
