Sales Order

Promote Sales Order from Salesforce to Sage 100 ERP

Our GUMU™ SAGE ERP Integration for Salesforce (Sage 100, Sage X3 and Sage 300) is a real time bi-directional link which syncs data from Salesforce to Sage 100 and vice versa. Using GUMU™ user can promote Sales Order from Salesforce to Sage ERP. Here, in this blog, we will discuss how to promote Sales Order from Salesforce to Sage 100 ERP.

Please follow the below steps how to create Sales Order in Salesforce using GUMU™ SAGE 100 ERP.

Login to Salesforce.

Go to App menu and select “GUMU Integration” App. Click on “Sales Order” tab. From here you can view promoted Sales order OR can create and promote Sales order to the Sales force to Sage ERP.

To create a new SalesOrder click on “New” button.

Select the Account for which you want to create and promote the Order for.

To add single product, click on product button as shown in below screen. Popup window will appear to you.

Select the product code from lookup provided in the screen. After selecting product other details will auto populate.

Note: To add multiple products click on “Save and New” button, popup window will appear as shown in below screen.

After adding product it be will added to the sales order screen as shown in below screen. You can Edit/Delete added product by clicking Edit/Delete button present under the Action pane.

After selecting all the details, click on “Save” button to save the record in Salesforce itself or you can click on “Save & Promote” to promote the Order from Salesforce to Sage ERP. To cancel the order user can click on “Cancel” button.