Sales Order Creation and Promotion
Creating a direct Sales Order
The GUMU™ Sage Integration for Salesforce is a real-time bi-directional link that synchronizes data from Salesforce to Sage 100 and vice versa. You can use the GUMU™ to promote Sales Orders from Salesforce to Sage.
Click the Sales Order tab to display a list of all Orders in Salesforce, and click New to create a new Sales Order.
A new page will open with three tabs where you can add details and promote the Sales Order to Sage 100, in the first tab Order Information select the Customer and Address.
Use the second tab ERP Information to select the required Sage details.
In the Order Lines tab, you can add products to the Order, once done click Save.
Product Inquiry: This feature allows you to view real-time Product information in Sage when adding or updating products in Sales Orders in Salesforce.
Once adding all the required details, click the Save and Promote button (An ERP Order Number will be generated).
To verify whether an Order has been promoted to Sage, navigate to Sales Order > Sales Order Entry and then search the Order number by the ERP order number which has been generated in Salesforce.
Creating a Sales Order from a Quote
Use the Standard Salesforce Sales Workflow to promote a Sales Order to Sage from a Salesforce Quote.
Note: Before you choose the Price Book for an Opportunity, make sure both the Price Book and the associated Products are active.
Navigate to the Accounts tab and select the Account to create an Opportunity.
On the Account’s Related tab, you can scroll and see the Opportunities section, click the New button to create an Opportunity (select the required fields and Price Book to select the products for the Quote).
After creating the Opportunity, navigate to the created Opportunity and scroll to the Quotes section on the right-hand side under Related.
Click the New Quote Button on the top right of the Quotes page (or select New Quote from the drop down menu next to the Quotes section on the Opportunity page), the New Quote window will pop up, fill in the required fields and Save.
Note: Make sure to fill in the Expiration Date before saving the Quote.
You can view the Quote by clicking on the Quote number under the Quotes section of the Opportunity page on the right hand side under Related.
To add products to the Quote click the New ERP Products button.
Select the required fields on the New ERP Product screen and click Save.
The added product will be listed under the Quote line items section under the Related tab.
You can promote the Quote from Salesforce to Sage by clicking on the Promote Quote button.
To generate the Order from the Quote click on the Generate Order button that is located on the right upper corner of the Quote screen.
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 appear).
The Order Generated checkbox gets checked automatically.
The Order will ONLY be visible in the Sales Order Layout of the GUMU™ Integration (click on the Sales Order tab).
Once the Order is generated in Salesforce you can Promote the Order to Sage (if you have appropriate rights), and click on the Edit button (pencil icon) under the Action Panel.
Click the Save and Promote button (an ERP Order Number gets generated).
To verify whether the Order has been promoted to Sage, navigate to Sales Order > Sales Order Entry and then search the Order number by the ERP Order Number which has been generated in Salesforce.
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