New Sage 300 ERP Item Lookup in Sage CRM


Later this month, Sage is expected to release their Product Update 1 for Sage 300 ERP 2012 (formerly Sage ERP Accpac).  It will include a number of interesting new features that I will be blogging about.

For the first time ever, Sage is including a CRM-integrated feature in their ERP update allowing you to look up ERP inventory items right from CRM.  Here's how it works:

On the Company Summary screen in Sage CRM, an Item Inventory button will now appear when you view a Sage 300 ERP linked customer.  This button will allow you to search for an Item from Sage 300's inventory control module and then quickly create a quote or order.  Once you have found your Item, you can drill down to view the Item Information as well as the on-hand quantities for all the locations you have set up in I/C.

How great is that…

Click here to view a brief video on the new Item Lookup