sfdc2max, llc develops tools for Integrations between Salesforce and Exact Max ERP™ and other systems and other customizations of Salesforce.
The latest feature set is an integration between Salesforce and Exact MAX. This function will allow Exact MAX customers who own Salesforce to load a Quote from Salesforce right into Exact MAX!
The current feature is designed on an IIS website. It can be loaded as a Menu item in Exact MAX and when selected will read all of the Quotes in Salesforce and present a list to select from. Once selected, an Order will be created in Exact MAX, updating the next Order # in Configuration Master, inserting SO Master, SO Detail, Requirement Detail and Order Master records.
A sync function will load Part Sales records from Exact MAX into a Price Table in Salesforce.
Future enhancements will load customers, and other related data.
If you have any questions or specific requests, please fill out the contact form.
Thanks for being interested. Videos of various functions/features will start to be available soon.
We are here for you!