--- title: "Sage CRM: How to Look Up Inventory Items" description: Sage has introduced a new way to browse inventory items without ever having to leave Sage CRM. image: https://www.equationtech.us/hs-fs/file-521896536-png/images/sage-300-erp-looking-up-items-in-sage-crm.png --- [866.436.3530](tel:+8664363530) | [** Customer Portal Login](https://na.myconnectwise.net/support/index.htm?Company=equationtech) [Speak With an Expert](https://www.equationtech.us/speak-with-an-expert) [![Equation Technologies - Sage Business Partner | San Diego](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?width=230&name=logo.png "Equation Technologies - Sage Business Partner | San Diego")](https://www.equationtech.us/) - [Sage Services](https://www.equationtech.us/sage-services) - Products We Support - [Sage 300](https://www.equationtech.us/sage-services/sage-300-cloud) - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm) - [Sage Payroll](https://www.equationtech.us/sage-services/sage-payroll) - [Sage HCM](https://www.equationtech.us/sage-services/sage-hcm-software) - [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets) - [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence) - [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise) - Services We Offer - [Software Selection](https://www.equationtech.us/software-solution-selection) - [Implementation](https://www.equationtech.us/sage-services/erp-implementation) - [Customization](https://www.equationtech.us/sage-services/customization) - [Support](https://www.equationtech.us/sage-services/support) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Sage Cloud](https://www.equationtech.us/sage-services/hosting) - [Upgrades](https://www.equationtech.us/sage-services/upgrades) - [Extend Sage](https://www.equationtech.us/sage-integrations) - [Magento eCommerce](https://www.equationtech.us/sage-integrations#magento) - [ADP](https://www.equationtech.us/en/sage-300-sage-intacct-payroll-powered-by-adp) - [Aloha POS](https://www.equationtech.us/sage-integrations#aloha) - [Salesforce](https://www.equationtech.us/sage-integrations#salesforce) - [TimeClockPlus](https://www.equationtech.us/timeclockplus) - [Other Solutions](https://www.equationtech.us/other-solutions) - Industries - [Distribution](https://www.equationtech.us/distribution-management-software-solution) - [Education Nonprofit](https://www.equationtech.us/education-nonprofit-accounting-software) - [Financial Services](https://www.equationtech.us/financial-services-software) - [Franchise](https://www.equationtech.us/franchise-management-software) - [Healthcare](https://www.equationtech.us/healthcare-finance-software) - [Hospitality](https://www.equationtech.us/hotel-restaurant-accounting-software-solutions) - [Metal Processors & Distributors](https://www.equationtech.us/erp-for-metal-industry-businesses) - [Nonprofit](https://www.equationtech.us/nonprofit-accounting-software) - [Professional Services](https://www.equationtech.us/professional-services-software) - [SaaS & Technology](https://www.equationtech.us/erp-software-for-technology) - [Resources](https://www.equationtech.us/sage-software-resource-library) - [Technology Blog](https://www.equationtech.us/technology-blog) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Online Videos](https://www.equationtech.us/sage-300-erp-accpac-tutorial) - [Case Studies](https://www.equationtech.us/case-studies) - [About](https://www.equationtech.us/about-us) - [Meet The Team](https://www.equationtech.us/management-team) - [Partners](https://www.equationtech.us/partners) - [Careers](https://www.equationtech.us/careers) - [Contact](https://www.equationtech.us/contact) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # Sage CRM: How to Look Up Inventory Items ![technology blog](https://www.equationtech.us/hs-fs/file-521896536-png/images/sage-300-erp-looking-up-items-in-sage-crm.png) **twitter **linkedin **facebook | Sage has introduced a new way to browse inventory items without ever having to leave Sage CRM. This integrated [Sage 300 ERP](https://www.equationtech.us/sage_erp_accpac/) and [Sage CRM](https://www.equationtech.us/SageCRM/) feature puts real-time inventory information right at your fingertips – making it easy to create new quotes and orders. Here’s how to look up inventory items in **Sage CRM**. |  ![sage 300 erp looking up items in sage crm](https://www.equationtech.us/hs-fs/file-521896536-png/images/sage-300-erp-looking-up-items-in-sage-crm.png?width=350&height=198&name=sage-300-erp-looking-up-items-in-sage-crm.png) | | --- | --- |   ### **Item Inventory Button in Sage CRM** When viewing an ERP customer in Sage CRM, a new **Item Inventory Button** will appear on the **Company Summary** screen. Click this button to look up any inventory item and create a new quote or order. ![blog image 1](https://www.equationtech.us/hs-fs/file-525065205-png/images/blog-image-1.png?width=600&height=315&name=blog-image-1.png) ### **Searching for an Inventory Item** Once you’ve clicked the Item Inventory button, use the **Item Keyword** field to search for specific inventory items. You can search for items by typing in a few keywords or phrases found in the item description, or by item number. For more detailed item information and location quantities, simply click on the item number. ![blog image 2 searching inventory item](https://www.equationtech.us/hs-fs/file-516402489-png/images/blog-image-2-searching-inventory-item.png?width=601&height=294&name=blog-image-2-searching-inventory-item.png) ### **Create a New Quote or Order from Sage CRM** To create a new quote or order for an item, click on the **New Quote** or **New Order** button. Sage CRM will then create a new quote or order for your customer and that item will automatically be added to the quote or order details, then subsequently transferred into Sage 300 ERP. ![create a new quote in sage](https://www.equationtech.us/hs-fs/file-521930561-png/images/create-a-new-quote-in-sage.png?width=400&height=420&name=create-a-new-quote-in-sage.png) Next, specify the quantity to include in the quote or order, add other items and charges, and change other document information, if needed. Click **Save**.   Now you can easily find the inventory item information you need quickly and easily – regardless of whether you’re working in Sage CRM or Sage 300 ERP.  It’s just one of the many benefits of integrated ERP and CRM working together as one cohesive system. **To learn more, [contact the Sage CRM and Sage 300 ERP experts at Equation Technologies](https://www.equationtech.us/contact/) for a quote, demo, or support.** ** ** ## Need Help Now? 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