Agiliron Version 12.1

May 21, 2019 - 9 minutes read

Agiliron Version 12.1 Release Highlights

New Carrier Shipping Cost Estimation in CRM Sales Orders & Quotes modules
New POS Channel Features including Customer Account Number & Phone Number Search, Display of Stock Information in the transaction line items, On Hold Order Receipts and Receipt Enhancements.
QuickBooks Integration Enhancements including Class mapping for Sales Returns and use of Shipping Date as Transaction Date for Sales.
Email Content Customization with Customizable Transaction PDF document emails & additional field markers.

Integrations

QuickBooks Integration Enhancements[ps2id id=’shipping’ target=”/]
- “Settings > QuickBooks > Use as Transaction Date” for Sales Orders
  - Adds support for “Shipping Date” as an option
  - If “Shipping Date” is not available in a transaction, then defaults to “Modified Date”
- Sales Returns – “Channel” field value to “Class”
  - “Channel” has been added as a field in Sales Returns now
  - This now syncs to QBO & QBD if Classes sync is turned On in Agiliron and QuickBooks

Transaction Modules

Sales Order & Quotes – Added Support for Estimating Carrier Shipping Costs (Enterprise+ Only)
- Enhances Sales Order New/Edit form in the Agiliron CRM with a Shipping Cost Calculator that gets Real-time shipping rates from Carriers
- In this release, support is only for US addresses – this will be expanded to International in the next update.
- Carrier credential fields setup is available in “Settings > Shipping Carriers” along with “Test Connection” capability in each case to verify the credentials.
  - If “Test Connection” is successful, system will automatically set “Active” checkbox
  - Only “Active” Carriers will be queried to estimate shipping costs.

Sales Receipt & Invoice & Other PDFs Enhancements (Enterprise+ Only)
- Emails Content Customization with Customizable PDF Templates
  - When sending Transaction PDFs (e.g. Invoice or Sales Receipt or Purchase Order)
    - The system includes the content of these templates in the body of the email and attaches the same as PDF by default
  - An optional customization is now available that instead of including the content of the PDF template in the body of the email, the body of the email comes from a separate template as noted below
    - “Invoice – Customizable” – email template “Email Invoice”
    - “Sales Receipt – Customizable” – email template “Email Sales Receipt”
    - “Quote – Customizable” – email template “Email Quote”
    - “Pending Invoices – Customizable” – email template “Email Pending Invoices”
    - “Purchase Order – Customizable” – email template “Email Purchase Order”
    - “Purchase Return – Customizable” – email template “Email Purchase Return”
    - “Sales Return – Customizable” – email template “Email Sales Return”
  - Please email support@agiliron.com if would like to opt for this change.

New Marker for Combined Sales Tax
- Added new field markers for Sales Order, Sales Returns and Quotes
  - “Sales Tax Authority Combined”
  - “Sales Tax Combined”
- This provides a table with “Tax Authority Name” and “Sales Tax” amount
  - If Sales Tax Authority is a combined one (e.g. combination of 2 or more rates), then the table will contain X rows of the components and 1 row of the combined information.
“Pending Invoices – Customizable” PDF – Customization of the Order list columns
- Provided additional field markers that allows for customization of the Order and Return row columns in the Customer Statements.

Customer Text Field in POS – Account Number & Phone Number match
- Two New fields in “Settings > Channels > edit POS Channel > Configuration tabs
  - “Allow Customer Account Number Search” – Options “Yes/No”, Default – “No”
  - “Allow Customer Phone Number Search” – Options “Yes/No”, Default – “No”
- “Allow Customer Account Number Search” enables Account “Account Number” based search of Customers in Customer Text Field in POS – “Account Number” is a field in “Account”
- “Allow Customer Phone Number Search” enables Account or Contact Phone Number based search of Customers in Customer Text Field in POS – There are multiple phone fields in Account and Contact so matches against any of them

Customer Specific Pricebook Products only Feature added
- New field in “Settings > Channels > edit POS Channel > Pricing Options tab”
  - “Show only Customer Pricebook Products” – default is “No”
- If this is enabled, only products in that pricebook will be selectable in the POS
- Without any customer selection, POS will display all products from the POS default pricebook

QOH (Qty on Hand) & QSO|QPO (Qty on SO|Qty on PO) columns Options Added
- New field in the “Settings > Channels > edit POS Channel > Inventory Options”
  - “Display Stock Information in Product Line Items” – Options – “Yes/No”, Default – “No”
- Adds “QOH” and “QSO|QPO” columns in the transaction Product Line items table next to the “Qty” column.
  - These columns are not editable, Displays the Qty information for the Stock Location of the POS channel
  - Also highlights these columns in Red/Green based on Qty availability

On Hold Orders – Receipt Option Added
- New field in “Settings > Channels > edit POS Channel > Configuration tab > Customer Receipt Options tab”
  - Added field “On Hold Receipt” – Options “Yes/No”, Default “No”
- Follows the same process as “Checkout” in terms of generating the Receipt (Print/Email/Prompt based on setting)
- Works for Sale/Exchange where On Hold is supported and uses the respective checkout receipt template (default/customizable depending on user selection)
- But on those templates a “Draft” watermark is added on the top left

For Exchanges – Customizable Receipt Enhancements
- After the Sale line items added a row with
  - “Total Sale Qty” and “Total Sale Amount”
- After the Return line items added a row with
  - “Total Return Qty” and “Total Return Amount”

Sales Returns from POS created in BackOffice now have “Channel” & “Channel Order ID” fields set.