Agiliron Version 14 Product Release

March 24, 2021 - 6 minutes read

V14.0 Release Highlights

CRM/BackOffice Language Internationalization with new support for French &
Spanish languages.
New Integration with “Podium” for managing Text Messaging with Customers.
New Integration with “DispatchTrack” for Delivery and Routing Planning.
New POS integration with “Adeyn” for Global Credit Card Processing
New POS Integration with DataCandy Loyalty for Enterprise Grade Loyalty
Programs.
New “Transaction Notification Integration Framework” to connect Sales Order
Notifications to External Applications & Services.
New API 30 with various new APIs for developers and improved performance
Many Productivity enhancements including Recurring Sales Orders, New Wizards
for PO & Quotes.
Major Upgrades to the Warehouse App including Barcode scans using Camera,
New Workflows for Stock Transfers and Stock Adjustments
QuickBooks Integration Enhancements
and much more!

Integrations

New Podium Integration (Enterprise+ Only)
- Contact support@agiliron.com if you want this capability enabled.
New DispatchTrack Integration (Enterprise+ Only)
- Contact support@agiliron.com if you want this capability enabled.
QuickBooks Integration Enhancements
- Auto-Sync Enhancements for QBO
  - Now Auto-Sync’s SR, PO, PR & Inv Adjustments in addition to Sales Orders
- User Interface Improvements for QBD Sync App
  - Limit of 30 orders per sync removed
  - Ability to Cancel Sync added
  - User now has choice to save the output of the sync to a file
  - Help menu has menu item to take user to the location of Log files

BackOffice Language Internationalization support
- English
- French
- Spanish
Settings > Notification Schedulers
- New Layout
- External Integrations Framework (Enterprise+ Only)
- Customization at Event level (Enterprise+ Only)
- Quote Notifications
Bulk Edit for Leads, Potentials, Accounts, Contacts
- New Wizard based UI

Recurring Sales Orders
- New Panel in Sales Order Edit View for specification of the Recurring Parameters
- Can be set to Daily, Weekly, Monthly, Yearly
- Contact support@agiliron.com if you want this capability enabled.
Bulk Edit for SO, PO, SR, PR, Quote
- New Wizard based UI
Select Template PDF Email – Customize Content Enhancements
- now supports inclusion of Attachments
Sales Return – “Cancel” added
Pay Invoice Enhancements
- Left panel now displays all Pending Invoices for that customer
SO -> PO now copies Custom Field information for ones with same name
SO/Shipping List View Tooltips
- now includes Related Purchase Orders information
- now includes Related Backorders information
- now includes Unit Cost, Line Item Price & Gross Profit information
PO/Receiving List View Tooltips
- now includes Related Sales Orders information
Direct Orders “Channel Order ID” field now set to SO #
All Transaction module Detailed Views Product Line Items now presented as links

Print Barcode Improvements
- If you do not select any products in the List View, it will offer the user options to import a CSV of
  the products to print barcode OR a spreadsheet UI to specify the Product Codes.
- If user only selects 1 product in the List View and that product is a Matrix Item product, an option is
  provided for user to select the skus to print barcode.
- Support has been added for user to select a Specials Pricebook if strike through pricing is desired
  in the Print Barcode label.
- Currency printed in the label now matches the currency of the selected Pricebook.
Bulk Edit for Products
- New Wizard based UI

New “Adeyn” integration for Global Credit Card Processing (Enterprise+ Only)
- Contact support@agiliron.com if you want this capability enabled.
New “DataCandy” Loyalty integration (Enterprise+ Only)
- Contact support@agiliron.com if you want this capability enabled.
Review Sales – now support Line Item Notes review

New Stock Transfer Workflow Added
- Similar to the Bulk Transfer Workflow in the BackOffice
- Allows Creation of Stock Transfer from current Stock Location to alternate Stock Locations
- This creates the Stock Transfer order in Shipping module.
New Stock Adjustment Workflow Added
- Similar to the Stock Adjustment Workflow in the BackOffice
- Allows creation of Stock Adjustments for the products.
Barcode Scans by Camera Added (in addition to existing support for scanners)
Session Timeout – New Audio Alerts
Pick Flow Enhancements
- Pick Status is Synced to BackOffice
- Now supports addition of Line Item Notes
Group by Sku & Bin available no in Pick & Receive Flow Order Screens
Scan Units Mode now available in Pick and Receive Flow Order Screens in addition to
the Cycle Count flow which had this in earlier versions.
Workflow Access Control – New Settings Selections of the Workflows to Enable/Disable for user access.
The release of this version of the App is pending with Apple for approval – will be
available on your device once it is approved.

New API 30 (Enterprise+ Only)
- Various new APIs for developers and improved performance
  - Update Receiving – Partial Receiving Added
  - Update Shipping for Transfer Orders
  - Inventory Adjustment API
  - New APIs for Quotes, Helpdesk, Attachments, Custom Views
  - Account Balance API
  - Paging & Filtering Improvements across all endpoints
- Please see api.agiliron.com for details