Agiliron Version 12 Release Highlights

• POS rolls out several new Upgrades including New Apps for Android & iOS, Receiving Payments on Pending Invoices, Penny Rounding in Canada, Limited Time Order Editing, On Hold for Quotes & Exchanges
• B2C/B2B Webstores adds support for Site-Wide Domain-Specific SSL, Auto-Sitemap generation and CRM management of B2B user password.
• New Google Shopping Actions Sales Channel
• New Product & Inventory Management Features including New “Create PO” Reorder Wizard, Inventory/Pricing Import Auto-Sync to Selling Channels, Landed Cost Support in Average Costing, New Image Import Tools
• New Amazon FBA Inventory Tools for Inventory import & Auto-Capture of FBA Inventory Adjustments
• Major Enhancements to QuickBooks Integration that include Sync Partial Received PO, New Payments Update to Invoices, Sync of PO Returns.
• New Warehouse Management App Capabilities for Cycle Counts and Image Management.
• Improved Granular Control over Content of Customer Notifications & PDF Template emails.

Agiliron Version 12 Release Full Details

CRM & BackOffice

Integrations[ps2id id=’qb’ target=”/]

• QB Integration Enhancements
  • PO Return Sync to QBO now available – creates Vendor Credit in QBO
  • PO Partial Received Sync to QBO – now available as an option
    • Settings > QuickBooks > “Enable PO Partial Sync (QBO Only):” – new field
  • Sales Order Incremental Payments Now Sync to QBO Invoice Payments
  • QB Desktop Summary Sync capability added to Agiliron Sync App
  • QB Desktop Canada Support now available
• ShipStation Integration Enhancements
  • Marking an Order as Shipped in ShipStation without creating a Label now transmits to Agiliron
  • Push to ShipStation page improvements w/ Order link & mouse over popup of Product information
  • Serial/Lot # Orders – optional new workflow implemented
    • Previous to V12, for orders with Serial or Lot Products Agiliron does not allow to send to ShipStation till the Serial or Lot numbers are assigned
    • Added a new optional choice in V12 – that Allows orders to be sent to ShipStation w/o Serial or Lot #s assigned. When the tracking info comes back system updates the info from ShipStation but does NOT mark the order as Shipped.
    • User can then go enter the Serial/Lot # info and mark as Shipped in Agiliron which then updates inventory and sends info to the originating channels
    • For this new flow to be enabled, please email support@agiliron.com

Transaction Modules

• Sales Order Enhancements
  • SO “Save” Auto set “Paid” Status – if “Amount Due” is <= 0 then automatically sets “Paid” status of the SO. Exceptions – Invoice Payment Type methods (e.g. Charge to Account) & CC payments with no Authorization
  • (+) Button for New Account & Contact – New fields in the respective forms
    • Mandatory fields in these dialogs conform w/ mandatory fields in Accounts/Contacts
  • Shipping Charges to Customer now editable in Shipping module
• Purchase Order Enhancements
  • PO Qty Changes Post-Receiving Disabled
  • PO Custom Fields now editable in Receiving[ps2id id=’pdf’ target=”/]
• Purchase Return module
  • PDFs now available to export – Standard & Customizable versions depending on Edition
• Order Notification Content Customization Enhancements (Enterprise+ Only)
  • Settings > Notification Schedulers email content editor field replacement markers now available in line with PDF templates Sales Order Fields from Settings > Templates (including custom fields)
• Sales Receipt, Invoice & Other PDFs Enhancements (Enterprise+ Only)
  • Optional feature to separate email content from PDF content – e.g. Invoice not in body of email
  • Email support@agiliron.com to opt for the modified behavior above.
  • Custom field support added in “Pending Invoices – Customizable” for Customer Statements[ps2id id=’inv’ target=”/]

Products & Inventory

• Product Reorder Wizard – “Create PO” Workflow now enabled (in addition to existing Stock Transfer Workflow)
  • User is presented with list of products that meets Reorder criteria and facilitates Creation of the POs for the respective Vendors
• Product Inventory & Pricing Only Import Changes
  • Now includes optional “Sync to Channels” as a column – this column accepts “Yes/No” in each row – setting it to “Yes” will sync the changes in that row to the Sales Channels in which the Product has been deployed and Auto Inventory Sync flag is on.
• Product Images Import via URL
  • Product “All Fields” import CSV file “Product Images” column now accepts
    • image file name as it did before OR
    • an image URL (new) OR
    • combination if specifying multiple images (separated by comma)
  • If it is an image URL, it downloads the image and associates the filename in the URL (last element in URL path) with the respective product
• Average Costing Enhancements (Enterprise+ Only)
  • Landed Cost Support Added – Shipping costs allocated among the items on the PO – proportionally based on line item total $
    • Other distribution methods will follow in future updates
    • Please contact support@agiliron.com to turn this on (only if on Average Costing)
  • Changes made on the PO “Line item Pricing” or the “Shipping” after Receiving will now be reflected in Average Cost of product
• Barcode Label Designer and Editor Enhancements (Enterprise+ Edition Only)
  • Added support for Product Custom Field markers in the Custom Barcode Label Template

Usability

• Global Search
  • New panel in Global Search “Products List (Keyword Match)” below the “Products List” panel – this provides keyword based search results[ps2id id=’wh’ target=”/]

Warehouse Management App (Enterprise+ Only)

• New Notification Email feature with Cycle Count workflow
  • WH App Cycle Count flow can now generate a CSV of all the cycle count inventory changes and send email with CSV file that can be reviewed and imported.
  • Bottom of WH App Home Page
    • Breaks up “Sync Order & Inventory Updates to Back Office” to 2 buttons
      • “Sync Order Updates to BackOffice”
      • “Sync Inventory Updates to BackOffice”
      • With these buttons syncing the respective elements to BackOffice.
    • Adds New button “Email Inventory Updates CSV”
  • In “Settings”, new field added for “Inventory Updates CSV Email Address” which accepts one or more email addresses for recipients
• Product Image thumbnails support add to Receiving and Cycle Count flows
  • Similar to what was available in Pick flow in previous release
  • Added a column for this – displays this column only if “Settings” page field called “Display Product Image Thumbnails” is turned on
• Hide Cycle Count Actual # Column Option
  • New field in “Settings” – “Display Current Qty in Cycle Count”

POS[ps2id id=’pos’ target=”/]

• New “Receive Payments” workflow for Pending invoices
  • Added new field in “Settings > Channels > edit POS Channel > Configuration > Allow Receive Payments” to enable this workflow
  • In the POS, select “Customer” and then click the “Receive Payments” button on the left panel
  • Enhancements to Z-Out & X-Out reports to call out these Payments – Layaway Payments are now separately called out
• New Apps for Android & iOS
  • iOS – Added Support for Zebra Printers – Discovery & Setup of Printer in POS “Settings” menu
  • Android
    • Added Support for Zebra, Star & Default System Printer – Discovery & Setup of Printer in POS “Settings” menu
    • Payment Device Support added to bring it in line with the same support as iOS app
• Penny Rounding for Canada
  • Reference – https://www.canada.ca/en/revenue-agency/programs/about-canada-revenue-agency-cra/phasing-penny.html
  • Added new field in Settings > Channels > edit POS Channel > Configuration tab called “Allow Cash Penny Rounding”
• On Hold for Exchanges & Quotes
  • Extended “On Hold” support for Exchanges & Quotes in addition to the existing one for Sales.
• Customer Sales History Report
  • New button next to “Customer” Text Field – brings up Sales History report for that customer
• Customer Electronic Signature Enhancements
  • New Field for Signature Name in the Electronic Signature popup dialog
    • Can be made mandatory – new field “Settings > Channels > edit POS > Configuration > Customer Receipt Options” called “Customer Electronic Signature Name Required”
• Limited Time Order Editing
  • New field “Allow Limited Time Order Editing” field in “Settings > Channels > edit POS Channel > Configuration”
  • Enables limited time (20 min) POS order editing from the Sales Detail Report in POS[ps2id id=’amz’ target=”/]

Amazon FBA (Enterprise+ Only)

• Inventory Management Related Enhancements
  • New link at bottom of Products tab – “Bulk Update Inventory from FBA” (to Agiliron)
  • Auto-Extracts FBA Qty Adjustments and Creates Inventory adjustments in Agiliron based on the Adjustment Reasons in FBA[ps2id id=’b2bb2c’ target=”/]

B2C/B2B Webstores (B2B Enterprise+ Only)

• All Pages SSL Support Added for 5* theme Stores – Domain-Specific SSL Certificate Auto Generated
  • For this to be enabled – CNAME for store sub-domain at domain registrar should now point to prod-ssl-channels.agiliron.net
  • Please email support@agiliron.com for enabling this
  • Users with 4* or 3* store themes will have to migrate to 5* themes to use this feature
• Auto-Sitemap generation
  • For Live stores with domains mapped at domain registrar
  • Sitemaps are automatically generated by the system every night
• B2B WebStore – New CRM based User Password Management
  • In the “Contacts” Detailed View – New button “B2B Store Change Password”[ps2id id=’google’ target=”/]

Google Shopping – Enterprise+ Only

• New Marketplace from Google
  • New Marketplace Service from Google – google.com/retail/shopping actions
  • Universal shopping cart and instant checkout across various Google sites
  • Separate from existing Google Shopping Feeds service (which is a referral to website)
  • Google pilots with large retailers have shown 10-30% increase in incremental sales
  • Google Fees (pay per sale) – https://support.google.com/merchants/answer/9017972
• New Sales Channel in Agiliron
  • Will support the same workflows as other channels (Product Push, Customer & Transaction Capture, Transmit Shipping Info, Auto Inventory/Pricing Sync)
  • Please email support@agiliron.com if interested in adding this Sales Channel