Agiliron Version 12.1
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.
Agiliron Version 12.1 Release Full Details[ps2id id=’qbo’ target=”/]
CRM & BackOffice
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
- “Settings > QuickBooks > Use as Transaction Date” for Sales Orders
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.
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- “Estimate” button is available left of the “Shipping” text field in the SO New/Edit form
- Checks “Settings > Carriers” with verified API credentials (“Active”)
- If none verified, displays message to user “Please setup API Connection to your Carrier accounts to enable the Shipping Cost Estimator.”
- If one/more Carriers are setup with verified credentials, the system makes the API calls with necessary product Qty, weight, volume, from and ship to information and gets the rate options/costs information[ps2id id=’emails’ target=”/]
- Displays the options in a dialog that presents Carriers and options/costs for each carrier in separate blocks with a radio button to select one of them
- Based on user selection above, system then adds the Shipping rate to the Sales Order form “Shipping” field and sets the “Carrier” and “Shipping Method” fields on the Sales Order.
- “Estimate” button is available left of the “Shipping” text field in the SO New/Edit form
- 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.
- When sending Transaction PDFs (e.g. Invoice or Sales Receipt or Purchase Order)
- Emails Content Customization with Customizable PDF Templates
- 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.
- Added new field markers for Sales Order, Sales Returns and Quotes
- “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.
POS[ps2id id=’pos-channel’ target=”/]
- 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
- Two New fields in “Settings > Channels > edit POS Channel > Configuration tabs
- 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
- New field in “Settings > Channels > edit POS Channel > Pricing Options tab”
- 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
- New field in the “Settings > Channels > edit POS Channel > Inventory Options”
- 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
- New field in “Settings > Channels > edit POS Channel > Configuration tab > Customer Receipt Options tab”
- 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”
- After the Sale line items added a row with
- Sales Returns from POS created in BackOffice now have “Channel” & “Channel Order ID” fields set.
