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!

V14.0 Release Details

CRM/BackOffice

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

CRM Modules

• 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

Transaction Modules

• 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

Products & Inventory

• 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

Usability

• New Purchase Order Wizard
• New Quote Wizard

POS

• 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

Warehouse Management App (Enterprise+ Only)

• 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.

API Services (Enterprise+ Only)

• 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