{"id":1149,"date":"2019-04-02T06:52:05","date_gmt":"2019-04-02T13:52:05","guid":{"rendered":"http:\/\/www.agiliron.com\/blog\/?p=1149"},"modified":"2025-05-06T02:55:02","modified_gmt":"2025-05-06T09:55:02","slug":"agiliron-software-update-v12","status":"publish","type":"post","link":"https:\/\/www.agiliron.com\/blog\/agiliron-software-update-v12\/","title":{"rendered":"Agiliron Version 12"},"content":{"rendered":"<h2><span style=\"text-decoration: underline;\"><strong>Agiliron Version 12 Release Highlights<\/strong><\/span><\/h2>\n<ul>\n<li><strong><a class=\"_ps2id\" href=\"#pos\" data-ps2id-offset=\"\">POS rolls out several new Upgrades<\/a> <\/strong>including New Apps for Android &amp; iOS, Receiving Payments on Pending Invoices, Penny Rounding in Canada, Limited Time Order Editing, On Hold for Quotes &amp; Exchanges<\/li>\n<li><strong><a class=\"_ps2id\" href=\"#b2bb2c\" data-ps2id-offset=\"\">B2C\/B2B Webstores adds support for <\/a><\/strong>Site-Wide Domain-Specific SSL, Auto-Sitemap generation and CRM management of B2B user password.<\/li>\n<li><strong><a class=\"_ps2id\" href=\"#google\" data-ps2id-offset=\"\">New Google Shopping Actions Sales Channel<\/a><\/strong><\/li>\n<li><strong><a class=\"_ps2id\" href=\"#inv\" data-ps2id-offset=\"\">New Product &amp; Inventory Management Features<\/a> <\/strong>including New \u201cCreate PO\u201d Reorder Wizard, Inventory\/Pricing Import Auto-Sync to Selling Channels, Landed Cost Support in Average Costing, New Image Import Tools<\/li>\n<li><strong><a class=\"_ps2id\" href=\"#amz\" data-ps2id-offset=\"\">New Amazon FBA Inventory Tools<\/a><\/strong> for Inventory import &amp; Auto-Capture of FBA Inventory Adjustments<\/li>\n<li><a class=\"_ps2id\" href=\"#qb\" data-ps2id-offset=\"\"><strong>Major Enhancements to QuickBooks Integration <\/strong><\/a>that include Sync Partial Received PO, New Payments Update to Invoices, Sync of PO Returns.<\/li>\n<li><strong><a class=\"_ps2id\" href=\"#wh\" data-ps2id-offset=\"\">New Warehouse Management App Capabilities<\/a>\u00a0<\/strong>for Cycle Counts and Image Management.<\/li>\n<li><strong><a class=\"_ps2id\" href=\"#pdf\" data-ps2id-offset=\"\">Improved Granular Control over Content of Customer Notifications &amp; PDF Template emails.<\/a><\/strong><\/li>\n<\/ul>\n<h2><strong><span style=\"text-decoration: underline;\">Agiliron Version 12 Release Full Details<\/span><br \/>\n<\/strong><\/h2>\n<h2><strong>CRM &amp; BackOffice<\/strong><\/h2>\n<p><strong>Integrations[ps2id id=&#8217;qb&#8217; target=&#8221;\/]<\/strong><\/p>\n<ul>\n<li><strong>QB Integration Enhancements<\/strong>\n<ul>\n<li>PO Return Sync to QBO now available \u2013 creates Vendor Credit in QBO<\/li>\n<li>PO Partial Received Sync to QBO \u2013 now available as an option\n<ul>\n<li>Settings &gt; QuickBooks &gt; &#8220;Enable PO Partial Sync (QBO Only):\u201d \u2013 new field<\/li>\n<\/ul>\n<\/li>\n<li>Sales Order Incremental Payments Now Sync to QBO Invoice Payments<\/li>\n<li>QB Desktop Summary Sync capability added to Agiliron Sync App<\/li>\n<li>QB Desktop Canada Support now available<\/li>\n<\/ul>\n<\/li>\n<li><strong>ShipStation Integration Enhancements<\/strong>\n<ul>\n<li>Marking an Order as Shipped in ShipStation without creating a Label now transmits to Agiliron<\/li>\n<li>Push to ShipStation page improvements w\/ Order link &amp; mouse over popup of Product information<\/li>\n<li>Serial\/Lot # Orders \u2013 optional new workflow implemented\n<ul>\n<li>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<\/li>\n<li>Added a new optional choice in V12 &#8211; 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.<\/li>\n<li>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<\/li>\n<li>For this new flow to be enabled, please email <a href=\"mailto:support@agiliron.com?subject=ShipStation%20Serial\/Lot%20%23%20Workflow\">support@agiliron.com<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><strong>Transaction Modules<\/strong><\/p>\n<ul>\n<li><strong>Sales Order Enhancements<\/strong>\n<ul>\n<li>SO \u201cSave\u201d Auto set \u201cPaid\u201d Status &#8211; if &#8220;Amount Due&#8221; is &lt;= 0 then automatically sets &#8220;Paid&#8221; status of the SO. Exceptions &#8211; Invoice Payment Type methods (e.g. Charge to Account) &amp; CC payments with no Authorization<\/li>\n<li>(+) Button for New Account &amp; Contact &#8211; New fields in the respective forms\n<ul>\n<li>Mandatory fields in these dialogs conform w\/ mandatory fields in Accounts\/Contacts<\/li>\n<\/ul>\n<\/li>\n<li>Shipping Charges to Customer now editable in Shipping module<\/li>\n<\/ul>\n<\/li>\n<li><strong>Purchase Order Enhancements<\/strong>\n<ul>\n<li>PO Qty Changes Post-Receiving Disabled<\/li>\n<li>PO Custom Fields now editable in Receiving[ps2id id=&#8217;pdf&#8217; target=&#8221;\/]<\/li>\n<\/ul>\n<\/li>\n<li><strong>Purchase Return module<\/strong>\n<ul>\n<li>PDFs now available to export &#8211; Standard &amp; Customizable versions depending on Edition<\/li>\n<\/ul>\n<\/li>\n<li><strong>Order Notification Content Customization Enhancements (Enterprise+ Only)<\/strong>\n<ul>\n<li>Settings &gt; Notification Schedulers email content editor field replacement markers now available in line with PDF templates Sales Order Fields from Settings &gt; Templates (including custom fields)<\/li>\n<\/ul>\n<\/li>\n<li><strong>Sales Receipt, Invoice &amp; Other PDFs Enhancements (Enterprise+ Only)<\/strong>\n<ul>\n<li>Optional feature to separate email content from PDF content \u2013 e.g. Invoice not in body of email<\/li>\n<li>Email <a href=\"mailto:support@agiliron.com?subject=Separate%20Email%20PDF%20Content\">support@agiliron.com<\/a> to opt for the modified behavior above.<\/li>\n<li>Custom field support added in \u201cPending Invoices \u2013 Customizable\u201d for Customer Statements[ps2id id=&#8217;inv&#8217; target=&#8221;\/]<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><strong>Products &amp; Inventory<\/strong><\/p>\n<ul>\n<li><strong>Product Reorder Wizard \u2013 \u201cCreate PO\u201d Workflow now enabled <\/strong>(in addition to existing Stock Transfer Workflow)\n<ul>\n<li>User is presented with list of products that meets Reorder criteria and facilitates Creation of the POs for the respective Vendors<\/li>\n<\/ul>\n<\/li>\n<li><strong>Product Inventory &amp; Pricing Only Import Changes<\/strong>\n<ul>\n<li>Now includes optional &#8220;Sync to Channels&#8221; as a column \u2013 this column accepts \u201cYes\/No\u201d in each row \u2013 setting it to \u201cYes\u201d 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.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Product Images Import via URL<\/strong>\n<ul>\n<li>Product &#8220;All Fields&#8221; import CSV file &#8220;Product Images&#8221; column now accepts\n<ul>\n<li>image file name as it did before OR<\/li>\n<li>an image URL (new) OR<\/li>\n<li>combination if specifying multiple images (separated by comma)<\/li>\n<\/ul>\n<\/li>\n<li>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<\/li>\n<\/ul>\n<\/li>\n<li><strong>Average Costing Enhancements (Enterprise+ Only)<\/strong>\n<ul>\n<li><strong>Landed Cost Support Added &#8211; <\/strong>Shipping costs allocated among the items on the PO &#8211; proportionally based on line item total $\n<ul>\n<li>Other distribution methods will follow in future updates<\/li>\n<li>Please contact <a href=\"mailto:support@agiliron.com?subject=Landed%20Cost%20Support\">support@agiliron.com<\/a> to turn this on (only if on Average Costing)<\/li>\n<\/ul>\n<\/li>\n<li>Changes made on the PO &#8220;Line item Pricing&#8221; or the &#8220;Shipping&#8221; after Receiving will now be reflected in Average Cost of product<\/li>\n<\/ul>\n<\/li>\n<li><strong>Barcode Label Designer and Editor Enhancements (Enterprise+ Edition Only)<\/strong>\n<ul>\n<li>Added support for Product Custom Field markers in the Custom Barcode Label Template<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><strong>Usability<\/strong><\/p>\n<ul>\n<li><strong>Global Search<\/strong>\n<ul>\n<li>New panel in Global Search \u201cProducts List (Keyword Match)\u201d below the \u201cProducts List\u201d panel \u2013 this provides keyword based search results[ps2id id=&#8217;wh&#8217; target=&#8221;\/]<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>Warehouse Management App (Enterprise+ Only)<\/strong><\/h2>\n<ul>\n<li><strong>New Notification Email feature with Cycle Count workflow<\/strong>\n<ul>\n<li>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.<\/li>\n<li>Bottom of WH App Home Page\n<ul>\n<li>Breaks up &#8220;Sync Order &amp; Inventory Updates to Back Office&#8221; to 2 buttons\n<ul>\n<li>\u201cSync Order Updates to BackOffice\u201d<\/li>\n<li>&#8220;Sync Inventory Updates to BackOffice&#8221;<\/li>\n<li>With these buttons syncing the respective elements to BackOffice.<\/li>\n<\/ul>\n<\/li>\n<li>Adds New button &#8220;Email Inventory Updates CSV&#8221;<\/li>\n<\/ul>\n<\/li>\n<li>In &#8220;Settings&#8221;, new field added for &#8220;Inventory Updates CSV Email Address&#8221; which accepts one or more email addresses for recipients<\/li>\n<\/ul>\n<\/li>\n<li><strong>Product Image thumbnails support add to Receiving and Cycle Count flows<\/strong>\n<ul>\n<li>Similar to what was available in Pick flow in previous release<\/li>\n<li>Added a column for this &#8211; displays this column only if &#8220;Settings&#8221; page field called &#8220;Display Product Image Thumbnails&#8221; is turned on<\/li>\n<\/ul>\n<\/li>\n<li><strong>Hide Cycle Count Actual # Column Option<\/strong>\n<ul>\n<li>New field in &#8220;Settings&#8221; &#8211; &#8220;Display Current Qty in Cycle Count&#8221;<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>POS[ps2id id=&#8217;pos&#8217; target=&#8221;\/]<\/strong><\/h2>\n<ul>\n<li><strong>New \u201cReceive Payments\u201d workflow for Pending invoices<\/strong>\n<ul>\n<li>Added new field in \u201cSettings &gt; Channels &gt; edit POS Channel &gt; Configuration &gt; Allow Receive Payments\u201d to enable this workflow<\/li>\n<li>In the POS, select \u201cCustomer\u201d and then click the \u201cReceive Payments\u201d button on the left panel<\/li>\n<li>Enhancements to Z-Out &amp; X-Out reports to call out these Payments &#8211; Layaway Payments are now separately called out<\/li>\n<\/ul>\n<\/li>\n<li><strong>New Apps for Android &amp; iOS<\/strong>\n<ul>\n<li>iOS &#8211; Added Support for Zebra Printers \u2013 Discovery &amp; Setup of Printer in POS \u201cSettings\u201d menu<\/li>\n<li>Android\n<ul>\n<li>Added Support for Zebra, Star &amp; Default System Printer \u2013 Discovery &amp; Setup of Printer in POS \u201cSettings\u201d menu<\/li>\n<li>Payment Device Support added to bring it in line with the same support as iOS app<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li><strong>Penny Rounding for Canada<\/strong>\n<ul>\n<li>Reference &#8211; https:\/\/www.canada.ca\/en\/revenue-agency\/programs\/about-canada-revenue-agency-cra\/phasing-penny.html<\/li>\n<li>Added new field in Settings &gt; Channels &gt; edit POS Channel &gt; Configuration tab called &#8220;Allow Cash Penny Rounding&#8221;<\/li>\n<\/ul>\n<\/li>\n<li><strong>On Hold for Exchanges &amp; Quotes<\/strong>\n<ul>\n<li>Extended \u201cOn Hold\u201d support for Exchanges &amp; Quotes in addition to the existing one for Sales.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Customer Sales History Report<\/strong>\n<ul>\n<li>New button next to \u201cCustomer\u201d Text Field &#8211; brings up Sales History report for that customer<\/li>\n<\/ul>\n<\/li>\n<li><strong>Customer Electronic Signature Enhancements<\/strong>\n<ul>\n<li>New Field for Signature Name in the Electronic Signature popup dialog\n<ul>\n<li>Can be made mandatory &#8211; new field &#8220;Settings &gt; Channels &gt; edit POS &gt; Configuration &gt; Customer Receipt Options&#8221; called &#8220;Customer Electronic Signature Name Required&#8221;<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li><strong>Limited Time Order Editing<\/strong>\n<ul>\n<li>New field \u201cAllow Limited Time Order Editing\u201d field in \u201cSettings &gt; Channels &gt; edit POS Channel &gt; Configuration\u201d<\/li>\n<li>Enables limited time (20 min) POS order editing from the Sales Detail Report in POS[ps2id id=&#8217;amz&#8217; target=&#8221;\/]<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>Amazon FBA (Enterprise+ Only)<\/strong><\/h2>\n<ul>\n<li><strong>Inventory Management Related Enhancements<\/strong>\n<ul>\n<li>New link at bottom of Products tab &#8211; \u201cBulk Update Inventory from FBA\u201d (to Agiliron)<\/li>\n<li>Auto-Extracts FBA Qty Adjustments and Creates Inventory adjustments in Agiliron based on the Adjustment Reasons in FBA[ps2id id=&#8217;b2bb2c&#8217; target=&#8221;\/]<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>B2C\/B2B Webstores (B2B Enterprise+ Only)<\/strong><\/h2>\n<ul>\n<li><strong>All Pages SSL Support Added for 5* theme Stores \u2013 Domain-Specific SSL Certificate Auto Generated<\/strong>\n<ul>\n<li>For this to be enabled &#8211; CNAME for store sub-domain at domain registrar should now point to <strong>prod-ssl-channels.agiliron.net<\/strong><\/li>\n<li>Please email <a href=\"mailto:support@agiliron.com?subject=WebStore%20SSL%20Support\">support@agiliron.com<\/a> for enabling this<\/li>\n<li>Users with 4* or 3* store themes will have to migrate to 5* themes to use this feature<\/li>\n<\/ul>\n<\/li>\n<li><strong>Auto-Sitemap generation<\/strong>\n<ul>\n<li>For Live stores with domains mapped at domain registrar<\/li>\n<li>Sitemaps are automatically generated by the system every night<\/li>\n<\/ul>\n<\/li>\n<li><strong>B2B WebStore \u2013 New CRM based User Password Management<\/strong>\n<ul>\n<li>In the \u201cContacts\u201d Detailed View &#8211; New button &#8220;B2B Store Change Password&#8221;[ps2id id=&#8217;google&#8217; target=&#8221;\/]<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>Google Shopping \u2013 Enterprise+ Only<\/strong><\/h2>\n<ul>\n<li><strong>New Marketplace from Google<\/strong>\n<ul>\n<li>New Marketplace Service from Google &#8211; google.com\/retail\/shopping actions<\/li>\n<li>Universal shopping cart and instant checkout across various Google sites<\/li>\n<li>Separate from existing Google Shopping Feeds service (which is a referral to website)<\/li>\n<li>Google pilots with large retailers have shown 10-30% increase in incremental sales<\/li>\n<li>Google Fees (pay per sale) &#8211; https:\/\/support.google.com\/merchants\/answer\/9017972<\/li>\n<\/ul>\n<\/li>\n<li><strong>New Sales Channel in Agiliron<\/strong>\n<ul>\n<li>Will support the same workflows as other channels (Product Push, Customer &amp; Transaction Capture, Transmit Shipping Info, Auto Inventory\/Pricing Sync)<\/li>\n<li>Please email <a href=\"mailto:support@agiliron.com?subject=Google%20Shopping%20Channel\">support@agiliron.com<\/a> if interested in adding this Sales Channel<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Agiliron Version 12 Release Highlights POS rolls out several new Upgrades including New Apps for Android &amp; iOS, Receiving Payments on Pending Invoices, Penny Rounding in Canada, Limited Time Order Editing, On Hold for Quotes &amp; Exchanges B2C\/B2B Webstores adds support for Site-Wide Domain-Specific SSL, Auto-Sitemap generation and CRM management of B2B user password. New [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-1149","post","type-post","status-publish","format-standard","hentry","category-agiliron-news"],"_links":{"self":[{"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/posts\/1149","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/comments?post=1149"}],"version-history":[{"count":0,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/posts\/1149\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/media?parent=1149"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/categories?post=1149"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/tags?post=1149"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}