{"id":1179,"date":"2019-05-21T08:46:14","date_gmt":"2019-05-21T15:46:14","guid":{"rendered":"http:\/\/www.agiliron.com\/blog\/?p=1179"},"modified":"2025-05-05T22:39:10","modified_gmt":"2025-05-06T05:39:10","slug":"agiliron-version-12-1","status":"publish","type":"post","link":"https:\/\/www.agiliron.com\/blog\/agiliron-version-12-1\/","title":{"rendered":"Agiliron Version 12.1"},"content":{"rendered":"<h2><span style=\"text-decoration: underline;\"><strong>Agiliron Version 12.1 Release Highlights<\/strong><\/span><\/h2>\n<ul>\n<li><strong><a class=\"_ps2id\" href=\"#shipping\" data-ps2id-offset=\"\">New Carrier Shipping Cost Estimation<\/a><\/strong> in CRM Sales Orders &amp; Quotes modules<\/li>\n<li><strong><a class=\"_ps2id\" href=\"#pos-channel\" data-ps2id-offset=\"\">New POS Channel Features<\/a> <\/strong>including Customer Account Number &amp; Phone Number Search, Display of Stock Information in the transaction line items, On Hold Order Receipts and Receipt Enhancements.<\/li>\n<li><strong><a class=\"_ps2id\" href=\"#qbo\" data-ps2id-offset=\"\">QuickBooks Integration Enhancements<\/a> <\/strong>including Class mapping for Sales Returns and use of Shipping Date as Transaction Date for Sales.<\/li>\n<li><strong><a class=\"_ps2id\" href=\"#emails\" data-ps2id-offset=\"\">Email Content Customization<\/a> <\/strong>with Customizable Transaction PDF document emails &amp; additional field markers.<\/li>\n<\/ul>\n<h2><strong><span style=\"text-decoration: underline;\">Agiliron Version 12.1 Release Full Details<strong style=\"font-size: 1rem;\">[ps2id id=&#8217;qbo&#8217; target=&#8221;\/]<\/strong><\/span><br \/>\n<\/strong><\/h2>\n<h2><strong>CRM &amp; BackOffice<\/strong><\/h2>\n<p><strong>Integrations<\/strong><\/p>\n<ul>\n<li><strong>QuickBooks Integration Enhancements[ps2id id=&#8217;shipping&#8217; target=&#8221;\/]<\/strong>\n<ul>\n<li>\u201cSettings<strong style=\"font-size: 1rem;\"> &gt; QuickBooks &gt; Use as Transaction Date\u201d for Sales Orders<\/strong>\n<ul>\n<li>Adds support for &#8220;Shipping Date&#8221; as an option<\/li>\n<li>If \u201cShipping Date\u201d is not available in a transaction, then defaults to \u201cModified Date\u201d<\/li>\n<\/ul>\n<\/li>\n<li>Sales<strong> Returns \u2013 \u201cChannel\u201d field value to \u201cClass\u201d<\/strong>\n<ul>\n<li>\u201cChannel\u201d has been added as a field in Sales Returns now<\/li>\n<li>This now syncs to QBO &amp; QBD if Classes sync is turned On in Agiliron and QuickBooks<\/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 &amp; Quotes \u2013 Added Support for Estimating Carrier Shipping Costs (Enterprise+ Only)<\/strong>\n<ul>\n<li>Enhances Sales Order New\/Edit form in the Agiliron CRM with a Shipping Cost Calculator that gets Real-time shipping rates from Carriers<\/li>\n<li>In this release, support is only for US addresses \u2013 this will be expanded to International in the next update.<\/li>\n<li>Carrier credential fields setup is available in \u201cSettings &gt; Shipping Carriers\u201d along with \u201cTest Connection\u201d capability in each case to verify the credentials.\n<ul>\n<li>If \u201cTest Connection\u201d is successful, system will automatically set \u201cActive\u201d checkbox<\/li>\n<li>Only \u201cActive\u201d Carriers will be queried to estimate shipping costs.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>\u201cEstimate\u201d button is available left of the \u201cShipping\u201d text field in the SO New\/Edit form\n<ul>\n<li>Checks \u201cSettings &gt; Carriers\u201d with verified API credentials (\u201cActive\u201d)<\/li>\n<li>If none verified, displays message to user \u201cPlease setup API Connection to your Carrier accounts to enable the Shipping Cost Estimator.\u201d<\/li>\n<li>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=&#8217;emails&#8217; target=&#8221;\/]<\/li>\n<\/ul>\n<\/li>\n<li>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\n<ul>\n<li>Based on user selection above, system then adds the Shipping rate to the Sales Order form &#8220;Shipping&#8221; field and sets the \u201cCarrier\u201d and \u201cShipping Method\u201d fields on the Sales Order.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Sales Receipt &amp; Invoice &amp; Other PDFs Enhancements (Enterprise+ Only)<\/strong>\n<ul>\n<li>Emails Content Customization with Customizable PDF Templates\n<ul>\n<li>When sending Transaction PDFs (e.g. Invoice or Sales Receipt or Purchase Order)\n<ul>\n<li>The system includes the content of these templates in the body of the email and attaches the same as PDF by default<\/li>\n<\/ul>\n<\/li>\n<li>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\n<ul>\n<li>\u201cInvoice \u2013 Customizable\u201d \u2013 email template \u201cEmail Invoice\u201d<\/li>\n<li>\u201cSales Receipt \u2013 Customizable\u201d \u2013 email template \u201cEmail Sales Receipt\u201d<\/li>\n<li>\u201cQuote &#8211; Customizable\u201d &#8211; email template \u201cEmail Quote\u201d<\/li>\n<li>\u201cPending Invoices &#8211; Customizable\u201d &#8211; email template \u201cEmail Pending Invoices\u201d<\/li>\n<li>\u201cPurchase Order &#8211; Customizable\u201d &#8211; email template \u201cEmail Purchase Order\u201d<\/li>\n<li>\u201cPurchase Return &#8211; Customizable\u201d &#8211; email template \u201cEmail Purchase Return\u201d<\/li>\n<li>\u201cSales Return &#8211; Customizable\u201d &#8211; email template \u201cEmail Sales Return\u201d<\/li>\n<\/ul>\n<\/li>\n<li>Please email <a href=\"mailto:support@agiliron.com\">support@agiliron.com<\/a> if would like to opt for this change.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\"><\/li>\n<li><strong>New Marker for Combined Sales Tax<\/strong>\n<ul>\n<li>Added new field markers for Sales Order, Sales Returns and Quotes\n<ul>\n<li>\u201cSales Tax Authority Combined\u201d<\/li>\n<li>\u201cSales Tax Combined\u201d<\/li>\n<\/ul>\n<\/li>\n<li>This provides a table with \u201cTax Authority Name\u201d and \u201cSales Tax\u201d amount\n<ul>\n<li>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.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li><strong>\u201cPending Invoices \u2013 Customizable\u201d PDF \u2013 Customization of the Order list columns<\/strong>\n<ul>\n<li>Provided additional field markers that allows for customization of the Order and Return row columns in the Customer Statements.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>POS[ps2id id=&#8217;pos-channel&#8217; target=&#8221;\/]<\/strong><\/h2>\n<ul>\n<li><strong>Customer Text Field in POS &#8211; Account Number &amp; Phone Number match<\/strong>\n<ul>\n<li>Two New fields in \u201cSettings &gt; Channels &gt; edit POS Channel &gt; Configuration tabs\n<ul>\n<li>&#8220;Allow Customer Account Number Search&#8221; &#8211; Options &#8220;Yes\/No&#8221;, Default &#8211; &#8220;No&#8221;<\/li>\n<li>&#8220;Allow Customer Phone Number Search&#8221; &#8211; Options &#8220;Yes\/No&#8221;, Default &#8211; &#8220;No&#8221;<\/li>\n<\/ul>\n<\/li>\n<li>&#8220;Allow Customer Account Number Search&#8221; enables Account &#8220;Account Number&#8221; based search of Customers in Customer Text Field in POS &#8211; \u201cAccount Number\u201d is a field in &#8220;Account&#8221;<\/li>\n<li>&#8220;Allow Customer Phone Number Search&#8221; enables Account or Contact Phone Number based search of Customers in Customer Text Field in POS &#8211; There are multiple phone fields in Account and Contact so matches against any of them<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Customer Specific Pricebook Products only Feature added<\/strong>\n<ul>\n<li>New field in \u201cSettings &gt; Channels &gt; edit POS Channel &gt; Pricing Options tab\u201d\n<ul>\n<li>\u201cShow only Customer Pricebook Products\u201d \u2013 default is \u201cNo\u201d<\/li>\n<\/ul>\n<\/li>\n<li>If this is enabled, only products in that pricebook will be selectable in the POS<\/li>\n<li>Without any customer selection, POS will display all products from the POS default pricebook<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>QOH (Qty on Hand) &amp; QSO|QPO (Qty on SO|Qty on PO) columns Options Added<\/strong>\n<ul>\n<li>New field in the &#8220;Settings &gt; Channels &gt; edit POS Channel &gt; Inventory Options&#8221;\n<ul>\n<li>\u201cDisplay Stock Information in Product Line Items&#8221; &#8211; Options &#8211; &#8220;Yes\/No&#8221;, Default &#8211; &#8220;No&#8221;<\/li>\n<\/ul>\n<\/li>\n<li>Adds &#8220;QOH&#8221; and &#8220;QSO|QPO&#8221; columns in the transaction Product Line items table next to the &#8220;Qty&#8221; column.\n<ul>\n<li>These columns are not editable, Displays the Qty information for the Stock Location of the POS channel<\/li>\n<li>Also highlights these columns in Red\/Green based on Qty availability<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>On Hold Orders &#8211; Receipt Option Added<\/strong>\n<ul>\n<li>New field in \u201cSettings &gt; Channels &gt; edit POS Channel &gt; Configuration tab &gt; Customer Receipt Options tab\u201d\n<ul>\n<li>Added field &#8220;On Hold Receipt&#8221; &#8211; Options &#8220;Yes\/No&#8221;, Default &#8220;No&#8221;<\/li>\n<\/ul>\n<\/li>\n<li>Follows the same process as &#8220;Checkout&#8221; in terms of generating the Receipt (Print\/Email\/Prompt based on setting)<\/li>\n<li>Works for Sale\/Exchange where On Hold is supported and uses the respective checkout receipt template (default\/customizable depending on user selection)<\/li>\n<li>But on those templates a \u201cDraft\u201d watermark is added on the top left<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>For Exchanges &#8211; Customizable Receipt Enhancements<\/strong>\n<ul>\n<li>After the Sale line items added a row with\n<ul>\n<li>\u201cTotal Sale Qty\u201d and \u201cTotal Sale Amount\u201d<\/li>\n<\/ul>\n<\/li>\n<li>After the Return line items added a row with\n<ul>\n<li>\u201cTotal Return Qty\u201d and \u201cTotal Return Amount\u201d<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Sales Returns from POS created in BackOffice now have \u201cChannel\u201d &amp; \u201cChannel Order ID\u201d fields set.<\/strong><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Agiliron Version 12.1 Release Highlights New Carrier Shipping Cost Estimation in CRM Sales Orders &amp; Quotes modules New POS Channel Features including Customer Account Number &amp; 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 [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1179","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/posts\/1179","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=1179"}],"version-history":[{"count":0,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/posts\/1179\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/media?parent=1179"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/categories?post=1179"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/tags?post=1179"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}