{"id":1200,"date":"2019-07-10T05:04:09","date_gmt":"2019-07-10T12:04:09","guid":{"rendered":"http:\/\/www.agiliron.com\/blog\/?p=1200"},"modified":"2025-05-05T04:28:51","modified_gmt":"2025-05-05T11:28:51","slug":"agiliron-updates-version-12-2","status":"publish","type":"post","link":"https:\/\/www.agiliron.com\/blog\/agiliron-updates-version-12-2\/","title":{"rendered":"Agiliron Version 12.2 Release Highlights"},"content":{"rendered":"<h2><span style=\"text-decoration: underline;\"><strong>Agiliron Version 12.2 Release Highlights<\/strong><\/span><\/h2>\n<ul>\n<li><a class=\"_ps2id\" href=\"#zapier\" data-ps2id-offset=\"\">Zapier Integration Available now <\/a>to connect to other SaaS apps<\/li>\n<li><a class=\"_ps2id\" href=\"#POS\" data-ps2id-offset=\"\">New POS Channel Features<\/a> including Customer Address Search, Product Search Enhancements &amp; Android POS App Printer Management.<\/li>\n<li><a class=\"_ps2id\" href=\"#zapier\" data-ps2id-offset=\"\">BackOffice Enhancements<\/a> including Stock Transfer editing, Global Search improvements, Landed Cost additional options, Customer Statement Date filtering &amp; better Customer Credits handling.<\/li>\n<li><a class=\"_ps2id\" href=\"#dupes\" data-ps2id-offset=\"\">Merge Duplicates<\/a> in CRM Leads, Accounts &amp; Contacts modules<\/li>\n<li><a class=\"_ps2id\" href=\"#attachments\" data-ps2id-offset=\"\">New Attachments module<\/a> in CRM<\/li>\n<li><a class=\"_ps2id\" href=\"#stock\" data-ps2id-offset=\"\">Stock Transfer Workflow addition to the Warehouse Management App<\/a><\/li>\n<li><a class=\"_ps2id\" href=\"#webstore\" data-ps2id-offset=\"\">New WebStore Design Template<\/a><\/li>\n<li><a class=\"_ps2id\" href=\"#api\" data-ps2id-offset=\"\">API addition for Inventory Transfer<\/a><\/li>\n<\/ul>\n<h2><strong><span style=\"text-decoration: underline;\">Agiliron Version 12.2 Release Full Details<\/span><br \/>\n<\/strong><\/h2>\n<h2><strong>CRM &amp; BackOffice[ps2id id=&#8217;zapier&#8217; target=&#8221;\/]<\/strong><\/h2>\n<p><strong>Integrations<\/strong><\/p>\n<ul>\n<li><strong>Zapier Integration (Enterprise+ Only)<\/strong>\n<ul>\n<li>New Zapier (zapier.com) Integration is now live &#8211; <a href=\"https:\/\/zapier.com\/apps\/agiliron\/integrations\" target=\"_blank\" rel=\"noopener\">https:\/\/zapier.com\/apps\/agiliron\/integrations<\/a><\/li>\n<li>Connects to various SaaS apps \u2013 see zapier.com\/apps for list of apps via Triggers and Actions<\/li>\n<li>This initial rollout is focused on Email Marketing apps (e.g. MailChimp) allowing for transfer of \u201cContacts\u201d module records information both ways.<\/li>\n<li>We will expand supported connection points subsequently to other application areas<\/li>\n<li>Please contact <a href=\"mailto:support@agiliron.com\">support@agiliron.com<\/a> with any questions regarding this integration[ps2id id=&#8217;dupes&#8217; target=&#8221;\/]<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><strong>CRM Modules[ps2id id=&#8217;attachments&#8217; target=&#8221;\/]<\/strong><\/p>\n<ul>\n<li><strong>Leads, Accounts, Contacts \u2013 \u201cMerge Duplicates\u201d<\/strong>\n<ul>\n<li>Capability added to Combine multiple duplicate Leads (and similarly in Accounts &amp; Contacts)<\/li>\n<li>New &#8220;Merge Duplicates&#8221; item added in the 3-dot menu in the Leads\/Accounts\/Contacts List View<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>New \u201cAttachments\u201d Module<\/strong>\n<ul>\n<li>Attachments has been supported across all modules for a long time in Agiliron and these can be viewed in the respective modules where it is attached.<\/li>\n<li>In this release, we are introducing a New Attachments List view which presents Attachments across all modules together in one list view and also allows for editing\/deleting of attachments.<\/li>\n<li>This module is \u201cOff\u201d by default \u2013 it can be added under \u201cMy Accounts &gt; My Profile &gt; Customizable Tabs\u201d.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>Transaction Modules<\/strong><\/h2>\n<ul>\n<li><strong>Global Search \u2013 new panels for Sales Returns and Purchase Returns<\/strong>\n<ul>\n<li>New Panel added for Sales Returns match results below the Sales Order panel<\/li>\n<li>New Panel added for Purchase Returns match results below the Purchase Order panel<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Stock Transfer Orders \u2013 Editing Support added (Enterprise+ Only)<\/strong>\n<ul>\n<li>New \u201cEdit Line Items\u201d button available in Shipping Detailed View (under \u201cShipping &amp; Receiving &gt; Shipping\u201d list view, click \u201cOrder No\u201d or \u201cSubject\u201d link) for Stock Transfer orders only<\/li>\n<li>Clicking this button will bring up the same screen as for Bulk Transfer creation page &#8211; the contents of the Stock Transfer you are editing are displayed. Any changes to the line items or the stock locations can be made and this updates the Stock Transfer order accordingly.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Setting \u201cInvoice Date\u201d field for Paid Sales Orders<\/strong>\n<ul>\n<li>Before this release, when you generate Invoice on an SO by clicking &#8220;Create Invoice&#8221; in the Detailed View OR &#8220;Invoice PDFs&#8221; in the List View &#8211; the &#8220;Invoice Date&#8221; field is NOT set if the &#8220;Status&#8221; of the SO at that time includes &#8220;Invoiced&#8221;.<\/li>\n<li>With this release, Agiliron sets the &#8220;Invoice Date&#8221; in the above scenario to<\/li>\n<li>&#8220;Current Date&#8221; if the order is Invoiced, NOT Paid and has NO payment dates<\/li>\n<li>&#8220;First Payment Date&#8221; if the order is Invoiced, NOT Paid and has one\/more payment dates<\/li>\n<li>&#8220;First Payment Date&#8221; if the order is Invoiced &amp; Paid<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Average Costing Enhancements (Enterprise+ Only)<\/strong>\n<ul>\n<li><strong>Landed Cost Support Additional options added<\/strong>\n<ul>\n<li><strong>Shipping costs can now be allocated among the items on the PO<\/strong>\n<ul>\n<li>1 &#8211; proportionally based on line item total $<\/li>\n<li>2 &#8211; proportionally based on Quantity (number of units purchased)<\/li>\n<li>3 &#8211; proportionally based on item weight<\/li>\n<li>4 &#8211; proportionally based on item volume<\/li>\n<\/ul>\n<\/li>\n<li>Please contact <a href=\"mailto:support@agiliron.com\">support@agiliron.com<\/a> to enabled any of these options (only if you are using Average Costing)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Issue Credit, Apply Credit Enhancements<\/strong>\n<ul>\n<li>With this release, the system does not require \u201cPaid\u201d status to be set in SO &amp; SR for the Apply &amp; Issue Credit to be resolved for the Customer Account.<\/li>\n<li>However, once the credit is Issued or Applied, this is immediately applied to the Customer Account and that Payment line item cannot be edited subsequently.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Customer Statement \u2013 Date Filtering added<\/strong>\n<ul>\n<li>\u201cAccounting &gt; Receivables &gt; Accounts with Balance custom view &gt; Export Statement\u201d now brings up a dialog with From and To dates for Date filtering of the creation of the transactions.[ps2id id=&#8217;POS&#8217; target=&#8221;\/]<\/li>\n<li>The specification of the From and To dates is handled as follows:\n<ul>\n<li>No Dates provided means All Orders (no filter applied)<\/li>\n<li>Both Dates provided means Orders for the Date range specified<\/li>\n<li>From Date only provided means Orders From that Date to Today<\/li>\n<li>To Date only provided means Orders from All Dates prior to selected To Date<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>POS<\/strong><\/h2>\n<ul>\n<li><strong>Customer Text Field in POS \u2013 Address Match now available<\/strong>\n<ul>\n<li>New field in \u201cSettings &gt; Channels &gt; edit POS Channel &gt; Configuration tab\u201d called &#8220;Allow Customer Address Search&#8221; to enable this<\/li>\n<li>Account &#8220;Billing\/Shipping Address&#8221; &amp; Contact &#8220;Mailing\/Other Address&#8221; based search of Customers in Customer Text Field in POS &#8211; if there are multiple matches, displays all of them in the drop-down<\/li>\n<\/ul>\n<\/li>\n<li><strong>Product Search Enhancements \u2013 Keyword Search &amp; Quantity display<\/strong>\n<ul>\n<li>POS now allows searching of products based on multiple keywords in the Product Text field<\/li>\n<li>New field in \u201cSettings &gt; Channels &gt; edit POS Channel &gt; Configuration tab\u201d called \u201cAllow Product Multiple keyword Search\u201d to turn this \u201cOn\u201d<\/li>\n<li>POS Product text field autocomplete search results can now show Available Quantity in Stock<\/li>\n<li>New field in \u201cSettings &gt; Channels &gt; edit POS Channel &gt; Configuration tab\u201d called \u201cDisplay Available Quantity in Product Search\u201d to turn this \u201cOn\u201d<\/li>\n<\/ul>\n<\/li>\n<li><strong>Android POS App \u2013 Printer Management Enhancements[ps2id id=&#8217;webstore&#8217; target=&#8221;\/]<\/strong>\n<ul>\n<li>Android POS App Tools Menu on the top right now displays whether a Printer is Connected by a Green check mark and also Displays the Name of the Connected Printer.<\/li>\n<li>Available now in the Google Play Store.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>B2B Webstores<\/strong><\/h2>\n<ul>\n<li><strong>New Design Template \u2013 \u201c547100250\u201d added.<\/strong><\/li>\n<\/ul>\n<h2><strong>Amazon<\/strong><\/h2>\n<ul>\n<li><strong>Amazon Category Specific Field Advice<\/strong>\n<ul>\n<li>Optimized the Amazon Category selector for quicker presentation of the lists for selection<\/li>\n<li>On user selection of an Amazon Category, the system pops up information of the Required fields for that Category<strong style=\"font-size: 1.28571rem;\">[ps2id id=&#8217;stock&#8217; target=&#8221;\/]<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>Warehouse Management App (Enterprise+ Only)<\/strong><\/h2>\n<ul>\n<li><strong>New Stock Transfer Workflow Added<\/strong>\n<ul>\n<li>Similar to the Bulk Transfer Workflow in the BackOffice<\/li>\n<li>Allows Creation of Stock Transfer from current Stock Location to alternate Stock Locations<\/li>\n<li>This creates the Stock Transfer order in Shipping module.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Optimizations for Product Images Handling<\/strong>\n<ul>\n<li>Reduced usage of memory for product image handling for better app performance.<\/li>\n<\/ul>\n<\/li>\n<li>The release of this version of the App is pending with Apple for approval \u2013 will be available on your device once it is approved.[ps2id id=&#8217;api&#8217; target=&#8221;\/]<\/li>\n<\/ul>\n<h2><strong>Services<\/strong><\/h2>\n<ul>\n<li><strong>API Explorer for Developers (Enterprise+ Only)<\/strong>\n<ul>\n<li>New APIs available now for \u201cInventory Transfer\u201d<\/li>\n<li>Please see api.agiliron.com for details<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Agiliron Version 12.2 Release Highlights Zapier Integration Available now to connect to other SaaS apps New POS Channel Features including Customer Address Search, Product Search Enhancements &amp; Android POS App Printer Management. BackOffice Enhancements including Stock Transfer editing, Global Search improvements, Landed Cost additional options, Customer Statement Date filtering &amp; better Customer Credits handling. Merge [&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-1200","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/posts\/1200","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=1200"}],"version-history":[{"count":0,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/posts\/1200\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/media?parent=1200"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/categories?post=1200"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/tags?post=1200"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}