{"id":1281,"date":"2020-02-24T14:57:18","date_gmt":"2020-02-24T22:57:18","guid":{"rendered":"http:\/\/www.agiliron.com\/blog\/?p=1281"},"modified":"2025-05-06T01:23:59","modified_gmt":"2025-05-06T08:23:59","slug":"version13-product-update","status":"publish","type":"post","link":"https:\/\/www.agiliron.com\/blog\/version13-product-update\/","title":{"rendered":"Agiliron Version 13 Product Release"},"content":{"rendered":"<h2><strong>Version 13.0 Release Highlights<\/strong><\/h2>\n<ul>\n<li><strong><a class=\"_ps2id\" href=\"#New \u201cMarket Intelligence\u201d Module\" data-ps2id-offset=\"\">New \u201cMarket Intelligence\u201d Module <\/a><\/strong>to evaluate product placement, pricing and selling strategies across global marketplaces\u2026demo video included below.<iframe src=\"https:\/\/www.youtube.com\/embed\/IhZJ6D9weJA\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/li>\n<li><strong><a class=\"_ps2id\" href=\"#supplier-connector\" data-ps2id-offset=\"\">New \u201cSupplier Connector Plug-in Framework\u201d<\/a> <\/strong>to connect with Suppliers for communication of POs and Shipments<\/li>\n<li><strong><a class=\"_ps2id\" href=\"#3pl\" data-ps2id-offset=\"\">New \u201c3PL Connector Plug-in Framework\u201d<\/a> <\/strong>to connect with 3PLs for communication of SOs and Shipments<\/li>\n<li><strong><a class=\"_ps2id\" href=\"#ups-fulfillment\" data-ps2id-offset=\"\">New Integration with \u201cUPS Fulfillment\u201d for 3PL services<\/a><\/strong><\/li>\n<li><strong><a class=\"_ps2id\" href=\"#exchange\" data-ps2id-offset=\"\">New \u201cExchange\u201d workflow in CRM<\/a> <\/strong>for management of sales exchanges on customer orders.<\/li>\n<li><strong><a class=\"_ps2id\" href=\"#credit\" data-ps2id-offset=\"\">Customer Credit Card Management productivity improvements in the CRM<\/a><\/strong><\/li>\n<li><strong><a class=\"_ps2id\" href=\"#pos\" data-ps2id-offset=\"\">POS goes fully Offline for extended Offline usage using cached logins<\/a><\/strong><\/li>\n<li><strong><a class=\"_ps2id\" href=\"#qbo\" data-ps2id-offset=\"\">Many major enhancements to the QBO integration for improved data flows<\/a><\/strong><\/li>\n<li><strong><a class=\"_ps2id\" href=\"#api22\" data-ps2id-offset=\"\">New API 22 with various new APIs for developers and improved performance<\/a><\/strong><\/li>\n<li><strong>and much more!<\/strong><\/li>\n<\/ul>\n<h2><strong>Version 13.0 Release Details<\/strong><\/h2>\n<h2><strong>CRM\/BackOffice<\/strong><\/h2>\n<p><strong>\u00a0<\/strong><strong>Integrations [ps2id id=&#8217;supplier-connector&#8217; target=&#8221;\/]<\/strong><\/p>\n<ul>\n<li><strong>New \u201cSupplier Connector Plug-in Framework\u201d (Enterprise+ Only)<\/strong>\n<ul>\n<li>To connect with Suppliers for communication of POs and Shipments<\/li>\n<li>Please see \u201cSettings &gt; Supplier Connections\u201d for plug-in framework to add Supplier connections [ps2id id=&#8217;3pl&#8217; target=&#8221;\/]<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>New \u201c3PL Connector Plug-in Framework\u201d (Enterprise+ Only) [ps2id id=&#8217;ups-fulfillment&#8217; target=&#8221;\/]<\/strong>\n<ul>\n<li>To connect with 3PLs for communication of SOs and Shipments<\/li>\n<li>Please see \u201cSettings &gt; 3PL Connections\u201d for plug-in framework to add 3PL connections<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>New Integration with \u201cUPS Fulfillment\u201d for 3PL services<\/strong>\n<ul>\n<li>The process works similar to the integration with ShipStation<\/li>\n<li>Go to &#8220;Shipping &amp; Receiving &gt; Shipping&#8221; [ps2id id=&#8217;qbo&#8217; target=&#8221;\/]<\/li>\n<li>There select one or more customer orders (left checkbox)<\/li>\n<li>In the drop-down above the order list, select &#8220;UPS Fulfillment&#8221;<\/li>\n<li>Click &#8220;Process&#8221; button<\/li>\n<li>Click &#8220;Send to UPS Fulfillment&#8221; button<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>QuickBooks Integration Enhancements<\/strong>\n<ul>\n<li><strong>Improved Data Flows for QBO Integration<\/strong>\n<ul>\n<li>Purchase Orders now create Purchase Orders as a template in QBO and the Bills are posted against it as Products are Received for that PO. If there is a pre-payment on the PO when posted to QBO, this creates an Expense against the PO which can then be applied to a Bill on that PO when product is received.<\/li>\n<li>Exchanges in POS now post the Sales Order and associated Return to QBO as a Credit Memo linked to the Sale when the Sales Order is synched to QBO.<\/li>\n<\/ul>\n<\/li>\n<li><strong>User Interface Improvements<\/strong>\n<ul>\n<li>\u201cMark As Synched\u201d under \u201cAccounting &gt; QuickBooks Export\u201d moved to right of screen to avoid accidental use.<\/li>\n<li>\u201cMark As Synched\u201d under \u201cAccounting &gt; QuickBooks Export\u201d now also works for Orders with Additional Payments pending in the sync queue<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>CRM Modules<\/strong><\/h2>\n<ul>\n<li><strong>HelpDesk Module Enhancements<\/strong>\n<ul>\n<li>Now includes support for association between Sales Orders and HelpDesk tickets<\/li>\n<li>Added HelpDesk sub-tab in Sales Order Detailed View UI for listing, display and editing of tickets associated with Sales Order <strong>[ps2id id=&#8217;exchange&#8217; target=&#8221;\/]<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>Transaction Modules [ps2id id=&#8217;credit&#8217; target=&#8221;\/]<\/strong><\/h2>\n<ul>\n<li><strong>New \u201cExchange\u201d Workflow\u00a0<\/strong>\n<ul>\n<li>For management of Exchanges on Customer Orders (similar to the Exchange flow that has been supported previously in the POS) in the CRM.<\/li>\n<li>Click the \u201cNew Sales Exchange\u201d item from the \u201cNew\u201d menu to initiate this workflow.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Customer Credit Card Management Productivity Improvements<\/strong>\n<ul>\n<li><strong>Selection of stored Customer Credit Cards in the Sales Order\/Sales Returns<\/strong>\n<ul>\n<li>The \u201cPayment Method\u201d drop-down in Sales Order \/ Sales Return now displays the various cards stored in the Customer Account for selection at the bottom of the drop-down (below the &#8212;&#8212;- separator line of Standard list of Payment Methods). The user can select from that list.<\/li>\n<li>When an Account is selected in the Sales Order \/ Sales Return, the Default payment method continues to be selected in the customer Account as it has been previously supported.<\/li>\n<li>Now, the user can then choose to switch to a different from the \u201cPayment Method\u201d drop-down if needed.<\/li>\n<\/ul>\n<\/li>\n<li><strong>\u201cAdd \/ Update Card to Account\u201d button in Sales Order \/ Sales Return<\/strong>\n<ul>\n<li>Next to the \u201cProcess\u201d button in the Sales Order \/ Sales Return for CC payment methods, New button \u201cAdd \/ Update Card to Account\u201d added that allows user to Save the card info entered \/ updated in the Sales Order \/ Sales Return to the Customer Account for future use.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li><strong>SO\/Quotes\/PO\/SR Line Item Info<\/strong>\n<ul>\n<li>Info button added to Product line Items in SO\/Quotes\/PO\/SR<\/li>\n<li>After Product Selection, click the (i) button to get historical information, stock information &amp; pricing information in an easy to consume format<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>Products &amp; Inventory<\/strong><\/h2>\n<ul>\n<li><strong>Reorder Wizard Improvements<\/strong>\n<ul>\n<li><strong>On Final Step &#8220;Save As&#8221; CSV file generated<\/strong>\n<ul>\n<li>Added the &#8220;Qty in Stock&#8221;, &#8220;Reorder Level&#8221;, &#8220;Preferred Stock Level&#8221; columns with the respective values in each selected row exported<\/li>\n<li>These are added to the right of the columns previously being exported<\/li>\n<\/ul>\n<\/li>\n<li><strong>Select Products Step<\/strong>\n<ul>\n<li>Added checkbox in header that allows selection and deselection of all rows<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li><strong>PO Receiving \u2013 Bin Location Field added<\/strong>\n<ul>\n<li>Under \u201cShipping&amp;Receiving &gt; Receiving &gt; edit order\u201d, the \u201cProduct Item Details\u201d panel now includes field for entry of Bin Location information during Receiving.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>Usability<\/strong><\/h2>\n<ul>\n<li><strong>New Wizards now available under the \u201cNew\u201d menu<\/strong>\n<ul>\n<li>\u201cNew Account Wizard\u201d to create Customer Account and associated Contacts in a step by step guided wizard<\/li>\n<li>\u201cNew Vendor Wizard\u201d to create Vendor and associated Contacts in a step by step guided wizard<\/li>\n<\/ul>\n<\/li>\n<li><strong>List Views for all Modules<\/strong>\n<ul>\n<li>Inline Editing now available for PickList fields (drop-down values).<\/li>\n<li>\u201cCustom Views &gt; Edit\u201d now includes a \u201cDuplicate\u201d button to clone Custom Views and create new ones.<\/li>\n<\/ul>\n<\/li>\n<li><strong>\u201cBulk Edit\u201d capability added to Potentials module<\/strong><\/li>\n<\/ul>\n<h2><strong>Services [ps2id id=&#8217;New \u201cMarket Intelligence\u201d Module&#8217; target=&#8221;\/]<\/strong><\/h2>\n<ul>\n<li><strong>New \u201cMarket Intelligence\u201d Module<\/strong>\n<ul>\n<li>To evaluate product placement, pricing and selling strategies across global marketplaces<\/li>\n<li>To enable this module, go to \u201cMy Account\u201d (top left of the application) &gt; My Profile &gt; Customize Tabs<\/li>\n<li>Demo video included below.<iframe src=\"https:\/\/www.youtube.com\/embed\/IhZJ6D9weJA\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/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>Goes fully Offline for extended Offline usage using cached logins<\/strong>\n<ul>\n<li>This new feature allows for user to login without an internet connection to the POS based on previous login information cached locally on the device.<\/li>\n<li>This is enabled only for a limited number of days by which time user will require connection to the server to refresh the local login cache.<\/li>\n<li>Please contact <a href=\"mailto:support@agiliron.com\">support@agiliron.com<\/a> to enable this for your instance if there is a business need for this.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>POS Internationalization for English, French, Spanish<\/strong>\n<ul>\n<li>The POS now supports user interface in 3 languages \u2013 English, French &amp; Spanish<\/li>\n<li>User can select the language from the flag drop-down field on top right of the POS<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>\u201c<\/strong><strong>Require Customer Selection for All Orders\u201d \u2013 new configurable field<\/strong>\n<ul>\n<li>New field in &#8220;Settings &gt; Channels &gt; edit POS Channel &gt; Configuration&#8221; tab<\/li>\n<li>Options &#8211; &#8220;Yes\/No&#8221;<\/li>\n<li>Default &#8211; &#8220;No&#8221;<\/li>\n<li>If set to &#8220;Yes&#8221;, require Customer Selection for all Sales\/Returns\/Exchanges<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>\u201cAllow Edit Separate Line Item Quantity\u201d \u2013 new configuration field<\/strong>\n<ul>\n<li>New field in &#8220;Settings &gt; Channels &gt; edit POS Channel &gt; Configuration&#8221; tab<\/li>\n<li>Allows user to allow editing of Qty field in the POS when \u201cProduct Separate Line Item Qty\u201d for same product selection is enabled.<\/li>\n<li>Options \u201cYes\/No\u201d<\/li>\n<li>Default \u201cNo\u201d<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>\u201cOrder Editing Limited Time Minutes\u201d \u2013 new configuration field<\/strong>\n<ul>\n<li>New field in &#8220;Settings &gt; Channels &gt; edit POS Channel &gt; Configuration&#8221; tab<\/li>\n<li>Allows the user to select the time window for editing of POS orders<\/li>\n<li>Options \u201c10,20,30,40,50.60\u201d minutes<\/li>\n<li>Default \u201c20\u201d minutes<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>Amazon &amp; FBA (FBA Enterprise+ Only)<\/strong><\/h2>\n<ul>\n<li><strong>Amazon Settlement ID<\/strong>\n<ul>\n<li>Now available as a field \u201cAmazon Settlement ID\u201c in the Sales Order detailed view \u201cSales Order Information\u201d panel<\/li>\n<li>This should facilitate reconciliation of periodic Amazon payments against the customer orders.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>eBay<\/strong><\/h2>\n<ul>\n<li><strong>eBay Export Enhancement<\/strong>\n<ul>\n<li>New \u201cExport All Products in Agiliron Import Format &amp; Copy Images by Listing Date\u201d link under \u201cSettings &gt; Channels &gt; edit eBay channel\u201d<\/li>\n<li>This operation allows export of eBay listing information by user selected Listing Date in the Agiliron import format CSV file format.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>Shopify, BigCommerce, Magento, WooCommerce Integrations<\/strong><\/h2>\n<ul>\n<li><strong>Magento 2 Support<\/strong>\n<ul>\n<li>Support for Magento 2 is fully available now with all data flows as other integration adapters <strong>[ps2id id=&#8217;api22&#8242; target=&#8221;\/]<\/strong><\/li>\n<li>When creating a new Magento Sales Channel, it still defaults to Magento 1.x adapter. Please contact <a href=\"mailto:support@agiliron.com\">support@agiliron.com<\/a> to switch to Magento 2 if you are running the site on Magento 2.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>API Services (Enterprise+ Only)\u00a0<\/strong><\/h2>\n<ul>\n<li><strong>New API 22 (Enterprise+ Only)<\/strong>\n<ul>\n<li><strong>Various new APIs for developers and improved performance<\/strong>\n<ul>\n<li>Lead<\/li>\n<li>Event<\/li>\n<li>Task<\/li>\n<li>Sales Return<\/li>\n<li>Inventory Transfer<\/li>\n<li>Bulk Accounts<\/li>\n<li>Bulk Account Credits<\/li>\n<\/ul>\n<\/li>\n<li><strong>Please see api.agiliron.com for details<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Version 13.0 Release Highlights New \u201cMarket Intelligence\u201d Module to evaluate product placement, pricing and selling strategies across global marketplaces\u2026demo video included below. New \u201cSupplier Connector Plug-in Framework\u201d to connect with Suppliers for communication of POs and Shipments New \u201c3PL Connector Plug-in Framework\u201d to connect with 3PLs for communication of SOs and Shipments New Integration with [&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-1281","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/posts\/1281","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=1281"}],"version-history":[{"count":0,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/posts\/1281\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/media?parent=1281"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/categories?post=1281"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/tags?post=1281"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}