{"id":1422,"date":"2020-08-10T13:08:31","date_gmt":"2020-08-10T20:08:31","guid":{"rendered":"http:\/\/www.agiliron.com\/blog\/?p=1422"},"modified":"2025-09-25T22:00:59","modified_gmt":"2025-09-26T05:00:59","slug":"agiliron-version-13-4-product-release","status":"publish","type":"post","link":"https:\/\/www.agiliron.com\/blog\/agiliron-version-13-4-product-release\/","title":{"rendered":"Agiliron Version 13.4 Product Release"},"content":{"rendered":"<h2><strong>Version 13.4 Release Details<\/strong><\/h2>\n<h2><strong>CRM\/BackOffice<\/strong><\/h2>\n<p><strong>Products &amp; Inventory<\/strong><\/p>\n<ul>\n<li><strong>New PriceBook Manager Wizard for Pricing Management Automation<\/strong>\n<ul>\n<li>New Pricebook Wizard with the following major capabilities:\n<ul>\n<li>Editing of Multiple Pricebooks in Spreadsheet format<\/li>\n<li>Support for MS-Excel style formulas that reference other Pricebooks, Unit Cost etc.<\/li>\n<li>Matrix Item Products are displayed as one Sku per row (Matrix SKU Code necessary)<\/li>\n<li>Operating Data Set Selection in first step of the Wizard \u2013 filter for Product Category, Manufacturer, Vendor, Product Type, Pricebooks and select the Product field columns to include as columns in the editing spreadsheet. Selections made in this step persist for the next time user returns to the Pricebook Wizard.<\/li>\n<li>Export of Changes to MS-Excel file.<a href=\"https:\/\/www.agiliron.com\/blog\/wp-content\/uploads\/2020\/08\/pricebook.png\"><img decoding=\"async\" class=\"aligncenter wp-image-1423\" src=\"https:\/\/www.agiliron.com\/blog\/wp-content\/uploads\/2020\/08\/pricebook.png\" alt=\"pricebook\" width=\"221\" height=\"172\" title=\"\" srcset=\"https:\/\/www.agiliron.com\/blog\/wp-content\/uploads\/2020\/08\/pricebook.png 392w, https:\/\/www.agiliron.com\/blog\/wp-content\/uploads\/2020\/08\/pricebook-300x233.png 300w\" sizes=\"(max-width: 221px) 100vw, 221px\" \/><\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Stock Location Deactivation<\/strong>\n<ul>\n<li>Settings &gt; Company Information &gt; Stock Locations \u2013 now includes an \u201cActive\u201d checkbox.<\/li>\n<li>If this is set to &#8220;off&#8221;, the Stock Location is no longer displayed in \u201cDeliver From\/To\u201d drop-downs in Account, SO, PO, Shipping, Receiving etc. and is also excluded in Exports\/Reports as well.<\/li>\n<li>This allows for Deactivation of a Stock Location without deleting it and keeping the historical information in the process.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Stock Adjustments \u2013 New CSV Import<\/strong>\n<ul>\n<li>Available now at the bottom of the \u201cProducts &gt; Products\u201d page as shown below.<\/li>\n<li>Click the \u201cDownload Template\u201d link to download the format spreadsheet template.<\/li>\n<li>Click \u201cImport Products\u201d and select \u201cInventory Adjustments Only\u201d in Step 2 of the Import Wizard.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.agiliron.com\/blog\/wp-content\/uploads\/2020\/08\/product-tools.png\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-1424\" src=\"https:\/\/www.agiliron.com\/blog\/wp-content\/uploads\/2020\/08\/product-tools.png\" alt=\"product tools\" width=\"557\" height=\"166\" title=\"\" srcset=\"https:\/\/www.agiliron.com\/blog\/wp-content\/uploads\/2020\/08\/product-tools.png 1004w, https:\/\/www.agiliron.com\/blog\/wp-content\/uploads\/2020\/08\/product-tools-300x89.png 300w, https:\/\/www.agiliron.com\/blog\/wp-content\/uploads\/2020\/08\/product-tools-768x229.png 768w\" sizes=\"(max-width: 557px) 100vw, 557px\" \/><\/a><\/p>\n<p><strong>Transaction Modules\u00a0<\/strong><\/p>\n<ul>\n<li><strong>Select Template PDF Email \u2013 Now Customize Content Feature<\/strong>\n<ul>\n<li>The \u201cSelect Template PDF\u201d button in the Sales Order page (and other transaction modules like Quotes, POs, Sales Returns etc.) allows the user to generate a PDF document for that transaction by selecting a template from the list of Templates in \u201cSettings &gt; Templates\u201d and email that generated PDF document for this transaction to recipient(s).<\/li>\n<li>This release adds the flexibility for the user to Customize the Subject and the Content of the body of the email before sending it out to the recipients (the default email body content comes from the \u201cSettings &gt; Templates &gt; Email Select Template PDF\u201d template). The PDF document attached to the email will continue to be based on the selected Template.<\/li>\n<li>Please contact <a href=\"mailto:support@agiliron.com\">support@agiliron.com<\/a> to enable this for your instance.<strong style=\"font-size: 1rem;\">\u00a0<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>New Tooltips for Products, Vendors, Account, Contacts, Potentials, PO Returns Shipping List Views<\/strong>\n<ul>\n<li>Products, Vendors, Account, Contact, Potentials, PO Returns Shipping modules List View now includes Tooltips on the relevant columns in those modules.<\/li>\n<li>The Tooltip displays information regarding the entity in the respective module so you can review this information with a mouse over without having to click into each order.<\/li>\n<li>The small \u201cGreen\u201d circle next to the column label header will indicate if a column has tooltips \u2013 as we expand the tooltip support to other modules and fields, you will see this where tooltips are available.<\/li>\n<li>Just mouse over a row in the column and you will see the tooltip popup as shown in the screenshot below.<a href=\"https:\/\/www.agiliron.com\/blog\/wp-content\/uploads\/2020\/08\/tooltip.png\"><img decoding=\"async\" class=\"aligncenter size-large wp-image-1427\" src=\"https:\/\/www.agiliron.com\/blog\/wp-content\/uploads\/2020\/08\/tooltip-1024x357.png\" alt=\"toolstip\" width=\"1024\" height=\"357\" title=\"\" srcset=\"https:\/\/www.agiliron.com\/blog\/wp-content\/uploads\/2020\/08\/tooltip-1024x357.png 1024w, https:\/\/www.agiliron.com\/blog\/wp-content\/uploads\/2020\/08\/tooltip-300x105.png 300w, https:\/\/www.agiliron.com\/blog\/wp-content\/uploads\/2020\/08\/tooltip-768x268.png 768w, https:\/\/www.agiliron.com\/blog\/wp-content\/uploads\/2020\/08\/tooltip.png 1345w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>POS<\/strong><\/h2>\n<ul>\n<li><strong>New DataCandy Loyalty Integration<\/strong>\n<ul>\n<li>New Integration with Data Candy (<a href=\"http:\/\/www.datacandy.com\" target=\"_blank\" rel=\"noopener\">datacandy.com<\/a>) for Enterprise grade Loyalty Program services.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>BigCommerce<\/strong><\/h2>\n<ul>\n<li><strong>Agiliron now featured on the BigCommerce App Store<\/strong>\n<ul>\n<li>https:\/\/www.bigcommerce.com\/apps\/agiliron\/<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>Warehouse Management App (Enterprise+ Only)\u00a0<\/strong><\/h2>\n<ul>\n<li><strong>Session Data Persistence Added<\/strong>\n<ul>\n<li>Previous to this version being released, when the user logs out of the WH App or the device goes to sleep, all the data in the WH App at that time is lost and the user has to start over syncing the Products &amp; Orders from BackOffice.<\/li>\n<li>We have implemented Data Persistence now so that the App is restored to the previous state when the user logs back in and picks it up where user was after performing any tasks in the App and not synched to BackOffice.<\/li>\n<li>User can sync Products &amp; Orders from BackOffice if needed to reload it as before.<\/li>\n<li>A Session Clock that warns the user before the App Closes due to inactivity also has been added \u2013 the Session Timeout is set to 5 mins. The user can log back in after the auto-logout and the session will be restored on next login.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Stock Transfer Flow Improvements<\/strong>\n<ul>\n<li>User Interface improvements in the Stock Transfer Product Selection screen.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>The release of this version of the App is pending with Apple for approval \u2013 will be available on your device updates once approved.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Version 13.4 Release Details CRM\/BackOffice Products &amp; Inventory New PriceBook Manager Wizard for Pricing Management Automation New Pricebook Wizard with the following major capabilities: Editing of Multiple Pricebooks in Spreadsheet format Support for MS-Excel style formulas that reference other Pricebooks, Unit Cost etc. Matrix Item Products are displayed as one Sku per row (Matrix SKU [&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-1422","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/posts\/1422","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=1422"}],"version-history":[{"count":0,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/posts\/1422\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/media?parent=1422"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/categories?post=1422"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/tags?post=1422"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}