{"id":1524,"date":"2021-03-24T11:54:12","date_gmt":"2021-03-24T18:54:12","guid":{"rendered":"https:\/\/www.agiliron.com\/blog\/?p=1524"},"modified":"2025-05-06T01:29:42","modified_gmt":"2025-05-06T08:29:42","slug":"agiliron-version-14-product-release","status":"publish","type":"post","link":"https:\/\/www.agiliron.com\/blog\/agiliron-version-14-product-release\/","title":{"rendered":"Agiliron Version 14 Product Release"},"content":{"rendered":"<h2>V14.0 Release Highlights<\/h2>\n<ul>\n<li>CRM\/BackOffice Language Internationalization with new support for French &amp;<br \/>\nSpanish languages.<\/li>\n<li>New Integration with \u201cPodium\u201d for managing Text Messaging with Customers.<\/li>\n<li>New Integration with \u201cDispatchTrack\u201d for Delivery and Routing Planning.<\/li>\n<li>New POS integration with \u201cAdeyn\u201d for Global Credit Card Processing<\/li>\n<li>New POS Integration with DataCandy Loyalty for Enterprise Grade Loyalty<br \/>\nPrograms.<\/li>\n<li>New \u201cTransaction Notification Integration Framework\u201d to connect Sales Order<br \/>\nNotifications to External Applications &amp; Services.<\/li>\n<li>New API 30 with various new APIs for developers and improved performance<\/li>\n<li>Many Productivity enhancements including Recurring Sales Orders, New Wizards<br \/>\nfor PO &amp; Quotes.<\/li>\n<li>Major Upgrades to the Warehouse App including Barcode scans using Camera,<br \/>\nNew Workflows for Stock Transfers and Stock Adjustments<\/li>\n<li>QuickBooks Integration Enhancements<\/li>\n<li>and much more!<\/li>\n<\/ul>\n<h2>V14.0 Release Details<\/h2>\n<h2>CRM\/BackOffice<\/h2>\n<p><strong>Integrations<\/strong><\/p>\n<ul>\n<li><strong>New Podium Integration (Enterprise+ Only)<\/strong>\n<ul>\n<li>Contact support@agiliron.com if you want this capability enabled.<\/li>\n<\/ul>\n<\/li>\n<li><strong>New DispatchTrack Integration (Enterprise+ Only)<\/strong>\n<ul>\n<li>Contact support@agiliron.com if you want this capability enabled.<\/li>\n<\/ul>\n<\/li>\n<li><strong>QuickBooks Integration Enhancements<\/strong>\n<ul>\n<li>Auto-Sync Enhancements for QBO\n<ul>\n<li>Now Auto-Sync\u2019s SR, PO, PR &amp; Inv Adjustments in addition to Sales Orders<\/li>\n<\/ul>\n<\/li>\n<li>User Interface Improvements for QBD Sync App\n<ul>\n<li>Limit of 30 orders per sync removed<\/li>\n<li>Ability to Cancel Sync added<\/li>\n<li>User now has choice to save the output of the sync to a file<\/li>\n<li>Help menu has menu item to take user to the location of Log files<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>CRM Modules<\/strong><\/h2>\n<ul>\n<li><strong>BackOffice Language Internationalization support<\/strong>\n<ul>\n<li>English<\/li>\n<li>French<\/li>\n<li>Spanish<\/li>\n<\/ul>\n<\/li>\n<li><strong>Settings &gt; Notification Schedulers<\/strong>\n<ul>\n<li>New Layout<\/li>\n<li>External Integrations Framework (Enterprise+ Only)<\/li>\n<li>Customization at Event level (Enterprise+ Only)<\/li>\n<li>Quote Notifications<\/li>\n<\/ul>\n<\/li>\n<li><strong>Bulk Edit for Leads, Potentials, Accounts, Contacts<\/strong>\n<ul>\n<li>New Wizard based UI<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><strong>Transaction Modules<\/strong><\/h2>\n<ul>\n<li><strong>Recurring Sales Orders<\/strong>\n<ul>\n<li>New Panel in Sales Order Edit View for specification of the Recurring Parameters<\/li>\n<li>Can be set to Daily, Weekly, Monthly, Yearly<\/li>\n<li>Contact support@agiliron.com if you want this capability enabled.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Bulk Edit for SO, PO, SR, PR, Quote<\/strong>\n<ul>\n<li>New Wizard based UI<\/li>\n<\/ul>\n<\/li>\n<li><strong>Select Template PDF Email \u2013 Customize Content Enhancements<\/strong>\n<ul>\n<li>now supports inclusion of Attachments<\/li>\n<\/ul>\n<\/li>\n<li><strong>Sales Return \u2013 \u201cCancel\u201d added<\/strong><\/li>\n<li><strong>Pay Invoice Enhancements<\/strong>\n<ul>\n<li>Left panel now displays all Pending Invoices for that customer<\/li>\n<\/ul>\n<\/li>\n<li><strong>SO -&gt; PO now copies Custom Field information for ones with same name<\/strong><\/li>\n<li><strong>SO\/Shipping List View Tooltips<\/strong>\n<ul>\n<li>now includes Related Purchase Orders information<\/li>\n<li>now includes Related Backorders information<\/li>\n<li>now includes Unit Cost, Line Item Price &amp; Gross Profit information<\/li>\n<\/ul>\n<\/li>\n<li><strong>PO\/Receiving List View Tooltips<\/strong>\n<ul>\n<li>now includes Related Sales Orders information<\/li>\n<\/ul>\n<\/li>\n<li><strong>Direct Orders \u201cChannel Order ID\u201d field now set to SO #<\/strong><\/li>\n<li><strong>All Transaction module Detailed Views Product Line Items now presented as links<\/strong><\/li>\n<\/ul>\n<h2><strong>Products &amp; Inventory<\/strong><\/h2>\n<ul>\n<li><strong>Print Barcode Improvements<\/strong>\n<ul>\n<li>If you do not select any products in the List View, it will offer the user options to import a CSV of<br \/>\nthe products to print barcode OR a spreadsheet UI to specify the Product Codes.<\/li>\n<li>If user only selects 1 product in the List View and that product is a Matrix Item product, an option is<br \/>\nprovided for user to select the skus to print barcode.<\/li>\n<li>Support has been added for user to select a Specials Pricebook if strike through pricing is desired<br \/>\nin the Print Barcode label.<\/li>\n<li>Currency printed in the label now matches the currency of the selected Pricebook.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Bulk Edit for Products<\/strong>\n<ul>\n<li>New Wizard based UI<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>Usability<\/h2>\n<ul>\n<li>New Purchase Order Wizard<\/li>\n<li>New Quote Wizard<\/li>\n<\/ul>\n<h2><strong>POS<\/strong><\/h2>\n<ul>\n<li><strong>New \u201cAdeyn\u201d integration for Global Credit Card Processing (Enterprise+ Only)<\/strong>\n<ul>\n<li>Contact support@agiliron.com if you want this capability enabled.<\/li>\n<\/ul>\n<\/li>\n<li><strong>New \u201cDataCandy\u201d Loyalty integration (Enterprise+ Only)<\/strong>\n<ul>\n<li>Contact support@agiliron.com if you want this capability enabled.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Review Sales \u2013 now support Line Item Notes review<\/strong><\/li>\n<\/ul>\n<h2>Warehouse Management App (Enterprise+ Only)<\/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>New Stock Adjustment Workflow Added<\/strong>\n<ul>\n<li>Similar to the Stock Adjustment Workflow in the BackOffice<\/li>\n<li>Allows creation of Stock Adjustments for the products.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Barcode Scans by Camera Added (in addition to existing support for scanners)<\/strong><\/li>\n<li><strong>Session Timeout \u2013 New Audio Alerts<\/strong><\/li>\n<li>Pick Flow Enhancements\n<ul>\n<li>Pick Status is Synced to BackOffice<\/li>\n<li>Now supports addition of Line Item Notes<\/li>\n<\/ul>\n<\/li>\n<li><strong>Group by Sku &amp; Bin available no in Pick &amp; Receive Flow Order Screens<\/strong><\/li>\n<li><strong>Scan Units Mode now available in Pick and Receive Flow Order Screens in addition to<\/strong><br \/>\n<strong>the Cycle Count flow which had this in earlier versions.<\/strong><\/li>\n<li><strong>Workflow Access Control \u2013 New Settings Selections of the Workflows to Enable\/Disable for user access.<\/strong><\/li>\n<li><strong>The release of this version of the App is pending with Apple for approval \u2013 will be<\/strong><br \/>\n<strong>available on your device once it is approved.<\/strong><\/li>\n<\/ul>\n<h2><strong>API Services (Enterprise+ Only)<\/strong><\/h2>\n<ul>\n<li><strong>New API 30 (Enterprise+ Only)<\/strong>\n<ul>\n<li>Various new APIs for developers and improved performance\n<ul>\n<li>Update Receiving \u2013 Partial Receiving Added<\/li>\n<li>Update Shipping for Transfer Orders<\/li>\n<li>Inventory Adjustment API<\/li>\n<li>New APIs for Quotes, Helpdesk, Attachments, Custom Views<\/li>\n<li>Account Balance API<\/li>\n<li>Paging &amp; Filtering Improvements across all endpoints<\/li>\n<\/ul>\n<\/li>\n<li>Please see <a href=\"https:\/\/api.agiliron.com\/\" target=\"_blank\" rel=\"noopener\">api.agiliron.com<\/a> for details<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>V14.0 Release Highlights CRM\/BackOffice Language Internationalization with new support for French &amp; Spanish languages. New Integration with \u201cPodium\u201d for managing Text Messaging with Customers. New Integration with \u201cDispatchTrack\u201d for Delivery and Routing Planning. New POS integration with \u201cAdeyn\u201d for Global Credit Card Processing New POS Integration with DataCandy Loyalty for Enterprise Grade Loyalty Programs. 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":[1],"tags":[],"class_list":["post-1524","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/posts\/1524","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=1524"}],"version-history":[{"count":0,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/posts\/1524\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/media?parent=1524"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/categories?post=1524"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/tags?post=1524"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}