- \n
- QuickBooks Integration Enhancements\n
- \n
- New Feature – Use QB Currency Exchange Rates for Sync (Global Enterprise Edition Only)<\/li>\n
- \u201cSet Sales Exchange Rate using QBO Rate\u201d \u2013 new field in \u201cSettings > QuickBooks\u201d.\n
- \n
- If this is turned \u201con\u201d, the system will fetch the Currency Exchange Rate from
\nQuickBooks at time of sync for the currency of the transaction and<\/li>\n - Apply that to the transaction being synched.<\/li>\n
- It will also set the Currency Exchange Rate in the order in Agiliron.<\/li>\n<\/ul>\n<\/li>\n
- This capability is available for Sales Orders, Sales Returns and Purchase Orders.<\/li>\n
- Requires QuickBooks Online to be setup for Multi-Currency and Agiliron \u201cCurrency Configuration\u201d to be setup accordingly with the same currencies.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
CRM Modules<\/strong><\/p>\n
- \n
- Notification Schedulers \u2013 Customization at Channel Level\n
- \n
- Settings > Notification Schedulers enhanced to allow Subject & Notification Content Customization at the Channel and Notification Level.
![\"CRM](\"https:\/\/www.agiliron.com\/blog\/wp-content\/uploads\/2021\/06\/CRM-Module-1024x71.png\" "\\"\\"")
<\/a><\/li>\n<\/ul>\n<\/li>\n- Bulk Edit \u2013 New Wizard User Interface\n
- \n
- New Wizard based \u201cBulk Edit\u201d user interface now available in all modules.<\/li>\n
- You can find this under the \u201c3-dot\u201d menu in each module.<\/li>\n
- This Wizard includes field search, selection of multiple fields to update\/edit, multi-lingual support and a step by step walk-through for the user to accomplish this task.<\/li>\n<\/ul>\n<\/li>\n
- List View Select Template PDF Email Enhancement\n
- \n
- New User Interface for \u201cSelect Template PDF > Email PDF\u201d in the List View (e.g. Sales Orders List View).<\/li>\n
- This new dialog provides productivity enhancements that allows selection of Contacts for each Order in the same dialog OR selection of all Contact with a single click.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
Business Intelligence (Enterprise+ Only)<\/h2>\n
- \n
- Speed and Performance Enhancements<\/li>\n<\/ul>\n
POS<\/h2>\n
- \n
- New Feature – Custom Payment Methods<\/strong>\n
- \n
- POS now allow user specification of Custom Payment Methods to be added to the Payment Panel in the POS.<\/li>\n
- This can be configured under \u201cSettings > Channels > edit POS Channel\u201d<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
![\"Pont](\"https:\/\/www.agiliron.com\/blog\/wp-content\/uploads\/2021\/06\/Point-of-Sale.png\" "\\"\\"")
<\/a><\/p>\n- \n
- \u00a0<\/strong>New Feature – Line Item Level Shipping Selections<\/strong><\/li>\n
- \n
- \n
- For Ship Orders, the POS now allows selection of \u201cDeliver From\u201d stock location, Carrier and Shipping Method for each line item in the POS transaction. Once \u201cShip\u201d checkbox is selected, the POS line item displays a \u201cTruck\u201d icon for this selection.<\/li>\n
- Requires \u201cLine Item Shipping\u201d to be enabled for the Sales Orders & Shipping in BackOffice as well \u2013 please contact support@agiliron.com<\/a> to enable this feature.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
![\"Line](\"https:\/\/www.agiliron.com\/blog\/wp-content\/uploads\/2021\/06\/Line-Item-Shipping.png\" "\\"\\"")
<\/a><\/p>\n- \n
- New Feature – DispatchTrack Appointment Scheduling<\/strong>\n
- \n
- \u00a0<\/strong>New Feature – Line Item Level Shipping Selections<\/strong><\/li>\n
- New Feature – Custom Payment Methods<\/strong>\n
- Speed and Performance Enhancements<\/li>\n<\/ul>\n
- Bulk Edit \u2013 New Wizard User Interface\n
- Settings > Notification Schedulers enhanced to allow Subject & Notification Content Customization at the Channel and Notification Level.
- Notification Schedulers \u2013 Customization at Channel Level\n
- If this is turned \u201con\u201d, the system will fetch the Currency Exchange Rate from
![\"CRM](\"https:\/\/www.agiliron.com\/blog\/wp-content\/uploads\/2021\/06\/CRM-Module.png\" "\\"\\"")
<\/a><\/li>\n<\/ul>\n<\/li>\n