{"id":943,"date":"2018-06-28T08:54:33","date_gmt":"2018-06-28T15:54:33","guid":{"rendered":"http:\/\/www.agiliron.com\/blog\/?p=943"},"modified":"2018-06-28T09:03:13","modified_gmt":"2018-06-28T16:03:13","slug":"agiliron-version-10-8-updates","status":"publish","type":"post","link":"https:\/\/www.agiliron.com\/blog\/agiliron-version-10-8-updates\/","title":{"rendered":"Agiliron Version 10.8 Updates"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Agiliron version 10.8 is now available on all accounts. This release contains a number of new features and updates. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Agiliron version 10.8 contains the following:<\/span><span style=\"font-size: 1rem;\">\u00a0<\/span><\/p>\n<div>\n<div>\n<div><b>Back-Office<\/b><\/div>\n<div>\n<ul>\n<li><b>QuickBooks Online WebHooks for PO and Invoice<\/b>\n<ul>\n<li>Payments Received on Invoices in QBO updates the Payments and Paid Status in Agiliron<\/li>\n<li>Bill Payments to Vendors in QBO updates the Payments and Paid Status in Agiliron<\/li>\n<li>If you want to use this feature, please email\u00a0<a href=\"mailto:support@agiliron.com\" target=\"_blank\" rel=\"noopener\">support@agiliron.com<\/a>\u00a0to have it turned &#8220;on&#8221;<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><b>QBO\/QBD &#8211; &#8220;Sync SalesOrder Description&#8221; option added<\/b>\n<ul>\n<li>New Optional Selection available for syncing Sales Order &#8220;Description&#8221; field to QuickBooks. This is &#8220;off&#8221; by default, it can be turned &#8220;on&#8221; in &#8220;Settings &gt; QuickBooks&#8221;<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><b>QBO\/QBD &#8211; &#8220;Sync PO Due Date&#8221; option added<\/b>\n<ul>\n<li>New Optional Selection available for syncing Purchase Order &#8220;Due Date&#8221; field to QuickBooks. This is &#8220;off&#8221; by default, it can be turned &#8220;on&#8221; in &#8220;Settings &gt; QuickBooks&#8221;<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><b>QBO\/QBD PO Sync Improvements<\/b>\n<ul>\n<li>PO Sync to QuickBooks enhanced with inclusion of Product Code in the Line Item Description<\/li>\n<li>Vendor Name character limit to sync to QBO increased to 100 characters<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><b>New SO\/SR Credit Card Processing Enhancement<\/b>\n<ul>\n<li>&#8220;New Sales Order&#8221; and &#8220;New Sales Return&#8221; now allow Processing of Credit Cards (without having to Save the Order\/Return first)<\/li>\n<li>Fill in the Sales Orders\/Sales Returns details (Customer, Product Line Items etc.), then select the &#8220;Payment Method&#8221; as &#8220;Credit Card&#8221; (or Visa\/MasterCard\/American Express or other CC type methods), the &#8220;Process&#8221; button becomes available to process the card<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><b>New\/Edit SO\/Quote\/SR\/PO Contact Addition<\/b>\n<ul>\n<li>&#8220;Contact Name&#8221; field in these modules now includes a &#8220;New Contact&#8221; button (+ icon)&#8230;clicking this will bring up a dialog to enter Contact Name<\/li>\n<li>This New Contact is automatically associated with the &#8220;Account Name&#8221; selected on the form and added to the transaction in progress<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><b>Bulk Transfer &#8211; New Select products<\/b>\n<ul>\n<li>Bulk Transfer flow now allows selection of products on the Transfer page by Auto-complete or Product Selection dialog<\/li>\n<li>This should facilitate the addition of products on to a single bulk transfer without paging through products on the products list view<\/li>\n<li>Also, the sequence of products in the Ship Order created for the transfer now sorts the Products alphabetically by Product Code<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><b>Receivables Credit Card Processing Added<\/b>\n<ul>\n<li>Accounting &gt; Receivables &gt; Accounts with Balance Custom View &gt; Receive Payment now adds &#8220;Process&#8221; button for &#8220;Credit Card&#8221; payment type methods.<\/li>\n<li>Click &#8220;Process&#8221; button to run the credit card for the selected amount using the payment processor set up in &#8220;Settings &gt; Payment Processors&#8221;<\/li>\n<li>Then click &#8220;Save&#8221; to assign the amounts and authorization info to the selected sales orders on that page.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><b>Auto Product Code\/Barcode\/Matrix Sku Code generation<\/b>\n<ul>\n<li>Optional capability that enables the system to generate sequential numbers for Product Codes, Barcodes and Matrix Sku Codes (later for Matrix Item products)<\/li>\n<li>If you want to use this feature, please email\u00a0<a href=\"mailto:support@agiliron.com\" target=\"_blank\" rel=\"noopener\">support@agiliron.com<\/a>\u00a0to have it turned &#8220;on&#8221;<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><b>Shipping Edit View &#8211; new fields enabled for editing<\/b>\n<ul>\n<li>The Ship To, Shipping Address, City, State, ZipCode &amp; Country fields are not enabled to be editable in the Shipping module edit page.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><b>Shipping Information Import &#8211; New Field Columns<\/b>\n<ul>\n<li>Shipping Import CSV format updated to allow for additional fields (see template at the bottom of the Shipping module)<\/li>\n<li>New fields supported &#8211; &#8220;Deliver From&#8221; &#8211; provide optional Stock Location Code, &#8220;Product Code&#8221; &amp; &#8220;Serial\/Lot #&#8221; for specification of Serial or Lot numbers shipped for Serialized and Lot Tracked Products<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><b>&#8220;Assigned To&#8221; User Selection for PDF emails across all modules<\/b>\n<ul>\n<li>Email PDFs for Sales Receipts, Invoices, Quotes and other documents now allows selection of &#8220;Assigned To&#8221; user to include in the email list (in addition to existing selections of Customer Accounts, Contacts, Vendors etc. depending on the module)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><b>Product Timeline Improvements<\/b>\n<ul>\n<li>Product Timeline in the Product details page has been enhanced with more detailed information on the product related events and history<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><b>Amazon Prime Handling<\/b>\n<ul>\n<li>New field &#8220;Amazon Prime Shipping&#8221; has been added to the Sales Order &#8220;Shipping Information&#8221; panel &#8211; this checkbox will be &#8220;on&#8221; if it is an Amazon Prime order and can be used for Reporting or Custom View filtering.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><b>Select Stock Location Inventory Sync<\/b>\n<ul>\n<li>By default, Inventory from all Stock locations is now synced to Sales Channels if auto-inventory sync is turned on for a Sales Channel.<\/li>\n<li>You can now select one\/more stock locations to sync to specific Sales Channels when auto-inventory sync is turned on. Please email\u00a0<a href=\"mailto:support@agiliron.com\" target=\"_blank\" rel=\"noopener\">support@agiliron.com<\/a>\u00a0if you want to enable this feature.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<div>\n<div>\n<div><b>Webstore<\/b><\/div>\n<div>\n<ul>\n<li>B2B Webstore now supports a new Payment Method &#8220;Purchase Order&#8221; &#8211; this includes a field in checkout for entry of a PO # by user. This is then captured in the BackOffice Sales Order, Payment Method field and Customer No field<\/li>\n<li>One new 5* themes (549100240) added to the collection of themes &#8211; this theme supports the interactive theme editor<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Agiliron version 10.8 is now available on all accounts. This release contains a number of new features and updates. Agiliron version 10.8 contains the following:\u00a0 Back-Office QuickBooks Online WebHooks for PO and Invoice Payments Received on Invoices in QBO updates the Payments and Paid Status in Agiliron Bill Payments to Vendors in QBO updates the [&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-943","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/posts\/943","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=943"}],"version-history":[{"count":0,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/posts\/943\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/media?parent=943"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/categories?post=943"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/tags?post=943"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}