{"id":992,"date":"2018-08-27T12:10:51","date_gmt":"2018-08-27T19:10:51","guid":{"rendered":"http:\/\/www.agiliron.com\/blog\/?p=992"},"modified":"2025-10-24T01:02:54","modified_gmt":"2025-10-24T08:02:54","slug":"agiliron-version-10-9-updates","status":"publish","type":"post","link":"https:\/\/www.agiliron.com\/blog\/agiliron-version-10-9-updates\/","title":{"rendered":"Agiliron Version 10.9 Updates"},"content":{"rendered":"<h3><strong>BackOffice<\/strong><\/h3>\n<div>\n<p>\t<b>UTF-8 International Character set support across the system<\/b><\/p>\n<ul>\n<li>This now permits support for all language characters supported under the UTF-8 character set<\/li>\n<\/ul>\n<p>\t<b>Ability to set Custom Fields as Required field:<\/b><\/p>\n<ul>\n<li>&#8220;Settings &gt; Custom Fields &gt; New Custom Field&#8221; page now includes &#8220;Is Required&#8221; as a checkbox to setup<br \/>\n\t\t\tCustom Field as a &#8220;Required&#8221; field (this is available for all Custom field types except &#8220;Checkbox&#8221; field<br \/>\n\t\t\ttype)<\/li>\n<li>Required fields will cause the System to require the users to enter data into those fields before the entity<br \/>\n\t\t\tbeing created is saved.<\/li>\n<li>The Custom fields that are Required will not be able to turn off in:\n<ul>\n<li>&#8220;Settings &gt; Default Organization Fields Access&#8221; or<\/li>\n<li>&#8220;Settings &gt; Fields Accessibility<\/li>\n<\/ul>\n<\/li>\n<li>Further details and screenshots can be found<br \/>\n\t\t<strong><a href=\"https:\/\/learn.agiliron.com\/docs\/creating-a-new-custom-field\" target=\"_blank\" rel=\"noopener\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.agiliron.com\/learn\/Content\/Getting%2520Started\/Business%2520Setup\/Module%2520Customization\/Custom%2520Fields\/creating-a-new-custom-field.htm&amp;source=gmail&amp;ust=1535481327638000&amp;usg=AFQjCNHibg0nSGHXpseYtTtRoXqynxlSWA\">Learn how to create a new custom field in Agiliron<\/a><\/strong>\n\t\t<\/li>\n<\/ul>\n<p>\t<b>New Product Reorder Wizard:<\/b><\/p>\n<ul>\n<li>New Wizard that facilitates replenishment of depleted inventory through transfers or purchases.<\/li>\n<li>Further details and screenshots are<br \/>\n\t\t<strong><a href=\"https:\/\/learn.agiliron.com\/docs\/product-reorder-wizard\" target=\"_blank\" rel=\"noopener\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.agiliron.com\/learn\/Content\/Back-Office\/Product%2520Management\/Inventory%2520Management\/product-reorder-wizard.htm&amp;source=gmail&amp;ust=1535481327638000&amp;usg=AFQjCNFFokq9rZwrb8IL4z44Amm6yPTT2Q\">View details about the Product Reorder Wizard<\/a>.<\/strong>\n\t\t<\/li>\n<\/ul>\n<p>\t<b>Sales Return CSV Import Added<\/b><\/p>\n<ul>\n<li>Similar to Sales Order import &#8211; see template at the bottom of &#8220;Orders &gt; Sales Returns.&#8221;<\/li>\n<li>Further details and screenshots are\u00a0<b><br \/>\n\t\t<strong><a href=\"https:\/\/learn.agiliron.com\/docs\/sales-return-import\" target=\"_blank\" rel=\"noopener\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.agiliron.com\/learn\/Content\/Front-Office\/Sales%2520Order%2520Process\/Creating%2520and%2520Managing%2520Sales%2520Returns\/sales-return-import.htm&amp;source=gmail&amp;ust=1535481327639000&amp;usg=AFQjCNHdPUiFGjZbUggqxppdQH9PwXp_WA\">See the Sales Return CSV Import documentation<\/a><\/strong>\n\t\t<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\"><\/li>\n<\/ul>\n<p>\t<b>New &#8220;SPS Commerce EDI&#8221; and &#8220;CommerceHub&#8221; Channels now available under &#8216;Settings &gt; Channels&#8221;<br \/>\n\t<\/b><\/p>\n<ul>\n<li>Custom Fields needed for Sales Order module for these channels are auto created when Channel is created<\/li>\n<li>Fields available for FTP access to respective vendor portals.<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\"><\/li>\n<\/ul>\n<p>\t<b>QBO\/QBD Sales Return Sync now includes Classes<\/b><\/p>\n<ul>\n<li>If Class support is turned on, Credit Memo \/ Refund Receipt sync now includes Class information just as with<br \/>\n\t\t\tSales Receipts and Invoices.<\/li>\n<li>This is applicable for Sales Returns created from previous Sales Orders in the system &#8211; the &#8220;Channel&#8221;<br \/>\n\t\t\tinformation from the related Sales Orders is used<\/li>\n<\/ul>\n<p>\t<b>Settings &gt; QuickBooks &#8211; 2 new controls added<\/b><\/p>\n<ul>\n<li>&#8220;Enable QuickBooks Webhook&#8221; &#8211; turn on webhooks for notifications on Invoice or Bill Payments from QBO to<br \/>\n\t\t\tAgiliron &#8211; default &#8220;off&#8221;<\/li>\n<li>&#8220;Purchase Order Payment Account&#8221; &#8211; needs to be set to the Account that will be used for Payment of Bills in<br \/>\n\t\t\tQBO &#8211; used when POs are synced from Agiliron to QBO that include partial\/full payments<\/li>\n<li>Further details and screenshots are<b>\u00a0<br \/>\n\t\t<a href=\"https:\/\/learn.agiliron.com\/docs\/configuration-of-integration-parameters\" target=\"_blank\" rel=\"noopener\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.agiliron.com\/learn\/Content\/Getting%2520Started\/Business%2520Setup\/Accounting%2520Setup\/configuration-of-integration-parameters.htm&amp;source=gmail&amp;ust=1535481327639000&amp;usg=AFQjCNHDXUSNMoPFWqeMYkPyyR8-68jS7A\">Learn how to configure QuickBooks integration parameters<\/a><\/b>\n\t\t<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\"><\/li>\n<\/ul>\n<p>\t<b>Sales Order enhancements<\/b><\/p>\n<ul>\n<li>Product Selection Dialog now includes columns for &#8220;Qty in Stock, Qty on SO\/Qty on PO&#8221; for Selected &#8220;Stock<br \/>\n\t\t\tLocation&#8221; in Sales Order<\/li>\n<li>New Contact dialog now includes support for more fields<\/li>\n<\/ul>\n<div><\/div>\n<h3><strong>POS<\/strong><\/h3>\n<div>\n<p>\t\t<b>New Quotes Workflow<\/b><\/p>\n<ul>\n<li>Added new optional &#8220;Quotes&#8221; workflow to POS on left panel<\/li>\n<li>Similar to Sale screen in POS but without the payment and cash panels<\/li>\n<li>On Checkout, added support for Quote template &#8220;Print\/Email\/Both&#8221; along with Print POS custom receipt for<br \/>\n\t\t\t\tQuotes<\/li>\n<li>On successful Checkout, creates new &#8220;Quote&#8221; in the BackOffice Quotes module<\/li>\n<li>Added POS Quote template selection in the BackOffice POS Channel settings under &#8220;Configuration &gt;<br \/>\n\t\t\t\tCustomer Receipt Options&#8221;<\/li>\n<li>Further details and screenshots are\u00a0<b><br \/>\n\t\t\t<a href=\"https:\/\/learn.agiliron.com\/docs\/setting-up-configuration-options\" target=\"_blank\" rel=\"noopener\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.agiliron.com\/learn\/Content\/Sales%2520Channels\/Retail%2520POS\/setting-up-configuration-options.htm&amp;source=gmail&amp;ust=1535481327639000&amp;usg=AFQjCNEXGA1-Jll04B9xKZGVMlOp1jb-Tw\">Read how to set up POS configuration options<\/a>\u00a0and\u00a0<br \/>\n\t\t\t<a href=\"https:\/\/learn.agiliron.com\/docs\/quote-creation-at-pos\" target=\"_blank\" rel=\"noopener\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.agiliron.com\/learn\/Content\/Sales%2520Channels\/Retail%2520POS\/quote-creation-at-pos.htm&amp;source=gmail&amp;ust=1535481327639000&amp;usg=AFQjCNGkSVFTXOLcONRCLlZfTy7oBbp3Kg\">Learn how to create quotes in POS<\/a><\/b>\n\t\t\t<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\"><\/li>\n<\/ul><\/div>\n<div>\n<h3><b>Warehouse Management App<\/b><\/h3>\n<div>\n\t\t\t<b>New Workflow &#8211; &#8220;Add New Product&#8221;<\/b><\/p>\n<ul>\n<li>Similar to the &#8220;New Product Wizard&#8221; flow in the BackOffice to create a New Product<\/li>\n<\/ul>\n<p>\t\t\t<b>Pick Flow enhancements<\/b><\/p>\n<ul>\n<li>Displays &#8220;Line Item Notes&#8221; for each line item in the order (adds another line &#8220;Notes: &#8230;..&#8221; in the<br \/>\n\t\t\t\t\t&#8220;Product&#8221; column) on the screen where you display Products (this could be when you click into the<br \/>\n\t\t\t\t\torder OR when you Group by Bin\/Sku)<\/li>\n<li>Shows &#8220;Product Image&#8221; thumbnails in Pick flow (added a column for this &#8211; displays this column only<br \/>\n\t\t\t\t\tif the below setting is turned on)<\/li>\n<li>New setting in the Warehouse App &#8220;Settings&#8221; page called &#8220;Display Product Image Thumbnails&#8221; &#8211; default<br \/>\n\t\t\t\t\t&#8220;off&#8221;<\/li>\n<li>When this is turned &#8220;on&#8221; provides a warning &#8220;Turning on Product Image Thumbnails will have an impact<br \/>\n\t\t\t\t\ton app performance&#8221; (esp. important for users with large number of products)<\/li>\n<li><b>NOTE<\/b>: Has been Submitted to Apple, will be available in iTunes Store upon Apple approval<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>BackOffice UTF-8 International Character set support across the system This now permits support for all language characters supported under the UTF-8 character set Ability to set Custom Fields as Required field: &#8220;Settings &gt; Custom Fields &gt; New Custom Field&#8221; page now includes &#8220;Is Required&#8221; as a checkbox to setup Custom Field as a &#8220;Required&#8221; field [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-992","post","type-post","status-publish","format-standard","hentry","category-agiliron-news"],"_links":{"self":[{"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/posts\/992","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=992"}],"version-history":[{"count":0,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/posts\/992\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/media?parent=992"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/categories?post=992"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.agiliron.com\/blog\/wp-json\/wp\/v2\/tags?post=992"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}