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Getting Started
Getting Started
Solution Capabilities
Editions and Capabilities
Service Editions
System Requirements
Getting Access Signup for Free Trial
Tutorial Demo Videos
Logging Into The System
User Home Page
The Pulse Of The Business
- My Upcoming And Pending Activities
- My Top Accounts
- My Top Open Potentials
- My Group Allocation
- My Tickets
- Key Metrics
- My Top Open Quotes
- My Top Open Sales Orders
- My Top Open Invoices
Key Metrics And Customization
- Key Metrics
- Key Metrics Customization
System Navigation And Help
Customization Links
Module Selection
New Entries Shortcuts
Working with System Modules
Help
Filter Based Search
List of Entities in View
Entity Detailed View
Cloning Entities
Entity Edit View
Custom Views
- Editing Custom Views
- Creating Custom Views
Module List Views – Column Width Customization Persistence
Module Tools
HTML Editor
Training Videos
Business Setup
Customize User Account
- Change Password
- Customize Left-Panel Menu Tabs
- Set Up Email Server for the User
Customize Tool for the Business
- Company and Stock Location Information
- Create and Manage Users
- - Users
- - Roles
- - Profiles
- - Reset User Password
Password Expiration
- Create and Manage Groups
- - Create a New Group
- - Adding Users to a Group
- Module and Field Access
- - Default Organization Sharing Access
- -Default Organization Fields Access
- - Field Accessibility
Sales Channel Setup
- Adding a Sales Channel
- Deleting a Sales Channel
Accounting Setup
- QuickBooks Integration Methods
- QuickBooks Company File Requirements
- QuickBooks Company File Template for QuickBooks Desktop Editions
- QuickBooks Online Edition Setup
- - Setting up QuickBooks Online to Facilitate Integration with Agiliron
- - Setting up Agiliron to Facilitate integration with QuickBooks - New Agiliron Signup
- - Setting up Agiliron to Facilitate integration with QuickBooks - Existing Agiliron Instance
- - QuickBooks Online - FAQs
- QuickBooks Desktop Editions Setup Using Agiliron Sync Application
- - Setting up Agiliron Integration with QuickBooks Desktop
- - Agiliron QuickBooks Desktop Sync Application - FAQs
- QuickBooks Desktop Editions - Intuit IIF File Export
- Setting Up General Ledger Accounts
- Setting Up Business Bank Accounts
- Mapping Payment Methods
- Setting Up Tax Authorities
- Setting Up Inventory Adjustment Accounts
- Setting Up Products Mapping
- Setting Up Classes
- Configuration of Integration Parameters
Module Customization
- Custom Fields
- - Creating a New Custom Field
- - Special Case Custom Fields for Products
- - Special Case Custom Fields for Leads
Pick Lists Customization
Communication Setup
- Templates
- - Adding a New Template
- - Inserting Field Markers In Templates
- - Adding Product Fields to PDF Templates
- - List of Available Field Markers For Templates
- - Editing a Template
- Automatic Notifications
- - General Notifications
Transaction Notifications - Sales Orders and Quotes
Transaction Notification Integrations - Add Notification Integration
Settings - Notification Schedulers
Channel Specific Notification Schedulers Customization
- - Inventory Notifications
- Security Token for API Call Authentication
Currency Configuration
- PriceBook Currency Configuration
- Vendor Currency Configuration
- Customer Account Currency Configuration
Configuring Shipping Carriers and Methods
Configuring Shipping Processors
- ShipStation
- UPS Fulfillment
Configuring Payment Methods
Configuring Payment Processors
- Intuit Merchant Services (QuickBooks Payments)
- MercuryPay
Multiple Payment Gateway Support
Configuring Auto Sales Tax Rates Providers
- Avalara
- TaxCloud
Setting Starting Numbers for Orders
Quantity in Stock Capture Over Time
Sales Channels
Sales Channels
Retail POS
Supported POS Hardware & Mobile Apps
- Supported POS Hardware for Windows PC Desktop or Laptop
- Supported POS Hardware for Mac Desktop or Laptop
- Supported POS Hardware for iPad or iPhone
- Supported POS Hardware for Android Tablet
Adding a New Retail Store POS
Setting Up Payment Processing
- Intuit Merchant Services
- MercuryPay
- - EMV Payment Terminal Setup
Setting Up Configuration Options
- Buy X for $Y Pricing
- Discount Coupons
Configuring Custom Payment Methods in POS
Adding Sales Associate Users
- Modifying Sales Associate User Details
- Change Sales Associate User Password
- Reset Sales Associate User Password
Sales Associate Login to POS
Processing a Transaction
- Products Tab
- Category Tab
POS Offline Transactions
iOS Receipt Printing
Using Product Bar Codes
Recorded Orders From Retail Store POS
Product Information
Adding Order Notes
Payment Details
Adding a Customer
Processing a Return
- Processing POS Refunds
Processing an Exchange
- Exchanging an Item of Equal Value
- Exchanging an Item of Greater Value
- Exchanging an Item of Lesser Value
View Customer Account Credits at POS
Review Sales
POS Reports
- X-Out Status
- - X-Out Status Report Calculation Breakdown
- Z Out Store Close
- - Z-Out Store Close Report Calculation Breakdown
- Z-Out Aggregate
- Z-Out Drawer Count
- - Z-Out Drawer Count Report Calculation Breakdown
- Sales Detail Report
- Time Tracking
Clock In/Out
Layaways
Hold Orders
Quote Creation at POS
Shipping Orders from the POS
Cash Payout
GiftStore Cards
Emailing & Printing Sales Receipts & Invoices
Customizing Sales Receipts
- Selecting Sales Receipts for the POS
- POS Receipt Bar Code
POS Line Item Shipping
DispatchTrack Appointment Scheduling
Electronic Signature - For User Selection of Payment Methods
POS Return Reason
Shipping Cost Estimate in POS
POS Quote Review, Edit Quotes & Convert to SO
POS Product Info Dialog Enhancements
Enabling Account/Contact/Product Custom Fields in POS Customer Dialog
Support for POS Customer Facing Display
POS Channel Duplicate
Amazon Marketplace Integration
Setting up your Amazon Seller Account to Facilitate Integration with Agiliron
Adding Amazon Marketplace as a Channel in Agiliron
Editing the Channel and Completing Channel Setup
Pushing Products to Amazon Marketplace
Listing Products on Multiple Amazon Channels
Receiving Orders from the Amazon Marketplace
Shipping & Tracking Information to Amazon Marketplace
Amazon FBA Integration
- Adding Amazon FBA as a Shipping Processor
- Pushing Products to Amazon FBA
- Creating Inbound Shipments
- Receiving Inventory from Amazon FBA
- Sending Orders for Multi-Channel Fulfillment
Renew Amazon Auth Token for Agiliron Connection
eBay Integration
Adding an eBay Sales Channel
Connecting eBay to Agiliron
Exporting Products & Images from eBay
Shipping, Payment, and Tax Mapping
eBay Listing Field Access
eBay Category Configuration
Setting Up Categories on eBay Store
Listing Products/Items on eBay
Listing Products on Multiple eBay Channels
Applying Design template for Listing Description
Revising an eBay Listing
Cloning an eBay Listing
Relisting a Completed eBay Listing
Questions for Seller
Recorded Orders from eBay
Buyer Feedback
Real-time Dashboard for Listings, Bids, Status
Shipping & Tracking Information to eBay
eBay - Private Listing
eBay - Global Shipping
eBay Managed Payments
B2C WebStore
Adding a New B2C WebStore
- Selecting a Design
- Setting the Store URL
-18 New Themes for B2C/B2B Webstores
Domain Routing at Domain Registrar
- GoDaddy
- - Add a CNAME Record
- - For WWW Domains - 301 Redirect
Design-Editing
- Replacing the Logo and Images
- Using the Controls on the Server File Browser
- Editing the CSS
- Editing the Header and Footer
- Changing Design Template
- Webstore Design Theme Editor
Managing Discount Coupons
Setting Up Standard WebStore Pages
Setting Up Custom WebStore Pages
Setting Up Shipping Zones and Methods
Setting Up Payment Methods
Setting Up Tax Locations and Rates
Setting Up Store Options
Pushing Products to WebStore
Pushing Specials to the WebStore
Receiving Orders from the WebStore
Shipping & Tracking Information to WebStore
Enabling Account Selection in Store from the System CRM
SSL Security & PCI Compliance
B2B WebStore
Adding a New B2B WebStore
Settings Differences from B2C WebStore
Creating Store Accounts for B2B Customers
- Emailing Store Access to B2B Customers
Bigcommerce Remote WebStore
BigCommerce Channel Connection
Adding a New Bigcommerce Remote Store as a Channel in Agiliron
Editing the Channel and Completing Channel Setup
Pushing Products to Bigcommerce Remote Store
Pushing Specials to the Bigcommerce Remote WebStore
Receiving Orders from the Bigcommerce Remote Store
Shipping & Tracking Information to Bigcommerce Remote Store
Agiliron Adapter Software for Bigcommerce Remote Store
Legacy - Setting up your Bigcommerce Store to Facilitate Integration with Agiliron
Magento Remote WebStore
Setting up your Magento Store to Facilitate Integration with Agiliron
Adding a New Magento Remote Store as a Channel in Agiliron
Editing the Channel and Completing Channel Setup
Pushing Products to Magento Remote Store
Pushing Specials to the Magento Remote WebStore
Receiving Orders from the Magento Remote Store
Shipping & Tracking Information to Magento Remote Store
Agiliron Adapter Software for Magento Remote Store
Shopify Remote WebStore
Setting up your Shopify Store to Facilitate Integration with Agiliron
Adding a New Shopify Remote Store as a Channel in Agiliron
Editing the Channel and Completing Channel Setup
Pushing Products to Shopify Remote Store
Pushing Specials to the Shopify Remote WebStore
Receiving Orders from the Shopify Remote Store
Shipping & Tracking Information to Shopify Remote Store
Agiliron Adapter Software for Shopify Remote Store
WooCommerce Remote WebStore
Setting up your WooCommerce Store to Facilitate Integration with Agiliron
Adding a New WooCommerce Remote Store as a Channel in Agiliron
Editing the Channel and Completing Channel Setup
Pushing Products to WooCommerce Remote Store
Pushing Specials to the WooCommerce Remote WebStore
Receiving Orders from the WooCommerce Remote Store
Shipping & Tracking Information to WooCommerce Remote Store
Agiliron Adapter Software for WooCommerce Remote Store
Custom Remote WebStore
Adding a New Remote WebStore
WebStore Integration API
Mapping Shipping, Payment and Sales Taxes to Agiliron
Sales Exchange in CRM
SPS Commerce Integration
Commerce Hub Integration
Exporting Products, Images, and Categories from Sales Channels
Channel Management
Front-Office
Front Office
Managing Customers
Customer Accounts
- Adding Customer Accounts
- Account Form Fields
- Bulk Edit - Accounts List View
- Importing Customer Accounts
- Exporting Customer Accounts
- Customer Accounts Received from Sales Channels
- Sales Order Related List for Account
- Customer Credit Management
- Customer History Timeline
Customer Contacts
- Adding Customer Contacts
- Contact Form Fields
- Adding Contacts on the Fly
- Bulk Edit - Contact List View
- Importing Contacts
- Exporting Customer Contacts
- Customer Contacts Received From Sales Channels
Adding Customer Account and Contact Together
Managing Opportunities and Customers thru Extended Sales Cycles
Customer Leads
- Adding Leads
- Lead Form Fields
- Bulk Edit Lead Fields
- Bulk Edit - Leads List View
- Importing Leads
- Exporting Customer Leads
- Changing Lead Status & Owner
- Converting Leads to Potentials, Accounts and Contacts
Customer Potentials
- Adding Potentials
- Potential Form Fields
- Importing Potentials
- Exporting Customer Potentials
- Creating the First Sales Order for a Potential
Sending Email to Customers
- Sending Email to Multiple Recipients
- Marketing Automation to Customer AccountsContactsLeadsSales Orders
- CAN-SPAM Compliance
Receiving Email from Customers
- IMAP Communication Setup
- Reading Emails
- Adding Customer Emails to the System CRM
Managing Activities
- Events (Calls or Meetings)
- Tasks
- Work Orders
- Activity Notifications
Customer Support using HelpDesk
- Tickets
- Ticket Statistics
- FAQ
Sales Order Process
Creating Quotes
New Quote Wizard
- Quote Form Fields
- Quote Approval
- Converting Quote to Sales Order
- Quote Custom Fields
Quotes - Import CSV for Product Line Items
Quotes Detailed View - Totals Added for Qty Ordered
Quotes - Approval Date Field
Creating Sales Orders
- Sales Order Form Fields
- Multiple Product Selection on Orders
Sales Order - Import CSV for Product Line Items
- Processing Credit Card Payments for the Sales Order
- Creating Invoice from Sales Order
- Cancelling a Sales Order
- Backorder Management
- Managing Multiple Payments
- Bulk Printing of Sales Receipts
- Customer Credit Management
- Issue or Apply Credits on Account
- Drop-Shipped Sales Orders
Creating Invoices
- PayInvoice Feature for Customer Payments
- Customer Payments Using PayInvoice
Orders from Sales Channels
Sales Order - Split Order
Sales Order Detailed View - Totals Added for Qty Ordered
Fulfillment
- Fulfillment via ShipStation
- Bulk Export and Import from Carrier
Shipping Transactions
Shipping - Ship by Barcode Scan
- - Exporting Order Information for Carrier
- - Importing Shipping Information from Carrier
- Backorder Management & Purchase Orders
- Customer Credit Management
- Printing Packing Slips
Accounts Receivable
- Generating Customer Balance Statements
- Receiving Customer Payments
Managing Sales Returns
- Creating Sales Return for Sales Order
- Creating Sales Return without Sales Order
- Sales Return Form Fields
- Sales Return Import
Shipping Estimate
- UPS Fulfillment Integration
- Sales Return - Import CSV for Product Line Items
Sales Return Detailed View - Totals Added for Qty Ordered
Shipping Detailed View - Totals Add for Shipping Qty
Back-Office
Back Office
Product Management
Product Categories Setup
- Managing Category Display Order
- Multiple Categories Support
- Importing Product Categories
- Importing Product Category Images
- Exporting Product Categories
- Deleting Product Categories
- Product Manufacturers Setup
Managing Custom Product Attributes
Managing Matrix Item Products
Adding Products
- New Product Wizard
Product Form Fields
Printing Product Bar Codes
Bar Code Label Design Editor
Bulk Editing of Product Fields
Managing Product Images
- Matrix SKU Level Images
Setting Product SEO Tags
Setting Default Product Fields
Importing Products
Products Bulk Image Upload
Channel Product Mapping Import
Exporting Products
Managing Price Books
- Creating a New Price Book
- Adjust Pricing
- Edit Pricing
- Importing Pricing Into Price Books
- Specials Price Book
- Volume Based Pricing
- Updating Pricing Across Sales Channels
Managing Vendors
- Create A New Vendor
- Vendor Form Fields
- Adding Products to a Vendor
- Setting Vendor Units Preferences for Product
- Vendor PriceBook
- Importing Vendors
- Vendor Pricing Import
Types of Products
- Basic Products
- Matrix Item Products
- Serialized Products
- Lot Tracked Products
- Assembly Products
- Kit Products
- Proxy Products
- Drop-Ship Products
- Service Products
- Product Customizations
- Product Substitutes
Inventory Management
- Basic Products
- - Add/Change Inventory
- - Inventory Adjustments
- - Inventory Transfer
- Matrix Item Products
- - Add/Change Inventory
- - Inventory Adjustments
- - Inventory Transfer
- Serialized Products Inventory
- - Add Inventory
- - Edit/Delete Inventory
- - Inventory Adjustments
- - Inventory Transfer
- Lot Tracked Products
- - Add Inventory
- - Edit Inventory
- - Inventory Adjustments
- - Inventory Transfer
- Assembly Products
- - Add/Change Inventory
- - Inventory Adjustments
- - Inventory Transfer
- Kit Products
- Proxy Products
- Drop-Ship Products
- Service Products
- Inventory Tracking Parameters
- Multiple Stock Locations and Inventory Transfer
- Reorder Levels, Auto-Purchase Order Creation, Inventory Notifications and Supply Chain Management
- Inventory Adjustments and Reconciliation
- Product and Inventory Reimport
- - Inventory Only Import
- - Updating Inventory Across Sales Channels
- Auto-sync of Inventory Across Channels
- - Events that Trigger Inventory Synchronization
- - Actions Associated with Inventory Synchronization
- - Optional Auto-Sync (User Selection) for Online Channels
- Bin Locations
- Product Reorder Wizard
- Cancelling Stock Transfers
Bulk Inventory Transfer
Product Field Customization
- Text Customization Options
- Matrix Drop-Down Customization
Lot Level Custom Fields for Lot Tracked Products
Reorder Wizard - Data Selection
Purchase Order Process
Creating Purchase Orders
- Purchase Order Form Fields
Purchase Order Detailed View - Totals Added for Qty Ordered
- Bulk Printing of Purchase Orders
Purchase Order Import
Auto Generation of POs from Customer Sales Orders
Auto Generation of POs from Reorder Levels & Preferred Stock Level
Receiving
- Partial PO Receiving
- Purchase Order Vendor Units to Product Inventory Units
Bulk Receiving
Accounts Payable
Received Transactions
Purchase Order Returns
Receiving - Receive by Barcode Scan
Receiving Detailed View - Totals Added for Qty Ordered
- Purchase Order Returns - Import CSV for Product Line Items
Purchase Order Returns Custom Fields
Purchase Order Return Detailed View - Totals Added for Qty Ordered
Warehouse Management App
Hardware
App Setup
Settings Configuration
Picking Orders
- Add Optional Picture and Add Signature
Receiving Orders
- Add Optional Picture and Add Signature
- Partial Receiving
- Matrix Items
- Serialized/Lot Items
Stock Transfer
Stock Adjustment
Cycle Count
- Cycle Count Product List Customization
Adding Products in the Warehouse App
- Adding Products - Matrix Items
Add Product Picture
QuickBooks Integration - Transaction Synchronization
QuickBooks Online
- Sales Order
- Purchase Order
- Sales Return
- Inventory Adjustments - Sync to QuickBooks Online
QuickBooks Desktop - Agiliron Sync Application Method
- Sales Order
- Purchase Order
- Sales Return
More
More
Business Reports - Standard
Dashboard
- Customizing Charts
- Saving and Printing Charts
- Sales By Channel
- Product Sales By Channel
- Sales By Location
- Potentials Closed By Lead Source
- Sales By Category
- Sales By Product
- Sales By Account
- Sales By Users
- Accounts Receivable
- Accounts Payable
- Pipeline By Sales Stage
- Pipeline By Month By Outcome
- Potentials By Lead Source by Outcome
- Potentials By Lead Source
Reports
- Standard Reports
- - Account and Contact Reports
- - Leads Reports
- - Potentials Reports
- - Activity Reports
- - HelpDesk Reports
- - Product Reports
- - Quote Reports
- - Purchase Order Reports
- - Invoice Reports
- - Sales Order Reports
- - Shipping Reports
- - Accounting Reports
- Standard Reports Customization
- - Selecting Columns
- - Setting Data Filters
- Creating Custom Reports
- Exporting Reports
Business Intelligence
Standard Reports
Reports Toolbar
Custom Reports
Calculated Report Fields
Creating Charts in the BI Module
Customizable Dashboards
Business User Collaboration
Calendar
Activities
Notes and Attachments
Contacting Agiliron Support
Appendix A - Shipping Zones
Zapier Integration
Zapier Templates
New Content Topics
Managing Multiple Price books for Multiple Products
Supplier Connections
Supplier Connections - Developer Resources
Recurring Orders
Sales Order and Shipping List View Select Template PDF - Enhancement
Printing Barcodes
Printing Product Barcodes with Specials PriceBook
Print Barcode for a Specific Set of Products
Product Barcode Label Print - Select Currency
Product Barcode Labels – Support for Product Images
New Entity Wizards
New Account Wizard and Vendor Wizard - Edit View
New Purchase Order Wizard
All Wizards – Size, Position Persistence
Print Barcode for Matrix Item Product with Child SKU Selection
Bulk Edit Wizards
Bulk Edit - Potential List View
Bulk Edit - Product List View
Bulk Edit - Quotes List View
Bulk Edit - Sales Order List View
Bulk Edit - Sales Return List View
Bulk Edit - Purchase Order List View
Bulk Edit - Purchase Order Returns List View
RingCentral Integration
3PL Connections
3PL Connections - Developer Resources
Market Intelligence
eCommerce Admin Platform
An Overview of eComm Admin Platform
General Agiliron B2B/B2C WebStore Admin Platform
PDF Templates - Image Overhead Optimized
Activities
Please see Section
Managing Activities
for details.
Updated 4 months ago
