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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 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
    • NetSuite Integration Setup
    • 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
      • New API Key Support - API40 (Manage API Keys and Access Permissions)
    • Currency Configuration
      • PriceBook Currency Configuration
      • Vendor Currency Configuration
      • Customer Account Currency Configuration
    • Configuring Shipping Carriers and Methods
    • Configuring Shipping Processors
      • ShipStation
      • UPS Fulfillment
      • Order Desk
    • 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
    • GeoFencing - Restrict System Access to Specific Static IPs
    • Costing Methods and Landed Costs
    • Quantity in Stock Capture Over Time
  • Manage Agiliron Subscription Payment

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
    • Enhanced Retail POS - For Multi-device Use
    • 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
      • Receive Payments Using Custom Methods
    • Adding Sales Associate Users
      • Modifying Sales Associate User Details
      • Sales Associate Login to POS
      • Change Sales Associate User Password
      • Reset Sales Associate User Password
    • 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
    • POS Product Info Dialog Enhancements
    • Product Info Dialog – Links to Pending Orders
    • Adding Order Notes
    • Payment Details
    • Adding a Customer
    • Processing a Return
      • POS Return Reason
      • Processing POS Refunds
      • Return Reason, Stock Handling to Line Item Notes
    • 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
      • Z-Out Drawer Count - Print & Email Button Added
      • Z-Out Drawer Count - Denominations
      • Begin Drawer Count
      • Sales Detail Report
      • Sales Detail Report - Card# and Order Notes Columns Added
      • Sales Detail Report - Order Status Column Added
      • Time Tracking
    • Clock In/Out
    • Open Drawer Button
    • 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
    • PDF Templates - Image Overhead Optimized
    • POS Receipt Bar Code
    • POS Line Item Shipping
    • DispatchTrack Appointment Scheduling
    • Electronic Signature - For User Selection of Payment Methods
    • Shipping Cost Estimate in POS
    • POS Quote Review, Edit Quotes & Create SO
    • Enabling Account/Contact/Product Custom Fields in POS Customer Dialog
    • Unit Cost - Profit Display in Info Dialog
    • Support for POS Customer Facing Display
    • Customer Facing Display Enhancements
    • Serial # Selection in POS
    • New Pole Display Support Added
    • POS Channel Duplicate
    • Cash Change Due Alert
    • New Line Item Coupons Support Added
    • Line Item Shipping Edit in Review Sales
    • TapMango Loyalty Integration
      • TapMango Setup Items
      • Agiliron-TapMango Integration Usage
  • Amazon Marketplace Integration
    • Adding a New Amazon Channel in 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
    • Renew Amazon Auth Token for Agiliron Connection
    • 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
  • 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
  • Walmart Marketplace Integration
    • Adding a New Walmart Marketplace as a Channel in Agiliron
    • Editing the Channel and Completing Channel Setup
    • Pushing Products to Walmart Marketplace
    • Pushing Specials to the Walmart Marketplace
    • Receiving Orders from the Walmart Marketplace
    • Shipping & Tracking Information to Walmart Marketplace
  • Order Desk Integration
    • Order Desk Connection / Adding a New Channel
    • Editing the Channel and Completing Channel Setup
    • Pushing Products to Order Desk
    • Pushing Specials to the Order Desk
    • Receiving Orders from the Order Desk
    • Shipping & Tracking Information to Order Desk
  • SPS Commerce Integration
  • B2C WebStore
    • Adding a New B2C WebStore
      • Selecting a Design
      • Setting the Store URL
      • 18 New Themes for B2C/B2B Webstores
      • New Set of WebStore Themes Added
    • 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
      • New Template Editor for Store themes
    • Managing Discount Coupons
    • Setting Up Standard WebStore Pages
    • Setting Up Custom WebStore Pages
    • Setting Up Shipping Zones and Methods
      • Enabling UPS Shipping Rates on B2B/B2C WebStore
    • 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
    • AR Aging Added
  • 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
    • Magento 1 - Setting up your Magento Store to Facilitate Integration with Agiliron
    • Magento 2 - 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
    • Adding a New Shopify Remote Store as a Channel in Agiliron
    • Update Assigned to User - Shopify
  • 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
  • Commerce Hub Integration
  • Shopping App
    • Setting up Self-Service POS / Kiosk POS
  • 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
      • Adding Customer Account and Contact Together
    • 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
    • Managing Opportunities and Customers thru Extended Sales Cycles
    • Customer Leads
      • Adding Leads
      • Lead Form 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
      • Bulk Edit - Potential List View
      • 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 Accounts Contacts Leads Sales 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
      • Bulk Edit - Activities List View
      • Activity Notifications
    • Customer Support using HelpDesk
      • Tickets
      • Ticket Statistics
      • FAQ
  • Sales Order Process
    • Sales Exchange in CRM
    • New Quote Wizard
      • Creating Quotes
      • 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
      • Bulk Edit - Quotes List View
    • Creating Sales Orders
      • Sales Order Form Fields
      • Bulk Edit - Sales Order List View
      • Multiple Product Selection on Orders
      • Canceling a Sales Order
      • Creating Invoice from Sales Order
      • Sales Order - Import CSV for Product Line Items
      • Bulk Printing of Sales Receipts
      • Processing Credit Card Payments for the Sales Order
      • Backorder Management
      • Managing Multiple Payments
      • Customer Credit Limit
      • Issue or Apply Credits on Account
      • Drop-Shipped Sales Orders
      • Sales Order - Recurring Orders
      • Sales Order - Split Order
      • Sales Order Detailed View - Totals Added for Qty Ordered
      • Orders from Sales Channels
      • Sales Order Transaction History Enhancements
      • New Line Item Sales Person Support Added
    • Creating Invoices
      • PayInvoice Feature for Customer Payments
      • Customer Payments Using PayInvoice
      • PayInvoice Enhancements
      • Payment Processing (Mark Invoice as Paid) - Shipment Transactions
    • Shipping Estimate
    • Fulfillment
      • Fulfillment via ShipStation
      • Sending Partial Orders to ShipStation
      • UPS Fulfillment Integration
      • Order Desk Fulfillment
      • Bulk Export and Import from Carrier
    • Shipment Transactions
      • Shipping - Ship by Barcode Scan
      • Shipping Line Item - Truck Icon Mouseover Enhancement
      • Ability to Delete Shipment Transaction
      • Sales Order and Shipping List View Select Template PDF - Enhancement
      • Shipping Detailed View - Totals Add for Shipping Qty
      • Partially Fulfillable view in Shipping + Split Order
      • Exporting Order Information for Carrier
      • Importing Shipping Information from Carrier
      • Backorder Management & Purchase Orders
      • Customer Credit Limit Checks
      • Printing Packing Slips
    • Accounts Receivable
      • Generating Customer Balance Statements
      • Receiving Customer Payments
      • Receivables - Bulk Process Credit Card Orders
      • Receivables - Bulk Process Credit Card Orders
    • Managing Sales Returns
      • Creating Sales Return for Sales Order
      • Creating Sales Return without Sales Order
      • Sales Return Form Fields
      • Sales Return Import
      • Bulk Edit - Sales Return List View
      • Sales Return Detailed View - Totals Added for Qty Ordered
      • Sales Return - Import CSV for Product Line Items
    • Adding Attachments to Templates
    • Amazon Prime Marker - Printing Packing List
    • New Work Orders
      • Creating Work Orders
      • Assembly Product - Work Orders

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
    • Adding Products
      • New Product Wizard
      • Product Form Fields
      • Printing Product Barcodes
      • Bulk Edit - Product List View
      • Managing Product Images
      • Matrix SKU Level Images
      • Managing Matrix Item Products
      • Setting Product SEO Tags
      • Setting Default Product Fields
      • Importing Products
      • Unit Cost Import for Matrix SKUs
      • Products Bulk Image Upload
      • Channel Product Mapping Import
      • Exporting Products
      • Managing Custom Product Attributes
      • Product Wizard - Bin Location Selector
      • Stock Buffer (Buffer Quantity)
    • 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 Multiple Price books for Multiple Products
      • Bulk Delete Products from PriceBook
    • Managing Vendors
      • Create A New Vendor
      • New Account Wizard and Vendor Wizard - Edit View
      • 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
      • Proxy Products
      • Kit Products
      • Assembly Products
      • Drop-Ship Products
      • Service Products
      • Product Customizations
      • Product Substitutes
    • Bin Locations
      • Bin Location - Quantity Management and Inventory Transfer
      • Transfer Bin Location Quantity for Matrix Items
      • Bulk Bin Transfer
      • Bulk Bin Transfer via Excel Import
    • Product Reorder Wizard
      • Reorder Wizard - Data Selection
      • Reorder Wizard - Column Addition
    • Product Field Customization
      • - Text Customization Options
      • - Matrix Drop-Down Customization
    • Lot Level Custom Fields for Lot Tracked Products
    • Cancelling Stock Transfers
    • All Wizards – Size, Position Persistence
    • Inventory Management
      • Basic Products
      • Matrix Item Products
      • Serialized Products Inventory
      • Lot Tracked Products
      • Assembly Products
      • Kit Products
      • Proxy Products
      • Drop-Ship Products
      • Service Products
      • Inventory Tracking Parameters
      • Multiple Stock Locations and Inventory Transfer
      • Product and Inventory Reimport
      • Auto-sync of Inventory Across Channels
      • Bulk Stock Location Transfer
  • Printing Barcodes
    • Printing Product Barcodes with Specials PriceBook
    • Print Barcode for a Specific Set of Products
    • Print Barcode for Matrix Item Product with Child SKU Selection
    • Product Barcode Label Print - Select Currency
    • Print Barcode Option from Product Detailed View
    • Product Barcode Labels – Support for Product Images
    • Barcode Label Design Editor
    • Product Barcode Template Editor - New Serial Number Field Added
    • Avery 05392 - Newly Added Label Template
  • Purchase Order Process
    • Purchase Order Form Fields
    • New Purchase Order Wizard
    • Purchase Order Import
    • Info button, Qty PO/SO, Qty in Stock Added in Purchase Orders
    • Purchase Order Detailed View - Totals Added for Qty Ordered
    • Auto Generation of POs from Reorder Levels & Preferred Stock Level
    • Auto Generation of POs from Customer Sales Orders
    • Bulk Edit - Purchase Order List View
      • Bulk Printing of Purchase Orders
    • Purchase Order Vendor Units to Product Inventory Units
    • Receiving
      • Partial PO Receiving
      • Receiving - Receive by Barcode Scan
      • Receiving Detailed View - Totals Added for Qty Ordered
      • Bulk Receiving
    • Received Transactions
    • Accounts Payable
      • Payables - Bulk Process Credit Card Orders
    • Vendor RFQ
      • Create a New Vendor RFQ
      • Customer Quote from Vendor RFQ
      • Vendor RFQ - Merge Capability
    • Purchase Order Returns
      • Purchase Order Returns - Import CSV for Product Line Items
      • Purchase Order Returns Custom Fields
      • Purchase Order Return Detailed View - Totals Added for Qty Ordered
      • Bulk Edit - Purchase Order Returns List View
  • 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
  • Cross-platform Warehouse App
    • Hardware
    • Cross-platform Warehouse App Setup
    • Cross-platform Warehouse App Settings Configuration
      • Support Live or Sync Option for Workflows
    • Warehouse App - Configuration in Settings in Back Office
      • Warehouse App Settings - By Location
    • User Management and Login to Warehouse Management App
    • Pick-Pack-Ship
      • Picking Orders - Add Image and Add Signature
      • Pick Audit Capability in Pick-Pack-Ship Workflow
    • Receive Workflow
      • Receive Orders - Add Image and Add Signature
      • Receive Orders - Partial Receiving
      • Receive Orders - Matrix Items
      • Receive Orders - Serialized/Lot Items
    • Stock Transfer Workflow
    • Stock Adjustment Workflow
    • Cycle Count Workflow
      • Add Picture(s) to Cycle Count Workflow
      • Cycle Count Product List View Customization
    • Bin Transfer Workflow
    • Bin Count Workflow
    • Add New Product
      • Add New Product - Matrix Item
    • 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
    • Attachments List
  • Zapier Integration
    • Zapier Templates
  • RingCentral Integration
  • 3PL Connections
    • 3PL Connections - Developer Resources
  • Supplier Connections
    • Supplier Connections - Developer Resources
  • eCommerce Admin Platform
    • An Overview of eComm Admin Platform
    • Customize Agiliron B2B/B2C WebStore Admin Platform
  • Contacting Agiliron Support
  • Appendix A - Shipping Zones

Orders from Sales Channels

Orders received from all sales channels that the application is connected to will automatically be posted to the "Orders" tab as the transaction is completed in the channel.

Updated 3 months ago


Sales Order Detailed View - Totals Added for Qty Ordered
Sales Order Transaction History Enhancements