Jump to Content
Guides
Home
Guides
v17.0
Guides
Home
Home
v17.0
Search
Loading…
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
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
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
FIFO Costing Method
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
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
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
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
POS Return Reason
Return Reason, Stock Handling to Line Item Notes
Shipping Cost Estimate in POS
POS Quote Review, Edit Quotes & Convert to 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
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
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
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
Work Orders
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
Payment Processing (Mark Invoice as Paid) - Shipment Transactions
Fulfillment
Fulfilment via ShipStation
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
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
Shipping Estimate
UPS Fulfillment Integration
Sales Return - Import CSV for Product Line Items
Adding Attachments to Templates
Amazon Prime Marker - Printing Packing List
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
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
Bulk Bin Transfer
Transfer Bin Location Quantity for Matrix Items
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
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
- Assembly Work Order in Activities - Bin Location Added
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
Bulk Inventory Transfer via Excel Import
Bulk Inventory 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
New Purchase Order Wizard
Purchase Order Form Fields
Purchase Order Detailed View - Totals Added for Qty Ordered
Purchase Order Import
Info button, Qty PO/SO, Qty in Stock Added in Purchase Orders
Auto Generation of POs from Reorder Levels & Preferred Stock Level
Auto Generation of POs from Customer Sales Orders
Purchase Order Vendor Units to Product Inventory Units
Bulk Edit - Purchase Order List View
Bulk Printing of Purchase Orders
Receiving
Partial PO Receiving
Receiving - Receive by Barcode Scan
Receiving Detailed View - Totals Added for Qty Ordered
Bulk Receiving
Accounts Payable
Received Transactions
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
Pick-Pack-Ship
Picking Orders - Add Image and Add Signature
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
Cycle Count Product List View Customization
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
Zapier Integration
Zapier Templates
RingCentral Integration
3PL Connections
3PL Connections - Developer Resources
Market Intelligence
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
- - Potentials Reports
Updated 5 months ago
