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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
    • POS Product Info Dialog Enhancements
    • 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
    • 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
    • Shipping Cost Estimate in POS
    • POS Quote Review, Edit Quotes & Convert to SO
    • 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
    • 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
  • 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
  • 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 - 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
    • 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
    • Bulk Edit - Quotes List View
    • Creating Sales Orders
    • - Sales Order Form Fields
    • Bulk Edit - Sales Order List View
    • - 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
    • - Canceling 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 - Recurring Orders
    • Sales Order Detailed View - Totals Added for Qty Ordered
    • Fulfillment
    • - Fulfillment via ShipStation
    • - Bulk Export and Import from Carrier
    • Shipment 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
    • Bulk Edit - Sales Return List View
    • 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
    • Sales Order and Shipping List View Select Template PDF - Enhancement
  • Sales Exchange in CRM

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 Barcodes
    • Barcode Label Design Editor
    • Bulk Edit - Product List View
    • 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 Multiple Price books for Multiple Products
    • 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
    • - 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
    • Reorder Wizard - Data Selection
    • - Cancelling Stock Transfers
    • Bulk Inventory Transfer
    • Product Field Customization
    • - Text Customization Options
    • - Matrix Drop-Down Customization
    • Lot Level Custom Fields for Lot Tracked Products
    • All Wizards – Size, Position Persistence
  • 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
    • Product Barcode Labels – Support for Product Images
  • Purchase Order Process
    • New Purchase Order Wizard
    • - Purchase Order Form Fields
    • Purchase Order Detailed View - Totals Added for Qty Ordered
    • Bulk Edit - Purchase Order List View
    • - 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
    • Bulk Edit - Purchase Order Returns List View
    • 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
  • 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
    • General Agiliron B2B/B2C WebStore Admin Platform

Supported POS Hardware & Mobile Apps

The POS Hardware requirements or recommendations for various platforms are summarized in the respective sub-sections below:

  • 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

Please Contact Us for additional information on regarding hardware compatibility.

Updated over 1 year ago