Agile Quotes Release (06/21/23)
This morning we release a new version of Agile Quotes (2.0.234.0). This release is focused on backend system changes and users should not notice any changes.
This morning we release a new version of Agile Quotes (2.0.234.0). This release is focused on backend system changes and users should not notice any changes.
We are excited to announce enhancements coming Thursday, September 8, 2022, to the Stock Swap program (aka Contract Based Inventory Adjustment) and the Returns Tool for this return type. These enhancements will improve the customer experience and increase productivity by expediting the entry and approval process. Updated Stock Swap Program: As a reminder, the ABL…
There is a new enhancement in Agile OM that will allow Agents to use multi-edit to modify the commissions for more than one line on non-ABL orders. To use the new multi-edit commission field, navigate to the lines tab, select the desired lines, select multi-edit, and input the new commission you wish to associate with…
To see which quote or order line items are included in the Design Select program, you must manage your layout in Agile Order Management and Agile Quotes. Configuring Your Layout This update should be made within an existing quote or order, not from the dashboard. Navigate to the Lines tab in an existing Agile order…
We are pleased to announce the NEW DAILY SUMMARIES to help you manage your orders! There are two daily summary reports that will assist you with keeping up with orders that may require your attention and are meant to replace the report under the Reports tab titled Orders Past Ship Promise . The best part…
A new version of the Outlook Email Add-In will be installed on Monday, January 22.
If you log out of your machine, this install should run automatically when you login on Monday and open Outlook. If the install does not run automatically, close Outlook and reopen it to be promoted to run the install.
One of the popular features of ADC is the ability for your distributor to request a quote and the ability for an agent to send the distributor a Quick Quote from Agile that they can then convert to an order via ADC’s Product Search. We have recently made some enhancements to improve this feature: To…