With today’s agile Quote update, a new “Round Up” feature is available in Quote’s Spread dialog. This feature allows the user to round up the desired spread amount by: This free-form field allows the user the flexibility to tailor Spread’s rounding to best suit their business needs, maximizing the dollars on their quotes while minimizing…
With today’s agile Quote update, the ABL Expiration Date will be automatically removed upon saving or opening a quote, if: This update does not apply to quotes in Review Requested (REQ) or Historical (HIS) status. When the ABL Expiration Date is removed from a quote, the action is written to the quote’s Audit Log, along…
Upon opening a quote with expired ABL pricing, a pop-up warning message will alert the user that the quote’s ABL expiration date has passed. The user can then re-submit the quote to the Acuity Quotes Department for approval if needed.
We are excited to announce the new search, export, and refresh capabilities for the Audit Log in Stock Pricing Tool. Search With the search feature, users can easily find information by searching for entry date, entry time, keywords, created by, and more. Export Additionally, users can now export the Audit Log. This feature is especially…
We are excited to announce the new search and export capabilities for the Audit Log in Quote. Search With the search feature, users can easily find information by searching for entry date, entry time, keywords, created by, quote number, and more. Export Additionally, users can now export the Audit Log. This feature is especially useful…
We are excited to announce the new search, export and refresh capabilities for the Audit Log in Agile Project Container. With the search feature, users can easily find information by searching for date, keywords, user IDs, and more. Search With the search feature, users can easily find information by searching for keywords, user IDs, and…
In agile Quote, when approving a customer’s Acuity Distributor Center (ADC) quote for converting to an order, please be aware that only Instruction 37 (Lump Sum) will appear on the ADC order. All other Standard Instructions will not carry over to the ADC order. Adding Standard Instructions that do not carry over to ADC orders…
A new option is available in agile Quote that allows users to send an email notification to customers when their quote is ready to convert to an order in Acuity Distributor Center (ADC). From the ADC tab in Quote, when you click the Approved for Convert checkbox, a new dropdown menu will appear. From here,…