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More Document Enhancements!

In this latest release we have added a new date column to the documents grid called “Upload Date”.  This will display the date and time the file was uploaded into agile.  We are also providing you with the ability to group uploaded documents by the various column headings.  For example you can now group documents so they are displayed according to who they were uploaded by.

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agile Documents – Increased Performance

We deployed a new version of Documents on Tuesday in an effort to increase performance; particularly around projects with hundreds of documents.  The Documents tab will now load in a matter of seconds.  As part of this increased performance Documents will now have paging at the bottom of the screen.  The default number of items displayed is…

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New agile Activities!

Have you ever wanted to view a company record in contact management and see all activity with that account? Or open a project container and quickly view all tasks that have been completed for a given project? The new “Activities” tab is here to help you better manage these daily agile tasks and events.  In conjunction with the Activities tab we are also introducing agile Calendar, agile Tasks, and improvements to the Notes tab.

The New My Catalog on ADC!

The NEW My Catalog on Acuity Distributor Center (ADC) has officially launched!  My Catalog is an electronic catalog of products built specifically for the distributor based on an Agency standing quote. Distributors will now have a better user experience when they build their customer catalog, which includes better product categorization and more product images.  Additional features include:

  • Customizable print sections
  • Customizable cover page (ability to add a distributor logo)
  • Multiple export options (PDF or CSV excel file)
  • Ability to add a contractor mark-up
  • Easy navigation to view inventory status from catalog

New Enhancements to the Stock Pricing Tool

We have added several new features to the Stock Pricing Tool to make managing your customer price lists easier.  These enhancements will help you with editing existing lists and creating new lists in anticipation of our upcoming Acuity Distributor Center – My Catalog release.  The new Stock Price Tool features include:

  • New pre-populated searches for adding products to lists
  • New price factor of Target Price Point
  • New printing capabilities – print price lists to catalogs
  • New validation & pricing progress bar and performance improvements

New Quote Preference – ABL Product Validation Exception

A new quote preference has been created called “ABL Product Validation Exception”.   This new feature is designed to help inform the user why an Acuity Brands product is not validating (a product that has UNK product approval). How does it work? With the preference turned on, simply key in your Acuity Brands Division, product, and…

New Tab in Contact Managment – Account Overview!

Quickly pull up any account in agile and see all of the projects/Quotes/Orders that account has been associated with. A new tab called Account Overview has been added to most company types in Contact Management. With the addition of this new tab you can review a company’s most recent project/quote and order activity.  Simply open…

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List of Corporate Accounts is Now Maintained in Agile

Accessing important Corporate Account information has never been easier! Leverage national and local strengths by collaborating with the Corporate Accounts sales team, C&I Regional sales teams, and agencies using the new Corporate Accounts application. You are no more than a couple clicks away from finding out the account owner, specifying agent, all specification and purchasing…

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Important update regarding use of Hidden (HDN) lines in agile

Previously, if you had Hidden (HDN) lines on a quote, when you converted to a hold order those lines were automatically changed to Regular (REG) product lines. For those HDN lines that contained overage, if your agency did not edit or remove the lines or update the line categories to Overage (OVG) prior to final…

Integration of New AcuityBrands.com Website in agile…and more!

A new version of agile Quotes is now available with some new features!

  • Ability to launch the product series webpage on AcuityBrands.com from a quote line to view product details, photometry and spec sheets
  • Improvements to how the Rep Copy of a quote displays Totals, Manufacturer Totals and Overage
  • New Contractor Counts
  • New Quote Type on Print options that does not require a selection in the Quoted To and Quote From dropdowns …

Quote’s New Years Resolution…Continue to Improve Speed and Efficiency!

We continue to focus on enhancements that provide efficiency within agile Quotes!

  • Quickly search for quotes by quote number, job name and version label from inside the quote application
  • View Quote lines from the quote dashboard without opening the quote
  • Disable automatic line validation
  • Copy LIT lines to the clipboard to be pasted into a document

Trick or Treat? Another round of agile Quote Treats…

As October comes to a close we have another round of agile Quotes treats for you including…

  • Clipboard Enhancements
  • Contact Management changes to help you manage your Non-ABL Comm % when changes occur
  • Filtering ability in the Counts Dialog
  • Enhancements to Recents/Favorites
  • Improvements to Quick Copy
  • New options for Quote related print outs
  • Better visibility of Overage splits for every manufacturer

Factoring and Other Improvements to agile Quotes!!!

We have made another round of agile Quote enhancements based on your feedback. You can now take advantage of the following new features:

  • More flexibility in Factoring with the ability to override a line item factor and ability to apply a factor to select line(s) or a specific manufacturer!
  • New subtotal tab in quote totals that shows the Group Header and Subtotal value for extended unit and factor columns
  • Printing enhancements including a new option for Manufacturer Breakout Printout to select a single or group of manufacturers for printing and the ability to include internal comments on the Rep copy of a quote

Surprise! Another round of agile Quote Enhancements…

We continue to dedicate time and effort into improving agile Quotes. You will be pleased to know we have made enhancements in the following areas:

  • Totals Dialog to show freight terms and order minimums by manufacturer
  • Customer Quote Print to show Quoted By person assigned at the project level
  • Access to favorites and recent quotes from the quotes dashboard
  • New Line category for a “Courtesy Quote” line
  • Counts dialog to include group headers and visibility of Non-ABL agents
  • Buy/Sell print options
  • Other items

Overage Improvements in agile Quotes!

With the latest release of agile Quote (1.14.6.0) several enhancements to have been made to applying Overage.

  • You can now manually enter the final price for a product in the “Total Unit $” field which will then backwards calculate the Overage for you based on the Unit $ you entered.
  • The Spread dialog has been completely revamped to allow you spread dollars to either the Unit $ or Overage for ABL and Non ABL lines

Acceleration in Quote Creation!

Attention all quoters….this is what you have been waiting for! A new version of agile Quotes (1.13.0.0) has been deployed to Production and includes features designed to accelerate the quote creation process along with speeding up the process of opening quotes! Accelerated Project Quote Creation: A new option “Project Quote (open Quote first)” has been…

agile Quote: Enhancements to Open & Updates to Search

A new version of agile Quotes (1.13.0.0) has been deployed to Production and includes the following features and updates for improving Quote Open and agile stability. Opening Quotes from within a Quote: In addition to opening a quote from the dashboard, you now have the ability to open quotes from within a quote. This method…

agile Quotes-Additional Factor Functionality and more…

Do you ever find yourself needing to cleanup a Quote prior to conversion by updating the Product pricing to match the Factor pricing that the Quote was bid with? With the latest version of agile Quotes you now have the ability to easily move the difference between Factor and Product dollars to either Overage (both ABL and Non-ABL) or to the base Product price! …

agile Quote Enhancements! Cut & Paste/Excel Printouts

A new version of agile Quote (1.10.15.0) has been deployed to production. This version includes the following enhancements:

  • Cut & Paste: The Cut option has been added allowing you to quickly move multiple lines within a quote or between quotes.
  • Excel Printouts: Printouts can now be Printed and E-mailed as Excel Documents as well as the current PDF option

Price History Performance Improvements…

Recently, you may have noticed that the Price History application was having issues returning data in a timely fashion.  We analyzed the situation and made a few changes which resulted in a more stable application. First, we removed some unnecessary data in the Price History database.  Quote lines that had been ordered were still showing…

agile Quote Enhancements…

A new version of agile Quote (1.9.21.0) has been deployed to production. This release includes the following major items:

  • Save as New Version: A new Save option allowing you to create a new version of the quote based off your current unsaved changes.
  • Print Price Override: A new Price Override flag has been added that allows you to force a line to print unit pricing even on Lump Sum printouts.
  • Spread to Selected Lines: The Spread button will now spread to selected lines instead of all lines

agile Quote: Quick Tips and Tricks Video Series

The agile Quote Quick Tips and Tricks video series is now available. The 5 videos in this series cover tips and tricks that can speed up and enhance your experience in the Quote application.

The entire series takes less than 12 minutes to watch (see lengths below).

  • Preferences and Helpful Features (2:10)
  • Quick Quote and Layouts (2:21)
  • Quote Toolbars and Tools (2:10)
  • Standard Notes (2:21)
  • Hotkeys (2:43)

Another Round of agile Quote Enhancements…

We have heard your feedback and continue to make the enhancements you are requesting! Check out these new features recently made available in agile Quotes.

  • Ability to open a quote from your 25 most recent list
  • Pick quotes as favorites so they do not drop off your 25 most recent list
  • Config Center columns (Lead Time and Max Order Qty) are now available to be added to your quote views
  • Ability to enter commission percent in the price box to calculate unit pricing
  • Option to autosend a quote email thus bypassing the email dialog box
  • Visibility of job aliases when creating a new project

Don’t Miss This Blog…More agile Quotes Enhancements!

A new version of agile Quote (1.7.23.0) has been deployed to production. Major changes in this version include:

  • “Fixture Type” Auto-Copy is now controlled by a preference which can be set to “On”, “Prompt” or “Off”
  • You now have the option to include Overage when using Factors
  • The ability to indicate during the “Submit for Review” process that you want the requested version to be flagged as the “Active” one once the Quote Department review is complete
  • Visibility of print history and ABL manufacturer breakouts on Rep Copy of Quote print out
  • Several Dashboard improvements recently seen in other agile applications have been added to the agile Quote dashboard

Quick Quote (the application) is being decommissioned!

As part of our goal to get all users onto one quotation system, we have implemented the necessary functionality to create and process quick quotes in agile Quote. With the introduction of Price History last week, the final piece is in place which will allow us to decommission the Quick Quote 1.0 application (introduced in…

Holophane agile Quotes – New Functionality, Enhancements and Fixes

A new version of agile Quotes (1.5.13.0) has been deployed to Production.  Highlights of this release include: Deducts (ability to enter in negative quantities) Cross-Quote Copy/Paste functionality “Clipboard” output customization Several additional enhancements and bug fixes   WHAT’S NEW? Deducts: You now have the ability to enter negative quantities in agile Quotes. Please note that…

agile Quotes–New Functionality, Enhancements and Fixes

A new version of agile Quotes (1.5.13.0) has been deployed to Production.  Highlights of this release include:

  • Non-ABL Overage Enhancements (including full systems integration through Commission Reconciliation)
  • Deducts (ability to enter in negative quantities)
  • Cross-Quote Copy/Paste functionality
  • Product Availability visibility on the Customer Copy Printout
  • “Clipboard” output customization
  • Several additional enhancements and bug fixes

Holophane agile Quote Fixes!

A new version of Agile Quotes (1.4.20.0) has been deployed to Production! This release includes the following changes:

WHAT ISSUES HAVE BEEN ADDRESSED?

Inactive Projects:

  • Addressed an issue where Quotes from inactive Projects were showing in the Quotes Dashboard. You will still be able to access them though through the “Open” and “Search” buttons if you …

Holophane agile Quotes New Features, Fixes and Enhancements

A new version of agile Quotes (1.4.13.0) has been deployed to Production! Highlights of this release include: Integration of Standard Instructions into agile Quotes Ability to re-pull updated, Approved RFD information Cell Highlighting for 0/empty Quantities and Unit $ Several bug fixes dealing with lines and missing data WHAT’S NEW? END USER & SPECIFIER:  The…