Ensure you reserve your spot and don’t miss out on these valuable learning opportunities! NOTE: Please note that some of the webinars listed above have been offered in previous quarters. If you have already attended these webinars, the content will be repeated. Keep this in mind when registering. To register, click HERE to navigate to…
Ensure you reserve your spot and don’t miss out on these valuable learning opportunities! NOTE: Please note that some of the webinars listed above have been offered in previous quarters. If you have already attended these webinars, the content will be repeated. Keep this in mind when registering. To register, click HERE to navigate to…
Hold Orders are now included as the default in the Project Order Status report. You can manage the orders included or excluded from the Filters button. You can access the functionality from the Order Status button on the Orders Tab on a Project Container. Since the initial release in Fall 2023, we have made many…
Ensure you reserve your spot and don’t miss out on these valuable learning opportunities! NOTE: Some of the above webinars have been offered in previous quarters this year. Keep this in mind when registering, as the content will be repeated for those who have already taken the webinar.NOTE: Some of the above webinars have been…
Ensure you reserve your spot and don’t miss out on these valuable learning opportunities. NOTE: Some of the above webinars have been offered in previous quarters this year. Keep this in mind when registering, as the content will be repeated for those who have already taken the webinar. To register, click HERE to navigate to…
A new Totals Tool has been added to the Orders Tab in Project Container. When clicked, the total of all orders for the project will be displayed along with a breakdown of released order and hold orders. This will allow you to see the total value of the orders associated to a specific project.
Effective May 1st, 2024, FusionViewer will no longer be available. Moving forward, please use Agile’s Project Container and Quote applications for project management and quoting needs, respectively. This discontinuation allows us to focus our resources on applications that drive greater usage and value among our users. If you have any questions or concerns regarding FusionViewer,…
Updates have been made to the Non-ABL Manufacturer PO to better reflect overage and overage commission due. Preferences have also been added to set a default for including the agency split section and the overage section on the manufacturer purchase order. Preferences are set by clicking on Options/Preferences on the OM dashboard and selecting Preferences. …
A running total has been added to the Inventory Cleanup return type to help you keep track of the total value of the return as it is being entered. As lines are added, the total will be updated. Inventory Cleanups can be created by navigating to the Returns Application, clicking on Enter Return and selecting…
Ensure you reserve your spot and don’t miss out on these valuable learning opportunities! To register, click HERE to navigate to Acuity Academy. To register for your desired webinar, simply utilize the search bar located at the top of our homepage. This convenient tool will help you find the webinar you’re looking for with ease. …
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…
Ensure you reserve your spot and don’t miss out on these valuable learning opportunities.
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.
To support the upcoming rebranding of the UPR market segment, to be announced January 15th, starting January 11th you will see the following changes in agile Project Container, Quotes, and Order Management. Changes have also been made to the National Account application to reflect these same definitions used across Acuity.
Enrollment is now open on Acuity Academy, and we have some fantastic webinars starting in January 2024. Be sure to reserve your spot and don’t miss out on these valuable learning opportunities! To register, click HERE to navigate to Acuity Academy. To register for your desired webinar, simply utilize the search bar located at the…
We continue our journey to modernize agile. The migration of agile Home and all of the agile applications from the HTTP protocol to HTTPS is a 3 step process. The first step was completed a few months ago with the changeover of the agile application URLs to HTTPS. This past weekend we completed step 2…
To accommodate Non-ABL manufacturers who have websites that allow you to check status, submit return requests etc, we have added a new tool in Agile Order Management to allow you to launch a Non-ABL Manufacturer website or “portal link”. This requires a one-time set up on the Non-ABL Manufacturer record in Contact Management. To do…
Enrollment is now open on Acuity Academy, and we have some fantastic courses starting soon. Ensure you reserve your spot and don’t miss out on these valuable learning opportunities! To register, click HERE to navigate to Acuity Academy. Agents, if you need assistance with you log in, please see blog posted on 10/13/23. Corporate users, click…
We are thrilled to announce an upcoming series of Agile webinars for a variety of topics and dates. Registration for enrollment will open next week on Acuity Academy. In preparation for registration, you will need to set up an account on Acuity Academy if you do not already have one. To register, click here to…
“SOLD TO” ENHANCEMENT A new enhancement enables selection of Non-Distributor company types as the Sold To customer on a Hold Order and Non-ABL Order as long as the company is set up in Contact Management. To enable this functionality, you must first set a preference. This is done on the OM dashboard by selecting Options/Preferences….
We are excited to report that the document upload functionality which uses the ActiveX controls aka agile webtools has been replaced with a new website implementation. The document upload was replaced due to outdated technology and possible disruptions from time to time due to Microsoft patches. Switching to a website to perform the document uploads…
Wading through the many order instructions to find those you want to add to an order can be time consuming. Today we are introducing new features on the Standard Instruction screen to allow you to quickly find and add instructions and even set favorites so they move and remain at the top of the list….
CIP Visibility Did you know that you can add columns on your OM dashboard to have visibility of the CIP Method and the amount of CIP on orders? It’s Simple….just add the CIP Method and Available CIP fields to one of your custom dashboard layouts or create a new layout. Once those fields are added,…
You spoke, we listened. Here are some great enhancements we have made to agile OM! VISUAL QUES AND MESSAGING We have added some additional audit logging related to CIP on orders. When a change is made to a DSP and the overage is affected, the audit log will now show the DSP change as well…
Design Select is a new program with the most popular, readily available, and configurable products that allow you to capture opportunity business and meet tight project timelines. Select with confidence around functionality, price, and delivery when specifying, designing, or choosing products for your next project! Click here to view a short video of the program…
Design Select is a new program with the most popular, readily available, and configurable products that allow you to capture opportunity business and meet tight project timelines. Select with confidence around functionality, price, and delivery when specifying, designing, or choosing products for your next project! Click here to view a short video of the program…
Stock Swap Return entry has been taken to a whole new level! In the fall, a new dedicated field was added to reference the original order on which items being returned, were purchased. This allowed us to give credit to the customer for what they actually paid and allowed the system to keep track of…
On February 13th, 2023 we are launching a new home for all your financial accounting requests and questions. If you use a bookmarked or saved the URL to the old Customer Financial Assistance (CFA) tool, as of February 13th, you will be automatically redirected to the new webpage. If you wish to bookmark the new…
We are now live with the enhancements 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 through: Streamlined Entry by CI-Code or Catalog # Dedicated fields for the required…
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…
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…