Based on the feedback we heard from you, we are introducing new features to Controls Designer! More updates will follow later this summer, but this week’s update of Controls Designer includes: Enhancements to help you review a riser diagram and ensure a network is not overloaded in terms of device number limits Option to omit…
We are pleased to provide a new release with some great enhancements requested by our power users. The enhancements fall into the following categories:
We have deployed two new order reports for you to evaluate business associated with your contractors and specifiers.
Orders by Contractor and Orders by Specifier reports are now available in the Executive folder.
Check out these new enhancements to Project Container and Spec Registration:
Based on your feedback, we have enhanced agile Bid Board with some new features! You can now set your default view and show additional project information on your calendar views …
Based on your feedback, we have enhanced agile Bid Board with some new features! You can now set your default view and show the count of projects for each day via the calendar view. SET DEFAULT VIEW To set your default view, click on Options then Calendar Options. Select the view you prefer then click…
In an effort to reduce the cycle time necessary to create submittals on LC&D jobs, Controls Designer now includes the ability to enter load schedule information on LC&D Relay Panels, Time Clocks, Digilinks, Switches, and Photocell Cards. As a result, Controls Designer now generates a more complete submittal package with programming information for LC&D jobs…
Have you been waiting for agile Contractor to become available on devices other than the iPhone and iPad? We are pleased to announce that we have expanded the offering of agile Contractor across platforms. We now have two offerings of agile Contractor! In addition to the iPad/iPhone version, we are excited to make available the…
We are introducing three new reports to help you manage the business! Project- Quote by Follow- Up Salesperson: This report will now show projects associated to the follow-up salesperson or persons associated in Project Container. It will also provide the project phase, priority, estimated project or quote amount and associated contacts. Commissions Past Due report: …
In addition to the Overage changes mentioned in yesterday’s blog, this week’s release of agile Quotes (1.14.6.0) includes:
With the latest release of agile Quote (1.14.6.0) several enhancements to have been made to applying Overage.
The new process for registering projects for specification credit is moving full steam ahead! Effective Monday May 21st, you will no longer have the ability to create new STAR requests. For those of you who missed the training sessions held on May 15th and 16th, there will be a make-up session on Wednesday May 23rd….
Are you using the STAR application today to register for specification credit? If so…you will want to read this blog! We have incorporated the functionality to register for specification credit into Project Container! This new functionality will replace the STAR application. Training on the new process will be held on May 15th & 16th ….
A recent release of agile Order Management has been put into production. We have made several enhancements to the Order Management application to improve the efficiency of processing orders. Below are the changes that are contained in this release:
Check the app store for an agile Rep update! Here’s what’s new:
Stay tuned for more enhancements to come …
In an effort to increase the value of submittals generated for customers, Envision’s Customized Submittal sheets now include the following features: More descriptive product information and dimensional data for each component of configured assemblies such as height, wind load EPA and Weight Dimensional lines on the 3D drawing that display the actual heights of the…
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…
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…
Calling all sales people! Another major blog you don’t want to miss! We are pleased to announce that you now have mobile access to your agile Project Containers via agile Rep! Be sure to download the new version of agile Rep today! agile Rep has been expanded to include visibility of Project Container. What does…
Want more flexibility in printing? You got it. In this release we have made major enhancements to the printing options within Order Management for both ABL and Non-ABL, as well as additional enhancements and bug fixes.
Check out the changes in this release …
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! …
Today we are announcing the release of more robust functionality to handle employee sales credits. This functionality now in agile provides all agents the ability to enter and report on their employee’s involvement on individual projects and orders. agile will now have a dedicated tab on the Project and Order to enter and display all…
You have to see it to believe it! With the click of a button, you can now generate ONE comprehensive report, complete with month and year to date comparisons over the prior year for Orders, Project Quotes, Quick Quotes. The new executive Briefing Book, located in the Executive folder of Reports contains a concise view of…
In preparation for the elimination of STAR, we have incorporated the functionality for registering specifications into Project Container! The new process will introduce project sharing which will simplify the process for registering specifications and significantly improve tracking to ensure compensation. More details on the changes will be provided in the coming months. We anticipate introducing full functionality summer 2012.
A new version of Order Management has been deployed to production. The major changes in this version include:
A recent deployment of agile Quotes and Order Management improvements have been made to Lamp Line functionality. Ability to tie a Lamp Line to a Product Line: Once a Lamp Line is tied to a Product Line any changes to the Product Line quantity will automatically update the number of required lamps on the Lamp…
Interested in learning about the Non-ABL capabilities in agile? Then this video series is for you. In less than twenty minutes you can discover how agile can process your Non-ABL business from start to finish.
A new version of Order Management has been deployed to production. The major changes in this version include:
A new version of agile Quote (1.10.15.0) has been deployed to production. This version includes the following enhancements:
Based on feedback from the field, we have changed the current report structure to allow easier navigation through the reporting options …
A new version of agile Order Management has been deployed to production and includes some major enhancements including:
First we brought you time saving tips and tricks for Order Management, then Quote, and now we bring you the Project Container Quick Tips and Tricks Video Series! This series totals over 14 minutes of watchable content. The series is broken down into six videos as follows
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…
Want to save time when you send a quote to multiple distributors and/or contractors? Would you prefer fewer clicks when you send a quote to multiple contacts? Multi-Send allows you to do just that. With Multi-Send, you can distribute a quote to multiple contacts using a single dialog. You can still modify the price and…
A new version of agile Quote (1.9.21.0) has been deployed to production. This release includes the following major items:
A new version of agileOrder Management is now available. Check out these new enhancements and issues addressed
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).
A new version of agile Rep is available for download and includes these enhancements:
Check out this new enhancement which will enhance your ability to quickly determine if a credit memo has been issued.
We have added the ability to search for credit memos (or invoices) by date range. You can further narrow your search by selecting a specific customer in addition to a date range for quick retrieval.
A new version of agile Rep is available for download! Download it now to take advantage of the new features including:
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.
agile is equipped to assist you with an important step of the sales process, the follow-up. Whether the follow-up is on a bid, confirming specifications, customer inquiry, or any other type of follow-up, agile can incorporate this critical step. Watch the following short 7 minute video for a quick introduction and walkthrough of the follow-up…
We are on a roll making enhancements to agile! Check out these new features in Project Container:
Stay tuned for more enhancements coming soon!
agile Rep is a new mobile app for the iPhone or iPad. agile Rep replaces agile Mobile and is made available exclusively to Acuity Brands Lighting factory authorized sales agents/reps. agile Rep has a new and improved layout for checking availability and pricing and issuing quick quotes from the mobile device and new features such as checking order status for ABL and Non-ABL orders and tracking shipments.
We are pleased to tell you about some new functionality added to Order Management especially for processing Non-ABL orders including:
Want to speed up your ordering process? Then this blog is for you! The Order Management application, or OM, contains several methods that are available for speeding up the agent ordering process from dashboard views to creating hold orders to adding standard notes. The following video covers these helpful tips and tricks. (Don’t see the…
We’ve expanded non-ABL functionality to include your Buy/Sell business. Upgraded applications include Contact Management, Quote, Order Management, Invoices, Payments, and Reports. That means you can track your buy/sell business from the quote all the way through to the reporting process! We have created a video series to guide you through setting up and processing your…
To improve the usability and functionality of Envision, several enhancements are now available! A more detailed Long Description now displays in the Description column of the Project Basket. To the extent possible, Envision will now parse invalid catalog numbers from agile, which will allow the user to correct the catalog number in Envision based on…
A new version of agile Quote (1.7.23.0) has been deployed to production. Major changes in this version include:
You asked, and we listened. Project Container has been enhanced to make the project experience more user friendly!
Now in Contact Management you have the ability to determine which companies are associated to a rep! You can view this data in Contact Management via a search or a data export.
Rolling right along with the recent enhancements to the Order Management dashboard, the Project Container dashboard has also been enhanced. Similar to the enhancements on the OM dashboard, the PC dashboard allows you to access important project information without having to open the project.
These streamlining enhancements include the ability to …
One of the most frequently requested enhancements for agile Quotes (version 1.7.10) is the AQS feature, “Ditto”. “Ditto” is now available in agile Quotes. But wait! There’s more…
Today’s release of agile Quote includes the ability to auto-copy lines when the same Fixture Type is added. This feature will allow you to quickly copy lines when it’s necessary to put the same Fixture Type on a quote multiple times (for example Floor 1 grouping, Floor 2 grouping, etc…). After entering the Fixture Type…
As we wind down the deployment of agile Quotes at the end of August, we are happy to announce that your agency will no longer be required to maintain a local agency database server! For over a decade, this server was used to host an IBM DB2 database (OLA) required by AQS, ACE 6.0 and…
In an effort to continue to provide reporting to help agents track Project and Quote activity we have deployed four new Project-Quote reports.
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…
Recent enhancements have been made to the Order Management dashboard allowing you to access important order information right on the dashboard without having to open the order. You won’t want to miss out learning more about these streamlining enhancements which include the ability to:
A new version of agile RFD has been deployed to production. Now an RFD sent back for clarification can be edited and resubmitted! Check out what’s new…
Price History is now available! We are pleased to announce the availability of agile Price History for ABL and Non-ABL products entered in agile. Price History is available in agile Quotes and as a standalone application. With the addition of this powerful tool you now have the ability to view a two-year historical list of…
A new Documents tab has been added in the agile Quote application. You are now able to upload documents directly to the Quote through the new Documents tab!
We are pleased to announce new functionality which allows you to load non-abl pricing to agile to be accessible within agile Quotes.
A new version of agile Quotes (1.6.9.0) has been deployed to production! Highlights of this release include:
Earlier this month, we updated the Payment application and Compensation Reporting to accurately represent CIP dollars on split commission orders.
We determined some additional changes were required on the INVOICE BY CUSTOMER and INVOICE BY MANUFACTURER reports to show overage commission dollars. We have corrected these reports so you should now being seeing that information.
A new version of agile RFD has been deployed to production!
Highlights of this release include:
Have you ever wondered why you cannot see the status of an order from the dashboard?
New assembly types including wall brackets and lowering devices, have been added to the Configure Assembly tab in Envision. Click on the play button to see a demonstration of how to configure the assemblies. FIXTURE/WALL BRACKET ASSEMBLY VIDEO (Don’t see the video? Click here to launch video in a new window.) Unable to display content. Adobe…
Are you using the Invoices and Payments Applications to reconcile your Non-ABL orders? If so, you will want to read about some improvements we have made.
Some great new features have been added to agile Quotes to provide ease and flexibility in copying and pasting quote lines from one quote to another and copying quote lines to the clipboard!
Hopefully you have familiarized yourself with the new items in agile Quotes to accommodate overage for Non-ABL. Let’s look at how the overage information converts to the hold order and to the final Non-ABL order.
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…
A new version of agile Quotes (1.5.13.0) has been deployed to Production. Highlights of this release include:
A new version of agile Order Management has been deployed to production!
Highlights of this release include:
QMT, Hold Order and Order reports are now available for Holophane! All Holophane agile users should now have access to QMT, Hold Order and Order reporting via agile. A high level description of each report is available below. For more detailed information please refer to the Holophane Agile Reports-User Guide located in the Reporting folder…
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:
A new version of Agile Quotes (1.4.20.0) has been deployed to Production! This release includes the following changes:
Are you using agile for Non-ABL? If so, you may be interested in new capabilities coming next week to support the order management and commissions received for Non-ABL orders.
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…
A new version of agile Quotes (1.4.13.0) has been deployed to Production! Highlights of this release include:
In order to provide more flexibility and control over the visibility of the reports in each folder, the roles within the Reports application have been changed to allow you to assign roles giving access at the report folder level.
The first Project-Quote report is now available and will allow you to report on agile Project and Quote activity. The addition of this type of report will provide you with the flexibility to filter your report results to see how many projects/quotes you have entered in addition to the phase, status and players that are involved in each project.
Have you downloaded agile Mobile to your iPhone, iPad or iTouch yet? What are you waiting for? You can have product pricing and availability at your fingertips! If you already use agile Mobile, check out the new enhancements to improve the user experience.
Today’s blog will address a question that you may be asking yourself. How are the Project Container and agile Quotes related? If you used Project Container prior to getting agile quotes, you know that it is the basis of agile. Project Container houses all of the information relative to a given project such as…
A new release of agile is now in production with enhancements to Project Container, Submittal Generator and Contact Management.
Controls Designer is a web-based lighting controls layout and configuration application which generates a project’s one-line drawing, bill of material and submittal package for Synergy products & Sensor Switch standard sensors.
We are pleased to announce that the general release of agile Quotes is well underway and will be completed for all C&I ED and International agencies by January 2011. This new, robust tool will replace AQS as your quotations system for both ABL and Non-ABL. agile Quotes has many great features that will allow you…
Now that you have had some time to familiarize yourself with agile ABL Payments, I’ll bet you are thinking…..sure would be nice if I could print or export the payment information for further analysis. Are there other things you were hoping to see added?
ABL Payments is now available and will allow you to review your commissions paid for ABL orders. ABL Payments will replace the CSRT disk and reports that you currently receive on a monthly basis. The non-ABL functionality (including an Invoice application for non-ABL orders and the non-ABL portion of the Payments application) is coming soon…
agile Mobile is an application made available exclusively to Acuity Brands Lighting factory authorized sales agents/reps and provides the ability to search for products, check pricing and availability, view product specification sheets and add products to a shopping basket for quoting purposes. The items in the shopping basket can be emailed as a quote to…