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…
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…
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,…
Our Customer Experience (CX) and Technology teams are committed to enhancing our processes and applications. Our core objectives include creating better user experiences, promoting operational productivty gains, and empowering our users via self-service capabilities. We are excited to introduce our new Expedite Request Entry self-service capabilities. The following resources will be available in Acuity Academy by 8/12…
We have deployed a new version of the Project Order Status to include the following functionality: Project Order Status enables you to review the most up-to-date information for all order lines associated to one project container. You can now share live links with your customers to provide them with visibility as well or do an…
View your claims, no-charge orders, and returns from within Agile Order Management Overview: Starting 03/07/2024, Agile OM’s update enables users to easily view all claims, no-charge orders, and returns for any order. Explore the new features below. Walk-through: **Please note: The data presented in this walk-through is simulated and sourced from our testing environment. It…
On 08/09/2023 the Orders Tech team deployed a change allowing Agents to adjust the Not Before Dates on their orders when all lines are in a NAC status. This means, if all lines are still in a NAC (not activated) state, Agents will be able to adjust the Not before date as needed without having…
Package Optimization As of 12/08, Agile OM will carry the packaging flag that was selected on a quote. At conversion, the user will receive the below prompt to indicate if they did, or did not, select package optimization on the quote so they are aware of what the products will do on the hold and…
Microsoft has announced that it will retire and no longer support Internet Explorer 11 as of June 15, 2022. Instead, customers should use Microsoft Edge, which supports business-critical, legacy Internet Explorer sites and also provides a faster, more modern experience for everything else. What does this mean for you? Microsoft Edge will need to be…