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 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…
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,…
PACKAGE OPTIMIZATION SETTINGS: We are excited to bring to you some enhancements around package optimization that will allow you to better provide for your customers and their packaging needs! Quotes: In order to simplify selecting preferences for package optimization on a quote, an enhancement has been made in the Quotes application to make it easier…
With the 4/13/2022 release of agile Quotes the following items have been addressed/updated: The Non-ABL commission calculation has been updated to handle rounding and recalculation consistent with Order Management Addressed an issue with how Overage (CIP and Non-ABL) interacts with Freight Minimums on quote printouts Addressed an issue where the “Manufacturer Quote Request” would occasionally fail to generate
Has there ever been a time when you needed to issue a quote but weren’t quite ready to disclose the Acuity Brands Divisions in the quote print document for fear of making it easier for competitors to cross the bill of material? We now have a new print option designed specifically for situations like this!…