Agility Pro Release Notes 2022

Agility Pro Release Notes 2022

Agility Pro Version 2022 Build 3 Gen 9 Release Notes
  1. Multi part payments when using integrated card payments has been enhanced. If a payment fails, instead of losing the transaction Agility now prompts to save the sale as a collection instead. This way, the part payment can be recovered and the sale continued:
      

Agility Pro Version 2022 Build 3 Gen 7 Release Notes
  1. If a non-integrated payment is accidentally taken as cash, it can be edited via Sales/EPOS queries. See this article for more information: Sales - Edit Payment Type
Agility Pro Version 2022 Build 3 Gen 5 Release Notes
  1. Export button added to Nominal – Cashbook – BACS - Run Unprocessed Payment screen
  2. Enhanced Add Item screen in Collections, now has a button (red arrow) that allows toggling the price to show as Ex VAT or Inc VAT:
      


Agility Pro Version 2022 Build 2 Gen 56 Release Notes
  1. To bring it in line with the other screens in Agility Pro, Sales/EPOS Queries has been enhanced to allow F1 to be used to search. This means F2 is now used to change addresses. To do this, highlight a line, press F2 on your keyboard and then edit the address:


Agility Pro Version 2022 Build 2 Gen 55 Release Notes
  1. Removed option for DBA Group when adding a new user via User Details
  2. Increased the Job Number field in Browse Customers Transaction Details, under the Alter button, to allow more than 10 characters
  3. Direct Debit has been added as an option in the Pay Supplier Payment Type dropdown
  4. Account receipts now appear in the SO/EPOS Details screen
  5. Collection Statement has been enhanced, please see here for more info - Collection Statement

Agility Pro Version 2022 Build 2 Gen 52 Release Notes

Cash Transfer - added option for Cash Only and Cheque Only

Cash Receipt - Tab to Payment type from Ledger
                       - On Save got to date rather than ledger as date almost certain to be amended.

Customer Details from Browse Customer
                    - added customer info button

Nominal Journal Entry - expanded length allowed for sales/purchase ledger description

Agility Pro Version 2022 Build 2 Gen 50 Release Notes

  1. If Email Invoice/CRN from EPOS is set to Automatic on sale for a Customer, the below prompt will appear when selling through the till:


Agility Pro Version 2022 Build 2 Gen 46 Release Notes
  1. Receipts now show case types for products that have cases types of more than one, as an be seen in the below example:


  1. Address field has been added to the Batch Tracking Contacts screen.
  2. Show Receipts screen has been enhanced with a dropdown to show associated invoices:



Agility Pro Version 2022 Build 2 Gen 45 Release Notes
  1. When doing a lookup using the spyglass, the screen now grows to fit the full description:
  2. History button in the till now works for stock items for cash sales:
      

  1. For stock codes that have more than one case type, with each case type having a barcode, when scanning or entering a barcode into the till - the pop up to choose the case type now appears. This can be enabled via Tools-Tools Menu-Companies-System Parameters- EPOS System Parameters, in the third column, tick Display UOM for barcodes:
      

Agility Pro Version 2022 Build 2 Gen 42 Release Notes
  1. The option to have a default card set from the card payments dropdown can now be set from Tools-Tools Menu-Companies-Analysis and Reporting Codes-Credit Card Types - select the card, and then click on the Set As Default button, when taking non-integrated card payments the dropdown will now pre-populate with the default card:


Agility Pro Version 2022 Build 2 Gen 41 Release Notes
  1. In the Promotions screen (Stock-Ledger Maintenance-Promotion Pricing), a tick box has been added so that all closed/suspended promotions can be searched, and can then be restarted/extended if required. A date option is included to prevent really old promotions appearing:


Agility Pro Version 2022 Build 2 Gen 40 Release Notes
  1. A field has been added to Stock-Ledger Maintenance-Stock Item Maintenance-Stock Items showing if a product is on promotion and what the promo price is, this new field can be found on the Pricing tab:


Agility Pro Version 2022 Build 2 Gen 40 Release Notes
  1. Added prompts to non-integrated card payments screen, to make accidental payments less likely to occur:
The below message will appear when right mouse clicking the Take Credit Card button and selecting INTEGRATED from the dropdown:


The below message will appear when right mouse clicking the Take Credit Card button and selecting Credit Card from the dropdown:


  1. VAT breakdown now appears on receipts, as can be seen below:


  1. New parameter in Tools-Tools Menu-Companies-System Parameters- EPOS System Parameters called 'Suppress Payment By Voucher' , (can be found in the third column from the right, four rows down). This disables the Voucher button in EPOS if ticked:


  1. New parameter in Tools-Tools Menu-Companies-System Parameters- EPOS System Parameters called 'Auto Generate Gift Card Numbers'. If set, when a user enters the stock code for a gift card the number is generated automatically. Please send a ticket to the helpdesk if you want this enabling, as it is required that we set the starting number for the gift-cards for you: 


  1. Add option to include suspended stock when searching from EPOS browse stock without having to tick the checkbox, to enable this go to Tools-Tools Menu-Companies-System Parameters- EPOS System Parameters and tick this checkbox:



Agility Pro Version 2022 Build 2 Gen 35 Release Notes
  1. New security added to suppress the Statement button that appears in Browse Customers-Details

Agility Pro Version 2022 Build 2 Gen 32 Release Notes
  1. Expired Batch Items no long show as available to sell.

Agility Pro Version 2022 Build 2 Gen 30 Release Notes
  1. There is now an option to filter by date at which a sale price was changed in Stock-Ledger Maintenance-Stock Item Maintenance-Print Shelf Labels. This is useful when only wanting to print shelf labels for items where the price has been recently changed.


  1. The functionality of the Print Statement button in Browse Customers has been enhanced to be the same as the Statements screen that is access via the Sales menu:


Agility Pro Version 2022 Build 2 Gen 21 Release Notes
  1. It is now possible to restrict vouchers to external vouchers only, see this article for more information on this Restricting External Vouchers
Agility Pro Version 2022 Build 2 Gen 21 Release Notes
  1. The option to remove rounding from the Sale Transaction Reports screen and the Margin Transaction Report screen has been added. Also in EPOS System Parameters, if you remove the rounding code it will automatically deselect the rounding option.
Agility Pro Version 2022 Build 2 Gen 17 Release Notes
  1. Stock requirements screen enhanced to allow click on column header. This will then sort the grid by the column.
  2. In system parameters there is a new parameter on the stock tab where you set default stk requirement sales. This is called inclusive. If set the stock requirements screen will now include current month/week/day
  3. Can now change cash customer address via Sales-Sales Queries-SO/EPOS Details, highlight a line in the grid and then press F1. This will bring up the chnage address screen. (this does not work for sales that have been processed on Agility Touch)
  4. Enhanced the Purchase Order screen, so that the User ID selected is same as the user from the PO. Can be used to see which user added a note to a PO.  Also true if mandatory User ID set for goods in. Otherwise by default it will be the user that logged on to Agility Pro

Agility Pro Version 2022 Build 2 Gen 14 Release Notes
  1. There is now an new option in External View from quotes screen, to export as csv file.  Price information only.


Agility Pro Version 2022 Build 2 Gen 13 Release Notes
  1. Stock Analysis Codes - set up from Stock-Ledger Maintenance-Stock Item Maintenance-Stock Analysis Codes. New option in the first section to autogenerate the next number. Can only be set if type is number. If set on stock maintenance the analysis code is disabled. User can click on the Name to generate next number or to remove any number already there.


Agility Pro Version 2022 Build 2 Gen 8 Release Notes
  1. When setting up derived pricing there is a new button called rounding . In this you set up the rounding rules. For example:
      
      You must start at 1 and end at 100. No gaps are allowed.
      If you derive a sales price including VAT of 3.81 the software will round this to 3.95 as 81 sits in the range 80 to 100. 1.26 will round to 1.25. The nett price is also recalculated.

Agility Pro Version 2022 Build 2 Gen 7 Release Notes
  1. The DBA Group can no longer be accessed or seen by users. Any users in this Group will be moved to a new Group with the same Group Access Rights prior to upgrading.

Agility Pro Version 2022 Build 2 Gen 5 Release Notes
  1. Can now search for customers by Eircode as well as telephone number, when sending sales to Deliveries/Collections screen.

Agility Pro Version 2022 Build 2 Gen 4 Release Notes
  1. The screen for looking up addresses via telephone number for Deliveries/Collections has been enhanced, from within this screen lines can be double clicked to show invoices too. 




Agility Pro Version 2022 Build 2 Gen 1 Release Notes

  1. Mini stock search from EPOS – you can now order every column in the grid
  2. EPOS EIRCODE/Postcode: New parameter in delivery parameters to set as mandatory. Delivery address will force entry of EIRCODE in correct format. Can be enabled via Tools-Tools Menu-Companies-System Parameters- Delivery System Parameters
  3. PO Expected Delivery Date. New security in purchases to allow user to edit this on the browse orders screen. Button enabled and date can be amended
  4. Option to add a new item to an existing collection via the browse collections screen (this has to be enabled via Tools-Tools Menu-Security-Group Access Rights - Allow Add Item in Browse Collections
  5. If second card in multi card transaction fails the till will just come back and prompt for another payment method rather than exit the sale.
  6. Can now finalise a collection whether the till is open or not. 
  7. Nominal ledger maintenance: New option to make entry of Job/Project mandatory when creating a nominal ledger code. Also double click on line will let you amend a nominal ledger account: note you cannot change a P&L to Balance Sheet or vice versa.

Agility Pro Version 2022 Build 1 Gen 77 Release Notes
  1. Now have the option to sell a text item. Useful if a one off sale and no intention to ever sell stock item again. To do this go to additional system parameters and select parameter - Process TEXTITEM as open code. Also when setting up a text item in quotations you now have the option to select a VAT Rate

  4. SOA – Sales On Approval
    When setting up promotion there is new SOA button. This allows you to create an SOA (Sales on Application) promotion. You must select the supplier. After selecting the items on the promotion edit each line to enter the value that the supplier will give you for each sale made during the promotion (use the SOA Credit field)
    Point of sale and Deliveries collect the SOA information when processing the sales.
    The buyprice  in the margin calendar is automatically adjusted to reflect what the cost will be after you have claimed the promotion from the supplier.
    There is a new Insight report that reports on the sales in the promotion and the amount to be reclaimed. This should be sent to the supplier.


Agility Pro Version 2022 Build 1 Gen 72 Release Notes

  1. In Epos receipts there is now an option to post a payment against an account from a gift card. The code will prompt for the card after the save button has been pressed and by default take the full amount. You can press F9 to reduce the value being taken. The tally slip will print with card and balance left on it. 
  2. The Knowledgebase is now accessible via the Help menu in Agility Pro. Clicking on Help-Agility Software On-Line Help will open the Help centre and Knowledgebase in a web browser.
  3. The option to lift from the till a miscellaneous amount. The user must enter a description and this is printed (first 120 characters) on the tally slip. Menu option will only appear for those authorised to do this (this is set in Tools-Tools Menu-Security-Group Access Rights-Sales-EPOS - Miscellaneous Till Lift. Before using you must set up a nominal P&L code for the lift to be posted to - this can be set in Tools-Tools Menu-Companies-System Parameters-EPOS System Parameters, under the Misc Lift Account heading. Note the value is taken out of till into petty cash and then moved from petty cash to the P&L account

Agility Pro Version 2022 Build 1 Gen 70 Release Notes
  1. A new field has been added to user set up - Override Epos Lift. If set this user will never see cost prices lifted by any EPOS buy price increase set at stock or supplier level.
  2. Option to use AIM (Automatic Invoicing Management) has been added to system parameters. Tools > Tools Menu > Companies > System Parameters > System Parameters.
  3. This will activate the screen in Purchases > Invoice and Credit Notes > AIM Transactions


Agility Pro Version 2022 Build 1 Gen 64 Release Notes
  1. Group Access Rights\ Sales\EPOS: No Disc on Cash Sales this prevents users discounting a price
  2. Restriction on how much discount can be taken at the till in Tools\Tools Menu\Companies\System Parameters\EPOS Parameters Maximum Price % at Till and Overall Discount Max % 
  3. Unable to send a 0 value to integrated credit cards
  4. In Till Maintenance ability to assign Category to specific tills so when searching from within the till it defaults to these category's


Agility Pro Version 2022 Build 1 Gen 63 Release Notes
  1. View Pricing History now only goes back 30 days or the length of the quotation is additional system parameters\Quotes
  2. In version 2022 customer history was amended to only display history going back as far as your quotation valid from date. e.g. if quote only valid for 30 days then history could only go back 30 days. This was amended at request of a number of customers due to the rapidly increasing cost prices.
    1. In 2021 this used to go back one year. In order to keep 2021 query go to Tools\Tool Menu\Security\Group Access Rights\Sales\Allow Full Cust Hist In Epos/Quotes) to True if you want groups to be able to go further back
  3. Also stock search from EPOS enhanced to allow search in supplier ref by stock code only without having to enter the supplier code. This is a change from version 2021.
Agility Pro Version 2022 Build 1 Gen 60 Release Notes
  1. Group Access Rights
    1. Suppress Cost Price in EPOS and Stock Grid
    2. Sales\Suppress Cost in EPOs
    3. Sales\Mandatory Customer Type
    4. Stock\Suppress Cost in Browse Stock
    5. Stock\Sale Price Rounding Rules - Where is this set and what does it do? DAVID
  2. Till Maintenance
    1. Assign which till defaults to collection or delivery
    2. Assign a Cost Centre
  3. Extended Stock Description
    1. Tools\Tools Menu\Companies\System Parameters\Additional System Parameters\Stock\Extended Description
Quotations
  1. Site Reference now tells you data will be truncated over 25 characters
Reports
  1. Reporting-Standard reports-Nominal-Ledger reports-Ledger Summary
Agility Pro Version 2021 Build 3 Gen 7 Release Notes
  1.  On the last column of the BACS payment screen, a selection check box has been added for the user to deselect or select payments to be made.
  2. In the Allocate Deliveries and Returns screen, the details button has information about who raised the sale. This was previously only viewable by the delivery controller.                                                                                                                                                                                  
Agility Pro Version 2021 Build 3 Gen 4 Release Notes
  1. Sales credit – this now allows negative value. It warns the user first.
 
Agility Pro Version 2021 Build 3 Gen 1 Release Notes

Sales

  1. Customer Details-Transfer Invoice. This now works for direct invoices.

  1. Quotations. New feature to change a line in a quote to a different stock code. Cannot be used if stock code is multi-component or timber item or if an EMC charge is associated with the new code. Nor can a stock code be changed if all or part of the line has been sold. Double-click on the line to bring up option to change the code. This is very useful if wanting to copy a previous quote and make a few changes. The only way to do this in the past was to delete and add a new line but this would alter the flow of the quote.

  1. Direct Sales Invoice - the tab order on the delivery tab has been updated to move through the fields in the correct order

User Entry ID
  1. If the time out option for the user id is set top 0 the system currently leaves the user logged in in EPOS. However in Purchase Orders, Direct Sales Invoices, Sales Credits and Sales Orders the user id cleared whenever a transaction was saved. This has now been brought in line with EPOS.

Email
  1. If you double-click on an attachment prior to sending the email from Agility the attachment is opened. This brings the system in line with other emailing systems.

E-Commerce
  1. Multi-component parent stock items can set up in Agility as a services item or as a stock tracked item. Agility's delivery system handles both types. However, the e-commerce integration would only accept multi-component codes set up as service codes. This has now been enhanced in this version to process stock tracked multi-component codes

Agility Pro Version 2021 Build 2 Gen 13 Release Notes

  1. Unpriced Invoice. The reprint previous invoice in EPOS now has the facility to print unpriced. By default it is set to the EPOS parameter setting. If a user prints with prices and wants to reprint without this can be used to do this (or vice versa)

  1.  Alter description on invoice line. See security setting in Sales – ‘Amend Description On Invoice’. If set to True when you open the screen Sale Transaction Details from the till or sales queries the button AMEND DES is visible. Select line to amend and click on the button. The button total will change to SAVE and the cursor will be put in the description field. Amend and then press SAV

  1. Search in EPOS by Stock Code or Description. This allows the user to enter either the stock code (or part of) or the description (or part of) in the stock code field on the EPOS screen. The system will search for matches as follows

  1.  Stock beginning with data entered

  1. Stock where description contains the data entered – (in any order)

  1. To switch this functionality on go to Epos System Parameters and change Start Search at Description to the value 

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