Agiliron Data Sheet v1

Before using Agiliron,

Wagner Custom had separate

software tools for ecommerce,

production management,

order fulllment, inventory,

and CRM. We had to man-

age several databases with

overlapping information. Our

processes were inecient,

prone to error, and limiting

our ability to grow. We wanted

to switch to an integrated

business enterprise package

that could aggregate our data,

simplify our processes, and

make reporting easier.

Being a small company, we

found Netsuite to be cost pro-

hibitive. Agiliron made sense

for us because it enables us to

integrate our CRM, inventory,

ecommerce, production man-

agement, and order fulllment

into one system. Plus, it works

with Quickbooks which we

were already using.



- Pete Wagner, CEO, Wagner Skis

Product Data Sheet

AGILIRON Product Data Sheet…Page 1 of 28

In today’s competitive economic environment, it is imperative for businesses to continually think of

ways to increase top line revenue...while reducing operational costs and administrative overhead.

Solid technology solutions are the cornerstone to achieving these objectives. End-to-end solutions

that larger enterprises use to compete are not aordable, not available as an integrated package

and require signicant dollars for licenses and hardware.

The AGILIRON Complete Multi-Channel Commerce Suite is squarely aimed at solving this dilemma.

The solution is targeted at and designed for a growing business addressing the most common pain

points experienced during that stage:

• Inability to grow sales without the right technology infrastructure

• Piecemeal Solutions leading to a solution mishmash, silos of information

• Lack of business visibility across all business sales channels

• Manual processes with duplication of eort and consumption of valuable resources

• Cost of multiple solutions acquisition, business customization, deployment, training and ongo-

ing maintenance

The AGILIRON Solution Suite delivers seamless management of all business sales channels while

integrating Back-Oce (ERP) and Front-Oce (CRM) functions to streamline operations. The

modules are primarily aimed at meeting the needs of product-based businesses - Wholesale, Re-

tail, E-Commerce, Distribution, Resellers and related businesses are examples of types of business

categories that can take full advantage of the broad set of capabilities and the unique value proposi-

tion that the AGILIRON solution brings to the marketplace.

Agiliron is “The Complete Multi-Channel Commerce Suite” targeted at E-Commerce, Online Mar-

ketplaces, Retail, Wholesale and related Product-based Businesses.

The Solution Suite integrates the following broad capabilities:

• Management of Multiple Sales Channels

• Agiliron B2C & B2B Webstores

• Adapters for Magento, Bigcommerce, Shopify Webstores

• Remote Webstore (API Integration)

• eBay Auctions & Stores

• Amazon Marketplace

• Retail POS

• Direct Sales

• Front Oce CRM

• Customer Management

• Sales Force Automation (SFA)

• Sales Cycle Management

• Order Management

• Customer Support

Agiliron - Sell More in More Places. Manage in One.

Product Capabilities

Product Data Sheet

AGILIRON Product Data Sheet…Page 2 of 28

• Back Oce ERP

• Flexible Product Catalog, Merchandising, Pricing Management

• Sophisticated Inventory Management across all sales channels

• Order Fulllment

• Supply Chain Management

• QuickBooks Integration (on Intuit App Center (http://appcenter.intuit.com/agiliron)

• Business Intelligence

• 50 Standard Reports, Add Custom Reports

• Customizable Dashboard

• Team Management

• Role Based Security

• User Collaboration

• Aordable Solution Suite targeted and designed for growing businesses. The solution is deliv-

ered as a hosted Software As A Service model using a subscription based pricing model. Starting

at Free, we oer a low entry point and ongoing operating costs to deploy enterprise class capa-

bilities for your business with little or no investment in additional hardware or licensed software.

Please see Software As A Service section below for details on the delivery model and the ben-

ets that is delivers to you and your business.

• Integrated One Stop Shop...the only solution you will need for streamlining your sales activi-

ties and managing your business operations...does not require expensive piecemeal solutions

and risky software integration projects. AGILIRON interoperates with popular applications (Intuit

QuickBooks®, Microsoft Oce®) and payment (Authorize.net®, PayPal®, Intuit Merchant Services

etc.) vendors to facilitate the necessary business processes and allows you to retain and leverage

your investments in these business solutions.

Figure 1: Agiliron Integrated Business Solution Suite

Product Benets

After installing a system that

cost $30,000, I soon realized

that it was not as easily cus-

tomizable as the sales rep had

led me to believe. It was cum-

bersome to use which made it

difficult for my non-technical

staff members to implement.

Fortunately, I heard about

Agiliron, was able to par-

ticipate in their Beta program

and I quickly become an early

adopter.



- Judith Henderson-Townsend

CEO, Mannequin Madness

Product Data Sheet

AGILIRON Product Data Sheet…Page 3 of 28

• Grow your top line revenues by adding new sales channels...the ability to experiment with new

sales channels has never been easier...with a few clicks place your products in front of audiences

in new marketplaces or add a new webstore targeted at a dierent demographic or other niche

opportunities. The infrastructure to support these eorts is yours for the taking.

• One integrated 360 view of the business...regardless of the number of sales channels, stores

or stock locations...Customers, Products, Suppliers, Orders all in one system...no more islands of

data and cumbersome manual processes to make sense of the pockets of information. Ring in

cost savings by improving your administration, operations and business processes.

• Modular Building Blocks - pay and use what you need (dierent product editions available to

support your immediate needs)...as your needs change add additional modules, upgrade to a

more sophisticated edition of the product or add additional employees as you bring them into

the business.

• Dedicated Database for your business data...this combined with latest technologies in secure

communications, storage and role based security built into the system ensure a highly secure

computing, access and data transfer environment for your business information.

• Run your business from anywhere...Connect to the Web - Sign in and Go! All you need is an

internet connection...you could be at a remote business location, trade-show, on the road for

business or on personal time...you can rest assured that you are only a few clicks away from ac-

cess to realtime information regarding the current state of your business.

• Scales with your Business, Add Users on the y. You can sign-up for the service with one or

more users (mapping to their specic roles and functions within the business) that are currently

operating the business. As your business grows and you add employees, you can add users to

the system by providing individual accounts thru the administration capabilities within the tool.

The customer only pays for what they need at any point in time while preserving complete ex-

ibility to add, change or delete users as required adapting to the changing needs of the business.

• Low start up & operating costs. The service is delivered on a per user subscription model - What

this means is a low entry point to begin using the system for their business without a large up-

front acquisition cost for a license fee based software product. In addition, the hardware cost of

deploying this system for a multi-user business is small compared to the traditional client-server

model that would require acquisition of a server and a sophisticated intranet connecting all the

systems along with the ongoing maintenance and administration of the IT infrastructure.

• No data protection and backup worries. AGILIRON takes care of running your channels and

business operations on redundant failover systems with regular backups of your business data

(see our Service Level Agreement for specic terms) so you no longer have to worry about hard

disk crashes or computer failures. You are leveraging a world class IT infrastructure to run your

business...all our servers run on Amazon Web Services™ cloud computing infrastructure.

• No software patches or upgrades. With a hosted solution, the software upgrades and patches

are performed on our servers (you will be notied before major upgrades) and the next time you

headaches keeping up with the latest versions and associated data migration on your end...just

always using the latest version of the product!

Software As A Service (SaaS) - Secure Access Anywhere, Anytime

We compared Agiliron to

traditional ERP solutions and

found the value/cost equation

very compelling. Implemen-

tation and deployment is an

on-going process. We have

found the Agiliron team to be

responsive and ready to invest

the time necessary to assist us.



- Miguel Mendez, CEO, Klassic

Gem Cuisine

Product Editions

• Free Edition

• Professional Edition

• Premier Edition

• Enterprise Edition

• See http://www.agiliron.com/products/pricing.html for edition features and pricing.

Business URL and Database

• Unique Database for the business

• Unique URL for the business (https://yourcompany.agiliron.net)

• Administrative Account provided with every business instance, this Admin account can then add

other User Accounts as necessary with appropriate access privileges

System Requirements

• Access Anytime, Anywhere

• PC running Windows XP/Windows Vista®/Windows 7 OR Apple Mac running Mac OS X 10.x® - 2.0

Ghz or higher CPU, 1GB or higher RAM, Display 1024x768 or higher

• Broadband Internet Connection (DSL, Cable etc.)

• Web Browser Software -Microsoft Internet Explorer 9.0 or higher, Mozilla Firefox 11.0 or higher

and Apple Safari 5.0 or higher are supported

• QuickBooks® integration requires QuickBooks Pro 2013 or higher running on a Windows 7/8 PC

• Integration with online marketplaces (e.g. eBay, Amazon) requires a seller account with the

marketplace and secure access from the AGILIRON Solution to your marketplace account (docu-

mented instructions provided)

• For Retail POS hardware requirements, please see the User Guide (http://www.agiliron.com/sup-

port/agiliron-solution-help/#User Guide/Retail POS/supported-pos-hardware.html).

Ease Of Use Features

• All Modules Organized as Independent Top-Level Tabs that can be turned on/o based on ap-

plicability to the business

• Top-Level Shortcuts for “New Entity” Creation

• Shortcuts for “Last Viewed” Items in Left Panel

• Quick Entity Creation Forms on Left Panel for each module

• HTML Online Help - Context Sensitive

• System-Wide “Unied Search”

• “Full featured HTML Editor” - available throughout system for content creation (e.g. emails,

product description/categories, designs templates, activities, notes, HTML pages)

• List of Capabilities (Source/HTML view, Page Preview, View Full Screen, Insert Image/Flash/

Links, Upload Files using Server File Browser, Editing controls and HTML Elements controls)

• “Server File Browser” - available throughout system for content upload or access (accessible

Product Data Sheet

AGILIRON Product Data Sheet…Page 4 of 28

General Service Information & Capabilities

Product Data Sheet

AGILIRON Product Data Sheet…Page 5 of 28

from HTML editor and otherwise) - File/Content Upload, Browse, Preview, Select

Common Capabilities for all Modules

• Field Based Entity Search

• Alphabet Based Entity Search

• List of Entities in Module with Paging Controls

• User Dened Custom Views - Select Field Columns Display, Date Based Filters w/ Chronological/

Reverse Chronological Sort, and Field Based Filters ; Make it the Default View for the Module; Se-

lect number of entities to display in list view; Include in Key Metrics on Home page as necessary

• Entity Detailed View - Each entity is correlated to Related Information in other modules (e.g.

Customer Account displays all related orders, products, quotes) thru sub-tabs with paging to

support large number of entries (e.g. notes/activities in reverse chronological order with ex-

cerpts displayed in list view).

• Cloning Entities - Easily create new entities from existing ones

• Entity Edit View - Edit individual entity eld values

• Bulk Edit - Edit eld value for multiple entities at once (available in select modules)

• Module Tools - Import, Export of data and other capabilities relevant to the specic module

• History - Logging of changes to entities (who/when) in all modules

User Conguration

• User Information & Password - Location, Role, Group, Email, Signature and various other prefer-

ences

• Email Server - IMAP interface can be setup to one/more email service providers to pull email into

the Agiliron CRM

• Module Selection & Customization - Based on Roles and User Prole

Interfaces to External Tools

• CSV Format Import/Export – Products/Inventory Data, Pricebooks, Leads, Potentials, Accounts,

Contacts, Orders and many others

• Bulk Import of Product Images - Import all products images at once into the system

• QuickBooks Accounting Integration (using Intuit Partner Platform) - Import and Export

• MS Oce - CSV Exports

• PDF Exports of Reports, Receipts, Quotes, Invoices, Packing Slips

• IMAP for Receiving Email from your email service provider

Agiliron Customer Support

• Available through Forums, Email, Phone depending on the selected subscription edition

Self-Help Documentation and Guides

• Comprehensive User Guide - PDF and HTML

• HTML Online Help - Context Sensitive

• Quick Start Guide for Basic, Matrix Item, Serialized, Lots, Assembly products (provided with com-

Product Data Sheet

AGILIRON Product Data Sheet…Page 6 of 28

plete sample data sets)

• QuickBooks Integration Guide (provided with Agiliron QuickBooks Company File Template)

• WebStore/Website API Developers Guide (for Remotely Hosted WebStores/Websites to connect

to Agiliron Front and Back Oce)

Service Level Agreement (SLA) & Security

• Hosted on Amazon Web Services Data Centers in multiple zones for redundancy & risk mitigation

• 99.5% Uptime SLA, Automatic Data Backups

• PCI Level 1 Compliance - Payment Card Industry Data Security Standard (PCI-DSS) Level 1 Ser-

vice Provider Certication - the highest standard of excellence for payment data security

• Please see http://www.agiliron.com/policy/tos.html for Terms of Service and Security Policies

Company Information

• Name, Address, Phone, Fax, Email, Website, Logo

Warehouse (Stock) Inventory Locations

• Unlimited Number of Stock Locations (based on subscription edition)

Create and Manage Users

• Proles, Roles, Users

• Administrator(s) can Reset Password for users (auto-generated password emailed to user)

• Customize Top-Level Tabs

• Setup IMAP interface to Email Server

Create and Manage Groups

• Add Users to Groups

• Group Users into Teams to facilitate Team based allocations of entities, tasks, activities

Module and Field Access

• Default Organization Sharing Access - Dene Sharing privileges across organization

• Default Organization Field Access - Dene Fields in various modules across organization

• Field Accessibility - Constrain Fields by each User Prole

Sales Channel Conguration and Customization

• Add/Delete Sales Channels (B2B WebStore(s), B2C WebStore(s), Remote WebStore(s), eBay Inte-

gration, Retail POS)

• Details by Channel Type - see list of features for each channel

Accounting Setup

Business Setup and Customization

Agiliron was there every step

of the way, effective in their

communication of the deploy-

ment process and transition-

ing the business over to the

new platform in a timely &

orderly fashion.



- Jen Ryan, Owner, Mooloolaba

Product Data Sheet

AGILIRON Product Data Sheet…Page 7 of 28

• QuickBooks Company File Template provided with QuickBooks Integration Guide

• QuickBooks Integration Conguration (using Intuit Partner Platform http://appcenter.intuit.

com/agiliron) - import QuickBooks Company File Lists (Chart of Accounts, Item List, Payment

Methods, Shipping Methods, Sales Tax Codes, Sales Tax Rates) from QuickBooks

• Business Bank Accounts Setup

• General Ledger Accounts Setup

• Inventory Adjustment Reasons Accounts Setup

• Tax Authorities Setup - Authority, Rate, Shipping Tax Rules

• Map Agiliron Payment, Shipping, Tax, Adjustment Methods to QuickBooks Methods

Module Customization

• Add Custom Fields to any modules

• Supported Custom Field Types - Text, Number, Percent, Currency, Date, Email, Phone, Single-

Select/Multi-Select Pick List (Drop-down List), URL, Checkbox, Text Area

• Product Module - Apply custom elds selectively to products (i.e. turn them on/o for each prod-

uct)

• Leads Module - Map Custom Fields to equivalent in Potentials/Accounts/Contacts to facilitate

transfer of elds during conversion of Leads to Potentials/Accounts/Contacts

PickList Customization

• All drop-down elds list of choices for user selection available for customization - All modules

Communication and Notications Setup

• Dene & Edit HTML Templates - insert eld markers (Contacts, Leads, Users, Company, Products)

for automatic merging of elds during sending of emails or usage of design templates in chan-

nels like eBay

• Setup Auto Order Notications By Channel - (a) Order Creation Conrmation, (b) Order Fulll-

ment Conrmation, (c) Order Modications, and (d) Backorders

• Customize Auto Order Notications - Content and Recipient List

• Inventory Related Notications to Product Stock Manager

• Security Token - Generate/Regenerate Token to be used for Website API communication e.g.

Add Leads to Agiliron CRM from Website contact form

Currency Conguration

• Single Currency - Conguration to any native currency, it applies uniformly across the applica-

tion

Congure Shipping Carriers and Carrier-Specic Methods

• Shipping Taxable or Non-Taxable based on Shipping Method and Tax Jurisdiction Rules

• Map to QuickBooks Methods

Congure Payment Methods

Product Data Sheet

AGILIRON Product Data Sheet…Page 8 of 28

• Mapping of Payment Methods to Deposit Bank Accounts and QuickBooks Methods

Congure Payment Processors

• Setup Payment Processors for Processing Credit Cards in CRM (Sales Order)

Congure Shipping Processors

• Setup Shipping Processors for Processing Sales Shipments to Customers

Product Related Conguration

• Product Categories - Add/Delete/Change, Dene Hierarchy Tree, Category Display Order, Cate-

gory-specic Image, Custom HTML Description, SEO Title/Description/Keywords

• Manufacturer Conguration - Add/Delete/Change, Manufacturer-specic Image, Custom De-

scription, SEO Title/Description/Keywords

• Matrix Item Conguration - Unlimited User Dened Attributes (e.g. Size, Color, Styles), Unlim-

ited Choices for each Attribute (e.g. Size - Black, White, Pink, Yellow...), Automatic Sorting of Prod-

uct SKUs based on the Denition Sort Order

• Product Specic Custom Fields - Turn on/o custom elds for individual products

Phone, Direct or Catalog Sales

• Can support unlimited number of sales agents

• Adding a new agent is as simple as a PC and an internet connection

• All account activities, orders, tasks associated with sales agent

• Reassign accounts, orders or tasks to other agents

• Manage Leads

• Track Potentials thru Sales Cycle & Activities

• Automatic Conversion to Customer Accounts

• Generate Quotes, Sales Orders, Invoices

• Automatic Conversion of Quotes to Orders to Invoices

• Customer Sales & Support History Available

• Enter Orders directly into Back-Oce - see “Order Management” section for feature list

• “Sales Rep” Prole available for restricted access by external reps to information relevant to their

customer accounts

B2C WebStore

• Add/Delete B2C WebStore

• Select a Design Template

• 70 Total Number of Templates - 30 Free Templates, 40 Premium Templates ($100-$350)

• Specify the Store URL - route domain to AI servers using CNAME at domain registrar (detailed

instructions available)

Sales Channels

Product Data Sheet

AGILIRON Product Data Sheet…Page 9 of 28

• Specify PriceBook and Specials PriceBook

• Specify Starting Order Number for the Store orders

• Unlimited Number of Products (depends on edition)

• Unlimited Bandwidth

• Captcha’s for Forms

• Short and Long Descriptions

• Customer Account Maintenance - Edit Account Preferences, Change Password, Track Order Sta-

tus and History, Problem Reporting

• Specials - Sale Items Section - Strike Through Pricing

• Promotional Banners

• Cross-Sell - Automatic Generation of “Customers Who Bought Also Bought”

• Shopping Cart

• Secure Checkout - SSL Security (does not require certicate purchase)

• Purchase without Account option available

• Order Conrmation and Fulllment Notications to Customer (optional)

• Domain Routing at your Domain Registrar

• Custom URL(s)

• Design Editing and Customization

• Select from over 70 Designs; Change to a dierent Design anytime at the click of a button

(old design backed up automatically and accessible)

• Easy Customization (optional services available)

• Replacing Logo and Images

• PSD of the design provided (depends on edition)

• Editing the CSS

• Editing Header and Footer (depends on edition) layout, design and elements

• Server File Browser - Access to stylesheets, images and other collateral les organized

in logical groupings; Multiple Files Upload capability for bulk modications/update of

design les, images etc.

• Manage Discount Coupons

• Discount Coupons - %, $, Constrain by Date, Constrain Times of Use (per customer, total),

Minimum Orders

• Exclude/Include Product Specials from Discounts

• Setting up Standard WebStore Pages

Having two separate web

stores, one for retail and one

for wholesale, allows our

wholesale customers to log in

and place orders. This frees up

time we used to spend taking

orders to focus on marketing

activities and growing our

business.



- Joanie Dhillon, Owner, Idawg

Clothing

Product Data Sheet

AGILIRON Product Data Sheet…Page 10 of 28

• Conditions of Use, Shipping & Returns, Privacy Policy, Contact Us

• Custom HTML Editor

• Setting up Custom WebStore Pages

• Page URL, Page Name, Page Titles, Custom HTML Editor

• Up to 20 Custom Pages/Store

• Set up Shipping Zones and Methods

• 15 geographic zones (e.g. US, Canada, Rest of World), 5 shipping methods/zone (e.g. Stan-

dard, Priority, Expedited)

• Pre-dened WorldWide Zones available for easy selection

• Handling Fees

• Tare Weight

• Table Rate

• Tables based on Price, Count or Weight

• Specify Method Name, Table and Mapping to Shipping Method in Back-oce

• USPS

• Shipping cost automatically calculated based on volume and weight information as-

sociated with products in order

• Set up Payment Methods

• Authorize.net - Authorize/Capture - Enter Login ID and Transaction Key

• PayPal Website Pro - Enter Username, Password, Signature

• PayPal - Enter Email Address

• Oine Credit Card

• Check/Money Order

• Cash on Delivery

• Secure - HTTPS processing

• Set up Tax Zones and Rates

• Based on Nexus

• Designate Specic Tax Authorities for each Zone, Rates automatically assessed based on the

Tax Authority Rate settings

• Set up Store Options

• Select Favicon

• Specify Email Address to receive customer emails, order emails, from address for outgoing

emails

Our conversion rates, traf-

fic and overall sales have all

improved by leaps and bounds

since our conversion to the

Agiliron platform. 2009 year

to date we’ve seen a 50%

increase in web sales.



- Nate Koach & Jason Reed, Own-

ers, Suburban Riot

Product Data Sheet

AGILIRON Product Data Sheet…Page 11 of 28

• Specify New Customer Welcome Email in HTML Editor

• Customize Home Page - Display Custom HTML, New Products or Featured Products

• Featured Items - Highlight specic products, Specify Display Order (selected products

auto updates to store - add/remove)

• Display Elements - Browse By, Manufacturer, Brand, Search, Categories, Order History, Best

Sellers, Specials, Shopping Cart, Promotions, Information, Tell A Friend, Whats New, Reviews,

Product Notication, Manufacturer Info - Not all available in all templates though (depends

on columns and template design)

• Product Search by various attributes - Basic (keyword) and Advanced

• Display Products as List, Grid - Specify number of products/row, Max products per page

• Display/Select Matrix Selection (e.g. Color, Size) as Single List or Split List, With/Without

Dierential Pricing

• Customer Product Reviews

• Specify Image Display Sizes

• Unlimited Images Per Product, Enable/Disable Click to enlarge for Main Image or Alternate

Images

• Picture Zoom for Product Images

• Customize all the Labels in the store

• Customize the Display of Product Categories - Number of Levels, Appearance, Display Emp-

ty/Product Count

• Browse By - Provide Browse By Selected Custom Product Attributes, Manage the Display

Order

• Inventory - Check Out of Stock, Allow/Disallow Checkout, Customize Messages

• Google Analytics - Visit Tracking, E-Commerce Tracking of Conversions to Source, Capture

search keywords

• Google Base - Automatic feed of all store products to Google Product Search every 24 hours

• Selectively Deploy Products to the WebStore - Setup Auto Product, Category, Inventory Up-

dates to Store from BE

• Select Products, Pricing, Quantity

• Assign Products as Specials to the WebStore

• Recorded User Accounts and Orders from WebStore automatically captured to Agiliron CRM in

real-time

• Search Engine Marketing

Our Internet sales continue

to increase, we saw a 30% in-

crease in our first month after

going live.



- Tarran Pitschka, CEO, Wicked

Quick Industries

Product Data Sheet

AGILIRON Product Data Sheet…Page 12 of 28

• Specify Title, Description, Keywords Meta-Tags for all Pages (Standard, Custom, Categories,

Products, Manufacturers)

• Automatic Submission to Google Base

B2B WebStore

• Add/Delete B2B WebStore

• All features of the B2C Store with incremental capabilities listed below

• Special Pricing based on assigned Price Book

• Store Access require Login

• Restricted Access - Password Protection, Require Login

• Passphrase for Account Creation - assign secret code

• Passphrase Message to prompt user to action to obtain passphrase

• Tax ID, Reseller ID (required/optional) eld for Account Creation

• Accounts Management for B2B Customers from Front-Oce (designate which contacts are

B2B customers and should have access to B2B Store)

• Email Store Access to B2B Customers - custom URL (Sample Email Template available)

• Minimums

• Minimum Order Amount - By Order

• Minimum Quantity/Product - By Product (any combinations of SKUs)

• Minimum Total Order Quantity - By Order

• Payment Methods - All as in B2C Store, can be customized to Terms for B2B Sales

• Shipping Methods - All as in B2C Store, can be customized to oer Deferred Shipping

• Display Inventory Information (Qty in Stock, Qty on PO/Due Date)

• Bulk Add to Cart Table (for quick specication of quantities for multiple skus to add to cart)

• Customer Specic Pricing

• Display Pricing Table Information (Retail, Wholesale, Customer)

Remote WebStore

• Add/Delete Remote WebStore not Hosted on Agiliron

• Map Shipping, Payment & Taxes from Remote Store methods to Agiliron methods for auto

capture of orders with the right settings

• Integrate w/ Agiliron Front-Oce and Back-Oce thru a REST Based WebStore Integration API

• WebStore API Developers Guide (for Remote Stores)

• Two-Way Communication between WebStore and Agiliron System

• Product Catalog, Pricing and Inventory Information from Agiliron to WebStore

• Specials and Discount Coupons from Agiliron to WebStore

• Order, Customer and Transaction Information from WebStore to Agiliron in real-time - Also edit

Accounts, Orders (Cancel, Update, Query)

• Order, Product, Customer, Fulllment Update Information propagated from Agiliron to WebStore

Adapters for Magento, Bigcommerce, Shopify WebStores

Agiliron integrates with

Quickbooks, keeps customer

& vendor lists, sales histories,

multiple pricing scenarios and

much more. And I’m optimis-

tic about Agiliron’s plans for

increasing number of e-com-

merce channels.



- Mike Farrace, Owner, Optikrock

Product Data Sheet

AGILIRON Product Data Sheet…Page 13 of 28

• Integrates these shopping carts as a Sales Channel in Agiliron allowing use of Agiliron capa-

bilities with existing e-commerce stores.

• Establish Connection between Agiliron and WebStore with API Key Credentials

• Two-Way Data Flow Integration that encompasses the following business workows

• Products, Pricing, Inventory information push from Agiliron to Webstore - manual, automatic

• Customers/Orders capture from Webstore to Agiliron

• Map Shipping, Payment & Taxes from Webstore methods to Agiliron methods for auto capture of

orders with the right settings

• Order Fulllment information from Agiliron to Webstore

• Adapter Software Module available for Customization

eBay Integration (Listings, Stores) - US Only

• eBay certied as an “eBay Compatible Application”. Add/Delete an eBay Sales Channel (Auc-

tions, Fixed Price and eBay Store)

• eBay Integration Capabilities include

• Listing Products/Items on eBay (number allowed based on edition)

• Options - Highlights, Gallery and many others

• Free picture hosting on Agiliron

• Option to Lock Inventory of listings

• Map eBay Categories for Agiliron Categories - Automatically Sync to eBay Store

• Verify Listing Parameters & Conrm eBay Fees before Listing an Item

• Listing an Item

• Listing Types - Chinese Auction, Fixed Price

• Category Selection Wizard

• Listing Duration Selection

• Product and Pricing (Start Pricing, Reserve Pricing, Buy It Now Pricing, Fixed Pricing)

• Shipping and Payment and Fulllment Settings

• Tax Settings

• List Matrix Item Products (eBay Multi variate listing)

• Complete details of Listing, Listing Fees and Link to eBay Listing Available for every listing

• Apply Design Templates for Listing Description

• Setup once in HTML editor, eld markers merged with product data (regular elds, custom

elds, images)

• Revise an eBay Listing

• Clone an eBay Listing

Product Data Sheet

AGILIRON Product Data Sheet…Page 14 of 28

• Relist a completed eBay Listing

• Questions for Seller

• Automatically captured as Ticket under Front-Oce (CRM) “HelpDesk” Module

• Respond easily from Agiliron, Responses from Agiliron automatically interfaced to eBay

• Recorded Orders from eBay automatically captured to Agiliron CRM in real-time

• Customer Order Shipping & Tracking Information propagated back to eBay from Agiliron

• Buyer Feedback captured for each Listing

• Real-time Dashboard to view all listing, bids and current status

Amazon Marketplace - US only

• Amazon ID and Agiliron setup for Connection to Amazon Seller Account

• Two-Way Data Flow Integration that encompasses the following business workows

• Products (ASIN Lookup available), Pricing, Inventory information push from Agiliron to Amazon

- manual, automatic

• Customers/Orders capture from Amazon Marketplace to Agiliron

• Map Shipping, Payment & Taxes from Amazon methods to Agiliron methods for auto capture of

orders with the right settings

• Order Fulllment information from Agiliron to Amazon Marketplace

Retail POS

• Add/Delete Retail POS

• Select Inventory Location, PriceBook, Tax Authority - Products, Inventory and Pricing auto-

matically accessed in POS

• Unlimited number of lanes (depends on edition) - adding a lane is as easy as a PC and Inter-

net connection

• Select Payment Methods, Credit Card Processing through Intuit Payment Services

• Customer Receipts - Print, Email or Disable depending on usage model

• Customizable User Interface with Company Logo, Information, Quick Access Buttons

• iPad/Android Native POS App - Use the POS on your iPad/Android at tradeshows/events or

in the store (download at iTunes Store or Google Play Store respectively)

• Add Sales Associates - Free Users

• Unique Logins/Passwords, Change Password, Screen Lock, Logout

• Sales Associate Permission Controls - Price Changes, Discounts, Sales Returns

• 110 Quick Access Buttons - Assign/Update Top-Selling Products associated with each button

• 110 Quick Access Buttons for Categories - Assign/Update Product Categories associated with

each button - facilitates selection of products within those categories to add to ticket.

• Pull up Product Information - Image, Stock Information, Pricing

• Payment Methods - Cash, Check, Credit Cards

Product Data Sheet

AGILIRON Product Data Sheet…Page 15 of 28

• Processing a Customer Sales Transaction

• Add Product by Bar Code Scan, Auto-complete using Product Code/Product Name, Quick

Access Buttons

• For Serialized or Lot Tracked Products, select Serial/Lot number

• Modify Pricing, Discounts as necessary

• Select Payment Method and enter parameters (or use credit card scanner for credit cards)

• Accept Split Payments (any combination of payment types)

• Record as Retail Sale or if Customer Information is available add (for new customer) or select

(for existing customer); Update Customer Information for existing customers

• Sales Taxes automatically calculated based on selected Tax Authority for that POS channel

• Print, Email or Disable Transaction Receipt

• Customer Receipt Options - Electronic Signature, Gift Receipt

• Processing a Customer Return Transaction

• Pull up order details based on Order number

• Print Return Receipt

• Recorded Orders from Retail Store POS automatically captured to Agiliron CRM in real-time

• Supported POS Hardware - See User Guide (http://www.agiliron.com/support/agiliron-solution-

help/#User Guide/Retail POS/supported-pos-hardware.html)

Customer Account and Contact Management

• Add/Edit/Delete Customer Accounts

• Account Form Fields include

• Account Number - auto-generated

• Tax ID, Reseller ID for B2B Accounts

• Credit Limit - Credit Available and Account Balance auto computed based on Limit, Expira-

tion and Receivables

• Allow Select in Channel (if channel is restricted to a specic set of company accounts)

• Defaults for Taxes, PriceBook, % Discount, Payment Method, T&C, Shipping Carrier/Method,

Deliver From Stock Location - Automatically transferred to Sales Orders

• Customizable Sales Person list, Sales Area list, Sales Manager to associate with account

• Special Handling - Instructions for Special Handling of Orders for the Account, automatically

transferred to Orders for the Account

• Backorder Handling Preference - Ship All, Ship As Available, Cancel Backorder Items; auto-

matically transferred to Sales Orders for the Account

• Bulk Edit of Account Fields - Change Field Values for multiple Accounts at once

• Import Customer Accounts - CSV Format les, Custom Mapping of CSV File Columns to Fields

• Export Customer Accounts - CSV Format les, Specify columns and List lters

The biggest value resides in

the value-cost equation that

is very compelling and the

readiness of Agiliron to under-

stand our needs. The Agiliron

solution provides us with a

software platform to manage

orders, accounts, our product

catalog and inventory.



- Miguel Mendez, CEO, Klassic

Gem Cuisine

Front Oce (CRM)

Product Data Sheet

AGILIRON Product Data Sheet…Page 16 of 28

• Customer Accounts Received from Sales Channels - Automatically created in the system

• Related Lists for each customer account available - Potentials, Contacts, Activities, Attachments,

Quotes, Sales Orders, Sales Returns, Invoices, HelpDesk, Products, History associated with indi-

vidual Accounts

• Add/Edit/Delete Customer Contacts - Many-to-one Mapping to Customer Accounts or Vendors

(e.g. one organization, multiple contacts in the organization), Create Account and Contact in

single step

• Contact Form Fields include

• Name and Address information and associated Account or Vendor

• Contact Prole - Customizable Multi-Select PickList (e.g. Buyer, Billing, Manager)

• B2B Account ID management from Back-Oce (custom link for customer) - Create login ac-

counts in B2B Stores and email a custom link for customer to login

• Bulk Edit Contact Fields - Change Field Values for multiple Contacts at once

• Import Customer Contacts - CSV Format les, Custom Mapping of CSV File Columns to Fields

• Export Customer Contacts - CSV Format les, Specify Columns and List lters

• Customer Contacts Received from Sales Channels - Automatically created in the system

• Related Lists for each contact available - Potentials, Activities, Attachments, Emails, Quotes, Sales

Orders, Sales Returns, Purchase Orders, HelpDesk, Products, History associated with individual

Contacts

Sales Management, SFA, Sales Cycle & Oppurtunity Management

• Add/Edit/Delete Leads

• Bulk Edit of Lead Fields - Change Field Values for multiple Leads at once

• Import Customer Leads - CSV Format les, Custom Mapping of Columns to Fields

• Export Customer Leads - CSV Format les, Specify columns and List lters

• Bulk Change Lead Status and Owner - Change Field Values for multiple Leads at once

• Convert Leads to Potentials, Accounts and Contacts with ease - auto transfer of all form elds

and mapped custom elds during conversion

• Related Lists for each lead available - Activities, Attachments, Emails, Products, History associ-

ated with individual Leads

• Capture leads from your Web site forms directly into Leads module (Web2Lead API) - security

token for authentication (embed in server side scripts e.g. php) of calls

• Add/Edit/Delete Potentials

• Import Customer Potentials - CSV Format les, Custom Mapping of Columns to Fields

• Export Customer Potentials - CSV Format les, Specify columns and List lters

• Create First Sales Order for Potential directly from Potential form

• Related Lists for each potential available - Contacts, Activities, Attachments, Quotes, Sales Or-

ders, Products, Sales Stage History, History associated with individual Potentials

Marketing Automation to Customer Accounts/Contacts/Leads

Product Data Sheet

AGILIRON Product Data Sheet…Page 17 of 28

• Send Emails to Leads/Customers - Automatically captured in the CRM and associated with Cus-

tomer History for future reference

• Full-featured HTML Editor for HTML Message Creation/Editing

• Send Bulk Emails - Email Templates to multiple customers at once - lter customer lists

through module custom views and associate custom actions for targeted campaigns

• Automatically merge eld values to replace markers in templates for bulk emails

• CAN-SPAM Compliance

Receiving Emails from Customers

• IMAP Protocol Interface Setup to connect with one/more email service providers

• Read Emails using the system WebMail user interface

• Add Customer Emails to CRM - automatically recognizes contact email address and associates

email with existing customer (if any) or creates a new customer Lead

• If an email is received from customer, the email is added to the Customer record

• If an email is sent to customer from external tool (e.g. Outlook) and CCed to self (the IMAP

mapped email address), the email is added to Customer record that the email was sent to

• If an email is sent to customer from external tool (e.g. Outlook) from a non-IMAP mapped

email address and CCed to the IMAP mapped email address, the email is added to Custom-

er record that the email was sent to

Managing Customer Related Activities

• Events (calls or meetings, single or recurring) - Include Internal Users, Customer Contacts, Add

Document Attachments/Notes, Email Notications

• Tasks - Include Internal Users, Customer Contacts, Add Attachments/Notes, Email Notications

• List View provides ltering for Open Tasks and one-click closing of activities

• Work Orders - Automatically generated by the system for Assembly product manufacturing with

recipe information

Customer Support using HelpDesk

• Create, Assign and Track Customer Support Tickets

• Case Message Center

• Case by Priority

• Case By Product

• Queue Management & Case Assigment

• eBay “Ask Seller” Queries Automatically captured as Tickets and Responses automatically propa-

gated to eBay

• Ticket Statistics - Review Cumulative Statistics on Open/Closed tickets, By Category, By Priorities,

By Personnel

• FAQ - Create a Knowledge Base of FAQs for use by Customer Support

Orders (Sales Orders, Quotes, Invoices) Management

Our Internet sales have

continued to increase and we

saw a 30% increase in our first

month after going live. The

ability to add products quickly

and remove items has allowed

us to keep the commerce side

of our website fresh. Get-

ting new products up on the

web more quickly generates

sales. In addition, the relative

simplicity of managing the

backend and updating the site

saves us time which in a small

company is incredibly valu-

able.



- Tarran Pitschka, CEO, Wicked

Quick Industries

Product Data Sheet

AGILIRON Product Data Sheet…Page 18 of 28

• Create/Edit Quotes

• Quote Form Fields include

• Auto complete selection of customer account and contact

• Auto ll of elds based on Customer Account

• Auto complete of product selection, include item notes

• Convert Quote to Sales Order

• Export Quote to PDF, Directly Email PDF with pre-dened HTML template and mail-merge for

elds

• Related Lists Available - Sales Orders, Activities, History associated with individual Quotes

• Create/Edit Sales Orders - Credit Limit Checks for Customer Account

• Sales Order Form Fields include

• Auto complete selection of customer account and contact

• Auto ll of elds based on Customer Account

• Auto complete of product selection, include item notes

• Status Tracking: Created, Invoiced, Shipped, Paid, Completed

• Type, Priority, Ship Q Priority

• Call Date (auto-generated based on Order Due Date)

• Special Handling - Instructions for Special Handling of Orders for the Account; automatically

transferred from the Account

• Backorder Handling Preference - Ship All, Ship As Available, Cancel Backorder Items; auto-

matically transferred from the Account

• Multiple Customer Payments for a Sales Order - Record date/amount/payment method details

for each payment

• Process Credit Card Payments with click of a button using Intuit Merchant Services

• PCI Compliance with Credit Card data

• See Total Payments, Amount Due

• Create Invoice from Sales Order (Invoice Number automatically generated)

• Cancel Sales Order (before Fulllment), Payable created if Customer Paid

• Create Sales Return for a Sales Order (after Fulllment)

• Create and Manage Backorders (for orders where some of the products are not in stock)

• Export Sales Receipt, Invoice, Packing Slip to PDF, Directly Email PDF with pre-dened HTML

template and mail-merge for elds

• Bulk Printing of Sales Receipts, Directly Email PDF with pre-dened HTML template and mail-

merge for elds

• Customer (Account) Credit Limit Checks for Create/Edit of Sales Order

• Setup Auto Order Notications by Channel - (a) Order Creation Conrmation, (b) Order Fulll-

ment Conrmation, (c) Order Modications, (d) Backorder

• Customize Auto Order Notications - Content and Recipient List

We’ve found Agiliron to be

powerful. It has improved our

ability to communicate with

customers, simplified produc-

tion and order fulfillment, and

will enable growth in a well-

organized, efficient manner.



- Pete Wagner, CEO, Wagner Skis

Product Data Sheet

AGILIRON Product Data Sheet…Page 19 of 28

• Related Lists Available - Quotes, Invoices, Activities, Attachments, History associated with indi-

vidual Sales Orders

• Create Invoices

• Invoice Form Fields include

• Total Payments, Amount Due

• Export Invoice to PDF, Directly Email PDF with pre-dened HTML template and mail-merge for

elds

• Related Lists Available - Sales Order, Activities, Attachments, History associated with individual

Invoices

Managing Orders from Sales Channels

• Orders from all Sales Channels Automatically captured under “Sales Orders” module in real-time

from channel

• “Subject” eld includes channel of origin, “Channel” eld contains the channel of origin

• “Channel Order ID” captured in the Sales Order for traceability

• Any additional channel related fees (e.g. eBay fees) captured in “Additional Fees” eld

• Route orders to appropriate stock locations

• Update/Modify or Cancel Orders or Create Returns in a unied manner

• Updated Order Information - Fullllment Information automatically propagated to channel of

origin

Sales Returns

• Sales Return Form Fields include

• RMA # (w/ optional auto-generation), Tracking #

• Create from an existing Sales Order or without

• Track Receipt of Returned items at Receiving, Payables for Refund to Customer

Order Fulllment

• Shipping Module - Select Carrier, Shipping Method

• Only orders waiting to be fullled displayed by default, fullled orders also available for view/

edit in separate view

• Record Fulllment information - Date, Carrier, Shipping Method, Actual Shipping Cost, Tracking

Information, Serial/Lot #s (if applicable)

• Bulk Fulllment - Ship multiple orders at once

• Import Shipping Information from external shipping tool (if necessary)

• Export Order Information for external shipping tool (if necessary)

• Export Packing Slip PDF, Bulk Export for multiple orders

• Create and Manage Backorders (for orders where some of the products are not in stock)

• Customer (Account) Credit Limit Checks on “Shipping” (Optional)

Sales have increased, and

the overall efficiency of the

site has improved. These are

key to our success, especially

as orders increase and fulfill-

ment becomes a major hurdle.

The overall solution has been

the most important. We have

complete control of our prod-

uct and inventory manage-

ment. Since we do both retail

and wholesale sales, product

has to be updated almost

daily; which we are able to do

easily.



- Nate Koach & Jason Reed, Own-

ers, Suburban Riot

Product Data Sheet

AGILIRON Product Data Sheet…Page 20 of 28

Accounts Receivable

• Displays Unpaid customer sales orders

• Record Payments as they are received for each order

• Generate Customer Statements by Customer(s) - Includes all pending receivables and payments

received

• Record payments received from customer that cuts across multiple orders - payments applied to

oldest order rst, payments automatically split if partial amount applied to an order

• Export Sales Receipt to PDF, Directly Email PDF with pre-dened HTML template and mail-merge

for elds

Product Catalog

• Product Types

• Basic Products (inventory by number of items)

• Serialized inventory (serial numbers per inventory item)

• Matrix Item inventory (SKUs by Size, Color, Style etc.)

• Lot Tracked inventory (lot numbers for set of inventory items)

• Assembly products (manufacture from raw materials)

• Non-inventory products – Services (e.g. labor)

• Product Customizations (e.g. Gift Wrapping options, Engraving Text or Gift Wrapping mes-

sage)

• Product Substitutes (suggested alternates)

• Product Form Fields include

• Product Code, Bar Code

• Unit Cost, automatically calculated for Assembly products

• Commission Rate

• Usage Unit (unit of usage of the product - inventory should operate on these units)

• Qty/Unit for managing fractional or multiple items per inventory unit

• Stock Manager for inventory notications

• Accounting Information (Income, Expense, COGS, Asset, QB Item, Tax Category)

• Shipping Information - Volume, Weight, Shipping Cost (for individual product shipping

method only)

• HTML Editor for Product Description

• Product Category (select one or multiple)

• Unlimited Images Per Product (include color swatches)

• Manufacturer Association

• Short and Long Descriptions

After integrating the Agil-

iron back office suite into our

business, it has taken our com-

pany to a more competitive

level. Prior to the integration,

we had a very primitive inven-

tory management system. We

did not keep accurate real-

time inventory and were often

surprised to know we were

running low in a particular

SKU. We now know exactly

where our inventory levels are

at any given moment. This has

enabled us to plan more effi-

ciently and not have to disap-

point customers who thought

we had a particular style/size

in stock.



- Joanie Dhillon, Owner, Idawg

Clothing

Back Oce (ERP)

Product Data Sheet

AGILIRON Product Data Sheet…Page 21 of 28

• SEO Meta Tags - Title, Description, Keyword

• Bulk Editing of Product Fields - change eld values for multiple products at once

• Import Products - CSV Format les, Custom Mapping of Columns to Fields

• Import Product Images - Bulk import of all product images referenced in Product import CSV le

• Export Products - CSV Format les, Specify columns and List lters

• Add Custom Fields for “Browse By” product search in webstore

• Make Custom Fields Applicable to specic Products only or All Products

• Related Lists Available - Stock Locations, Serialized/Lots/Matrix Items, Stock Adjustments, Price

Books, Channels, Vendors, Purchase Orders, Quotes, Sales Orders, Sales Returns, Invoices, Activi-

ties, Attachments, HelpDesk, History associated with individual Products

• SEO Title, Keywords, Description Support for Products, Product categories & Manufacturers

Price Books Management

• Unlimited Price Books By Customer Segment, Sales Channel or other criteria

• Associate any number of pricebooks with a product

• Specials Price Book for Promotions - Set Validity windows; Associate with Reference List Price

Book

• Vendor Price Book for Product Vendors

• Adjust Pricing for selected products at once by amount or % with user selected rounding rules

• Dierential Pricing for Product Matrix SKUs

• Dierential Pricing by Stock Location

• Import Price Books - As part of product import as columns in CSV le

Product Categories Management

• Allows creation of Product Category hierarchy tree (no depth or number restrictions)

• Easily Adjust Category Display Order by assigning an order ID

• Assign a Product to Multiple Categories

• Associate Image and Description with Product Categories - automatically included in category

pages on stores

• SEO Information for Product Category Pages - Title, Keywords, Description

• All changes to Product Categories automatically synced with the channels

Product Manufacturers/Brand Management

• Add/Delete Manufacturers

• Associate Image with Manufacturers - included in manufacturer pages on stores

• SEO Information for Product Category Pages - Title, Keywords, Description

Sophisticated Inventory Management

• Basic Products

Optikrock and Melody

Wholesale needed a way

to track inventory no mat-

ter where we were selling it.

Agiliron back office was the

first one I found which man-

aged inventory across popular

platforms like eBay but which

also integrated with non-Pro-

Store websites. It also inte-

grated with Quickbooks, keeps

customer and vendor lists,

purchase and sales histories,

incorporated multiple pric-

ing scenarios and much more.

And I’m very optimistic about

Agiliron’s plans for integrating

with an ever-increasing num-

ber of e-commerce channels.



- Mike Farrace, Owner, Optikrock

& Melody Wholesale

Product Data Sheet

AGILIRON Product Data Sheet…Page 22 of 28

• Add/Change

• Adjustments

• Transfer

• Matrix Item Products

• Add/Change

• Delete/Restore SKUs

• Adjustments

• Transfer

• Serialized Products

• Add

• Edit/Delete

• Adjustments

• Transfer

• Lot Tracked Products

• Add

• Edit

• Adjustments

• Transfer

• Assembly Products

• Add/Change - Inventory Automatically pulled from Raw Materials, Works Orders generated

for Manufacturing, COGS for manufactured product automatically calculated

• Adjustments

• Transfer

• Service Products

• Manage Inventory at Multiple (Unlimited) Stock Locations

• Inventory Transfer between Stock Locations - Individual Products or Bulk Transfer of many

• Inventory Tracking Parameters - Qty in Stock, Qty on Order (SO), Qty on Order (PO)

• Reorder Levels, Inventory Notications and Supply Chain Management

• Inventory Adjustments (+/-) and Reconciliation

• Product and Inventory Reimport - All Fields or only Inventory elds

Multi-Channel Tracking and Auto-sync of inventory across Channels

• Events that Automatically Trigger Inventory Synchronization across channels

• Orders from any channel (WebStores, POS, eBay) automatically pulls inventory (decrements)

available for sale on all channels (that a product has been placed in) to prevent selling inven-

tory not available

• eBay Listings provide an option to Lock Inventory (committing inventory for sale on eBay)

which also results in associated inventory being pulled from other channels

Product Data Sheet

AGILIRON Product Data Sheet…Page 23 of 28

• Any manual inventory adjustments made (due to audit or shrinkage or other reasons) also

automatically adjusts inventory in the channels to reect the new inventory levels

• Actions Associated with Inventory Synchronization for above Events

• If the available inventory (Qty on Stock - Qty on SO (Sales Order)) falls below the inventory

that was placed in any channel - the quantities in the channel is adjusted to available inven-

tory

• For Matrix Item products, since all the inventory is placed in the webstore channels, the

quantities are always adjusted on the above events

• Optional Auto-Sync (User Selection) for WebStore Channels

• Auto Product Update - Any changes to product (triggered by save product) are immediately

updated on the channels that the product is placed in (this includes all the product form

elds including images)

• Auto Category Update - Any changes to product category information is automatically up-

dated to channel(s) along with any product mapping changes that may result

• Auto Inventory Update - Any changes in inventory of a product (manual edits - Add/Delete/

Change/Transfer) automatically updates the inventory in all the channels that the product

is placed in to available inventory (Qty in Stock - Qty on SO). This switch always deploys the

entire available inventory to the channel - so if the user wants only a subset of the inventory

to be deployed to a channel, they should leave this switch o and deal with it manually

• Auto Pricing Update - Any changes in the pricing of a product in a a Price Book automatically

updates the pricing in all the applicable channel(s)

Supply Chain - Vendor Management

• Add/Edit/Delete Vendors

• Vendor Form Fields include

• Credit Limit - Credit Available auto computed based on Limit, Expiration and Payables

• Defaults for Taxes, PriceBook, Discount, Payment Method, T&C, Shipping Carrier/Method,

Deliver To Stock Location

• Associate Vendor for Specic Products with Vendor Pricing (Vendor Price Book created automati-

cally on vendor creation), Vendor Part Number and Vendor Units (to convert to specied inven-

tory units at Receiving)

• Related Lists Available - Contacts, Purchase Orders, Activities, Attachments, Products, History as-

sociated with individual Vendors

• Import Vendors - CSV Format les, Custom Mapping of Columns to Fields

Purchase Orders

• Purchase Order Form Fields include

• Auto complete selection of vendor and contact

• Auto ll of elds based on Vendor selection

• Auto complete of product selection ltered by Vendor associated products, Auto selection

of Vendor Pricing, include item notes

• Related Sales Order(s) (if auto generated from Sales Order)

• Status Tracking: Created, Shipped, Received, Invoiced, Paid, Completed

Agiliron allows me to of-

fer the features of a robust

integrated system at a fraction

of the cost of similar systems.

We can now spend less time

generating reports and more

time analyzing them.



- Judith Henderson-Townsend,

CEO, Mannequin Madness

Product Data Sheet

AGILIRON Product Data Sheet…Page 24 of 28

• Export to PDF, Directly Email PDF with pre-dened HTML template and mail-merge for elds

• Bulk Printing PDF, Directly Email PDF with pre-dened HTML template and mail-merge for elds

• Auto Generation of POs from Customer Sales Orders (e.g. for businesses that do not carry in-

ventory like Drop-Ship or Custom Build to Order businesses)

• Related Lists Available - Activities, Attachments, History associated with individual Purchase Or-

ders

Receiving

• Receiving - record receiving inventory, serial/lot numbers (if applicable)

• Auto conversion of vendor units to inventory units based on vendor product preferences

• Bulk Receiving of multiple Purchase Orders

Accounts Payable

• Displays unpaid purchase orders

• Record payments as they are made

Accounting - QuickBooks Integration

• Intuit Partner Platform Integration - on Intuit App Center (http://appcenter.intuit.com/agiliron)

• Import QuickBooks Lists (Chart of Accounts, Item List, Payment/Shipping Method, Tax Rates etc.)

• Exporting All transactions (SO, Returns, PO, Inventory Adjustments etc.)

Sales Channel Management

• Add/Delete Unlimited Number of Channels - B2B Webstore, B2C Webstore, Remote WebStore,

eBay, Retail POS

• Auto Sync of Inventory across all Channels

• Auto Sync of Product Catalog, Pricing, Category, Inventory Changes in Back-Oce automatically

to all relevant Channels

• Individual Channels can be congured for Inventory Location, PriceBook, Shipping/Payment/

Tax Parameters and Channel-Specic conguration...see “Channels” section for Channel-Specic

Information

• Unied Tracking, Capture and Management of Orders, Accounts, Customers Across All

• Uniied Merchandising - Single point of selection and deployment of products (all or selective)

from catalog to all channels with channel specic pricing and quantities

• All information exchange handled over secure HTTPS

Standard Reports

• Account and Contact Reports

• Contacts By Accounts

Business Intelligence

Product Data Sheet

AGILIRON Product Data Sheet…Page 25 of 28

• Contacts Without Accounts

• Contacts By Potentials

• Accounts Export Report

• Contacts Export Report

• Accounts Without Contacts

• Sales By Customer Account

• Products Purchased By Customer Account

• Lead Reports

• Lead By Source

• Lead Status Report

• Leads Export Report

• Potential Reports

• Potential Pipeline

• Closed Potentials

• Potentials Export Report

• Activity Reports

• Last Month Activities

• This Month Activities

• HelpDesk Reports

• Tickets By Product

• Tickets By Priority

• Open Tickets

• Product Reports

• Product Details

• Products By Contacts

• Product Location Report

• Products Export Report

• Product by Product Category

• Customer Accounts By Product

• Products by Matrix SKUs

• Quote Reports

• Open Quotes

• Quotes Detailed Report

• Purchase Order Reports

• Purchase Orders By Contacts

• Purchase Orders Detailed Report

• Invoice Reports

Product Data Sheet

• Invoice Detailed Report

• Sales Order Reports

• Sales Orders Detailed Report

• Total Sales

• Paid Sales

• Sales By Rep

• Sales By Channel

• Sales By Customer Account

• Unpaid Sales By Customer Account

• Sales By Rep - Shipped

• Sales By Inventory Location

• Sales By Product Category

• Sales By Product

• Sales Orders with Product Details

• Sales Orders with Product Matrix SKU Details

• Shipping Reports

• Shipping Detailed Report

• Sales Order Export for Shipping Carrier

• Accounting Reports

• Receivables Detailed Report

• Receivables By Accounts

Standard Reports Customization and Data Filtering

• Select Tabular or Summary Reports

• Select Desired Columns by Fields

• Select Date Filters

• Select Field Filters

• Select Grouping and Sort Order

• Select Columns to Add for Summary

Create Custom Reports

• Select One/More Modules to be Associated with Report

• Select Customization and Data Filtering Parameters

• Add to an Existing or New Folder

Export Reports

• CSV

• PDF

AGILIRON Product Data Sheet…Page 26 of 28

Product Data Sheet

AGILIRON Product Data Sheet…Page 27 of 28

Realtime Dashboard

• Sales By Channel

• Product Sales By Channel

• Sales By Location

• Sales By Category

• Sales By Product

• Sales By Account

• Sales By Users

• Accounts Receivable

• Accounts Payable

• Pipeline By Sales Stage

• Pipeline By Month By Outcome

• Potentials By Lead Source By Outcome

• Potentials By Lead Source

• Customize Charts - By Date Range and Selection of Parameters specic to the chart

• Add Selected Chart to Home Page

Home Page - Business Snapshot

• My Upcoming & Pending Activities

• My Top Accounts

• My Top Open Potentials

• My Group Task Allocations

• My Pending HelpDesk Tickets

• Key Metrics - Customizable (modify existing ones and/or add new ones)

• My Top Quotes

• My Top Sales Orders

• My Top Invoices

• Calendar

• User Selected Dashboard Chart

User Management

• Create & Manage Users

• Proles, Roles, Users, Administrator can Reset Password for users (auto-generated password

emailed to user)

Team Collaboration

Product Data Sheet

All other trademarks are the property of their respective owners.

Visit Web Site:

www.agiliron.com/products

Additional Product

Information

Contact Information

Address:

10940 SW Barnes, Ste. 217

Portland, OR 97225

Phone:

1.855.AGIL.IRON - 1.855.244.5476

Email:

info@agiliron.com

Web Site:

www.agiliron.com

The biggest value Agiliron

brought to our business is

delivering a solid technol-

ogy platform that can allow

us to expand our business

without worrying about the

infrastructure to manage it,

now all the employees have

access to the information they

need anywhere, anytime. This

combined with their incred-

ible customer support helped

us achieve a successful on line

solution!



- Jen Ryan, Owner, Mooloolaba

• Create & Manage Groups

• Add Users to Groups

Role Based Security

• Based on User Prole constrain access at the Module level or at the Field Level - View, Create/Edit,

Delete Privileges

Business User Collaboration

• Calendar

• Team Collaboration Calendar

• Activities

• Calls, Meetings, Tasks, Work Orders - See “Front Oce CRM” section for details

• Notes and Attachments

• Add Reference Notes and Document Attachments to all Entities in the system

• See “Front Oce (CRM)” section for details.