Advanced data management is here!
AGR introduces a more streamlined way for you to control your data. The new Data Management area in Settings lets you control how AGR imports and shows items, customers, vendors and lead times.
Manage Customers
We expanded how you can manage your customers' transactions thanks to your feedback. You can now exclude a customer's entire sales history for all items in the new Data Management area of Settings.
By clicking on the Customers tab in Data Management, you will get a full list of your customers, the number of items they have ordered, and the total sales quantity.
Simply click on the box next to any customer to exclude them from the sales histories of all items. You will still see them in the Customers tab of the item card, but they will be automatically excluded, such as Greg Norman in the example below.
Manage Items
You can control the item groups and items that are imported from your ERP into AGR. Uncheck item groups that you do not want included in AGR.
Switch on an off items to include in AGR from our ERP as well.
Manage vendors and lead times
The Vendors tab in the new Data Management area lets you
exclude vendors in AGR
create a default lead time
override vendor lead times from your ERP
override the closed vendor settings from your ERP in AGR.
Exclude entire sales orders
Click on the pencil icon next to sales order reference number in the Customers tab of the item card to open a model that allows you to view the order and exclude it from sales history.
A new way to order
Now you can manually create order proposals in the Orders area of AGR. Create
purchase orders from any vendor.
transfer orders from any existing transfer route between two locations.
Click on the Create Order button to open a window the lets you start the order process.
Take a look at the video below to see the basics of creating a purchase order.
Create transfer orders using any existing transfer route.
Improvements
The AGR public API now includes user specific information so that you can get information about who created a specific order.
Transfer fields in Bulk Updates will only appear if there are available transfer routes.
Admin users can now delete reports created by non-admin users.
Closed and Last Sale Date fields are now part of Stock Health dashboard widget.
Report info now shows information about report creation date and last updated date.
Image scaling in the item card has been improved.
Users can now sort on date fields in the order grid.
The Items and Reports grids now included a Scheduled Order Today column that shows Yes if an order was created based on a schedule today.
Purchase value and Cost value for orders are now both visible for review before confirming orders.
AGR will warn you if the items you ordered have an estimated delivery data after the order period ends when you use Create Order.
Bug fixes
Fixed indicator lights for Undelivered in item details.
The Item Card that is open in a browser now stays when switching between open browser tabs of AGR.
The funnel filter functions as expected in Items and Reports now.
Can now change confidence factors in Bulk Updates.
The Item Chart now correctly takes account of time zones.
Item history is now being logged in the public API.
Other fixes and improvements
Minor changes were made in the system to improve stability, performance, and user experience.