Agiliron

Looks up the sales leads in your account, all of them or just the ones matching what you are after.

Adds a new sales lead to Agiliron.

Changes the details on an existing sales lead.

Permanently removes a sales lead from Agiliron.

Looks up the people stored in your Agiliron contacts.

Adds a new person to your contacts.

Changes the details on an existing contact.

Permanently removes a person from your contacts.

Looks up the customer companies on file in Agiliron.

Adds a new customer company to Agiliron.

Changes the details on an existing customer company.

Permanently removes a customer company from Agiliron.

Shows how much a customer currently owes.

Looks up the suppliers on file in Agiliron.

Adds a new supplier to Agiliron.

Changes the details on an existing supplier.

Permanently removes a supplier from Agiliron.

Looks up the deals in your sales pipeline.

Adds a new deal to your sales pipeline.

Changes the details on a deal in your pipeline.

Permanently removes a deal from your sales pipeline.

Looks up scheduled calls and meetings on the calendar.

Puts a call or meeting on the Agiliron calendar.

Changes a scheduled call or meeting.

Permanently removes a call or meeting from the calendar.

Looks up the to-do tasks in Agiliron.

Adds a to-do task in Agiliron.

Changes a task, for example to mark it done.

Permanently removes a to-do task.

Looks up customer support tickets.

Opens a new customer support ticket.

Changes a customer support ticket.

Permanently removes a support ticket.

Looks up notes attached to records in Agiliron.

Attaches a note to a record in Agiliron.

Changes an existing note.

Permanently removes a note.

Shows the files attached to records in Agiliron.

Attaches a file to a record in Agiliron.

Replaces or renames a file already attached to a record.

Permanently removes a file attached to a record.

Looks up products in your Agiliron catalog.

Adds a new product to your catalog.

Changes a product in your catalog.

Permanently removes a product from your catalog.

Shows the product categories in your catalog.

Adds a new category to your product catalog.

Changes a category in your product catalog.

Shows how much stock is on hand for each product and location.

Sets a product's stock level at a warehouse location.

Shows the stock adjustments that have been made.

Adjusts a product's stock level, with a reason recorded.

Shows stock transfers between warehouse locations.

Moves stock from one warehouse location to another.

Changes an existing stock transfer between locations.

Permanently removes a stock transfer record.

Moves stock from one bin to another inside the same warehouse.

Shows which bins products are stored in.

Assigns a bin location to a product.

Changes the bin a product is stored in.

Removes a product's bin assignment.

Shows the price books set up in Agiliron.

Creates a new price book.

Changes an existing price book.

Permanently removes a price book and every price held in it.

Shows what a product is priced at in each price book.

Sets a product's price in a price book.

Shows what each supplier charges for a product.

Records what a supplier charges for a product.

Looks up sales orders in Agiliron.

Creates a sales order for a customer.

Changes an existing sales order.

Permanently removes a sales order.

Looks up quotes in Agiliron.

Creates a quote for a customer.

Changes an existing customer quote.

Permanently removes a customer quote.

Looks up goods customers have returned.

Records a customer returning goods.

Changes an existing customer return.

Permanently removes a customer return record.

Looks up purchase orders raised with suppliers.

Raises a purchase order with a supplier.

Changes an existing purchase order.

Permanently removes a purchase order.

Looks up goods sent back to suppliers.

Records goods being sent back to a supplier.

Changes an existing supplier return.

Permanently removes a supplier return record.

Records stock arriving against a purchase order.

Shows what stock has already been received against purchase orders.

Shows the packages packed for orders.

Packs items from an order into a package.

Changes a package's contents or dimensions.

Permanently removes a package record.

Marks an order shipped with a carrier and tracking number.

Shows what has already been shipped.

Looks up work orders in Agiliron.

Creates a work order in Agiliron.

Changes an existing work order.

Permanently removes a work order.

Shows the sales channels connected to the account, such as eBay, Amazon, the webstore and the point of sale.

Shows which sales channels a product is listed on.

Lists the products listed on one sales channel.

Puts a product on sale on a live marketplace or storefront.

Changes a product's live listing on a sales channel.

Removes a product's listing from a sales channel.

Pushes updated prices or stock levels out to your live sales channels.

Shows the cash drawer counts from the point of sale.

Shows the account's settings, including which custom fields exist.

Shows the saved views available for a module.

Checks whether a bulk import finished and what it did.

Imports a batch of sales leads in one go.

Updates a batch of sales leads in one go.

Imports a batch of contacts in one go.

Imports a batch of customer companies in one go.

Applies store credit to a batch of customer accounts.

Imports a batch of products in one go.

Updates a batch of products in one go.

Sets stock levels for many products or locations at once.

Sets price-book prices for many products at once.

Imports a batch of customer quotes in one go.

Imports a batch of sales orders in one go.

Updates a batch of sales orders in one go.

Lists a batch of products on a live sales channel at once.

Fires when a lead is created in Agiliron.

Fires when a contact is created in Agiliron.

Fires when a task is created in Agiliron.