Agiliron

What do you like best?

(1) Best value for the money.

(2) Onboarding process is excellent.

(3) Staff training is great.

(4) Centrally managed inventory for multiple stores/warehouses and multiple sales channels.

(5) Inventory includes the ability to enter SEO information and product images (used with B2C/B2B/POS channels), maintain multiple vendors for each product, and several other features we have yet to implement.

(6) CRM is good.

(7) Ability to perform bulk updates is excellent.

(8) Moving to Agiliron allowed us to standardize our inventory throughout the organization.

What do you dislike?

(1) Learning curve is steep. We have leaned heavily on the Onboarding team.

(2) Product requires multiple steps to perform the same tasks compared to QuickBooks.

(3) Agiliron interface is not very intuitive. Its focus is on looking up information versus creating new transactions or list items.

(4) Support is slow to respond to requests outside of the simple.

(5) The online Learning Center does not give good directions in the How-To sections.

(6) CRM side does not allow the creation of Quotes for Leads and Prospects, only Customers.

(7) Built-in reports are lacking, and standard reports are missing (e.g., Customer A/R Aging Report, Product Margin Report).

(8) Payment Terms do not do anything. They are just another list item. If a customer has terms of 1% 10 Net 30 and they pay within the 10-day discount window, Agiliron will treat the payment as being short, leaving a balance due. You must reopen the original invoice and enter the discount manually, line-by-line, for each product before you post the customer payment. This procedure is not efficient and is time-consuming.

(9) QuickBooks Desktop is not updated for each change to an order. Sales are not posted to Quickbooks Desktop until the order is paid-in-full. If you change the point upon which the import occurs, you will have issues in Agiliron. We have been advised that Agiliron integrates better with QuickBooks Online. This should not be the case if you advertise your software integrates with both online and desktop versions.

What problems are you solving with the product? What benefits have you realized?

We have two retail stores, each in a different city. Since 2010, each store has previously used QuickBooks Enterprise with Advanced Inventory. Both stores carry the same inventory items, although some may come from other vendors. Each store used its own QBES company file and individually maintained their own inventory. This created several issues to contend with (multiple SKUs for the same items, sales prices differed between stores, units of measure were different). The stores could not see what was in each other's inventory. Our inventory has approximately 8,000+ SKUs, with half of that inventory being matrix items. We also needed a more robust B2B online ordering solution for our regular customers, along with a way to manage inventory among all sales channels centrally. We looked at several 3rd party solutions and finally decided on Agiliron.