Back Office & Sales Portal
Here you will find the release notes for the Propeller Back Office and Sales Portal, built upon API v2.
Version 2.17 - 20th December
Back Office
New Features
- Introduced order status sets to the order management screen in the back office, enabling admins to group multiple order statuses into sets for better organization. Any order statuses that are not in an order status set, will be displayed in addition to the order status sets.
Bugs
- Resolved an issue causing unnecessary white space and scrollability below listings in the back office, ensuring a cleaner and more consistent UI.
- Resolved an issue where customer-specific prices set via a price sheet were not displayed on the Product Detail Page (PDP), ensuring accurate pricing visibility.
- Fixed an issue where tags were editable from the company view; now they are read-only.
- Fixed an issue where the menu sidebar was breaking the rule builder view, ensuring a consistent and functional UI.
- Fixed an issue where rule names disappeared after deleting a second rule, ensuring that rule titles remain visible.
- Resolved an issue where setting transaction costs in the “THEN” section of the rule builder caused the application to break.
- Resolved an issue preventing the creation of new customers in the back office due to an error during the save process. The debtor ID field, which was causing the issue, has been addressed for customer creation workflows, ensuring smooth functionality.
- Resolved an issue in the back office where toggling the ‘isRequired’ field for a cluster option could not be saved twice, ensuring consistent updates for cluster options.
Sales Portal
New Features
- Removed the “Markup Margin,” “Attributed Discount,” and “Attributed Margin” columns from the Sales Portal to reduce confusion for sales representatives when handling quote requests, quotes, and orders.
Bugs
- Fixed an issue where adding a contact to a new company exited the company creation flow, ensuring users remain in the editing process.
- Fixed an issue where tags were editable from the company view; now they are read-only.
- Fixed an issue where the navigation menu would not close correctly when opening a new quote, ensuring the menu functions as expected.
Version 2.16 - 10th December
Back Office
New Features
- The success message for deleting multiple products or clusters now clearly indicates that multiple items have been deleted, providing more descriptive feedback to users.
- Enhanced the update process for cluster definitions, including improved messaging to provide clearer feedback to users during updates.
- Clusters can now be moved, linked, and unlinked between categories, providing greater flexibility in managing cluster organization within the platform.
Bugs
- Fixed an issue in the order management search bar where search terms always used the status from the first tab, regardless of the selected status tab. Searches now correctly apply to the active status tab.
- Rule listings now refresh correctly after changes or new rule creation, ensuring the displayed list is always up to date.
Sales Portal
New Features
- Clusters are now fully integrated into the sales portal catalog, allowing account managers to explore product variants seamlessly while assisting customers.
Version 2.15 - 2nd December
Back Office
New Features
- The first iteration of our new feature Clusters is live.
- Description: Clusters organize product variants and options under a single parent entity, enabling streamlined management and enhanced user experience. A cluster serves as the foundation for grouped products, inheriting shared attributes while maintaining product-specific details like prices and logistics. Product options within clusters allow flexible configuration, including mandatory and optional add-ons, providing further customization for end users.
- Implemented cluster management: Product managers can now create, edit, and delete clusters within the PIM section of the back office. Clusters act as parent products, grouping multiple variants under a shared definition for easier management.
- Introduced cluster definitions: Admin users can manage global definitions for clusters, standardizing how products are grouped based on shared attributes like size or color. These definitions ensure consistency and simplify cluster organization.
- Enabled product options management: Product managers can configure option containers within clusters, allowing users to select from optional or mandatory add-ons for products. Default selections can also be defined for pre-selected options.
Version 2.14 - 20th November
Back Office
New Features
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Improved error messages for linking products, including clearer messaging for bulk operations and better handling of product states.
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Prevented the primary product in categories from being selectable for removal via multiselect, when managing categories for a product. Added a message guiding users to delete the product from the product overview instead.
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Added a tooltip to categories to clarify the meaning of specific icons for improved user understanding.
Bugs
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Fixed an error that prevented orders from being saved or sent to clients after changing their status.
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Fixed a bug in the reset password functionality where the page lacked a back button, and browser navigation caused errors.
Sales Portal
New Features
- Enabled Sales Portal users to search for companies using either the company name or debtor ID when creating a new quote or order, enhancing search flexibility.
Bugs
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Fixed an error that prevented orders from being saved or sent to clients after changing their status.
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Resolved an issue where quotes and orders could not be created due to navigation errors when accessing the creation page.
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Addressed a rounding issue where a 10% sales discount was incorrectly displayed as 9.99% in quotes.
Version 2.13 - 14th November
Back Office
New Features
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Enhanced functionality to allow products to be linked to multiple categories in the front-end. Improvements include adding and unlinking products to/from categories and visual indicators for linked products.
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Refined the process of adding existing contacts to a company by improving navigation and eliminating unnecessary reloads or confusing user interface behaviors.
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Removed the redundant Contacts tab from the customer details page to streamline the interface and avoid confusion.
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The menu toggle state now persists across user sessions, providing a consistent experience when logging out and back in. Limitations still apply when the menu toggle state persists.
Bugs
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Resolved an issue where PDFs did not reflect updates made to orders, ensuring the document always aligns with the latest changes.
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Fixed an issue where closing the add products pop-up in PIM/Categories displayed an error message, ensuring a smooth user experience.
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Addressed a problem where contacts or customers could not be assigned to orderlists, restoring intended functionality.
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Added the missing email field to the company’s form in User Management/Users, aligning with expected functionality.
Sales Portal
New Features
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The menu toggle state now persists across user sessions, providing a consistent experience when logging out and back in. Limitations still apply when the menu toggle state persists.
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Updated button labels in the Sales Portal to accurately reflect actions, such as ‘Process Request’ and ‘Process Quote,’ for quotes and requests instead of ‘Process Order.’
Bugs
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Resolved an issue where PDFs did not reflect updates made to orders or quotes, ensuring the document always aligns with the latest changes.
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Fixed a bug that prevented modification of table columns in the request detail view, restoring full editing capabilities.
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Fixed a bug where the Pending Requests button displayed rejected requests, ensuring proper filtering between pending and rejected items.
Version 2.12 - 1th November
Sales Portal
Bugs
- Fixed an issue with missing functionality for quote requests.
Version 2.11 - 31th October
Back Office
New Features
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Enabled creation and deletion of webshop accounts for contacts from the back office and sales portal.
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Enhanced attribute management by adding direct save, set to default, and cancel options, distinguishing default values in grey, and enabling tooltips for ‘Default’ or ‘Custom’ labels.
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Added the ability for users to set ICS (Import Control System) for an address, defaulting to ‘no’ with an unchecked box. When ICS is set to ‘yes,’ the tax is adjusted to 0% for applicable orders. Renamed ICP to ICS for clarity in the English interface.
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Added a character limit to the address notes field with an error message if exceeded, stating the maximum allowed characters.
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Enhanced the contact-to-company assignment process to improve clarity and accuracy.
- Visual indicator added for default company assignments.
- Improved messaging and prevention of removal from default company.
- Page auto-refreshes upon adding new companies.
- Corrected success and error messages to reflect accurate entity (company vs. contact).
- Updated button label from “Add users” to “Add companies” to align with functionality.
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Within PIM, changed the package unit field from numeric to text, allowing users to input descriptive package units.
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Within PIM, scaled images for products on the Description tab to better fit the viewport, enhancing visual clarity and layout responsiveness.
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Added a "Delete" button in the "Show Products" popup in PIM, accessible from the category view, enabling easier deletion of selected products.
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On some fields in product creation and pricing tabs, the first click now selects the text, allowing immediate typing.
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When saving a new contact, the middle name now appears in the confirmation message, ensuring the full name is displayed accurately in success notifications.
Bugs
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Corrected the success message to display the updated product name after saving, ensuring accurate feedback for users on save actions.
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Fixed an issue where page tabs on various pages, such as PIM and User Management, would move out of view when the sidebar menu was toggled open.
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When navigating back from a user’s favorite list, users are now correctly redirected to the specific user’s favorite lists rather than the general favorite lists view, improving navigation consistency.
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Fixed an issue where the design of the new address creation page was misaligned for company addresses (Delivery, Billing, Home).
Sales Portal
New Features
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In the Product Catalog, enabled the display of customer-specific information blocks in cross-sell and upsell products, allowing visibility of list prices, customer-specific pricing, and margins.
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Enabled creation and deletion of webshop accounts for contacts from the back office and sales portal.
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Aligned the design of the cross-sell and upsell sections in the Sales Portal to match the default UX, ensuring consistency across user interfaces.
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Enhanced attribute management by adding direct save, set to default, and cancel options, distinguishing default values in grey, and enabling tooltips for ‘Default’ or ‘Custom’ labels.
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Added the ability for users to set ICS (Import Control System) for an address, defaulting to ‘no’ with an unchecked box. When ICS is set to ‘yes,’ the tax is adjusted to 0% for applicable orders. Renamed ICP to ICS for clarity in the English interface.
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When saving a new contact, the middle name now appears in the confirmation message, ensuring the full name is displayed accurately in success notifications.
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Added a character limit to the address notes field with an error message if exceeded, stating the maximum allowed characters.
Version 2.10 - 15th October
Back Office
New Features
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Introduced two-factor authentication (2FA) for Propeller and webshop users, enhancing security by requiring an additional verification step during login. This update helps protect accounts from unauthorized access, ensuring a more secure experience for all users.
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Added functionality allowing backoffice users to reset their password from the login screen, enabling users to regain access independently and avoid work disruptions.
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mplemented automatic recalculation of prices when changing the company during the quote or order creation process. This ensures that customer-specific pricing is updated, preventing incorrect prices from being applied and verifying whether the new company is authorized to order the selected products.
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Added visibility of the pricesheet name in the Explain Price tab to provide clarity on which pricesheet was used for the price calculation, reducing confusion when products are included in multiple pricesheets.
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Moved Debtor ID from the contact level to the company level, ensuring accurate tracking of company payments and debts. Debtor ID is now visible in tables for Requests, Orders, and Quotes, improving consistency across relevant data points.
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Added ‘Export Status’, ‘Export Date’, and ‘Export Message’ as potential columns in the order overview, providing operational teams with clear visibility into the export process to ERP systems. This allows users to easily track successful exports and identify any issues through detailed export messages.
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Added the company debtor ID to be displayed in quotes, requests, and orders, providing sales reps with clearer visibility of the legal entity associated with each transaction.
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Adjusted the bulk price table to display “Margin” instead of “Discount” when cost price is selected. For list price, the table will continue to show “Discount,” ensuring the correct terminology is used based on the selected pricing method.
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Standardized the term “Pricesheet” as one word across the platform.
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Updated the bulk price view to display the Euro sign (€) alongside the prices, similar to how the percentage (%) sign is shown. Additionally, the titles for pricing types were adjusted for better clarity, replacing symbols with text like “minus” and “plus” for improved user experience.
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Improved the clickbox area of the side menu to increase the clickable region, making it easier to navigate and reducing the chance of misclicks.
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Made the terms in the “Explain Price” section consistent by updating language to refer to “company, contact, or customer” throughout.
Bugs
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Fixed an issue where the dashboard was not accurately displaying results for various tiles, including Requests, Quotes, Orders, and others. The numbers now reflect the correct counts, ensuring that the dashboard provides accurate and reliable data.
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Fixed an issue where the bulk price NET was showing the wrong discount type in the Explain Price tab. It now correctly displays “NET PRICE” instead of “ListPrice-10%” when NET bulk prices are applied.
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Fixed an issue in User Management where actions and checkboxes were shown when selecting a company while creating a new contact. Now, the companies list displays without the multiselect or unnecessary actions, ensuring a cleaner interface when assigning a contact to a parent company.
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Moved the cost price bulk setup table to the correct location and ensured consistent labeling across different pricing types. The button to add a bulk price is now uniformly labeled as “Add bulk price” for all pricing types. Additionally, improvements were made to the Explain Price area, correctly reflecting the pricing structure for cost-based bulk prices.
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Fixed an issue where the side menu would stay open after selecting an action, such as navigating to Settings or changing the language.
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Fixed an issue where removing a next status chip in the Order status details did not uncheck the selected next status in the dropdown.
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Fixed an issue where newly added manufacturers were not appearing in the product manufacturer selection dropdown. Now, manufacturers added to the valueset are correctly displayed and selectable when creating or editing products, ensuring seamless assignment of manufacturers to products.
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Fixed an issue where the middle name was missing from all Company/Contact dropdown selections.
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Adjusted the width of the calculation bulk tables on the product price tab to be 100%, aligning them with the width of the Explain Price table.
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Fixed an issue where the product path was not visible after moving a product to a new location. Now, the updated product path is correctly displayed in the interface, ensuring accurate tracking of product locations.
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Fixed an issue where the ‘Add products by Code’ field was visible and functional when the order status was set to non-editable. Now, the field is properly disabled or hidden, ensuring users cannot add products when the order is not editable.
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Improved the UI to clearly indicate that backoffice users cannot edit system-type order settings. The ‘Save’ button is now removed for non-editable settings, with a message directing users to contact Propeller if changes are needed. This prevents confusion and ensures proper handling of system-level settings.
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Adjusted the positioning of tooltips in the side menu to prevent them from obstructing navigation.
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The unit cost price field is now prefilled with 0, similar to the unit price field, when creating a new product.
Sales Portal
New Features
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Reduced the indenting on the left side of the product catalogue filters, providing more space for names to fit better. Additionally, the vertical alignment of the checkboxes has been adjusted to ensure they are centered properly.
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Moved Debtor ID from the contact level to the company level, ensuring accurate tracking of company payments and debts. Debtor ID is now visible in tables for Requests, Orders, and Quotes, improving consistency across relevant data points.
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Added the company debtor ID to be displayed in quotes, requests, and orders, providing sales reps with clearer visibility of the legal entity associated with each transaction.
Version 2.9 - 25th September
Back Office
New Features
- Added functionality in product details to set tax codes per tax zone under the price tab in the tax & surcharges section. Users can now select tax zones via an inline dropdown for more precise tax management.
- When creating a product, the “Unit cost price” field is now prefilled with 0, just like the “Unit price” field, for consistency and ease of data entry. For products, renamed the “Code” field to “SKU” (Stock Keeping Unit).
Bugs
- If a product has additional surcharges, they are now displayed properly in the price block of that product.
- Fixed an issue where orderlists were only displaying 12 products despite containing more. Now, all products within an orderlist are correctly displayed.
- Fixed an issue where the “Discount only additional products from combination” setting was not saved correctly in product combination deals. The discount setting now properly retains the entered percentage after saving.
Sales Portal
New Features
- Added functionality in product details to set tax codes per tax zone under the price tab in the tax & surcharges section. Users can now select tax zones via an inline dropdown for more precise tax management.
- For products, renamed the “Code” field to “SKU” (Stock Keeping Unit).
Bugs
- If a product has additional surcharges, they are now displayed properly in the price block of that product.
Version 2.8 - 17th September
Back Office
New Features
- Updated the order processing workflow in the back office UI. Users can now seamlessly move orders between statuses via a dropdown menu, improving the clarity and efficiency of managing order transitions.
- Added a “Source” field to the Order Editor with a corresponding value set for a dropdown selection, to indicate where the order originated from.
Bugs
- Corrected spelling errors related to “warehouse” in the PIM module.
- Fixed an issue where the default value for an attribute would disappear when clicking in and out of the field the Admin UI. The default value now remains intact as expected.
- Fixed inconsistent behavior when filtering attributes in the Admin UI. Applying and removing filters now accurately updates the list, ensuring all relevant items are correctly displayed without unexpected changes in count.
- Renamed “postage cost” to “shipping costs” across requests, orders and quotes in the Sales Portal for clarity.
- Corrected the spelling of “Surcharge” and fixed an issue where the customer’s middle name was missing from shipping and billing addresses in the Order Editor. Additionally, corrected the display of the contact person’s name.
Sales Portal
New Features
- Added the ability to preview non-editable product details directly from the quote view, allowing sales representatives to quickly access product information while setting up quotes.
- Added a “Source” field to the Order Editor with a corresponding value set for a dropdown selection, to indicate where the order originated from.
Bugs
- Fixed an issue preventing updates to the date of birth field for contacts. Added validation to ensure future dates cannot be selected.
- Removed the “PDF” button for requests in the Sales Portal as typically users would not need that functionality.
- Fixed issues with the company dropdown in the Sales Portal to ensure accurate search results and prevent incorrect validation errors.
- Updated the pop-up message when rejecting a request in the Sales Portal to say: “Request was successfully rejected.”
- Fixed an issue where adding a product by ID to a quote resulted in multiple products being added. Now, only the exact product matching the entered ID is added.
- Renamed “postage cost” to “shipping costs” for orders in Order Management for clarity.
- Corrected the spelling of “Surcharge” and fixed an issue where the customer’s middle name was missing from shipping and billing addresses in the Order Editor. Additionally, corrected the display of the contact person’s name.
Version 2.7 - 11th September
In this release you can find a long list of solved bugs and user experience optimizations. In addition it is now possible to associate a contact to multiple companies.
Back Office
New Features
- Removed the B2C customer tab from the user selection when assigning users to a pricesheet, as customized pricing does not apply to B2C customers.
- Removed the priority field from pricesheet details, simplifying priority management to be handled exclusively via drag-and-drop. This ensures consistent and clear management of pricesheet priorities without conflicting methods.
- Added functionality to hide the tax ID column in the taxes listing using the listing column editor, allowing users to customize the view.
- Added a close option to the filter side menu in the pricesheet view for contacts, companies, and customers, enabling the filter menu to be closed properly.
- Updated pricesheet filters to support filtering by contactIds, companyIds, and customerIds for more precise search and management.
- Added the ability to set a product to “Price on request” in the product details pricing tab in the new Backoffice.
- Enhanced the CRM module to allow back office admins to manage multiple companies for a single contact, including assigning, editing, and removing companies.
- Updated the User Management module to display multiple companies for each contact when managing contacts in the back office.
- Updated the label in the Discount tab of the pricesheet, changing the field from ‘Valid to’ to ‘Expires on’ for clarity.
- Updated Order Management to modify the Shipping method and Status dropdowns in the order edit screen. Both dropdowns now list items based on predefined values from a valueset for consistency.
- Restricted the assignment of order statuses to order status sets to only be configurable from the OrderStatusSet tab.
- Improved the visibility of the language field in the product description tab to make it clear that it is a clickable drop-down menu.
- The export catalogue feature in PIM now includes minimum quantity, supplier and orderable status in the Excel file.
Bugs
- Resolved an issue where searching for a pricesheet did not return results.
- Corrected a problem where carrier rules were displaying the same list as incentives.
- Addressed a bug that caused the application to break when moving a product to the same category.
- Fixed an error where saving an attribute without making changes would display data from another tab.
- The class filter in product listings no longer breaks the application and now works as intended.
- The price filter in the catalog has been repaired to properly reflect the input values.
- Corrected the issue where incorrect company information was shown in the Order/Quotes listing.
- Addressed the problem where the search term was lost after changing the number of items shown in the order management listing.
- Ensured that the page view setting is retained when filtering orders, instead of reverting to default.
- Category folders are now immediately visible after creation or renaming, without requiring a page refresh.
- Improved the user feedback in the PIM module when searching for products, ensuring the search term or all products are displayed as expected.
- Resolved an issue with the explain price feature where selecting a contact wasn’t functioning properly.
- Ensured that pricesheets now prevent setting a fixed price for a category, with the correct discount options appearing for each type.
- Resolved an issue where companies could not be deleted in User Management.
- Corrected a bug where opening a pricesheet from the user management section resulted in a 404 error.
- Fixed a problem where changes made to bundle options in the product pricing tab were not saved, ensuring the updated price is reflected.
- Contacts can now be created and updated without errors in the backoffice and sales portal.
- Enhanced the taxes overview by adding tax code, percentage, and country names, and renamed “Ratio, %” to “Percentage” for clarity.
- The pricesheet search bar now clears properly and displays all results when the search input is removed.
- Users can now unassign pricesheets from companies, contacts, or customers without deleting the pricesheet itself.
- Added the option to delete product groups in the storefront tab, ensuring consistency with the cross/upsell functionality.
Sales Portal
New Features
- Added functionality to the Sales Portal allowing account managers to view the product catalog as a specific Contact and Company, applying the relevant pricing and order list restrictions for that ContactId and CompanyId combination.
- Updated the Sales Portal to store quotes and orders based on both contactId and companyId. This ensures that the correct pricing and product restrictions are applied when creating quotes and orders for a specific contact-company combination. The system now consistently handles both contactId and companyId across all relevant queries and actions.
- Added functionality in the Sales Portal to display product bundles when previewing products. This allows sales representatives to view associated bundles, helping to upsell relevant products. The “Recommended combo deals” section has been renamed to “Bundles” for consistency.
- Added the ability to filter requests, quotes, and orders by their respective external IDs. This allows users to search using the request, quote, or order number used by customers and sales representatives.
- Updated Order Management to modify the Shipping method and Status dropdowns in the order edit screen. Both dropdowns now list items based on predefined values from a valueset for better consistency and management.
- Cleaned up tables in the following areas:
- Quotes/Orders/Requests - Removed user ID and type from the table. Type is also removed from filtering and search.
- Companies - Removed COC, tax number, and notes from the table. Notes are also removed from filtering and search.
Bugs
- Fixed issue with customer pricing not working in the Sales Portal.
- Fixed an issue that caused an error when selecting an existing billing address in a quote. The billing address can now be selected without issues.
- Fixed an issue where contacts could not be created or updated in the backoffice and sales portal. Contacts can now be successfully created and updated without errors.
- Updated the Taxes listing to ensure consistency between the Zone column name and the search bar label. The column name now correctly displays “Zone” instead of “Country.”
- Fixed an issue where the minimum quantity was not populated in the product preview grid in the catalogue view.
Version 2.6 - 26th August
Back Office
New Features
- Admins can now manage contacts across multiple companies more effectively. The selected company is now displayed in user lists and assigning users requires choosing a company first.
- Admins can now manage the relationship between contacts and multiple companies within the User Management (formerly: CRM) module, ensuring contacts can be associated with and purchase through their respective companies.
Bugs
- Resolved an issue where bonus items were not added when applying incentives.
- Added a new pricesheets tab in User Management - Users, to list all pricesheets per user (companies, contacts, and customers).
- Fixed the calendar resizing issue in pricesheet discounts. The calendar now stays the same size when navigating between months or years.
- Resolved the missing “order type” selection error while configuring orders statuses.
- Fixed an issue when adding a product to a pricesheet with a fixed amount price.
- Ensured all order statuses are visible in the backoffice so that orders are properly displayed and accessible.
- Fixed an issue where the company attribute could not be updated.
Sales Portal
New Features
- Improved the checkmark button for entering a product ID in the sales portal to make it clearer when a product is successfully added during quote/order editing.
Bugs
- Ensured consistent naming across the URL, panel header and side menu for the “Product Catalogue”.
- Fixed an issue where the minimum order quantity displayed incorrectly in the product catalogue after being set in the PIM module.
- Updated the calculation for order line default margin to accurately reflect (list price - customer price) / list price * 100.
- Fixed an error message issue when opening a quote for which the contact does not exist anymore.
Version 2.5 - 20th August
Back Office
New Features
- Enhanced the user experience when navigating tables across the Back Office and Sales Portal.
- Renamed the CRM to User Management in the side menu to clarify that full CRM capabilities are not supported.
- Improved the interface for adding addresses to companies.
Bugs
- Fixed an issue in the product price tab of PIM where the ‘Explain price’ functionality would freeze if the entered quantity did not match the required minimum quantity and quantity steps.
- Resolved an issue with storing the EAN code of a product in PIM.
- Removed a confusing pop-up message that appeared when deselecting products in PIM, which asked if the unselected products should be deleted.
- Fixed a bug that prevented setting the unit price of a product to 0.
- Resolved a problem with modifying attributes.
- Fixed an issue with creating a new category from the side menu.
Sales Portal
New Features
- Enhanced the quotation user experience by:
- Renaming Discount to Standard discount.
- Renaming Margin to Markup margin.
- Adjusting the column layout so it fits on one screen, provided not too many optional columns are selected.
Bugs
- It is now possible to select payment methods for orders and quotes.
- Fixed a pop-up message that incorrectly mentioned “order” instead of “quote” when deleting a quote or sending it to a client.
- Removed the option to set a ‘valid until’ date for orders, as this is not a valid use case.
- Fixed an issue where a sales discount in a quote, such as 10%, was stored as 9.99999%.
- Fixed an issue where the rounding of extra discounts in quotes was not functioning correctly.
- The ‘Show my companies’ feature is temporarily hidden due to missing necessary functionalities.