Back Office & Sales Portal

Here you will find the release notes for the Propeller Back Office and Sales Portal, built upon API v2.

Version 2.41 - 7th November

Sales Portal

New Features

• Email editing is now disabled for contacts and customers when a login account exists, preventing accidental email address changes that would break login functionality.
• Added validation warnings when creating contacts or customers with email addresses that already have associated login accounts.
• Added warning display when a contact or customer has mismatched email and login credentials, with the reset password action disabled in these cases.
• Changed "Reset Password" button label to "Resend Invitation" on contact detail pages for better clarity of the action being performed.

Backoffice

Bugs

• Fixed cluster selector functionality - "select all" now properly selects all clusters instead of only the first one.
• Fixed issue where cluster definitions could become decoupled from clusters and prevented re-association. Cluster definitions can now be properly managed and reassigned to clusters.

Version 2.40 - 5th November

Sales Portal

Bugs

• Fixed company search query failure when sorting by company address phone number.
• Fixed incorrect company/contact reference display in the Sales Portal product catalogue - now displays only the company/contact name instead of the full object reference.
• Fixed issue where the salesMarkup column appeared multiple times in quote and order listings.

Backoffice

New Features

• Added template duplication functionality allowing users to duplicate email and document templates. Duplicated templates are named with "(Copy)" suffix and open directly in the editor after creation.

Bugs

• Fixed column alignment issues in the order editor where notes and name values were misaligned with their column headers.
• Fixed company search query failure when sorting by company address phone number.
• Fixed incorrect company/contact reference display in the Sales Portal product catalogue - now displays only the company/contact name instead of the full object reference.
• Fixed issue where the salesMarkup column appeared multiple times in quote and order listings.
• Fixed error preventing clusters from being added to order lists.

Version 2.39 - 29th October

Sales Portal

New Features

• Payment methods with allowed=false are now displayed as greyed out options, allowing sales representatives to see rule-restricted payment methods without validation errors preventing selection.

Bugs

• Fixed missing selector checkboxes in the quote request listing, enabling bulk deletion of quote requests.

Backoffice

New Features

• Payment methods with allowed=false are now displayed as greyed out options, allowing sales representatives to see rule-restricted payment methods without validation errors preventing selection.

Version 2.39 - 27th October

Backoffice

Bugs

• Fixed an issue where subrule names could not be stored or saved properly when creating or editing business rules.
• Fixed an issue where deleting a transaction cost rule incorrectly displayed all business rules instead of only transaction cost rules in the view.
• Fixed incorrect delete button text for transaction cost and shipping cost rules - now correctly displays "Delete transaction cost rule" or "Delete shipping cost rule" instead of "Delete transactionCosts".

Version 2.38 - 22nd October

Sales Portal

New Features

• Added Authorization Limit display for contacts in the contacts page, with ability to edit limits.
• Company search in order editor now displays debtor ID and billing address city for easier identification of correct company.
• Order and quote pages now display connected pricesheet names.
• Added alphabetical sorting for contacts within companies, with name as default sort option.
• Enhanced company search with user-friendly field names, improved default selections, and better UI presentation.
• Implemented tenant setting to control quote invalidation visibility.
• Added configurable default quote expiry period setting as a tenant setting.
• Introduced tenant setting to restrict sales pricing visibility (cost prices and margins).

Bugs

• Fixed broken cross/upsell display in product catalogue.
• Fixed incorrect rounding display of percentages in pricing calculations.
• Fixed company overview billing address showing only street instead of full address.
• Fixed pagination not working on company search results.
• Fixed scrolling issues in company search within quote editor causing incomplete results.
• Fixed contact list not loading completely when switching between companies in quote editor.

Backoffice

New Features

• Implemented dedicated business rules for shipping costs, transaction fees and payment methods.
• Added Authorization Limit display for contacts in the contacts page, with ability to edit limits.
• Company search in order editor now displays debtor ID and billing address city for easier identification of correct company.
• Order and quote pages now display connected pricesheet names.
• Added alphabetical sorting for contacts within companies, with name as default sort option.
• Enhanced company search with user-friendly field names, improved default selections, and better UI presentation.
• Removed deprecated fields from inventory CSV import.

Bugs

• Fixed incorrect rounding display of percentages in pricing calculations.
• Fixed company overview billing address showing only street instead of full address.
• Fixed pagination not working on company search results.

Version 2.37 - 25th September

Sales Portal

New Features

• Redesigned login page.
• Added cost price plus pricing strategy support in the order editor.
• Country dropdowns in address forms now use configurable SYSTEM_ADDRESS_COUNTRIES valueset instead of hardcoded list, allowing customization per tenant.

Backoffice

New Features

• Redesigned login page.
• Added cost price plus pricing strategy support in the order editor.
• Added search functionality when creating login tokens, enabling quick user lookup instead of paging through thousands of entries.
• Implemented pagination for users in order lists with batch actions support and added email column to the user table.
• Country dropdowns in address forms now use configurable SYSTEM_ADDRESS_COUNTRIES valueset instead of hardcoded list, allowing customization per tenant.

Version 2.36 - 17th September

Sales Portal

New Features

• Added product filters to catalog browse including category filtering for improved product navigation.
• Simplified webshop account management - merged "Create Account" and "Reset Password" into a single contextual button that displays appropriate action based on account existence.
• Added clear button (X icon) to search fields in product catalog for easier search term management.
• Added visual indicator for expired quotes - validity dates now display with red background and border when past due.
• Implemented authorization limit confirmation popup when changing order status if total exceeds contact's purchasing authority.

Bugs

• Fixed issue where clicking on contact table rows in companies view triggered unnecessary redirects and queries.
• Fixed sales discount being reset when adjusting quantities - now includes proper validation and user confirmation.

Backoffice

New Features

• Changed bundle description field from formatted text editor to simple textarea for easier content management.
• Simplified tax configuration by automatically prefilling shop field and removing it from the tax modal interface.
• Added clear button (X icon) to search fields in product catalog for easier search term management.
• Implemented authorization limit confirmation popup when changing order status if total exceeds contact's purchasing authority.

Bugs

• Fixed sales discount being reset when adjusting quantities - now includes proper validation and user confirmation.

Version 2.35 - 9th September

Sales Portal

New Features

• Enabled company creation directly in Sales Portal without requiring backoffice access.
• Changed "Valid until" date buttons for quotes from weeks to days format: 7 days, 14 days, 30 days.
• Enhanced "Send to client" button feedback - now temporarily shows "✓ Sent to client" after successful execution.
• Updated version history display with improved naming convention for version numbers.
• Added phone number display to delivery and billing addresses in orders for improved contact information visibility.

Bugs

• Fixed issue where cluster products couldn't be added to quotes/orders by SKU.
• Fixed company selector incorrectly opening when company/contact is already prefilled when creating quotes/orders from company view.
• Fixed missing "Options available" button for cluster products in cross-sell/upsell sections.
• Fixed scrolling issue for cross-sell/upsell products on smaller screen resolutions when displaying 5+ items.

Backoffice

New Features

• Added "Type" column to price explanation within products table showing whether discount applies to Product, Price Group, or Category.
• Enhanced "Send to client" button feedback - now temporarily shows "✓ Sent to client" after successful execution.
• Updated version history display with improved naming convention for version numbers.
• Added phone number display to delivery and billing addresses in orders for improved contact information visibility.

Bugs

• Fixed issue where cluster products couldn't be added to quotes/orders by SKU.
• Fixed company selector incorrectly opening when company/contact is already prefilled when creating quotes/orders from company view.
• Fixed hardcoded tax values - now properly retrieved from system configuration.
• Fixed surcharge dialog incorrectly requiring description field as mandatory.
• Fixed error when viewing cluster details if cluster configuration doesn't exist.

Version 2.34 - 2nd September

Sales Portal

New Features

• Consolidated contact actions into a single "Actions" dropdown button containing Create Quote, Create Order, Favorite Lists, Reset Password, and Delete Account options for a cleaner interface.

Bugs

• Fixed issue where requests, quotes, and orders menu items would occasionally become unresponsive and unclickable.
• Fixed contact list limitation in Company view that only displayed first 12 contacts - all contacts are now accessible.

Backoffice

Bugs

• Fixed error that occurred when closing the user group popup during pricesheet creation without adding any groups.
• Fixed contact list limitation in Company view that only displayed first 12 contacts - all contacts are now accessible.

Version 2.33 - 21st August

Sales Portal

New Features

• Added "Valid until" date field during initial quote creation, no longer requiring a save before the field becomes available.

Bugs

• Fixed issue where bonus items configured via Business Rules remained in quotes after their associated main items were deleted.
• Fixed "Add to basket" button incorrectly appearing on existing quotes and their cross-sell/upsell products.
• Fixed table jumping to top of page when editing quantity fields in orders with multiple line items.

Backoffice

New Features

• Introduced comprehensive shipment management capabilities allowing users to create, update, and delete shipments directly from the order editor. Added shipment creation form with status selection, expected delivery date, item selection with quantities, and track & trace information.

Bugs

• Fixed critical issue preventing users from adding translations to products, categories, and other entities.

Version 2.32 - 13th August

Sales Portal

New Features

• Added "Add to quote/order" button when viewing order item details, allowing items to be added without closing the detail modal.
• Implemented loading states for action buttons (PDF preview, Send to client) to prevent multiple clicks and provide visual feedback.
• Enhanced revision history display to show user names instead of null values, with proper fallback text when user information is unavailable.

Bugs

• Fixed issue where order page filters returned only archived orders despite requesting multiple statuses (DRAFT_ORDER, ARCHIVED, NEW, CONFIRMED).
• Fixed PDF generation not respecting version snapshots - PDFs now correctly show historical versions instead of always showing the latest version.
• Fixed issue where revision UI would break when viewing unsaved quotes.
• Fixed "Valid until" date buttons remaining active in read-only mode for orders.

Backoffice

New Features

• Increased maximum file name length for media uploads from previous limit to 255 characters (industry standard).
• Added pagination support for products in order lists, now properly handling lists with more than 100 products.
• Implemented loading states for action buttons (PDF preview, Send to client) to prevent multiple clicks and provide visual feedback.
• Improved error messaging when creating orders for contacts/customers without addresses.

Bugs

• Fixed product tabs (Description, Price, Media) not being visible when product names are too long by implementing text truncation.
• Fixed cluster definition pagination issue where "Select all" would delete more items than selected.
• Fixed issue where switching from non-editable to editable order status required page refresh - now updates immediately.
• Fixed "Valid until" date buttons remaining active in read-only mode for orders.
• Removed "Invalidate" button from draft quotes with non-public status as it served no purpose.
• Fixed revision history UI breaking when viewing unsaved quotes.
• Resolved sidebar logic issues through component refactoring for improved stability.

Version 2.31 - 24th July

Sales Portal

New Features

• Added display of VAT and Chamber of Commerce numbers in the quote/order header to help verify correct company selection.
• Order line notes field is now visible and editable in quotes and orders.
• Enhanced quote/order creation with auto-focus on company search field and alphabetical sorting of contact persons.
• Improved quantity field behavior - single click now selects the entire value for immediate replacement.

Backoffice

New Features

• Enabled copy/paste functionality for product images directly from external sources without needing to download locally first.

Bugs

• Fixed navigation issue that occurred when viewing template logs.

Version 2.30 - 16th July

Sales Portal

New Features

• Added navigation breadcrumb to return to the parent company from contact favorite lists, improving navigation flow.
• Added the ability to completely remove purchase roles (Purchaser/Authorization Manager) from contacts, not just switch between them.
• Improved visibility of the "Clear selection" button for cluster options - the button now highlights when a radio option is selected to indicate it can be used.

Bugs

• Fixed issue where product catalogue displayed only 2 products per row instead of 3 in the grid view.

Backoffice

New Features

• Enhanced cross-upsell product groups display with filtering capabilities. Groups are now shown as labels on products, and users can filter by group selection to view relevant products without duplicates.
• Email templates now support editing of existing recipients in the to/cc/bcc fields, allowing modifications without having to delete and re-add email addresses.
• Added the ability to completely remove purchase roles (Purchaser/Authorization Manager) from contacts, not just switch between them.
• Added category filter option in the product overview for easier product management and navigation.

Bugs

• Fixed issue where toggling the "Read only" setting on pricesheets would not save properly when switching from read-only back to editable.
• Resolved pagination issue when modifying cluster definitions - all definitions now remain visible after updating definitions on pages beyond the first 10 results.
• Fixed issue where for templates the custom query UI would become inaccessible after entering invalid query syntax.

Version 2.29 - 9th July

Sales Portal

New Features

• Product overview now displays "Hidden Y/N" column to show product visibility status at a glance.
• Improved display of package information showing delivery package type, package unit, and package unit quantity for better price vs package insights.
• Changed default sorting for Quote Requests, Quotes, and Orders to show newest items first.

Bugs

• Fixed UI issue in product catalog where blocks were displaying too wide.
• Fixed issue where videos were displayed twice in product catalog media gallery.
• Removed irrelevant "Date updated" and "Date status changed" columns from the Request page overview.

Backoffice

New Features

• Product overview now displays "Hidden Y/N" column to show product visibility status at a glance.
• Expanded Product CSV import to include the Hidden field for bulk product visibility management.
• Improved inventory tab to display warehouse name, warehouse description, inventory numbers, and supplier information for better clarity.
• Implemented error handling for templates with visible error lists at template level.
• Added pagination to pricesheet users list for improved performance when handling large user assignments.

Bugs

• Fixed missing middle names in contact lists displayed on company pages.
• Fixed missing middle names and spacing issues in pricesheet connected users display.
• Fixed issue where Extra field in Value Sets couldn't be emptied via the Backoffice.
• Improved "Data Import Preview" title to better reflect that it shows import results, not preview.
• Fixed issue where bulk price discount couldn't be set to 0% and improved error message display.

Version 2.28 - 18th June

Sales Portal

New Features

• Enabled sales representatives to send password reset emails directly to contacts from the Sales Portal.

Bugs

• Fixed issue where unselecting product catalog filters sometimes caused the page to unexpectedly scroll to the top.
• Resolved error when creating orders after opening a cluster without selecting any products.

Backoffice

New Features

• Improved linked categories display to show full category paths and made category names clickable for direct navigation.
• Account invitation emails now correctly use the recipient's language preference when translations are available.

Bugs

• Fixed issue preventing creation of attributes with datetime type.
• Resolved pagination display issues that occurred after editing attributes.
• Attributes with only zero-count filter values are now hidden when text filters are selected to reduce UI clutter.
• Product catalog filter counts now correctly reflect the total number of products matching all active filters combined.
• Removed incorrect "Add to basket" button from PIM view and fixed products appearing as linked when they weren't.

Version 2.27 - 4th June

Sales Portal

New Features

• Improved filter logic in the Sales Portal product catalog to retain all selectable options within the same filter group after selecting an option, while updating the rest of the filters based on the filtered product results.
• Enabled creation and editing of favorite lists for contacts as a sales representative in the Sales Portal.
• Adjusted the address editing flow for quotes and orders to no longer prefill the full address, reducing confusion by only filling first and last name. Tooltip updated to clarify it's for this order or quote.

Bugs

• Improved carrier fetching in orders to retrieve carriers.
• Fixed a bug preventing order creation for B2C customers from the Order Management module.
• Resolved issue where 'Source' button still appeared in Sales Portal orders after the panel had been removed.
• Corrected permissions issue that blocked back office admins from editing multilingual supplier valuesets.

Backoffice

New Features

• Updated the bundle edit screen to use the new bundleAddItemsAndReturnBundle mutation so bundle prices update live on item selection.

Bugs

• Fixed issue where filters were not preserved when navigating back to the product overview in the back office.

Version 2.26 - 21th May

Sales Portal

New Features

• Enabled drill-down into cross-sell and upsell products within the Sales Portal catalog for easier product discovery.
• Made shipping address editable during order creation in the back office and Sales Portal to include selected contact details.
• Adjusted handling of source and externalId fields across Quotes and Orders in both Sales Portal and Backoffice.
• Ensured selected contact name appears in the input field when creating or editing an order.
• Persisted side menu expansion state across sessions to match user preferences.
• Improved design consistency of the Shipments section, aligning font sizes, dropdown styles, and color schemes.
• Order status filters now support horizontal scrolling when many statuses are configured, ensuring all are accessible.
• Enabled "Add to basket" from individual product view in product catalog for quotes and orders.
• Disabled ICS checkbox for invoice addresses as it is not applicable in that context.

Bugs

• Fixed issue where product catalog filters in the Sales Portal could not be cleared or reset without refreshing the browser.
• Prevented errors when deleting clusters with multiple products or options by improving validation and deletion logic.
• Ensured incentive bonus items with price 0,00 are saved correctly and displayed when applying incentives in the order.
• Fixed bug that blocked adding cross/upsell products to a tender due to missing required quantity field.
• Fixed error that blocked creating or opening quotes and orders.
• Resolved bonus item issues in quotes created from frontend requests: duplicates, incorrect pricing, and editing restrictions.
• Fixed missing product list pop-up in Sales Portal order flow when selecting products.
• Enforced correct behavior of minimum quantity and quantity steps in product ordering across quote and order flows.
• Fixed issue where the 'Send to client' button threw an error the first time it was clicked on a new order.
• Improved reliability of saving remarks and references on quotes/orders by preventing value loss due to premature mutation responses.
• Resolved console error and blank page issue when switching order/quote statuses back to a previous status.

Backoffice

New Features

• Introduced ability to manage the hidden status of categories, products, and clusters directly from the back office.
• Added support to move products in and out of clusters, including multi-select and popup-driven selection.
• Replaced drag-and-drop sorting in the pricesheet listing with an explicit numeric priority field for better control.
• Marked cluster icons as selected when one of their products is added to the basket.
• Adjusted handling of source and externalId fields across Quotes and Orders in both Sales Portal and Backoffice.
• Ensured selected contact name appears in the input field when creating or editing an order.
• Reintroduced the SET_TRANSACTION_COSTS action to business rules now that backend support is in place.
• Persisted side menu expansion state across sessions to match user preferences.
• Improved design consistency of the Shipments section, aligning font sizes, dropdown styles, and color schemes.
• Removed obsolete order status fields: isExportable, isConfirmable, and isArchivable.
• Order status filters now support horizontal scrolling when many statuses are configured, ensuring all are accessible.
• Enabled "Add to basket" from individual product view in product catalog for quotes and orders.
• Removed "Move product into cluster" button inside cluster options view to prevent invalid operations.
• Disabled ICS checkbox for invoice addresses as it is not applicable in that context.

Bugs

• Prevented errors when deleting clusters with multiple products or options by improving validation and deletion logic.
• Ensured incentive bonus items with price 0,00 are saved correctly and displayed when applying incentives in the order.
• Fixed bug that blocked adding cross/upsell products to a tender due to missing required quantity field.
• Deleting price sheet discounts now updates the UI immediately without showing stale data.
• Fixed error that blocked creating or opening quotes and orders.
• Resolved bonus item issues in quotes created from frontend requests: duplicates, incorrect pricing, and editing restrictions.
• Business Rules menu item now stays correctly highlighted when viewing or creating a rule.
• Enforced correct behavior of minimum quantity and quantity steps in product ordering across quote and order flows.
• Improved reliability of saving remarks and references on quotes/orders by preventing value loss due to premature mutation responses.
• Resolved console error and blank page issue when switching order/quote statuses back to a previous status.

Version 2.26 - 8th May

New Features

• Added a "Shipments" section to orders in Sales Portal and Backoffice. Each shipment is shown in an expandable panel, displaying status, shipment items and any associated track-and-trace info per carrier.
• Enabled movement of products into and out of clusters. Users can now select one or multiple products and assign them to or remove them from clusters within both PIM and cluster views.
• Introduced a toggle to manage the "Hidden Y/N" visibility setting for Categories, Products and Clusters directly in the Backoffice.

Bugs

• Fixed an issue where setting a product as a bonus item with price 0,00 would not persist. This now saves correctly or provides clear feedback.
• Fixed a bug where new orders would throw an error when first using "Send to client". It now works correctly on the first attempt.
• Corrected a UI bug where changing quote or order status would trigger console errors or cause a blank screen when switching back to a previous status.
• Fixed a bug preventing quotes and orders from opening or being created due to frontend loading errors.
• Ensured the contact name is correctly displayed in the input field when selected in the order editor (previously only email was shown).
• Improved the logic for minimum quantity and quantity steps on products in the Sales Portal and Backoffice. Now enforces correct default values and validates step increments on input.
• Fixed product list popup not showing when editing Sales Portal orders.
• Improved persistence of the side menu expansion setting.

Version 2.25 - 29th April

Event actions, webhooks and templates

You can now configure automated actions in response to key platform events using the new Event Action Manager.

Key capabilities

• Event Actions Define actions triggered by platform events (e.g. order placed, quote approved, account created). Supports multiple actions per event.

• Webhooks Send structured JSON payloads to external systems in real-time. Useful for syncing with CRMs, ERPs, or internal services.

• Template Rendering Render HTML or PDF content using customizable templates. Supports multi-tenant setups, per-channel logic, and language variants. Handlebars syntax with custom helpers is supported.

Use cases

• Automatically send transactional emails using tenant-specific templates.
• Trigger external updates via webhook when a quote is accepted.
• Generate and attach a rendered PDF offer when an event is fired.

This reduces the need for custom code by allowing event-driven behavior to be configured declaratively.

Technical documentation: Event Actions & Templates

Backoffice

New Features

• Introduced support to assign purchase roles per contact-company combination, including Purchaser and Authorization Manager. Functionality in our Wordpress Plugin will be released in parallel.
• Improved tenant switching behavior by always redirecting to the homepage instead of trying to load tenant-specific records.
• It’s now possible to create orders for B2C customers, not just companies and contacts.
• Category overview now displays Source and Source ID fields for better traceability.
• Updated pricesheet CSV import template to clarify boolean values should be entered as 0 or 1, not true/false.
• Cleaned up contact CSV import by removing MAILING_LIST and redundant LANGUAGE fields.
• Improved validation in category import: default language must match available translation data.
• Standardized back office navigation naming, e.g. 'Payment Methods' instead of 'paymethods' and 'Price Sheets' instead of 'pricesheets'.
• Cleaned up Image import by removing unsupported CATEGORY_ID and CLUSTER_ID fields.
• Re-enabled assigning contacts to new companies in the backoffice.
• Added support to remove price groups from products.
• Rule builder now allows setting both price and discount for bonus items.
• First name and last name are no longer required when adding an address.
• ICS (0% VAT) flag is now visualized on the order detail screen for clarity.
• Updated inventory panel to show Total, Local and External (supplier) inventory counts.
• Product manufacturer and supplier fields can now be cleared.
• Changing quantity in Sales Portal now resets discount with a tooltip explaining behavior.
• Changed label for shipping cost toggle in quotes/orders from “€” to “Manual”.

Bugs

• Removed the backorder and actual inventory fields from the product logistics tab, as they were non-functional and redundant.
• Fixed a bug where the order details page incorrectly showed the default company of the contact instead of the actual company the order was placed for.
• Fixed a UI issue where removing a warehouse address would not reflect the change visually, even though the backend successfully processed the deletion.
• Resolved a bug where adding an address to an existing warehouse did not update the UI until the page was refreshed.
• Fixed an issue where pricesheets with a null name or description could not be opened for editing.
• Fixed product orderableFrom and orderableTo fields being prefilled with hardcoded values on creation.
• Date fields in pricesheets no longer default to 01/01/1970 when cleared.
• Fixed layout issues in User Management dashboard caused by too many tiles.
• Removed DebtorID field from Customer view to simplify the UI.
• Switching addresses during order creation now works correctly.
• Fixed company search error.

Sales Portal

New Features

• Introduced support to assign purchase roles per contact-company combination, including Purchaser and Authorization Manager. Functionality in our Wordpress Plugin will be released in parallel.
• Improved UI handling for clusters with many radio button options by wrapping them correctly.
• First name and last name are no longer required when adding an address.
• ICS (0% VAT) flag is now visualized on the order detail screen for clarity.
• Sales Portal quotes and orders now show payment fields as read-only and remove the accounting field; Orders module still allows editing.
• Changed label for shipping cost toggle in quotes/orders from “€” to “Manual”.

Bugs

• Fixed an issue where the product list would not open when creating a new quote.
• Fixed a bug where the order details page incorrectly showed the default company of the contact instead of the actual company the order was placed for.
• Switching addresses during order creation now works correctly.
• Fixed company search error.

Version 2.24 - 11th April

Backoffice

New Features

• Updated the menu structure and roles in the back office, including renaming and repositioning items and replacing E-business with Shops & Channels.
• Added source and source ID to the product property section in the back office, including support for cluster products.
• Renamed “unit price” to “cost price” for better clarity in product pricing.
• Improved the error message when trying to add a duplicate discount to a price sheet, making it more informative.
• Made it possible to change the cluster definition for clusters and updated product filters accordingly.
• Removed meta keywords from product and cluster detail pages, as they are obsolete for SEO purposes.
• Updated the label for the primary location category immediately after saving a new default, improving clarity for users.
• Removed the ‘status extra’ field from the back office as it was rarely used, while keeping support in the API.
• Standardized the predefined quantity to 100 when creating new bulk discounts across product pricing configurations.
• Reverted unclear label “Generate document” back to “Post to webhook” for clarity in event action configuration.
• Removed 'ProductID' as a required field in the import template when creating new products.
• Removed unused fields 'PARENT_SOURCE_ID' and 'PARENT_SOURCE_NAME' from the SourceID import file.
• Removed 'CompanyID' as a required field in the company import template.
• Removed unused 'department' and 'office' fields from company import and confirmed email support.
• Renamed “Add group” to “Add more” in email templates for better clarity.

Bugs

• Fixed issue where 'From address' translations were not stored correctly in email templates.
• Prevented 404 page from showing when navigating back from business rule details.
• Removed incompatible 'ID' and 'METADATA_KEYWORDS' fields from category SourceID CSV template.
• Improved back office role-based permissions to restrict creation, editing, and navigation as expected.
• Fixed 404 error shown when navigating back from carrier rules table after saving a new rule.
• Fixed issue where pricing page failed to load if a linked user was deleted.
• Fixed item count in order lists to include both products and clusters.
• Corrected the display of cost price plus markup from showing as -10% to +10% in price sheet explanation.
• Improved behavior when discount quantity changes unexpectedly in price sheets, now prompting error feedback.
• Fixed bulk discount display to show "-" instead of "--" for net price discounts.
• Fixed an issue where the price sheet list would not load properly when viewing a contact with assigned price sheets.
• Fixed the item count in favorite lists to include both products and clusters.
• Restored the missing "Assign Customers" button in the order list customer tab to allow user assignment.
• Fixed an issue where updating an event action would not save changes properly.
• Fixed an issue that prevented ordering a cluster product after its availability was restored.
• Fixed a UI bug where the rule menu would break and show a white box under certain conditions.
• Resolved an issue where white space was shown when moving the pointer out of the menu to a second screen in specific browsers.
• Fixed an issue that prevented editing the description of a valueset item after it was saved.

Sales Portal

New Features

• Updated the menu structure and roles in the back office, including renaming and repositioning items and replacing E-business with Shops & Channels.
• Restricted product visibility in the sales portal based on the order list configuration for the company-contact combination.

Bugs

• Fixed an issue that prevented ordering a cluster product after its availability was restored.
• Resolved an issue where white space was shown when moving the pointer out of the menu to a second screen in specific browsers.
• Improved product catalogue filtering to behave more predictably when navigating between products and filters.

Version 2.23 - 1st April

But no April Fools!

Backoffice

New Features

• Added listing page for login tokens to support OCI and impersonation workflows.
• Applied new listing button styling to cluster product filters for UI consistency.
• Enhanced attribute input fields with automatic formatting as users type.
• Added external ID field (readonly) to quote requests, quotes and orders.
• Enabled managing clusters without filters to support single-product clusters.
• Added example CSV file for price import using source name or ID.
• Included customers in data imports and updated standard CSV structure.
• Renamed metadata fields for categories to match products and clusters.
• Updated ‘Contacts in Company’ view to show correct source information.
• Made the billing address section open by default when viewing addresses in a company.
• Migrated cost price usage to costPrices structure and updated logic across catalogue and orders.

Bugs

• Fixed issue where deleted product or cluster images were still shown in the UI.
• Removed tax percentage values from the product screen when not relevant.
• Ensured consistent sorting of listing items when adjusting the number of items per page.
• Fixed UI freeze when entering long attribute names in attribute fields.
• Corrected visual state of the copy button in the login token popup.
• Updated pagination logic for cluster product and cluster definition select-all checkbox to only affect items on the current page.
• Fixed broken sorting in the order status listing when priorities are draggable.
• Corrected misleading dashboard metrics and improved subtitle filtering behavior.
• Fixed 404 error when refreshing an unnamed price sheet detail page.
• Fixed issue where creating a price sheet could break the page.
• Fixed broken tax page navigation and ensured new items appear without page refresh.
• Fixed error when creating value set items as price groups due to missing configuration.

Sales Portal

New Features

• Applied new listing button styling to cluster product filters for UI consistency.
• Added external ID field (readonly) to quote requests, quotes and orders.
• Enabled managing clusters without filters to support single-product clusters.
• Updated ‘Contacts in Company’ view to show correct source information.
• Made the billing address section open by default when viewing addresses in a company.
• Migrated cost price usage to costPrices structure and updated logic across catalogue and orders.

Bugs

• Fixed ordering by last modified date for quotes in the Sales Portal.
• Removed usergroup from companyList query in Sales Portal to prevent sync issues.

Version 2.22 - 5th March

Backoffice

New Features

• Extended price sheet discounts to allow applying discounts based on price groups. Price groups can be used to group/segment products, similar to how user groups work for users.
• Unified the design of action buttons in listing tables for a more consistent user experience; they are now blue text with a blue border.
• Added the ability to create a new favorite list directly from the main listing screen.
• Implemented filters for favorite lists.
• Improved attribute modification per class (e.g. company or product), making the save button more intuitive and providing better user feedback when saving attribute values. Now there is a pop up window in which you can modify the values.
• Changed cluster option description fields to use a larger text area for better usability.

Bugs

• Fixed an issue where saving two subrules in the rule builder would cause a timeout error.
• Fixed an issue where images were not displayed in the option product listing within clusters.
• Corrected permissions for Pricing Management: users with 'Viewer' roles can no longer create or edit price sheets.
• Fixed an issue where adding an accessory to an order, request or quote would result in an error.

Making our platform more (c)lean

• Removed (default) from EAN code in PIM product codes.
• Hid/removed the slug field for companies, contacts, and customers.
• Removed purchase unit, purchase minimum and economic quantity fields from product pricing.
• Removed taxonomy from products.
• Removed the export code for taxes, as integrations are usually managed through an IPAAS like Pipedream.
• Removed the shipping cost field from carrier settings.
• Removed the home address field from companies and customers.
• Removed the email column in the user list within order lists.
• Removed the storefront tab for cluster products and cluster options (not for the cluster itself).

Sales Portal

New Features

• Unified the design of action buttons in listing tables for a more consistent user experience; they are now blue text with a blue border.

Bugs

• Fixed an issue where images were not displayed in the option product listing within clusters.
• Fixed an issue where adding an accessory to an order, request or quote would result in an error.

Version 2.21 - 20th February

Backoffice

New Features

• Added Event Action management screens to allow back office users to manage event actions, including creating and editing custom webhook event actions. This is currently still hidden in the menu for further testing purposes, but can be accessed by adding /admin/event-actions in the URL.
• Added metadata fields (title, description, canonical URL, keywords) to products, clusters and categories for better SEO and categorization.
• Introduced a priority field for products and clusters to improve sorting and ranking.
• Support for bulk cost prices is now implemented. When a bulk cost price is set for a specific quantity and a bulk price rule with the costPricePlus discount type is applied, the customer price is correctly calculated based on the bulk cost price instead of the base cost price.

Bugs

• Removed the 'expires' field on companies, contacts and customers. It is still available in the backend for front-end customization purposes.
• Fixed pagination for contacts in companies, ensuring correct results when retrieving contact data.
• Fixed an issue where newly saved contacts did not have the 'Create Account' button enabled.
• Fixed clusters not being properly displayed in cross-upsell listings.
• Removed transaction costs and payment method/user attributes from the Rule Builder as these were not performing consistently. These options will likely be added back later in time.
• Fixed an issue where removing the date of birth from a contact or customer form prevented saving.
• Resolved an error when attempting to remove a bundle from a product.

Sales Portal

Bugs

• Fixed an issue where newly saved contacts did not have the 'Create Account' button enabled.

Version 2.20 - 10th February

Backoffice

New Features

• Improved editing orders and quotes by pre-filling shipping method and payment status where possible.
• Enhanced product configuration by allowing selection of bulk discount type through a radio button.
• Added a unit column in the attribute listing per class (e.g. companies, products, etc.) to display unit values from attribute descriptions.
• Removed the debtor id from the contact detail view.
• Standardized terminology for user groups, tags and value sets.

Bugs

• Fixed an issue where customer-specific prices were only applied to one order item instead of all applicable items.
• Resolved a bug where bulk cost price percentages did not factor in the correct base cost, leading to incorrect price calculations.
• Corrected the product search behavior where the first word of a product name was not returning results.
• Fixed an issue where the "New Favorite List" form was not displayed, causing the page to freeze.
• Adjusted UI formatting in the contact list under a company to ensure correct alignment.
• Addressed a bug where rules related to payment methods were not applied successfully.
• Resolved an issue with category attribute search that caused it to malfunction after clearing a previous search.
• Fixed the "Customers" tab in User Management where customer data was not loading.
• Corrected a bug preventing updates to cluster definitions.
• Fixed an issue where filtering on manufacturers in the product filter section was inconsistent.
• Improved sidebar behavior to ensure it collapses properly when interacting with the page.
• Fixed a UI issue in the product listing within clusters where the number of displayed items would reset unexpectedly.
• Fixed an issue causing infinite loading when opening a broken rule.
• Ensured empty input fields are shown for pricesheets when a language-specific field is not populated.

Sales Portal

New Features

• Introduced a "My Companies" filter in the Sales Portal to easily filter quote requests, quotes and orders based on assigned companies. Working in cognito or deleting your cookies resets the saved companies.
• Improved editing orders and quotes by pre-filling shipping method and payment status where possible.
• Removed the debtor id from the contact detail view.

Bugs

• Corrected the product search behavior where the first word of a product name was not returning results.
• Improved sidebar behavior to ensure it collapses properly when interacting with the page.

Version 2.19 - 30th January

Backoffice

New Features

• Improved UI for selecting bulk price types, making it clearer which type is active for a product.
• Enhanced dropdown selection in incentives (business rules), allowing users to choose from predefined lists instead of entering values manually.
• Updated product listings to use the full product name in the title tag, ensuring details are always visible.
• Set default item count for listings from 5 to 10 for better usability.
• Moved the "Path" field in user profiles to the meta section and made it read-only for consistency.
• Standardized filtering terminology by ensuring consistent naming conventions in company, product, and cluster filters.

Bugs

• Fixed an issue where action codes in business rules were not saving correctly after modification.
• Resolved an issue where catalog translations were not being stored properly.
• Ensured company notes are imported and displayed correctly in the back office when imported through CSV.
• Removed an unnecessary duplicate barcode field from the product details page.
• Corrected a UI issue where the rollover border for "From - To" price selection displayed incorrectly.
• Standardized capitalization in the main menu for consistency.
• Adjusted date formatting in the back office to align with browser settings.
• Resolved an issue where the "Emails" section was still visible in the back office menu despite being non-functional. Soon our new template engine will be released!
• Fixed duplicate filter names in the company filter selection.
• Standardized first, middle, and last name formatting in the company address section.
• Ensured consistency in menu capitalization and terminology for improved user experience.
• Adjusted error messages when creating duplicate bulk prices, removing unnecessary technical jargon.
• Fixed an issue where the save button remained active when changing a product’s color attribute.
• Resolved an issue where languages were not loading properly for customers and contacts.
• Fixed a bug preventing contacts and customers from being saved when created or updated.
• Resolved an issue where updating PDM categories resulted in an error due to an invalid parent ID through CSV import.
• Fixed a bug causing incorrect locations to be displayed for linked products in category views.
• Resolved an issue where importing companies through CSV resulted in errors upon opening.
• Fixed an issue where the dashboard displayed inconsistent links and missing elements.

Sales Portal

New Features

• Moved the "Path" field in user profiles to the meta section and made it read-only for consistency.

Bugs

• Standardized first, middle, and last name formatting in the company address section.
• Resolved an issue where languages were not loading properly for customers and contacts.
• Fixed a bug preventing contacts and customers from being saved when created or updated.

Version 2.18 - 8th January

Backoffice

New Features

• Clusters:

  • Cluster products and options can now be added to quotes and orders.
  • Cluster products can now be added to pricesheets for enhanced pricing configurations.
  • Cluster products and clusters can be added to favorite lists for quick access.
  • Cluster products can now be added to order lists for better product control.

• CSV Bulk Import:

  • Implemented bulk import functionality in the back office for various use cases, such as products, pricing and categories. Features include:
    • CSV templates to understand how data can be imported.
    • CSV upload with field mapping for easier data alignment.
    • Error handling with descriptive messages.
  • This functionality is hidden for most tenants, but can still be accessed by adding /admin/data-import to your backoffice URL.

Bugs

• Fixed an issue where deleting a product option caused all options in a cluster to disappear. Cluster options now update correctly after product deletions.
• Fixed an issue where sorting attribute listings caused errors or endless loading.
• Resolved broken pagination for pricesheet listings, ensuring page numbers and creation dates are correctly displayed.
• Adjusted button behaviors:
  • Renamed "Process Order" to "Change Status."
  • Updated "Send to Client" button logic:
    • For draft_quotation status: Sends an email and updates the status to "Quotation."
    • For draft_order status: Sends an email and updates the status to "New."
    • For all other statuses: Sends an email only without status changes.
• Fixed an issue where modifying an incentive's action code set the code to null. Action codes now save correctly.
• Enhanced the tenant pop-up UI by implementing a max-height to prevent content overflow.
• Resolved an error occurring when opening a company imported via CSV.

Sales Portal

Bugs

• Resolved an issue where clicking a product's name in Quotes/Orders details dimmed the screen, requiring a refresh.
• Fixed an issue where shipping costs couldn't be set back to 0.
• Fixed an issue where saving a company from the unsaved changes pop-up saved the company as "New Company" instead of the provided name.

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

• Improved error messages for linking products, including clearer messaging for bulk operations and better handling of product states.

• 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.

• Added a tooltip to categories to clarify the meaning of specific icons for improved user understanding.

Bugs

• Fixed an error that prevented orders from being saved or sent to clients after changing their status.

• 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

• Fixed an error that prevented orders from being saved or sent to clients after changing their status.

• Resolved an issue where quotes and orders could not be created due to navigation errors when accessing the creation page.

• 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

• 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.

• Refined the process of adding existing contacts to a company by improving navigation and eliminating unnecessary reloads or confusing user interface behaviors.

• Removed the redundant Contacts tab from the customer details page to streamline the interface and avoid confusion.

• 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

• Resolved an issue where PDFs did not reflect updates made to orders, ensuring the document always aligns with the latest changes.

• Fixed an issue where closing the add products pop-up in PIM/Categories displayed an error message, ensuring a smooth user experience.

• Addressed a problem where contacts or customers could not be assigned to orderlists, restoring intended functionality.

• Added the missing email field to the company’s form in User Management/Users, aligning with expected functionality.

Sales Portal

New Features

• 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.

• 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

• Resolved an issue where PDFs did not reflect updates made to orders or quotes, ensuring the document always aligns with the latest changes.

• Fixed a bug that prevented modification of table columns in the request detail view, restoring full editing capabilities.

• 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

• Enabled creation and deletion of webshop accounts for contacts from the back office and sales portal.

• 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.

• 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.

• Added a character limit to the address notes field with an error message if exceeded, stating the maximum allowed characters.

• 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.

• Within PIM, changed the package unit field from numeric to text, allowing users to input descriptive package units.

• Within PIM, scaled images for products on the Description tab to better fit the viewport, enhancing visual clarity and layout responsiveness.

• Added a "Delete" button in the "Show Products" popup in PIM, accessible from the category view, enabling easier deletion of selected products.

• On some fields in product creation and pricing tabs, the first click now selects the text, allowing immediate typing.

• 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

• Corrected the success message to display the updated product name after saving, ensuring accurate feedback for users on save actions.

• 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.

• 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.

• Fixed an issue where the design of the new address creation page was misaligned for company addresses (Delivery, Billing, Home).

Sales Portal

New Features

• 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.

• Enabled creation and deletion of webshop accounts for contacts from the back office and sales portal.

• Aligned the design of the cross-sell and upsell sections in the Sales Portal to match the default UX, ensuring consistency across user interfaces.

• 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.

• 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.

• When saving a new contact, the middle name now appears in the confirmation message, ensuring the full name is displayed accurately in success notifications.

• 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

• 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.

• Added functionality allowing backoffice users to reset their password from the login screen, enabling users to regain access independently and avoid work disruptions.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• Standardized the term “Pricesheet” as one word across the platform.

• 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.

• Improved the clickbox area of the side menu to increase the clickable region, making it easier to navigate and reducing the chance of misclicks.

• Made the terms in the “Explain Price” section consistent by updating language to refer to “company, contact, or customer” throughout.

Bugs

• 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.

• 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.

• 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.

• 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.

• Fixed an issue where the side menu would stay open after selecting an action, such as navigating to Settings or changing the language.

• Fixed an issue where removing a next status chip in the Order status details did not uncheck the selected next status in the dropdown.

• 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.

• Fixed an issue where the middle name was missing from all Company/Contact dropdown selections.

• 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.

• 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.

• 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.

• 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.

• Adjusted the positioning of tooltips in the side menu to prevent them from obstructing navigation.

• 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

• 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.

• 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.

• 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.