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Back Office

Here you will find the release notes for the Propeller Back Office and Sales Portal.

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.