Propago Customer Survey: Did You Know Compilation

We truly appreciate everyone who participated in our survey. Your feedback helps us make Propago a better platform for you and your clients.

This page is a companion to our 2021 customer feedback survey. We received many great ideas and feature requests from your responses. Some features that were mentioned we believe the platform may already support. So, we thought it would be worth listing out those features along with explanations of how they work.

Also, we’ve included links to relevant Did You Know entries for each topic.

Front End Reporting

The front end reporting module allows portal users to pull and schedule reports. Any user with front end administrative rights can run reports on demand. Front end admins can also share reports with non-admin users/user groups.

NOTE: If you’d like a portal user to be able to run their own reports but don’t want them to have other administrative rights, you can give them admin access but uncheck all Admin Pages except reporting like so:

How It Works

As a front end admin user, you can manage reports by logging in to the portal and going to Admin / Reporting.

To create a custom report:

• Go to Admin / Reporting.
• Choose a standard report as a template to start with.
• On the report’s page you can edit the columns and filters.
• Once you’re happy with the report, click Save As and give it a name.

To give a User or User Group access to a report:

• Go to the report in the Admin section. Admin / Reporting / Select Report.
• Click the View Users and User Groups button in the toolbar.
• Click the Add button next to Report Users or Report User Groups
• Select the Users/User Groups you’d like to give access to this report and Add.

Users can view the reports they have been given access to by going to Tools > Reporting.

Related Did You Knows:

Did You Know Portal Admins can give non-admin users access to reports?

Did you know your clients can customize and schedule reports as well as automate their delivery over email?

Bulk Uploading Global Profiles

Any user with front end administrative rights can use the import feature to bulk upload global profiles on a portal using a spreadsheet. You can upload/update an unlimited number of global profiles at a time.

How It Works

If the global form you want to upload profiles to already has some existing profiles, the easiest way to bulk import profiles is to first export the existing profiles and then use that file as a template. To do this:

• On the front end, go to Admin / Setup / Global Profiles.
• Click Export.
• Select which form you’d like to upload profiles to and click Export.
• Open the file and remove the existing profile information, leaving just the headers to use as a template.
• Fill out the file.
• On the global profiles page, click Import.

Upon import, you’ll get a popup explaining how many entries will be deleted, added, or updated. You can import entirely new data sets as well without worrying about the format of the columns. Assigning labels to the columns of data in your file is as simple as dragging and dropping.

Related Did You Knows:

Did You Know you can make global form variables non-editable or invisible to end users?

Did You Know you can bulk import and export data to and from your portal?

Shipment Integrator

Propago has an agnostic connection with virtually any shipping/manifesting system. You can set up a connection to create two-way data communication between your site and a shipping system.

Check out the Shipment Integrator Quick Start Guide to learn more. Find the guide in the back end by going to Tools / Document Library / Quick Start Guides / Shipment Integration.

MIS Connector

Propago also has integration capabilities with multiple MIS systems. See all the options for MIS connections in the back end by going to Tools / Data Connector / Add New Connector. Select MIS/ERP as the Data Provider Type and select the MIS system you’d like to connect from the Data Provider list.

If you’d like more information or support with creating an MIS system connection, contact our support team at: support@propago.com or 512-887-5847

Require Purchase Order Number During Checkout

You can configure payment options on the portal and user group level in order to control how users can pay for the orders. If you want to require a group of users to input a Purchase Order number with each order then you can create a user group and change their payment options to only allow Purchase Orders.

How It Works

To change the payment options for a user group:

• Go to Portals / Select a Customer / User Groups / Settings
• Under Price/Payment Settings, find the Allowed Payment Options setting.
• Unchecking all options except PO will mean all users in this group will be required to input a Purchase Order to checkout.
• Click Save.

Related Did You Knows:

Did you know your clients can offer multiple payment options (credit cards, purchase orders, deferred billing) in their storefront?

Did you know your clients can show different views such as products categories, pricing, inventory levels, shipping carriers, and payment options to different users?

Override Ship Estimate with Actual Cost

This setting will update the order level shipping cost with the actual cost, replacing the estimated shipping cost, when an order closes out.

How It Works

To turn on this feature:

• Go to Portal / Settings.
• Under Warehouse & Shipping Address Settings, find the setting called Override Ship Estimate with Actual Cost
• Set to ‘Yes’.
• Click Save.

Related Did You Knows:

Did You Know you can assign parts to Shipment Boxes to improve the accuracy of shipment estimates?

User Management Hierarchy

The Approving Manager feature allows you to create a user hierarchy with managing users. Users given management rights for another user will be able to view that user’s order history, approve their orders, adjust their co-op funds, and more.

How It Works

To designate an approving manager for a user:

• In the back end, go to Portals / Select a Customer / Users / Select a User.
• Under User Management Settings use the dropdown to select a manager for this user.

Users who have been designated as managers can go to Tools / Managed Employees to view the users that have been assigned to them. They can click into a user and view all transactions associated with that user, including co-op adjustments and past orders placed.

Related Did You Knows:

Did you know Propago offers your clients flexible spending and budgetary controls?

Did you know your clients can track spending by user group or by product?                          

Order Consolidator

The Order Consolidator enables you to group orders by different criteria and combine orders into one.

You can search for orders with different criteria such as user and order date. Grouping options make it easy to find orders with the same ship to address, desired ship date, and so on. Then, select and merge orders so that orderlines with the same product are combined. The old orders will be closed out and one consolidated order will be created.

How It Works

Find the Order Consolidator in the back end under the Warehouse tab. To use the Order Consolidator:

• First, select a customer. The Order Consolidator will pull all orders for that customer.
• On the right side are the Group By options. By default, the orders will be grouped together by their ship to address. You can narrow down the grouping parameters using the checkboxes.
• You can filter down the list of orders by user and a date range of when the order was placed.
• Select the orders you want to consolidate. Click continue.
• The next page will ask you to select a ship to address, a carrier, and a desired ship date.
• Click Complete. Back on the Order Consolidator page you will see the name of the new consolidated order and the list of orders that were combined.

See the full Did You Know on the Order Consolidator feature:

Did You Know the Order Consolidator can combine orders being shipped to the same location to minimize shipping costs and production time?

Inclusion and Exclusion Tags

Inclusion and exclusion tags are a method of controlling which users see which parts on a more targeted basis than part categories and user groups assignment.

How inclusion and exclusion tags work:

• A part with an Inclusion Tag will ONLY be shown to users with that same tag.
• A part with an Exclusion Tag will NOT be shown to users with that same tag.

These tags can be created on a part or user. Once a tag is created, more parts and users can be added through the Tag Manager.

Portal Admins can also set up and assign tags to users and parts, from the Admin / Parts and Users details pages in the portal. 

To learn more about Inclusion and Exclusion tags and how to set them up, check out the following Did You Know:

Did You Know Inclusion and Exclusion tags can be used to control part viewing rights?

Consolidation Zone Locations

In the Warehouse and Shipment window, you are only limited on the number of orders you can process at once by how many consolidation zone locations you have set up.

To add a new consolidation zone location:

• Go to System / Location Manager.
• Click Add Location.
• Make sure Consolidation Zone is set to ‘Yes’.
• Click Save.

You can also change an existing location to be a consolidation zone location by clicking the location’s name in the Location Manager and changing Consolidation Zone to ‘Yes’.

As always, if you have any questions or need support, you can contact our support team at: support@propago.com or 512-887-5847

Find all of our Did You Knows here: Knowledge Library