I want to…
Find the page for the task in front of you. Each row goes straight to the section that answers it.
Start
| I want to… | Go to |
|---|---|
| Sign in or reset my password | Sign in to Propeller |
| See what needs doing today | Use the Home page, then the Action Hub |
| Switch environment or language | Find your way around |
| Search, filter or download a list | Work with lists |
Sell
Look up
| I want to… | Go to |
|---|---|
| See what a customer pays | Product Catalogue |
| See how a price was calculated | Product Detail Page |
| Only see my own companies | Work with lists |
Make a quote or an order
| I want to… | Go to |
|---|---|
| Turn a quote request into a quote or an order | Requests |
| Create a quote and send it | Create a quote |
| Create an order | Create an order |
| Add what a customer ordered before | Create an order, Order history |
| Give a customer a discount | Give a discount |
| Check the margin of a line | The order editor |
| Change the status of an order, or cancel it | Change the status |
Follow up
| I want to… | Go to |
|---|---|
| Find quotes that expire soon | Quotes |
| See whether an order was shipped | Follow up on an order |
| Get told when an action is assigned to me | Action Hub |
| Prepare a reorder list for a customer | Favorite Lists |
Manage customers
| I want to… | Go to |
|---|---|
| Add a company or a contact | Users |
| Set up a new business customer, step by step | Users |
| Give a contact a webshop account | Contact and customer details |
| Set what a contact may order without approval | Contact and customer details |
| Give a customer their own prices | Price Sheets |
| Limit which products a customer can order | Order Lists |
Manage products
| I want to… | Go to |
|---|---|
| Add or edit a product | Product Details |
| Hide a product from the webshop, or delete it | Hide or delete a product |
| Put a product in more than one category | Products in a category |
| Sell sizes or colours as one product | Clusters |
| Show accessories or alternatives with a product | Product Details |
| Change many products at once | Products & Clusters |
| Import products from a file | Data Import |
| Add my own field to a product, a company or an order | Attributes |
Set prices
| I want to… | Go to |
|---|---|
| Set the price of a product | Product prices |
| Give a lower price for larger quantities | Product prices |
| Find out why a customer gets a certain price | How a price is decided |
| Run a promotion, for example 2 + 1 free | Give discounts and free products |
| Add a recycling or packaging fee | Surcharges |
| Set VAT per country | Taxes |
Handle orders and shipping
| I want to… | Go to |
|---|---|
| Create a shipment or add a tracking code | Shipments |
| Record that an order was paid | Orders in the Backoffice |
| Decide which statuses an order goes through | Order Statuses |
| Decide which carriers a customer can pick | Carrier and payment method rules |
| Decide which payment methods a customer can pick | Carrier and payment method rules |
| Set shipping costs | Shipping and transaction costs |
| Send an order confirmation email | Event Actions |
| Find out why an email did not arrive | Templates |
Set up and administer
| I want to… | Go to |
|---|---|
| Invite a colleague and set what they can do | Backoffice Users |
| See which role opens which page | Roles and permissions |
| Create an API key for a connection | API Keys |
| Add a workflow or an AI agent | Agent Hub |
| Turn on two-factor authentication | Enable two-factor authentication |
| See what changed in the last release | Release Notes |
| Look up a word I do not know | Glossary |