What’s New in Propello 2026.2

Propello 2026.2 enables retailers of all sizes to work smarter, engage better with customers, and grow with agility by reducing manual processes and streamlining workflows. Epicor is excited to announce that Propello 2026.2 will be rolling out in the coming weeks and includes many new features and enhancements.

Increase inventory accuracy and build operational efficiency

• Copy Item Records – Improve consistency with controlled copying of item data across products and stores, enabling streamlined product setup and maintenance.
• Single‑Step Transfer – Simplify store‑to‑store inventory transfers into one streamlined step, so you can move product faster with less admin effort.
• Promotional Purchase Orders – Get more control and visibility over promotional purchasing activity with promotion‑specific logic for PO workflows.
• Supplier UX Uplift – Enhance usability for purchasing and accounting teams with richer supplier data and improved consistency across purchasing workflows.

Accelerate checkout, increase billing flexibility, and improve responsiveness

• Consumer Lookup via PIN Pad – Speed up loyalty lookup and reduce errors by letting customers enter their phone number directly on the payment device.
• Customer Bill‑To – Gain account billing flexibility and clarity with customer bill-to/ship-to structure for AR accounts.
• Loyalty Rewards Configurability – Reduce stale rewards data, manage liability, and enable more control and transparency over reward expiration logic.
• Customer Activity Notes – Maintain cleaner customer records, improve responsiveness, and reduce missed follow-ups with notes and reminders attached to a customer’s profile.

Scale and streamline workflows with expanded functionality

• Mobile+ PO creation – Boost frontline efficiency by enabling associates to create purchase orders via Mobile+ app.
• AP Assist Enhancements – Automate more AP work with less manual handling, thanks to the expansion of AP Assist integration that streamlines processing of a wider range of invoices and documents.
• Supplier and Customer User Defined Fields (UDFs) – Capture and report on the supplier and customer data that is unique to your business with easy-to-add custom fields; this streamlines workflows while eliminating manual workarounds.
• Elite EXTRA integration – Get ready for smarter last-mile logistics. The new Propello + Elite EXTRA integration unifies routing, dispatch, returns automation, and on-demand delivery network access—helping you cut costs, speed up deliveries, and operate without limits — even without your own fleet.

For more information on these new features and more, please refer to the What’s New documentation in your Propello system. To get started, contact your account manager or email us at retail@epicor.com.

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