Advanced Reporting provides access to specially formatted reports for orders, shipping & invoicing. Google Sheets-based pivot table reports including order status, shipment loadplans, and more.

Watch the video summary: https://youtu.be/dpGBDP0b1wk

What reports can I generate? You can generate Orders, Shipments, and Invoices reports.

I see Advanced Reports on the top menu and also on the side menu — are these different? No. Both options take you to Advanced Reporting. Use whichever is more convenient for you.

What is the difference between the various layouts under each option? Layouts simply change how the data is displayed. Different teams prefer different views, so multiple layouts are available to help you review information in the way that works best for you.

Do I need a Google Account? Yes. A Google account is required. Reports are delivered through Google Sheets and sent to your email. You can download or export them into other formats if needed.

Can I use a personal Gmail without affecting my PortalApp login? Yes. Using a Google account for reporting does not change your PortalApp credentials or settings. You can set a Gmail address as an alias:

1. Click your name (top right corner)
2. Go to Account Settings
3. Select Edit Account Info tab
4. Enter your Gmail in the "Google account email (alias for Adv Reporting module)" field

Reports will be sent to that email address.

Do I need to save my reports? Yes. To keep a report for your own use, you should make a copy:

• Open the report in Google Sheets
• Go to File > Make a copy
• Save it to your Google Drive

Reports that are still "owned" by portalapp@springsystems.com will be automatically removed on a regular schedule. Making a copy ensures your version stays safe and accessible anytime.

You can manage users under your vendor account if you are an Admin for that account.

To manage users, click your name (top right, shown in red) then click Account Settings, then the Users tab to see all users under your vendor account.

If you see a yellow notification, you are not an Admin and must reach out to an existing TP Admin, or open a support ticket if your company has none.

Adding a New User Click Add New and complete the dialog. Fields marked with a red asterisk (*) are mandatory. Use GENERATE TOKEN to send a password-reset email link to the new user. Select whether the user is a TP Admin from the dropdown, then click Save.

Deleting / Deactivating a User Select the user then go to Actions > Deactivate Selected. Accounts are not permanently deleted and can be reactivated by selecting Activate Selected later.

Need more help? Open a support ticket above.

This guide outlines the process for configuring and managing automated report scheduling.

Phase 1: Pre-Configuration (Layout Setup) Before scheduling a report, you must define what the report looks like. Any filters applied on the reports page will carry through to your automated output.

1. Navigate to Reports > Order Summary (or desired type)
2. Apply Filters — the Status field may be set as needed. Do NOT set "Retailer TP name," "PO number," or "PO created" as filters during layout configuration to avoid over-filtering
3. Save a custom layout (e.g., "weekendPOs") — you must save your custom layout first; saved layouts will then auto-populate in the schedule configuration menu

Phase 2: Configuring the Schedule

1. Select your saved layout
2. Define Date Range — for capturing weekend orders, set Entity Date Column to "po_created" and Select Schedule Report Type to "Order Summary," then set Entity Date to "Last 3 days"
3. Select Retailers — Pro Tip: during initial creation you can select multiple retailers simultaneously. Take advantage of this, as editing is more restrictive later
4. Set Frequency — e.g., Every Monday at 9:00 AM. The system executes within the hour (a 9:00 AM setting means delivery between 9:00–9:55 AM)

Phase 3: Delivery & Distribution Reports are automatically sent to the email address associated with the login account. Currently reports are sent to the login email of the person setting the schedule.

Phase 4: Managing & Editing

• You can create reports for multiple retailers at once, but the Edit function only allows one retailer per report type at a time
• There is no "Duplicate" or "Copy" function for existing configurations
• No bulk editing — you cannot select multiple scheduled lines to edit at once
• Best practice: Delete and recreate reports when making significant changes rather than editing each line individually. Ensure all retailers and filters are 100% correct during initial setup.

Note: The development team is currently investigating a regression where "Edit" mode previously allowed multiple retailer selections but has since reverted to single-selection. Future updates are expected to improve these editing capabilities.

Advanced Inventory is an add-on module that provides the following features:

Pre-packs Accessible via Catalog > Manage Packs. Here you can create a catalog product item that is made up of other items. For example, a retailer orders GTIN 111111111111 with a quantity of 1 pack. That pack is actually an assortment of 6 pieces spanning 4 different items with different quantities (e.g., Size Small qty=1, Size Medium qty=2, Size Large qty=2, Size X-Large qty=1). When you send the order to your warehouse, PortalApp can communicate the sub-items rather than just the pack item — useful when warehouses store inventory as individual sub-items.

Inventory Buckets (Lots / Inventory Pools) Groups of inventory organized by retailer or manufacturing lot. For example, if you have 100 items in stock but want to reserve 80 for Retailer A and 20 for Retailer B, inventory buckets keep this separated cleanly. Also useful for tracking inventory by manufacturing lot.

Inventory-Based Routing PortalApp automatically sends your warehouse ship request (940) to whichever warehouse has available inventory. You can set priority by item and retailer — if warehouse location with priority 1 has the inventory, the 940 goes there; otherwise PortalApp checks priority 2. This feature will also split an order across warehouses if necessary.

Additional Capacity Includes an additional 1,000 inventory SKU transmissions per day added to your flat-rate plan.

Follow these steps to manage your email notification preferences in PortalApp:

1. Click your name in the top right and select Account Settings
2. Select Edit Notifications
3. Select the notification type(s) you want to change and click Edit
4. Adjust the limit per time period — for example, if you want more than 10 emails per hour (3,600 seconds), you can increase the limit to 100 or any value you prefer

Changes take effect immediately after saving.

To request a new retailer (trading partner) connection, visit the link below. Our team will process your request and set up the EDI connection with your new trading partner.

Request link: https://www.springsystems.com/add-trading-partner

If you have questions about the setup process or timelines, contact us by phone at (888) 275-2160 or open a support ticket above.

We feel it is very important that you understand our billing. We try hard to match our billing to our effort, and as a result the initial invoices can be a little confusing. Below is a summary of all invoice line items.

TRADING PARTNER - Set-Up & Testing A one-time setup fee to connect and test with your retailer. Listed on your Sales Order Form contract as "Set Up Fee."

TRANSACTIONS - System Transmission & Processing Monthly billing for the count of EDI transactions (POs, invoices, ASNs). Does not include any additional processing or data entry you request us to do. The per-transaction rate can be on a sliding scale based on monthly volume; specific tiered pricing is detailed in your order form. Listed as "Direct To Consumer (D2C) Txn's" or "Wholesale Txn's."

PRINTING - Shipping Documents (Labels, Packing Slips) Billing for anything shipping-related that Spring physically prints for you. Tiered pricing based on total monthly volume. Please note each separate request or job could trigger a minimum fee per job. Listed as "Printing Services / Labels & Packing Slips."

Printing - PDF (Automatic Online PDF License) Spring's application automatically generates PDF files online. Flat monthly fee. Unlimited labels, unlimited retailers — fully automated, assumes no interaction with the support team. Listed as "Printing / Monthly Flat Rate for Ship Document Access (GS1-128 label & Logo Packing Slips)."

Printing - Price Tickets & Stickers Billing for any hang tags or price tickets Spring physically prints for you. Tiered pricing based on total monthly volume; minimum fee per job may apply. Listed as "Printing Services / Price Tickets Stickers & Hang Tags."

UPC Transmission - Catalog Data Load Billing for UPC codes transmitted to the catalog on your behalf (GXS, Intertrade, or direct to retailer). Many retailers require UPC data be loaded into an online catalog before they will write an order. Tiered pricing; minimum fee per job may apply. Listed as "UPC Catalog Data Upload."

SERVICE BUREAU - Manual Processing by Spring Personnel Billing for any extra data entry or processing you ask Spring to perform — for example, entering invoice data, prepping labels, or entering ASN data. The system is built to be 100% self-service, but we can help with data entry if requested. Billed per "change" with a minimum per event. Listed as "Full Service Manual Processing."

Shipping Pass-Thru If Spring prints labels and ships them to you or your warehouse, they prefer to use your UPS/FedEx account. If not available, shipping costs are billed back to you.

Contact your account manager or billing team by phone to discuss further.

Printing - PDF — Spring's application automatically generates PDF files that appear online. A flat monthly fee is charged for access to this module.

• Unlimited labels
• Unlimited retailers
• Fully automated — assumes no interaction with the support team

This is listed on your Sales Order Form contract as "Printing / Monthly Flat Rate for Ship Document Access (GS1-128 label & Logo Packing Slips)".

To update your credit card on file, log on to the Spring Systems payment portal:

Visit: https://pay.springsystems.com/

Once logged in, update your preferred payment method. If you have trouble accessing the portal, contact billing at (888) 275-2160 ext 580.

Use the following bank details to send a Wire Transfer or ACH payment to Spring Systems:

Bank: Chase Bank (JP Morgan Chase) Routing Number: 021000021 Account Number: 202501168365 Swift Code: CHASUS33 Phone: 1-800-242-7338 Address: 270 Park Avenue, New York City, NY 10017

If you have any questions, contact our billing team by phone.

If you believe you have been mistakenly charged, please reach out to our billing team directly:

Email: billing@springsystems.com Phone: (888) 275-2160 ext 580

Our team will review your account and resolve the issue promptly. Call (888) 275-2160 ext 580 or open a support ticket.