Support

Perenso V9 Overview 8

• Applications
• Accessibility
• Connectivity
• Support
• Product Updates

View all 8

Setting up Web Admin 10

• Company Settings
• Add Accounts
• Add Users
• Order Settings
• Add Distributors

View all 10

Setting up Field Sales on the iPad 6

• Compatible Devices
• Installing the App
• Free Demo
• Logging in as an Existing User
• Dashboard

View all 6

Setting up the Field Sales app on a Windows Device 2

• Recommended Specifications
• Installing the App

Setting up Web Manager 1

• Recommended Specifications

Report Viewer - Report Specifications 40

• Sales - 2 period sales comparison by account
• Sales - Account group sales by product by month
• Sales - Account sales by month
• Sales - Account sales by product by month
• Sales - Account sales summary

View all 40

How to Guides - Web Administrator 1

• Define which Call Types count and do not count in reports

System Config 46

• General - Overview
• Account Types - Overview
• Account Types - Creating and Editing Account Types
• Account Types - Adding an Account Field
• Account Types - Adding a Group to an Account Group Field

View all 46

Content 5

• Content Overview
• Adding Content
• Bulk Upload of Content
• Organising Content Albums
• Unlinking Content

Users 3

• Users Overview
• Create a New User
• Update User Account Profile

Accounts 3

• Accounts Overview
• Create a New Account
• Edit an Account

Products 4

• Product List - Overview
• Product List - Manually adding Products
• Distributor Rule - Overview
• Distribution Rule - Creating a Distribution rule

Ordering 14

• Order Outputs - Overview
• Order Outputs - Create an Order Output
• Price Lists - Overview
• Price Lists - Adding a New Price List
• Distributors - Overview

View all 14

Diary 18

• Call Types - Overview
• Call Types - Creating a Call Type
• Call Types - Adding work items
• Order work item
• Order - Order Columns

View all 18

Ranging Groups 2

• Ranging Groups Overview
• Creating New Ranging Groups

Targets 2

• Targets Overview
• Creating and Updating Targets

Coverage 2

• Coverage Overview
• Setting up Coverage

IMS Importer 3

• IMS Importer Overview
• Granting User Access to the IMS Importer
• Importing IMS Data

iOS FAQs 5

• How do I Update the Field Sales app?
• What's the difference between the Activity History and Order History?
• What's the difference between the Product Ordering Mode and the Deals Ordering Mode?
• I've forgotten my User ID or Password
• iOS - Should you update?

Windows FAQs 1

• How do I Update the Field Sales app?

Admin FAQs 6

• Where can I change Company information?
• How do I Delete Deals?
• What is the work flow of an order?
• How do I change what's visible as extra fields in the Account and Diary screen on the app?
• Why is my Distributor not being shown in the Order work item?

View all 6

Reports 3

• How are the numbers on reports calculated?
• My report is not returning any results or the correct data in some columns
• I want to include/exclude certain users from my reports (eg. exclude managers from Sales Reports)

Web Administrator 1

• RESOLVED - Accounts Imports with mapped Structures

Home 7

• Home Summary
• Entry Types
• Adding a Call via the Diary
• Adding a Meeting
• Adding Leave

View all 7

Diary 1

• Diary Overview

Accounts 4

• Accounts List
• Account Details
• Adding a New Account
• Adding a Call via the Account List

Orders 4

• Order Management
• Release Held Orders
• Accept or Decline a Referred Order
• Resend an Order

Objectives 3

• Objectives Overview
• Creating New Objectives
• Editing Objectives

In a Call 3

• Call Overview
• Call Anatomy
• Work Items

Order work item 5

• Order Overview
• Taking an Order
• Distributor Accounts
• Applying Deals
• Sales History

Store Check work item 1

• Store Check Overview

Dashboard 1

• Dashboard Summary

Options Menu 4

• Logging Out
• Change Password
• Content Sync
• Offline Cache

Accounts Menu 10

• Account List
• Account List by Name or Suburb
• Account Type Filter
• Account Filters
• Account Search

View all 10

Objectives Menu 2

• Objectives Overview
• Adding and editing Objectives

Content Menu 2

• Content Overview
• Attaching content as email attachments

History Menu 3

• History Overview
• Activity history
• Order history

Held Orders Menu 1

• Held Order Summary

Status Menu 1

• Status/Reports Overview

Diary Menu 10

• Diary Overview
• Diary Sidebar
• 1 Day Mode
• 5/7 Day Modes
• Adding new Entry Types

View all 10

In a call 2

• Call anatomy
• Work Items Overview

Order work item 11

• Order - Overview
• Deals Ordering Mode
• Order Options
• Deals
• Taking an order

View all 11

Store Check work item 2

• Store Check Overview
• Store Check Types

Content view 2

• Content View Overview
• Signup Overview

Signup work item 1

• Signup Overview

Call objectives work item 1

• Call Objectives Overview

Call Summary 1

• Call Summary Overview

Offline mode 5

• Offline Mode Overview
• Cached Calls
• Offline Capabilities
• Going Offline
• Sync Calls

Dashboard Summary 1

• Dashboard Summary

Options 6

• Account Details
• Change Password
• Manage Collateral
• Manage Offline Cache
• Miscellaneous Settings

View all 6

Accounts 9

• Account List
• Account Search
• Account Type Filter
• Account Filters
• Account Sidebar

View all 9

Objectives 3

• Objectives Overview
• Filters and Search
• Adding and Editing Objectives

Content 2

• Content Overview
• Attaching content as email attachments

History 1

• History Overview

Status 2

• Status Overview
• Categories

Diary Overview 12

• Diary Overview
• 1 Day Mode
• Diary Sidebar
• 5/7 Day Modes
• Entry Types

View all 12

Call Anatomy 2

• Call Overview
• Call Anatomy

Work Items 8

• Work Items Overview
• Call Objectives
• Store Check
• Content View
• View Reports

View all 8

Order 14

• Order Overview
• Ordering Mode
• Calculate/Apply Deal
• Order Options
• Product List

View all 14

Store Check 3

• Store Check Overview
• Layout
• Store Check Types

Content View 1

• Content View Overview

Signup 1

• Signup Overview

Call Objectives 1

• Call Objectives Overview

Call Summary 3

• Call Summary Overview
• Order
• Save Call Progress

Offline Mode 1

• Offline Mode Overview

Held Orders 1

• Held Orders Summary

Coverage 4

• Call Targets vs Actual
• Report on Reps and Account Groups
• How can I tell if my A Grade accounts are being over serviced or under serviced?
• How many A Grade stores were not called on by User X last month? Can I give them a list of those accounts?

Store Check 4

• How can I be sure that all the A grade accounts were told about the new Eye Care products?
• How can I find out what my competitors are doing in stores?
• I want to know which stores in a particular territory do not stock a certain product
• What is the average retail price of Product X in A Grade accounts?

Account Management 2

• A rep is taking 3 months leave. How can I give other reps access to the accounts in this territory while the rep is away?
• How can I change Accounts within a Rep's Territory?

Sales and Calls 2

• How can I be sure that all the A grade accounts were told about the new Eye Care products?
• I want to know how much has been sold on a specific deal

Release 14 16

• Web Administrator
• Web Manager
• iOS iPad App
• Windows Store App
• Database, Web Services and Reports

View all 16

Release 14.1 (Minor) 10

• Release Notes - Web Administrator
• Release Notes - Web Manager
• Release Notes - iOS iPad App
• Release Notes - Windows Store App
• Release Notes - Database, Web Services and Reports

View all 10

Release 14.2 (Minor) 1

• Release Notes - iOS iPad App

Release 15 25

• Web Administrator
• Web Manager
• iOS iPad App
• Windows Store App
• Database, Web Services and Reports

View all 25

Release 15.1 (Minor) 3

• Release Notes - Web Administrator
• Release Notes - Web Manager
• Release Notes - iOS iPad App

Release 16 26

• Web Administrator
• Web Manager
• iOS iPad App
• Windows Store App
• Database & Web Services

View all 26

Release 16.1 (Minor) 6

• Changes and Improvements
• NEW FEATURE: Web Admin - Implement password rules to be defined by the Administrator
• NEW FEATURE: Web Manager - Support password rules set by the Administrator
• NEW FEATURE: iPad App - Support password rules set by the Administrator
• NEW FEATURE: Windows App - Support password rules set by the Administrator

View all 6

Release 17 20

• Web Administrator
• Web Manager
• iOS iPad App
• Windows Store App
• Database & Web Services

View all 20

Release 17.1 (Minor) 11

• Web Administrator
• Web Manager
• iOS iPad App
• Windows Store App
• Database & Web Services

View all 11

Release 18 17

• Web Administrator
• Web Manager
• iOS iPad App (v9.18.0)
• Database, Web Services and Reports
• NEW FEATURE: Web Admin - Cater for Content to be available at any point during a call

View all 17

Release 18.1 (Minor) 13

• Web Administrator
• Web Manager
• iOS iPad App (v9.18.1)
• Windows Store App (v9.18.1.8)
• Database, Web Services and Reports

View all 13

Release 18.2 (Minor) 5

• Web Administrator
• Web Manager
• iOS iPad App (v9.18.3)
• IMPROVEMENT: Web Admin - Update 'Pad Account Number' logic to use Account Number Mask field
• NEW FEATURE: Web Manager - New option to send Order Summary to Customer

Release 19 11

• Web Administrator
• Web Manager
• iOS iPad App (v9.19.0)
• Windows Store App
• Database, Web Services and Reports

View all 11

Release 20 7

• Web Administrator
• Web Manager
• iOS iPad App
• Windows Store App
• NEW FEATURE: Web Admin - Calculated Suggested Order logic based on Ranging Groups

View all 7

Release 21 6

• Web Administrator
• Web Manager
• iOS iPad App
• NEW FEATURE: IOS APP - Creating a Favourite Order from an order
• NEW FEATURE: Windows APP - Creating a Favourite Order from a single delivery order

View all 6

Release 22 4

• iOS iPad App
• Web Administrator
• Web Manager
• Windows APP

Release 23 5

• iOS iPad App
• Web Administrator
• Web Manager
• Windows App
• NEW FEATURE: Ability to attach a Product Tag to a Product Group by colour

Release 23.1 (Minor) 2

• Web Manager
• IOS iPad App

Release 24 4

• iOS iPad App
• Web Administrator
• Web Manager
• Windows APP

Release 25 4

• iOS iPad App
• Manager
• Administrator
• Analytics Filter Location

Analytics 0

Release 25.1 1

• iOS iPad App

Release 26 5

• Web Administrator
• iPad
• Manager
• Analytics
• Windows

Release 27 5

• Web Administrator
• Manager
• iPad
• Windows
• New Feature - Call Planning

Release 28 4

• Web Administrator
• Manager
• Ipad
• Windows App

Release 28.1 (Minor) 1

• Ipad

Release 28.2 (Minor) 1

• Web Administrator

Release 28.3 (Minor) 1

• Ipad

Release 28.4 (Minor) 1

• Windows App

Release 29 5

• Ipad
• Web Administrator
• Manager
• Windows App
• NEW FEATURE: Web Admin - Calculated Order Columns

Release 29.1 (Minor) 1

• Ipad

Release 29.2 (Minor) 1

• Ipad

Release 30 6

• Ipad
• Administrator
• Report Updates
• Windows App
• Report Viewer

View all 6

Release 30.1 (Minor) 2

• Ipad
• Admin

Release 31 4

• iPad
• Administrator
• Windows App
• Manager

Release 31.1 (Minor Update) 3

• Administrator
• Report Viewer
• iPad

Release 31.2 (Minor Update) 1

• iPad

Release 32 5

• Administrator
• iPad
• Web Manager
• Windows App
• Report Viewer

Release 33 5

• Administrator
• iPad
• Manager
• UWP App
• Report Viewer

Release 33.1 (Minor Update) 1

• iPad

Release 33.2 (Minor Update) 1

• iPad

Report Viewer 0