General
You can edit the Order Work Item Description to something that is simple and easy to understand for the app users as this is what the work item will be called in the call.
You can also update which Order Type you would like the Order work item to be seen in.
On an iPad:
Windows device
Date Range
Here, you can configure when to show the order work item.
Miscellaneous
- The Product Structure Field to use for the Product Filter
This is seen a a drop down filter in the app for the
For further instructions on how to create a structure, click here.
The article on how to create a group is Adding a Product Group Field.
iOS:
Windows:
- Allow Multiple Deliveries in one Order
If you have this setting on, you will be able to add multiple delivery dates for products within the same order.
- Charge Type
- Get a signature for this Order?
- Get an Order Number from the Account
- Allow the Order to be put on Hold
- Allow the Order to be marked as 'Confirmation Only'
- Add option for orders to get marked as 'Confirmation Only'
- Confirmation Only orders are marked as 'Sent' in Perenso, but are not sent to the distributor - Allow the Order to be marked as 'Urgent'
- Allow the Delivery Instructions to be updated
- Always ask for a Distributor when the Order is started
- Automatically populate the Order with a Suggested Order that was recorded in a Product Check in the same Activity
- Show Products without a price
- Restrict orders to a single distributor
- Order Output to use when sending a copy of the Order to an Account when the Order is NOT HELD
- Order Output to use when sending a copy of the Order to an Account when the Order is HELD