Calls are arranged into the following columns (starting from the left):
- Arrow to indicate the call can be expanded to show its orders
- Account Name and Suburb
- Order ID
You can tap on the Order ID to load additional information about the order. - Order Date
- Status
- Total Sale Price and Total List Price
The sorting direction is from newest to oldest where newest records start from the top of the list.
Filters
There are several filters available to help you focus what you want displayed on the screen.
- By Account
The default setting is to show transaction form all of your accounts.
You can change this by choosing an account from the All Accounts label. - By Status
The default setting is to show all orders but you can select specific ones to view by status.
- All Statuses
- Credited: One or more lines have been credited
- Failed: One or more lines have failed to send
- Held: Order has been manually held by a user and should be released when ready
- Partially Sent: Order contains a combination of sent and unsent lines due to split deliveries
- Pending: Order is not ready to be sent
- Sent: All lines have been sent - By Type
The default setting is to display all types.
If your company uses more than 1 order type, you can choose which to view using this filter. - By Time Period
The default setting is to display the 50 most recent transactions.
This can be changed to another time period by tapping the 50 Most Recent label and selecting another option.
Detailed Call History
Firstly, identify a call showing a black arrow on its left side.
The black arrow represents one or more work items have been actioned in the call, therefore it can be viewed in detail by a single finger tap on the Account Name to show the activities.
Compared to the Order work item within the Activity history, there are two more columns presented to produce extra details:
- Order ID
- Order Date
Tapping on the Order ID link displays additional order information such as customer's own reference number, delivery instructions, who took the order and signature if applicable.
Order Statuses
- Not Due to Send. There are order lines with a future delivery date that is not the current day.
- Pending. The order is scheduled to be generated and sent to its destination.
- Held by User. The order has been manually placed on hold by the user or automatically when using the app in Offline Mode. Orders can be released from this screen by tapping on the red Held button.
- Held – Product. The order has a product which is on hold.
- Partially Sent. Not every line in the order has been sent – this is usually a result of orders containing a combination of an immediate delivery and future delivery date assigned.
- Sent. All order lines have been sent successfully.
- Sent – Delivered. The order has been delivered to its destination via the selected order sending method. This status is only used for certain order outputs like email – where the delivery status is fed back into our system.
- Sent – Received. The order has been received at its destination.
- Sent – Opened. The order has been opened at its destination.
- Send Failed. The order could not be sent to its destination. It will need to be resent via the Web Administrator software.
- Credited. The order is a result of an order being credited.
- Partially Credited. The order is a result of partially crediting an existing order.
- Held – Referred. A referred deal has been applied and is waiting for approval.
- Held – Refer Declined. Referred order has been declined by head office and order will not be sent until deal is modified.
Held Orders
If urgent attention is required for an order to be re-sent then please refer it to your organisations appointed Perenso Administrator to review.
Tapping (i) on Held by User will give the option to release the order.
Tapping (i) on a Held – Refer Declined status will allow the user to view the referred note from the manager.
