Summary
This work item is where you can take orders. The primary actions in this work item is to take an order, apply deals and confirm the order.
You can read the following articles for an in-depth step by step guide to:
- Taking an Order
- Product Ordering Mode - Applying Deals
- Deals Ordering Mode - Applying Deals
- Confirming an Order
Ordering Mode
This setting controls how products are listed.
Products are sorted in alphabetical order unless customised by the Perenso Administrator.
When you are in Products mode of an order work item that uses deals, the app will always calculate and apply the best possible deal benefit to order lines that trigger it.
Deals
Products are listed by the deal you select.
This mode is ideal when you know or want to choose the deal to apply.
An additional control bar becomes visible in Deals mode to offer specific options for deals:
- Deal Notes
Notes may be necessary to explain the deal criteria in more detail. - Sell View
This mode is used to present deals in content view. The Perenso Administrator is able to set this up in the Admin software. - Product Set
Deals are made up of product sets - therefore every deal must use a minimum of one set.
If more than one product set exists in a deal then you can pick the one you want.
Summary
The Summary mode only shows products that have been ordered and can be viewed by Product, Deliveries or Deals.
You also have the chance to adjust the quantities here before you finalise the order.
Product List
There are 3 standard columns in every Order work item that cannot be changed or hidden:
- Content
An icon will appear on products that have content to show. - Product
Contains the product description plus 2 customisable details (e.g. brand and/or category). - Product Info.
Shows details from Order columns that are not shown in the Order screen.
- Order Qty
- Product ID
- Discount (actual)
- Discount (level description)
- Distributor
- Distributor (Identifier)
- Last Checked
- SOH (Stock on Hand)
- Ranging
- In Distribution
- Discount
- Sale Price
- Retail Price
- List Price
- Deal
- Profit per Unit
- Distributor SOH
- Shelf Price
- Facings
- Suggested Order
- Last Order Qty
- Last Order Price
- Last Order Value
- Delivered Qty
- Value @ List Price
- Value @ Sale Price
- Value at Retail Price
Product/Deal Filter
Depending on the Ordering mode you are in, you will see either the Product or Deal filter.
Product Filter
This filter is only accessible in the Products Ordering Mode.
You can choose a single brand or category of products to list.
Deal Filter
This filter is only accessible in the Deals Ordering Mode.
You can use it to put a single deal into focus and list its related products.
Product Search
Quickly find a product by typing part of its description, product ID, Distributor (Identifier) or item number into the search bar.
Sales History
You can view historical data on any product by opening the Sales History tab in the bottom left corner.
The data presented here will be on a MAT (Moving Annual Total) monthly time scale counted for the last 2 years. Sales History can be viewed by Units or by Values.
Sales History can be viewed for different type of Order Types.
Press on the Sales History tab to minimise it.
Copy Product Description text
It is possible to copy the product description text for use elsewhere in the app by tapping and holding your finger on the product name to open the text menu, then choose Copy.