Summary
Payment Terms are now supported in Perenso Field Sales.
Payment Terms are used as invoice terms and conditions for payment of a product.
You are now able to create a list of Payment Terms in Web Admin that will be available for the app user to select for an order.
This Payment Term will be then sent to the Distributor as part of the order.
Creating a Payment Term
A new tab has been created in the Order Config page to cater for Payment Terms.
- Log into Perenso Administrator and navigate to System Config > Order Config > Payment Terms.
- Add New Payment Term.
- Enter in the Description and Code.
The description will be seen by app users when they are in a call.
The code is used for reporting purposes only.
- Select the Order work items for the Payment Term to be available in.
- Save Changes to create the Payment Term.
Enable the Payment Term for an Order Work item
For the Payment Terms to be viewed in a work item, the Use Payment Terms setting must be enabled.
- Go to Diary > Call Types.
Select the Work Items for the call type you wish to add the Payment Term option to.
- Select the Order work item for the Payment Terms to appear in.
- In the Order Details page, under Miscellaneous settings, make sure Use Payment Terms is enabled.
- Make sure to Save Changes then navigate to the Payment Terms tab.
- In the Payment Terms tab, you can reorder the Payment Terms already linked by clicking and dragging on the Reorder column.
- You can also link any other Payment Terms you have created via the Link Payment Terms button.
- Make sure to Save Changes to apply all changes to the app.