Summary
Previously, Perenso offered the ability to refer an order, however, this was only possible when a deal criteria was not met.
With the update, we have added an option within the Options button in an order that allows users to manually refer an order.
This feature is only available when enabled in the Admin site for the particular Work Item.
Enabling Manual Referral
- Log into Web Administrator and go to Diary > Call Types.
- Click on the Work Items the Order work item you wish to change is located.
- Select the desired Order work item.
- In the Order Details page, under Miscellaneous, check Allow the Order to be Referred to enable feature.
- Save Changes to successfully update the work item.
Order Management
You can view manually referred orders in the Order Management page in Web Admin by navigating to Ordering > Order Management.
You can also click on the link to view referred orders from the Home screen.
You can approve and decline Held Orders in the Order Management screen as per usual.
Orders that have been manually referred will be given the status 'Held - Referred by User'.
Similar to the 'Held - Referred' order status, clicking on the status will load the Referral popup with requester referral notes and the ability to approve or decline the order.
Once approved, the order will be updated to 'Pending' and sent when the Order Generator runs.
If the order is declined, the status will be updated to 'Held - Refer Declined' and the user who took the order will be advised to make changes and resend the order.
Filters
'Held - Referred by User' orders will be counted in the 'referred orders' count on the Home page of Web Administrator.
'Held - Referred by User' orders will be counted in the 'referred orders' count on the Home page of Web Administrator.
The 'Held - Referred' Order Status filter will also encompass the 'Held - Referred by User' orders as well.
