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 to allow users to manually refer an order.


This feature is only available when enabled by the Perenso Administrator.



Manually Referring an Order

  1. Order products as usual.

  2. Press on the 'wrench' Options icon.

  3. Turn on Referred Order.

  4. Enter in Referral Notes when prompted.
    Referral notes are mandatory.

  5. You can edit your referral note by tapping on the Referral Notes.

  6. Finish the Call.
    The Order will be saved in the status of 'Held - Referred by User' until it has been approved or declined by Head Office.



Order History


You can view the history of your orders in the Order History.

Orders that have been manually referred will be given the status 'Held - Referred by User'.


If the order is declined, the status will be updated to 'Held - Refer Declined' and you are advised to make changes and resend the order.

Once approved, the order will be updated to 'Pending' and sent when the Order Generator runs.