Summary
Perenso now supports the ability to add Ranks to Ranging Groups.
In the apps, users will be able to filter by the ranks in the Store Check and Order work items when enabled.
Adding Rank to Ranged Products
- Log into Web Administrator and navigate to Ranging Groups.
- Select the Ranging Group you wish to add Ranking to.
- Go to the Products tab.
- Turn Ranking 'ON'.
- The Rank field will only be visible for products ranged Core or Optional.
- Enter ranks and Save Changes to commit all changes.
Enabling the Rank Column for a Product Check
- From Web Administrator, navigate to Diary > Call Types.
- Click on Work Items of the Call Type containing the Store Check you wish to add the Rank column to.
- Click on the Store Check containing the Product Check you wish to update.
- Click on the Product Check you want to add the Rank column to.
- Tick the Rank checkbox to enable the column and Save Changes.
Go back to the Store Check details page by click on the Go back to the Work Item you were editing link.
Go to the Product Column Configuration tab.
Drop and drag the Rank column to the desired order.
Click on Save Changes to save all changes made and display the Rank column in apps.
Enabling the Rank column for the Order work item
- From Web Administrator, navigate to Diary > Call Types.
- Click on Work Items of the Call Type containing the Order work item you wish to add the Rank column to.
- Click on the Order work item you wish to update.
- Go to the Order Columns tab.
- Give the Rank column a number if you want to add is as a column.
If you want to see it in the Extra Information popup, check the Popup box.
Make sure to Save Changes to update the Order work item.