Administrator

You can now import a basic % off Deal into Perenso.

1. Go Ordering Menu > Deals > at the bottom of the page, a new Deal Import button exists

2. Click on Deal Import

You will be taken to the Import Wizard. It is recommended to download the import template first. Once done, open the import template add simple % off deals to the Excel file and save it. In Administrator, you then have the option to attach or drag and drop the import file

3. The wizard will step you through the usual import flow. The wizard will also let you know if there are errors or missing fields.

Note: Once the deal has been imported, you will be required to set the Call Type\s the deal is applicable to, Account Visibility (if required), and Distributors Visibility (if required) using Perenso Administrator.