Admin FAQs

Where can I change Company information?
If the details of your company has changed and you would like to update the information on Perenso, you can do so at System Config > General.
Tue, Feb 16, 2021 at 10:00 PM
How do I Delete Deals?
You cannot delete deals which have one or more orders using it as this will cause inconsistencies in the database. The only way to stop showing a deal w...
Tue, Feb 16, 2021 at 10:01 PM
What is the work flow of an order?
Below are examples of the natural flow of a successful and failed order. Successful Order: Failed Order: The status 'Par...
Tue, Feb 16, 2021 at 10:02 PM
How do I change what's visible as extra fields in the Account and Diary screen on the app?
Perenso gives you the option of customising tiles and fields for the Field Sales app. The ability to change these settings can be found in the Configura...
Tue, Feb 16, 2021 at 10:04 PM
Why is my Distributor not being shown in the Order work item?
If a new Distributor is not appearing, make sure you have associated it to a Price List. You must have a Price List applied to a Distributor to be able to ...
Tue, Feb 16, 2021 at 10:04 PM
How can I see which accounts are currently assigned to a user?
Login to Perenso Administrator. From the left hand side select Users. Click on the user. Click on the Accounts tab. Typically an Account Group is ...
Tue, Feb 16, 2021 at 10:05 PM