System Config

Periods - Periods Configuration
Summary There is an option to turn on and off different periods. With in the Periods Configuration, you can create cycles or time frames that relates to ...
Thu, Feb 18, 2021 at 3:36 PM
Licensing - Overview
The licensing page allows user to add or remove the license associated with Perenso 9. The license determines how many reps can use the different components...
Thu, Feb 18, 2021 at 3:39 PM
Licensing - Requesting and Relinquishing Licenses
Summary You can view the licensing page by going to System Config > Licensing. The page allows user to add or remove the license associated with Pere...
Thu, Feb 18, 2021 at 3:42 PM
Applications - Overview
The application screen allows you to add new applications to Perenso Administration. To learn how to add a new application type, go here.
Thu, Feb 18, 2021 at 3:43 PM
Applications - Adding a New Application
Summary The application screen allows you to add new applications to Perenso Administration. You can get to the Applications page by going to System C...
Thu, Feb 18, 2021 at 3:45 PM
Applications - Field Sales App
Summary This is where you can configure general app settings such as which Menu Items are seen as well which users have access to the app. Genera...
Thu, Feb 18, 2021 at 3:46 PM
Imports - Overview
This page allows you to configure and import data on Perenso. To learn how to import data, go here. Common imports are: Accounts Price List Products ...
Thu, Feb 18, 2021 at 3:47 PM
Imports - Importing Data
Summary You can import a variety of data in Web Admin such as: Accounts Users Distributor Accounts Numbers Price Lists 1. Preparing the Exc...
Thu, Feb 18, 2021 at 3:50 PM
Imports - Importing Accounts
Preparing the Excel Spreadsheet Ensure all data is set out in excel including columns such as: - Account Name - Primary Address (Street, suburb, postcode...
Thu, Feb 18, 2021 at 3:52 PM
Imports - Importing Price Lists
Preparing the Excel Spreadsheet  Ensure all data is set out in excel including columns such as: - Product Code - RRP - List Price The Product Code is re...
Thu, Feb 18, 2021 at 3:55 PM