System Config

Imports - Importing Products
Preparing the Excel Spreadsheet Ensure all data is set out in excel including columns such as: - Product ID - Product EAN - Product Name - Product Pack S...
Thu, Feb 18, 2021 at 3:57 PM
Exports - Overview
Data can be exported from Perenso 9. Here is a guide to exporting data.
Thu, Feb 18, 2021 at 3:58 PM
Exports - Exporting Data
Exporting Data  Log into Perenso Administration. Click on System Config > Exports. There are two way to export data: Exporting using exis...
Thu, Feb 18, 2021 at 4:01 PM
Order Config- Overview
Here, all the Order Types you have will be listed, which you can edit and delete.  Order Types are different types of orders you have. For example, Perens...
Thu, Feb 18, 2021 at 4:03 PM
Order Types - Create an Order Type
Log into Perenso Administration. Click on System Config > Order Type. The below screen will display a list of Order Types. Click Add New Order Ty...
Thu, Feb 18, 2021 at 4:06 PM
Order Config - Configure how order units are displayed
Summary This setting allows you to choose how to display the order units for products. Orders can be displayed as either single units only or configured ...
Thu, Feb 18, 2021 at 4:09 PM
Order Config - Payment Terms
Payment Terms are used as invoice terms and conditions for payment of a product. You can create a list of Payment Terms in Web Admin that will be available...
Thu, Feb 18, 2021 at 4:12 PM
Order Config - Creating a Payment Term
Log into Perenso Administrator and navigate to System Config > Order Config > Payment Terms. Click Add New Payment Term. Enter in the Descrip...
Thu, Feb 18, 2021 at 4:16 PM
Order Config - Enabling the Payment Term for an Order work item
Go to Diary > Call Types. Select the Work Items for the call type you wish to add the Payment Term option to. Select the Order work item for the Pay...
Thu, Feb 18, 2021 at 4:21 PM
Reporting - Overview
The Reporting page lists all the reports available in Perenso. You have the option of hiding and showing reports as well as importing your own report packag...
Thu, Feb 18, 2021 at 4:23 PM