Order

Order Overview
Summary This work item is where you can take orders. The primary actions in this work item is to take an order, apply deals and confirm the order. You ca...
Tue, Feb 23, 2021 at 4:14 PM
Ordering Mode
Summary The Ordering Mode controls how products are listed. There are 3 modes: Products Deals Summary Products Products are sorted in alpha...
Tue, Feb 23, 2021 at 4:15 PM
Calculate/Apply Deal
You will see either a Calculate or Apply Deal button based on which Ordering mode you are in: Calculate This button appears in Products Ordering mode. W...
Tue, Feb 23, 2021 at 4:18 PM
Order Options
There are additional settings in the Order Options menu for various actions. Hold If the order is not ready to be sent, then it can be placed on hold...
Tue, Feb 23, 2021 at 4:19 PM
Product List
There are 3 standard columns in every Order work item that cannot be changed or hidden: Content An icon will appear on products that have content to ...
Tue, Feb 23, 2021 at 4:23 PM
Order Units
The base order dimension used in Perenso are single units and is the preferred measurement. However, additional volumes - known as order units - may be ...
Tue, Feb 23, 2021 at 4:25 PM
Deals
Deal Benefit types There are 4 types of deals offered in Perenso: Discount A simple percentage discount off the standard/list price (e.g. 10% off). ...
Tue, Feb 23, 2021 at 4:33 PM
Deals Ordering Mode
Summary The Deals mode layout remains more or less the same as Products mode but with the difference of an additional panel with deal related controls a...
Tue, Feb 23, 2021 at 4:40 PM
Sale Price Adjustment
Summary This is an optional feature and is only enabled when an organisation allows for their users to adjust the sale price on a product. NOTE: Onc...
Tue, Feb 23, 2021 at 4:43 PM
Sales History
You can view historical data on any product at the bottom of the product ordering screen. The data presented here will be on a MAT (Moving Annual Total) mo...
Tue, Feb 23, 2021 at 4:58 PM