• Introduction
• Login
• General structure
  • Items
  • Channels
  • Dashboards
  • Tools
  • Feature Data
  • Features
  • Administration
  • Actions

Introduction

The Perfion Web Client is a browser-based tool that enables users to manage items and data in a browser. The Perfion Web Client also allows administrators to set up and configure the system.

Login

The Perfion Web Client can be accessed from any modern web browser. The specific link to the application is decided and set up by each customer and should be provided by an administrator in your organization.

When you open the application, you are presented with a login page. In the login form you type in your Perfion credentials and click on the Log in button.

Further reading:

• User options

General structure

The main menu is the primary navigation tool in Perfion. Each option in the main menu is briefly described below with references to further reading.

Items

Items is the principle area where you manage items and data. “Items” is a generic term used for all data carrying entities you manage in Perfion. This can be products, images and files (as in the example below), but it could also be spare parts, ingredients, training courses, locations, and many other things.

The first option in your Items menu is automatically loaded after login.

Further reading:

• Main grid
• Left-side categorizers and searches
• Global search
• Item Editor and Item Details
• Publish work mode
• Reports and publications
• Keyboard shortcuts

Channels

Channels is where you manage structure and assortments of your downstream channels. “Channels” can be ecommerce websites, printed catalogs, marketplaces, customers receiving data feeds, etc.

Further reading:

• Channels
• Reports and publications

Dashboards

Dashboards provide insight into data quality and support the processes items must go through from onbording to release. Dashboards makes it easy for users to see and do what needs to be done.

Further reading:

• Dashboards

Tools

Tools work independently from other main menu options. Available tools are all loaded in overlay windows leaving your current data selection intact.

Further reading:

• Tools

Feature Data

Feature Data is where you manage data for selectable features. Selectable features have their own lists of items, and these items become the values users choose from when they manage data on other entities.

Example:

• Brand is a selectable feature with its own list of items
• In Feature Data, you manage the list of brands and the data related to each brand
• When users choose a Brand on a product, they choose from the list of brands you manage in Feature Data

Further reading:

• Feature Data
• Main grid

Features

Features is where administrators manage features and data models. In this example, the data model for “Brand” includes the Brand value itself (also called the “base value”), a brand logo, a country and a description. This data model is what users see when they manage brand values in Feature Data (see above).

Further reading:

• Features and Configurations

Administration

Administration is where administrators manage a range of different options in Perfion.

Further reading:

• Administration Menu

Actions

Actions is where administrators (or users with special access) manage the actions that onboard data, automate processes and export data into channels.

Further reading:

• Actions Management