Prima Edge Inc

Prima Induction Training 12

• Company & Contact Management Course
• SOP
• POP
• Movements
• Invoicing

View all 12

Help Guides 26

• Prima Cloud Daily Business Procedure
• Supported Operating Systems
• Hardware Requirements
• Point of Sale (Till) User Guide
• Prima Definitions

View all 26

Prima Agent 1

• Print Agent (Auto Print Jobs)

Sales FAQs 35

• How to Authorize an Imported Order
• Sales order shows a different salesperson than the account manager
• Can I add lines to a Contract from the Sales Order after it has been authorized?
• Can I amend the delivery type on an authorized sales order?
• Can I change the cost prices on a dispatched sales order?

View all 35

Sales Orders 15

• Deleting lines from a sales order and other modules - UPDATED
• Creating A Sales Order
• Back to Back Orders
• Split Packs
• Importing an Order Pad

View all 15

Quotes 4

• Creating a New Sales Quote
• Competitor Quote Report
• Creating a quote for the web
• Exporting Products From Sales Quotes

Imported Orders 3

• Managing Imported Orders
• Status and Import Types
• External Orders - Authorization

Order Pads 5

• Order Pads for repeat orders
• Order Pad Importing
• Types of Order Pads and when to use them
• Copying orderpads to multiple companies
• Recurring Orders on Webstore

Trial FAQs 3

• How many days can I trial a plan for?
• Upgrade Issues
• Paying Commission on Outstanding Paid Invoices

Webstore FAQs 1

• Web Enabled Users

Company FAQs 23

• Multiple email address against a contact?
• Mail on Authorisation and Invoice on Authorisation, what's the difference?
• Why can't I change the Account Code?
• Can I change a location code?
• Can a company be a customer and a supplier?

View all 23

Companies 10

• Create a new Company
• Invoice Profiles
• New Locations
• Default Reports
• Customer Departments

View all 10

Contacts 4

• Create a new Contact
• Setup PrimaGO user
• Delete a Contact
• Parent & Child Companies

Locations 5

• Adding a new location
• Location Grid Manager
• Company Locations Lookup
• How to set coordinates for a company location
• Location Status

Rebates 0

Contracts 2

• Contract Pricing
• Delete ALL Contract Lines

PACT Lists 3

• Applying a PACT file
• Importing PACT prices
• Deleting a PACT file

Reports 9

• Quick Guide to Automated Reports
• Report Descriptions
• MAIN MEASURES OF THE INVOICE SALES ANALYSIS REPORT
• Scheduling an Automatic Report
• Differences in Report values

View all 9

P.O.P Quick Reference Guide 0

Purchasing FAQs 32

• Why has an item on back order (not expected next day) appeared automatically on a completed receipt note and dispatch note?
• Why can't I see the line I've just purchased on the Receipt Note?
• What does the Landed/Sales Cost % do in the Product Units/Pricing tab?
• How do I remove a line from a Sales Order in Prima Cloud?
• My emails are stuck in Status Pending and not sending out?

View all 32

Requirements 8

• Purchasing from Requirements
• Check Sales Order Before Requirements
• Pre Purchase Checklist
• Generating a Stock Requirement
• Creating Purchase Orders from Requirements

View all 8

Purchase Orders 12

• Purchase Order Cost Change
• Processing Purchase Orders
• Purchase Order Statuses
• Purchase Orders for Stock
• Send Purchase Orders

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EDI Setup 3

• EDI Setup
• Vendor Delivery Codes
• ISG Catalog & EDI Setup

Supplier Price Change 0

User Admin 5

• Adding a New User
• Logging a User Out
• I want to make sure an old user cannot login but I need to keep their history?
• How do I restrict a user's permissions in Prima?
• I cannot make changes to a record or report in Prima?

General 7

• Warehouse and Locations
• Setting Up Pricing Bands and Quantity Discount Bands
• Setting up Pricing Band Mapping
• Purchase Delivery Codes
• Update Purchase & Sales Nominals

View all 7

EDC 5

• Check the EDC Schedule for Financial Transfers
• Change the Frequency the EDC connects to Vendors for Invoicing/Terms and Stock
• Turn Off The EDC Jobs and de-link QuickBooks
• EDC keeps restarting after each job cycle
• Automating Payment for Outstanding Invoices that have Pre-authorized Payment

3rd Party Integrations 21

• EvolutionX Company Checklist
• Credit Card Payments
• EvolutionX Export Schedule
• CX Commerce
• Print Audit / FM Audit

View all 21

Email 4

• Updating Email Signatures
• Setting Up Emails in Prima
• Setting up GMAIL in Prima
• Setting up Office365 with Prima

Movement FAQs 23

• What do the delivery options really mean?
• Where can I find the address a direct delivery order has been sent to?
• What does # mean on a despatch note?
• Setting up and Applying Delivery Codes.
• How do I create Van Routes?

View all 23

Receipts 6

• Create Receipt Notes
• Confirm Back Orders
• Amend and Confirm Outstanding Receipts
• Shortages
• Shortages using ASN (Advanced Shipping Note)

View all 6

Despatch 7

• Create and Amend Despatch Notes
• Print Despatch Notes
• Complete a Batch of Despatch Notes
• Despatch Labels
• View Picking Sheet Report

View all 7

Customer Returns 4

• Create, Amend and Complete a Return
• Sales Credits from Customer Returns
• Do I need to create a Manual Sales Credit for my Customer Returns?
• Restock Fee %

Supplier Returns 4

• Vendor Returns Generated by a Customer Return
• Vendor returns for damaged or unwanted stock
• Returns Process Webinar
• Supplier Returns Report

Manifests 11

• Creating a Manifest
• Setting Up Van Routes
• POD Proof of Delivery Set up
• FAQ: Single Routes
• FAQ: Multiple Routes

View all 11

Handling shortages 0

Stock FAQs 17

• How do I create/update a Product Classification?
• How do I update/remove a pricing band from a group of products?
• Why can't I add a product to an order that has a status of Part/ Component
• Stock product and catalog item not linked?
• Why is my product not showing on the Web?

View all 17

Products 23

• Products: Catalogue items and stock products
• How to Create a Stock Product
• Adding a new vendor in a Product Record
• What does it mean if a Product has a negative "PG Number"?
• How Do I Upload an Image to an Own Stock Code?

View all 23

Product Pricing 9

• Uploading Best Price Files (Vendor Cost Price Files)
• My Cost Prices are incorrect?
• Can I set a Product or Catalog Item to Tax Exempt?
• How do I change the Cost Price of a Batch already in stock?
• Can I see how and when Product prices were updated?

View all 9

Balances 0

Stock Take 3

• Create a Stock Take/ Adjusting Inventory on Hand
• Transfer Stock between Depots
• When I do a Stock Take, why am I seeing a Stock value and a Picked value against the line?

Stock Management 4

• How to discontinue a Product
• Allocate and De-allocate Stock
• What is Unavailable Stock?
• How to Create a Stock Product

Invoicing FAQs 46

• Merging Sales Invoices
• How do I change the Nominal on a Purchase Invoice line?
• I get an error mesage "Purchase Invoice Nominal Value does not match Nett Value" when I try to Complete my manual Purchase Invoice?
• How to view Purchase Orders that have not had Purchase Invoices created for them
• Do Purchase Invoices paid by card post over to Sage?

View all 46

Sales Invoices 11

• Creating an Invoice
• Amend an Outstanding Sales Invoice
• Email or Print Sales Invoices from within the Sales Invoice Lookup Grid
• To View/Print/Email/Save a Sales Invoice Report
• Create a Manual Sales Invoice

View all 11

Sales Credits 4

• Creating a Manual Credit
• How to set a date on a Sales Credit
• Credit Process for Items paid by Credit Card (Required Status)
• If I've raised a Credit from a Customer Return, can I change the credit value to be less than the invoiced value?

Purhase Invoicing 6

• Non EDI Invoices
• Administration set up for EDI Invoicing
• Invoices in dispute with Vendor
• Purchase Invoice Auto Completion of Receipt and Despatch note
• Freight Costs

View all 6

Purchase Credits 2

• How do I raise a purchase credit from Avail. Lines?
• Purchase Credits NOT From Avail Lines

Publications FAQs 27

• How can I check to see if a Terms file has applied?
• Selling Prices are incorrect
• My Cost Prices are incorrect?
• Where does it show me how and when Catalog prices were updated?
• Why do my Catalog prices not match the Vendor's online prices?

View all 27

Catalogs 9

• Products: Catalog Items and Stock Products
• Setting up Pricing Band Mapping
• Publication Grid Manager
• How to Update the RSP and Selling Price on a Catalogue
• How do I allow a Catalog to show on the Webstore?

View all 9

Mailers 13

• Copy Items from a Standard Catalog to a Mailer
• Copy Items from One Mailer to Another
• Updating the Selling Prices in a Mailer
• Direct Mailer Pricing
• Using Mailers To Sell

View all 13

Terms 2

• How to Create, Import and Apply Terms files
• Terms Template

Templates 15

• Terms File Template
• Contracts Template
• I've just received a "Cannot locate file from headings" when trying to import a .csv file in to Prima?
• Van Routes Template
• Warehouse Locations Template

View all 15

Selling Prices 5

• Importing a Customer Contract
• Delete ALL contract lines
• Print or Email Contracts
• Pricing Structure (Detailed) - Sell Prices
• Additional Pricing Rules - to be used in addition to Price Structure article

Cost Pricing 7

• Incorrect cost price checklist
• Cost and Selling Price fields in the Product Units/Pricing tab?
• Change a batch cost
• Change Purchase Order cost price
• Managing Cost Prices

View all 7

PrimaGO - Getting Started 8

• Getting Started with Your New Webstore
• Webstore Getting Started: Customer Perspective
• Dashboard
• Style
• Adding Images to Your Webstore

View all 8

PrimaGO - Control Panel 7

• Adding Social Media Links To Your Webstore
• Editing Email Templates
• Google Analytics Integration
• Passwords for Users on Webstores/ Live on Webstore
• PrimaGo Dashboard

View all 7

PrimaGO - Banners 4

• Banners
• Advertisement Bars
• Strap Line
• Full Width Slideshow

PrimaGO FAQ's 10

• Credit Card Errors
• How to Check Emails are being sent to Web Authorisers.
• Offer Pop Up
• Paying Invoices Online
• Essendant Reviews

View all 10

Support Contracts 2

• CRS Logs
• Support Contracts Webinar

Till 19

• Deleting an Item Off a Till Order
• Adding a Float
• Can we show who put the order through the Till?
• Adding a Reference
• I just closed an order without completing/making payment but it is not on the initial front screen, how do I get it back?

View all 19

Housekeeping 3

• Housekeeping
• Prima Daily Checklist
• Prima Monthly Checklist

Print Audit 3

• Setting Up Integration with Print Audit
• QuickBooks Online
• HP Rewards Reporting

Release Notes 24

• Prima Release Notes 2024.18 to next General Customer Release 2024.34
• 2024.09 Release Notes
• Release Notes 2023.44
• Release Notes – 2023.17 – 35
• Release Notes 2023.17 - 2023.31

View all 24

Maintenance Tool 16

• Sales Order Cost Change
• Sales Invoice - move back to outstanding
• Sales Credit - move back to outstanding
• Purchase Invoice - move back to outstanding
• Purchase Credit - move back to outstanding

View all 16

Report Designer 2

• Editing Reports in Report Designer
• Invoice Report - Data Fields