Community Forums
Service announcements coming soon from the community!
Find out more...
Prima Edge Inc
Submit a ticket
My Tickets
Home
Solutions
Can't find what you're looking for?
Enter your search term here...
Search
Knowledge base
Getting started with Prima
Prima Induction Training
12
Company & Contact Management Course
SOP
POP
Movements
Invoicing
View all 12
Help Guides
24
Prima Cloud Daily Business Procedure
Supported Operating Systems
Hardware Requirements
Point of Sale (Till) User Guide
Prima Definitions
View all 24
Prima Agent
1
Print Agent (Auto Print Jobs)
S.O.P.
Sales FAQs
33
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 33
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
4
Order Pads for repeat orders
Order Pad Importing
Types of Order Pads and when to use them
Copying orderpads to multiple companies
FAQs:
Trial FAQs
2
How many days can I trial a plan for?
Upgrade Issues
Webstore FAQs
1
Web Enabled Users
Company
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
Reporting
Reports
8
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 8
P.O.P
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
View all 12
EDI Setup
3
EDI Setup
Vendor Delivery Codes
ISG Catalog & EDI Setup
Supplier Price Change
0
Administration
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
Movements
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
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
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 & Data
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
12
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 12
Terms
2
How to Create, Import and Apply Terms files
Terms Template
Import Templates
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
Pricing
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 Webstore
PrimaGO - Getting Started
7
Getting Started with Your New Webstore
Webstore Getting Started: Customer Perspective
Dashboard
Style
Adding Images to Your Webstore
View all 7
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
FSM
Support Contracts
2
CRS Logs
Support Contracts Webinar
Till
Till
18
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 18
Housekeeping
Housekeeping
1
Housekeeping
Third Party Integrations
Print Audit
3
Setting Up Integration with Print Audit
QuickBooks Online
HP Rewards Reporting
Whats New?
Release Notes
23
2024.09 Release Notes
Release Notes 2023.44
Release Notes – 2023.17 – 35
Release Notes 2023.17 - 2023.31
Release Notes 2023.08 - 2023.16
View all 23
Maintenance
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
Report Designer
2
Editing Reports in Report Designer
Invoice Report - Data Fields
Can't find what you're looking for?
Submit a ticket
Submit ticket
My tickets
