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Prima Edge Inc
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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
8
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 8
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
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