1. Select New Record at the top of your Prima and select Company.
2. You will be prompted with a pop-up box to enter in company information.
3. Once you are happy with the information entered, click Create & Open to continue updating OR you can Create & Close which will save that company for you to go back and amend another time.
4. When you have opened your company record, either from create & open or at a later time, you can then update further information such as locations and contacts.
5. At default, you will have a HQ location. Double click the location and within here you can update the address information and then click Save. To add a new location additional to the HQ, click the new icon (both save and new are icons at the top of your company record). Please check your default shipping type and tax code are correct here.
6. Updating contacts is using the same process. From within the main company area, you can see your list of contacts. Double click the existing contact to amend or create new. Again, once you have updated your contact, click the save icon.
7. In the Product & Pricing tab you can assign mailers (price plans) by clicking add publication
8. If the customer is not on the standard default Essendant account, go to Companies and search for the shared Essendant account it should be on then go to the Contract button and under the PACT tab, click the Share button to add your new customer to this account
This is the basic setup of your company. You can also amend invoice profiles within the Customer tab, tick certain features such as invoicing on authorisation, using cost centres & departments and more along with invoice profiles and mediums.