Admin/EDI

  • Added integration for EDI with Supplies Network.
  • New System Key: the default is now new company numbers, when left blank, have an @ in front - which also stops the financial code being created. This is now the default 'Create next company number with @' if set to N - then the next highest 'number' will be used. You can still mix numbers and alphanumeric strings, but if left blank, the system will just assign next number and insert financial company numbers with same account code assigned.
  • Phase 1 of auto printing documents to specified printer - Client Side print processor that will handle all the printing jobs and allow them to be sent to any printer connected to a Prima client in any location.
  • The Sales-I extract has had 3 extra fields Classifications 1-3 added so user can send 'custom information' to Sales-I daily update and now exports the 'prima attribute' group

 

Stock

  • Stock Take has been added to the NEW option on the Prima menu.
  • Stock Take: units control has now been added to the stock take so that the default unit can be easily identified and stock take in split units can be easily made.
  • Stock Transfer between depots - this now allows split packs as well as full Prima stock units to be transferred between depots. This includes a new 'control' that will calculate the units available - let the user put the amount into the unit they are stock checking in and this will auto-calculate the amount e.g. 0.3334 if PK3 and 1 unit in stock.
  • Product lookup and Main Grid Manager has new filter to allow product with more than one sales unit to be found
  • System alternatives and conditional alternatives now work on the web. This is in Quick Order, Autocomplete and add to basked (if product found in search and not swapped). Therefore comes through to Prima on the new code and the customer has 'seen it swap / expects it'.
  • Items in stock or in mailers will not be allowed to be removed and will have to be removed by navigation using new product grid manager functionality.
  • Product Lookup has new filter to allow products with alternatives of type system or optional to be found. Also you can search for an alternative with the given code

 

 

Companies

  • New Company Grid Manager & Search filters available 
  • New Location Grid Manager & Search filter available
  • Shared PACT files: New option to add all the companies that share a PACT (shared vendor account number & best price files) to header of said PACT. When a new PACT is created, if that company is already in a shared PACT, it will not allow items to be entered and will use the shared PACT items as though set against the company.

 

 

SOP

  • Allow credit card details to be taken from the sales order for mail order/customer not present orders.
  • Sales orders: taking credit card payments CVV is now an optional field. This requirement can differ per customer or per dealer setting. If it's required the customer will know and it will fail if not is given. Same with business address. Shipping address is currently not used/not required
  • When entering new sale/quote etc using the NEW option menu- the multi-search now includes contact name, and telephone number on direct, cell and location - all searched on 'numbers only' 
  • When using NEW menu: multisearch option has been improved to allow phone/cell to be search (ignoring spaces and characters) plus contact name or part of.

 

 

POP

  • Stock take button has now been added to requirements. Updates to the quantity required - including taking into account mixed lines with split packs (will do the fractions). If stock greater than required will not add any stock as default. 

 

Movements

  • Added the functionality to view individual lines on the dispatch note in the POD application. If the system key is on the user is set (in Prima administration), then the driver will be able to delete lines / part-lines and complete the dispatch note on the POD app. This in turn removes the item ready for return to supplier or stock in Prima.
  • After deleting a line off a manifest, Prima now automatically select the top line in the list, making for a more streamlined process, especially when deleting multiple lines. 
  • ASN's from SPR updated to include freight tracking information for direct deliveries/ drop ship. & additional checking added so that rogue ASN's from previous system don't get picked up randomly.

 

 

Invoicing

  • Sales Invoices and Sales Credits: the tax calculation is now based on the 'current lines' tax settings and recalculated on the header. 
  • Manual Sales Invoices and Sales Credits: the lines tax will be 'reset' when the shipping location is changed. 
  • Manual sales invoices and manual credits  inherit the tax of the location, depot and sales person of location - if set - otherwise company account manager and also puts in the department. 
  • When an invoice is Prepayment and has a reference.  If a user manually tries to post the invoice it will now prompt to take the payment first before this invoice can be manually posted.
  • Preauth invoices - if a back order item is late and the payment option online is expired the invoice will now be updated with new note: 'Not paid - payment made on previous invoice for associated sales order'.

 

 

Reports

  • Supplier returns not credited now allows blank option for supplier to be selected which returns all.
  • Sales Invoice with backorder information; 
    1. the shipping address is now available and a new field 'amalgamated/text' address can be set for US.
    2. The invoice now has available the shipped quantity for the section that is grouped by sales order/despatch note. 
    3. Shipping information has now been fixed to report unique shipping locations at the bottom of the report.

 

Webstore

  • Preauthorise on webstore is now available with emails sent to preauthoriser and authoriser as appropriate. Only authoriser should be set to credit card or prepay and both can modify the order. Better messaging and references added on the store and in journal in Prima to show it has been preauthorised.
  • PrimaGo feature release notes on separate document

 

 

FSM

  • CRS logs reports (active reports): added the contract line notes which can also be viewed on the CRS log details tab, to the report.