Prima Edge Inc

In a company record, you will see a tab called Product & Pricing. This tab controls the customer's pricing outside of contract items, as well as the company can see online as default on their PrimaGo webstore.

Catalogue Control

In the product & pricing tab, the first options you will see are the Catalogues and Mailers that are assigned to a customer. The catalogues relate to the products that show online, and the mailers control pricing for both online on PrimaGo and in the back office via PrimaCloud. 

By default, a customer will be set to Use Catalogues from WSControl.

The WSControl account is a special account in Prima that controls what catalogues and product show on the web. We recommend every customer is set to view catalogues from here as a default as you can easily control what items all customers (including those not logged in) can see from the WSControl account in the Catalogue/Mailers Allowed section.

The WSControl account can be found as you would by searching for any company in your Prima database:

In the example below, any customer set to use catalogues from the WSControl account would therefore see the catalogues and stock products (Default catalogue) as dictated. To add in a catalogue, you can click Add Publication. To remove a catalogue, click Remove Publication

The add and remove publications option can be used to add and remove mailers too. This is best controlled via customer offers as below.

Customer Offers

In the tab, you can also assign a Customer Offer against an account. This offer will then be reflected in the mailer and discount band sections:

For more information on customer offers, please find our dedicated webinar here!

Pricing

You can set if a customer will benefit from mailer pricing as a priority as per our price structure using the below tick option

If you want a customer to use pricing from the WSControl account, click the below option

Alternatives and Restrictions

You can alter what alternatives a customer will automatically switch to in the below section, and add in a supplier that you do not want to use for the customer

You can also set up vouchers for a customer to use an apply them as below, as well as restricting the product categories they can order from