Companies


Multi-Level Contact Web Pre-Authorizers and Final Authorizer

You can now add up to nine additional levels of pre-authorizations to a contact in the Web Access tab. This feature allows the system to automatically escalate to the next level of pre-authorizer until no further pre-authorizers are available. At that point, the final authorizer can complete and place the web order.

Multi-User Logins

When a contact is logging into PrimaGO as a multi-login user, a contact can now be set to default so this will be the first company they log into.

Additionally, when you enable the "Allow Multi-Logins" option for a contact for the first time, the system will automatically mark that record as the default.


SOP


Automated/Scheduled Purchase Orders:

A new option for scheduled reordering is now available, so it can be set for each individual schedule.

For example, you can set up an automation to run at the end of each day to purchase from the next available supplier/vendor after a purchase has been rejected from the original supplier/vendor. This automation will purchase from each of the suppliers/vendors in the set in the purchase order automation setup, helping to fulfill more orders. E.g. Essendant failed – try purchasing from SPR. 

Automatic Allocation

When increasing quantities, auto-allocation is now automatic if available stock exists, and the delivery type is set to STD or PWL.


POP


Non-EDI Suppliers Receipts

When selecting Standard, Auto-Receipt, or Prebook, manual PO’s will auto-receipt and prebook, generating the note and add the lines for items scheduled to be due the next day as for EDI PO’s. Note: products must have a lead time of next working day or they will not be auto-receipted or prebooked (lead time values on products can be changed in the supplier grid manager)



Publications, Stock and Suppliers


Supplier Grid Manager:
1. The Min Qty and Reorder Qty fields have been added, allowing existing levels to be viewed directly in the grid.
2. The Min Qty and Reorder Qty values can now be updated in the Change tab.


Product Main Grid Manager

In addition to the On Web filter, a new filter has been added to include or exclude a specific webstore in the dropdown. For example, items marked as "on web" but without a selected webstore can now be updated to the required webstore.


Supplier Lead Times:

When supplier lead times are manually updated in the supplier record or Grid Manager, the values are no longer overwritten during a new catalog import.


Catalog Matching Tool:

  • Clicking onto “Possible Matches” no longer trigger an auto search. Instead, it allows you to search with filters such as item code, description and more.

Item code, descriptions, and dimensions are now selected by default to be updated on for matched products.


Invoicing


Sales Credits:
The Credit Status, Balance, Modified Date, and Financial ID from the cloud financial system now appear in the invoice header in Prima. These fields are updated automatically upon posting and/or refreshing.

Purchase Invoice Header Discounts

  • The Purchase Invoice (PI) header now displays the PO Total Actual Cost and the % Discount.

A calculator/update feature has been added to update lines by a margin or amount.


Reporting


Analysis Reports:

Margin attribute has been added to the new analysis 2 report.


Till


Till Enhancements:

  • The Start Date now defaults to today’s date, with a default duration of 1 month. The grid is sorted by the latest date by default.
  • Orders are now displayed in descending order, with the most recently created at the top in till orders grid.
  • The Creation Date column now includes the time alongside the date
  • Customer reference (from sales order) has been added as a column to till order grid
  • “Value” now includes tax, reflecting in the invoice total
  • An option to preview the receipt before printing has been added
  • The Till Orders column header has been renamed from Creator to Cashier
  • A new column showing the Total Order Amount has been added
  • You can now search for customers using their email address or phone number, making it easier to send customer receipts via email.


Third-Party Intergrations


CET Furniture Order Imports:
 1. A new import format for furniture orders has been introduced - different from Giza2020.
2. This format is now accessible in AdHoc Folder > CET Import, using the SLTC Transformation File, which allows conversion before being moved by EDC for import.

 

CAOne Export for SPR Webstore CRM:

The system now connects to Adobe SFTP. This requires a fixed IP on the EDI PC.

 

Credit Card Reader:

The Augusta Credit Card Reader now supports PAYA and Authorize.net to process credit card transactions using the chip reader, providing more reliable results compared to swipe-only readers. While swipe functionality is still available, the default is set to use the chip reader.


Fixes and General Updates


Products Pricing Grid Manager: option to 'increase margin by % from cost has been fixed. 

Invoice Dates for Merged/Consolidated Invoices: Maintains the next date of invoice for merged/consolidated invoices by period (e.g., monthly). Using the top option in invoicing, the date will always update after invoices are created, even if there are remaining outstanding dispatch notes.

Till Document Reprints: Reprinting documents via the till now works correctly. 

Printanista: When a company name changes, existing device records in PrintAuditDevices are now updated instead of creating duplicate records in Prima meter readings.

Credit Card Amounts on Authorize.net: Only allows credit card amounts to be entered with up to two decimal places. The invoice total is rounded to the same two decimal places to ensure consistency.

Meter Readings and Receipts Screen Layout: Screen layout changes have been made to the Meter Readings and Receipts screens to fix errors when maximizing or opening multiple instances.

Manual Invoice External Payments: Now correctly link external payments where the Sales ID is 0.

Company Grid Manager: The Change tab has been optimized to unhide the Shared Orderpad, Auto Purchase, and Pricing Association Enabled options. 

Till Line Search and Edit: The error when searching in a till line and clicking edit has been resolved.

Prima XML Import Failures:  If a Prima XML file fails to import, all XML files for all orders are now logged, allowing problem files to be easily located. 

QuickBooks Sales Credits: Sales credits now correctly update the posting status in QuickBooks. 

Lookup Grids: Changes made when rearranging lookup grids are now saved in all scenarios. 

Authorize.net Payment Gateway: 
 ERP and web administration for the Authorize.net gateway now support merchant keys longer than 500 characters.

Purchase Invoice Calculator: The Actual Unit Cost on the PI calculator has been updated to display the "Total Unit Cost" rather than the quantity. 

EDC Email Failures: When EDC emails fail to send, the email is now set back to "outstanding," and the error message is added to the subject line.

Purchase Invoice Cost Variance Update: A system key enhancement has been introduced to automatically write back purchase invoice costs when they exceed a specified variance threshold (e.g., $0.05). When completing a purchase invoice:

  1. The system will prompt users to update the cost prices in the sales invoice, sales order, and purchase order to reflect the actual cost.
  2. The default action is to update the costs, with an option for users to ignore the update if desired.

This ensures that cost accuracy is maintained across related documents while offering flexibility to users.