Prima Edge Inc

This guide is designed to help you create, manage, and understand the different types of Orderpads available in the Prima applications. There are four types of Orderpads, each designed to minimize maintenance while meeting system and user needs:

• Favorites
• Shared Orderpads
• Dealer Orderpads
• Dealer Exclusion Orderpads

Favorites Lists 

This is a personalized list of products unique to a User. Only one Favorites List is allowed per user. All products in this list will appear online regardless of web settings. 

Users can add products to their Favorites List directly through their Webstore login.

To remove products from the list, open the Favorites List and click the Delete button next to the item they want to remove.

You can create/update Favorites List in the back office:

1. Create a new Favourites list and select the customer

1. Save Type as a Favorites

1. You can add/update lines to the Favorites List using the Order Pad screen shown below:

Alternatively, you can create and import them using the Control Panel. Within the Control Panel you can create, maintain, delete and import products to your chosen Favorites list.

An empty Favorites List is available for all users when they are logged in, allowing them to add to it at any time.

Shared Orderpads

A Shared Orderpad is a product list that is unique to a company and can be accessed by all users within that company. There is no limit to the number of Shared Orderpads that can be created, allowing for different types of lists to suit various needs. All products in these lists will appear online, regardless of web settings.

To edit Shared Orderpads, users must have the appropriate permissions setup, as below:

Users can also add products to a Shared Orderpad directly from their Webstore login:

Users can remove lines on a Standard Orderpad list by opening the Favorites List and clicking on the Delete button highlighted below.

You can create/update them in the back office.

1. Create a new Standard Order Pad list, select the customer

1. Save Type as a Favorites

1. You can add/update lines to it using the Order Pad screen below:

Alternatively, you can create and import them using the Control Panel. Within the Control Panel you can create, maintain, delete and import products to your chosen Favorites list.

Dealer Orderpad

Dealer Orderpads are created at the dealer level only using your OWN Company and can be shared across multiple customers by selecting and adding them to the Dealer Orderpad. Users cannot edit these Order Pads. They are designed to allow one list to be setup and shared across a group of companies perhaps in one industry, e.g. Education.

To Create a Dealer Order Pad, select New Record / Order Pad, then enter OWN to select your own company and click the CREATE button.

Once created, you can add your lines to the list:

and then in the Header tab save as a Dealer Type

The Dealer Orderpad can be shared with customers by clicking the SHARE button and selecting the customers you want to include.

Note: Dealer Orderpads cannot currently be maintained through the Control Panel.

Dealer Exclusion Orderpads

A Dealer Exclusion Orderpad is used to prevent selected products from appearing online for specific customers. You can create as many of these exclusion lists as needed. This is especially useful if perhaps you want to exclude certain furniture lines from a group of customers while keeping them available for others.  

Currently, these can only be added line by line by you, the Dealer. Customers must also be added one at a time. 

To Create a Dealer Exclusion Orderpad, select New Record / Orderpad, then enter OWN to select your own company and click the CREATE button.

Once created, you can add your lines to the list

and then in the Header tab save as a Dealer Type.

This is then Shared with Customers by selecting the SHARE button and adding the chosen customers.

Note: These lists cannot currently be maintained through the Control Panel.

We are considering enhancements to improve flexibility and usability of Dealer Orderpads and Dealer Exclusion Orderpads, including: 

• The ability to import product lines into a Dealer Orderpad;
• The option to select and share Dealer Orderpads with groups of customers instead of adding them individually; 
• The ability to exclude products by group, such as at the nominal group level.

EDI

All Order Pads are updated through the EDI, so it is essential that the EDI is running at all times to ensure accurate and timely updates.

Occasionally, a User may see an orderpad marked as “updating” in their lists of Orderpads. This simply means that a product has recently been added, updated or removed from the list and the change is being processed.