Help Guides
Sales Orders o Click on New Record and choose Sales Order o In the Popup type in the Customer Name or Account Code and Press Enter or click “Search” o...
Fri, Aug 6, 2021 at 1:09 PM
Prima is only supported on the following operating systems: Windows 7 Windows 8.1 Windows 10 If you have a Mac, you may be able to run Prima using par...
Thu, Aug 29, 2019 at 4:24 PM
There are no minimum hardware requirements for running Prima. However, please bear in mind that performance will be impacted if using a very old or low spe...
Wed, Aug 14, 2019 at 8:01 AM
Creating a SHOP depot (If separate stock from main depot) In Prima, go into Company, then Companies Search for OWN company Double click into the company...
Tue, Aug 3, 2021 at 2:49 PM
A Account Manager Can be set against a company. If there is no area rep set agains a location, the sales order will pull in the account manager as the sal...
Fri, Jun 23, 2023 at 4:26 PM
Product Status Full Product - This is one where you want a unique trace for each individual item/pack in stock. Normally this is because it will have a ma...
Thu, Nov 9, 2023 at 10:55 AM
PrimaIP Addresses to add to safe list The main IP address Prima uses to update is 217.174.242.73 And all other IP addresses that we use to run Prima a...
Mon, Jun 5, 2023 at 5:03 PM
From within the SO Line tab Delivery details tab (bottom) Change quantity under this tab Save
Tue, Jun 9, 2020 at 11:15 AM
Journals are great tools for checking the history of changes made in Prima and also as a CRM tool which can be used to set call backs and reminders Jour...
Fri, Aug 18, 2023 at 6:54 AM
Vouchers and coupons Used to apply discounts or Promotions (free products, etc.) 1.) Follow these steps to add a new voucher in admin: General V...
Thu, Jul 2, 2020 at 3:41 PM