Community Forums

Service announcements coming soon from the community! Find out more...

Sales FAQs

How to Authorize an Imported Order
Check that each of items on the order has a StockId which is not 0 If there are any items that have a StockId of 0, highlight the line and click Create P...
Thu, Dec 12, 2019 at 10:21 AM
Sales order shows a different salesperson than the account manager
Within a sales order the salesperson field will default to the account manager name from the company record.  If there is no account manager set against the...
Thu, Mar 17, 2022 at 10:40 AM
Can I add lines to a Contract from the Sales Order after it has been authorized?
No, you can only add/update contract lines from a Sales Order when it is Outstanding.
Thu, Mar 17, 2022 at 10:41 AM
Can I amend the delivery type on an authorized sales order?
Yes, you can authorize the delivery type of a sales order as long as none of the items have been processed past the requirements stage onto a purchase order...
Thu, Mar 17, 2022 at 10:56 AM
Can I change the cost prices on a dispatched sales order?
  This can be updated by users that have access to the Maintenance Tool.   Go to Settings > Maintenance Check the option Sales Order Cost Change En...
Thu, Mar 17, 2022 at 11:25 AM
Can I permanently amend pricing for a product from a sales order?
You can edit product pricing from the sales order; however this will only update the pricing for that item in the sales order.   However, you can use the ...
Thu, Mar 17, 2022 at 11:26 AM
Can I set a credit limit for a customer on the Webstore?
Go into the contact you want to set a credit limit on, click into Web Access and there’s a field called Max. Order Value.   This will not prevent the pers...
Thu, Mar 17, 2022 at 11:27 AM
How can I add a new Order Source to the dropdown list?
Open a Sales Quote, in any Status In the order header, click on the dropdown box next to Order Source  Scroll down to the bottom of the list and select (A...
Thu, Mar 17, 2022 at 11:30 AM
How can I change the cost on a sales only (manual) line?
Because a sales only line goes straight to awaiting invoice, the best option is to 'Copy Order', change the cost on the new order and archive the or...
Thu, Mar 17, 2022 at 11:31 AM
How can I find call off orders?
To find any call off orders within Prima, go into SOP > Orders Click on the Red bar to reveal the extended search features and click in the box called &...
Thu, Mar 17, 2022 at 11:33 AM

Can't find what you're looking for?

Submit a ticket