Prima Edge Inc

  Once an outstanding order is created or the order is progressed, a 'Sales Order' button will appear at the bottom of the order. When you click th...

If the imported order is in the status 'Awaiting Dealer Authorization' you can select 'Cancel Order' to archive this.   However, if the or...

Below is a list of scenarios you may find yourself in when you need to delete an order line in Prima Cloud   The item is on the Requirements list under th...

There are 2 main scenarios listed below when you need to remove a line from a Sales Order. There are more detailed notes that follow to explain how to delet...

To set a blanket customer PO (sales order reference) for every time a customer orders from you, enter this blanket PO in the Cust ref prefix field under the...

To turn a quote into a sales order simply select 'Complete' a button will then appear at the bottom of the screen 'Order XXXX' when XXXX is ...

If you are exceeding the customer credit limit, Prima will not allow you to authorize the order. In order to amend customer credit limit: -Enter the compa...

The quickest way is to Delete the Sales Order, and then once Deleted, click on the 'Copy Order' button. This will generate a replica Outstanding Sa...

If an item on a quote or sales order is not showing all the purchasing information, it is because the item has not been purchased before and has not been ma...

Dispatch all the items that need to be dispatched and complete the dispatch note. To remove the unwanted quantity, the status of the line has to be Request...