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Order Pads

Order Pads for repeat orders
To set up a new order pad in Prima, click New Record > Order Pad and search for the company you want to set the order pad up for, then fill in a referenc...
Mon, Nov 15, 2021 at 1:24 PM
Order Pad Importing
To import an Order Pad you will need to use the import template attached. - The fields needed for the import template are AccCode, PadName, and ItemCode...
Wed, Oct 2, 2019 at 2:37 PM
Types of Order Pads and when to use them
Favorite list/non shared order pad - This pad is designed for individual users or shared customer-managed shopping lists. Standard/Shared list – All...
Thu, May 12, 2022 at 3:29 PM
Copying orderpads to multiple companies
Once you have your orderpad set up for one customer in SOP>Orderpads, you can also copy this orderpad to several other customers. 1. Go to Company Gr...
Fri, Jun 26, 2020 at 11:10 AM
Recurring Orders on Webstore
Your customers can now set up their own recurring orders on the webstore, for their Order Pads.  It is important to note this is only available for O...
Tue, May 14, 2024 at 2:07 PM

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