Company FAQs
In Prima, you can link two accounts together via parent and child companies. As part of this relationship, a user at the parent account can be set up so tha...
Mon, Oct 10, 2022 at 9:14 AM
In a company record, you will see a tab called Product & Pricing. This tab controls the customer's pricing outside of contract items, as well as the...
Mon, Oct 10, 2022 at 9:18 AM
Usually locations are set to 'Product Default' tax rate by default but will pick up the default from it's HQ so if the HQ is exempt, new locatio...
Mon, Nov 18, 2024 at 8:58 AM