Companies
1. Select New Record at the top of your Prima and select Company. 2. You will be prompted with a pop-up box to enter in company information. 3. Once you ...
Fri, Mar 4, 2022 at 3:40 PM
1. Once in the Company Record select the Customer tab. 2. The Invoice Profile will be displayed at the top of the customer section. The profile set will...
Tue, Sep 3, 2019 at 6:29 PM
When a company is created, the HQ location is also created by default. In order to amend the HQ location details double click on the location. Enter: A...
Wed, Oct 2, 2019 at 10:39 AM
When in the report tab of a record (e.g. sales order/ invoice/ despatch note), the list of reports listed are built in this priority: 1. Company default ...
Wed, Aug 14, 2019 at 10:54 AM
Go to the drop down list on the left hand side and select Company then Companies. Search the company name and hit enter on your keyboard, when the grid ...
Thu, Oct 3, 2019 at 4:10 PM
The Web Pay Type function within the Product & Pricing tab of the company record denotes how the company will pay for their order. Dealer Default -...
Tue, Jul 25, 2023 at 3:12 PM
Select ‘Company’ then ‘Companies’ from the drop down list on the left hand side of the screen. Type in the company name and select the correct company f...
Fri, Jan 15, 2021 at 12:41 PM
Customer EDI is used to send sales invoice and sales credit .xml files to a nominated location. The setup is really simple in Prima, you may need to li...
Wed, Aug 14, 2019 at 11:02 AM
If you want to exclude a certain supplier from purchasing for a customer, there are 2 ways this can be set up. Company Basis Go into Company Record &...
Wed, Aug 14, 2019 at 11:03 AM
Select vendor in the company search: Go to the Supplier tab and click “Accounts” (under EDI Setup) If the account already exists, high...
Thu, Jan 9, 2020 at 4:45 PM