Marketing notes are an intuitive way of noting customer preferences, special requests and more. They pop up as you create a new record so that you can tailor your orders to provide the best service to customers.
Webinar Tutorial | Navigation Groups & Categories
Enhance your user experience by customising your navigation & groups on PrimaGO, such as making your special offers much more accessible.
primso.co/Navigation-groups - #PrimaWebinar
Good Morning! Our twitter inbox is officially open for the week!
Just drop us a quick message if you have any queries, I'm sure we can get a solution to you pretty quickly! #PrimaHelpCommunity
Setting up Business Groups allows you to classify your company data for promotions, marketing campaigns and reporting.
These can be assigned in the Marketing tab of a company record or in bulk via the Company Grid Manager
Webinar Tutorial | Imported Orders
Setup your dashboard to view incoming web orders, setup automation options and more. Find out how best to manage your online orders effectively and to save time.
primso.co/Imported-orders - #PrimaWebinar
Select whether you wish for invoices to display on your PrimaGO Webstore for your customer.
Reduce admin tasks in your business by allowing your customer direct access to their copy invoices.
Webinar Tutorial | Housekeeping Updated
Housekeeping is essential to remove any old data that is no longer required in the database such as discontinued products or general maintenance of your company data.
primso.co/Housekeeping-updat… - #PrimaWebinar
Click on the Cloud icon to reset search filters.
If you have performed a search on various filters, it is the quickest way to reset and start again rather than removing each filter individually!
Webinar Tutorial | Supplier Price Changes
Automated reports, checking items and other routines will help to keep on top of that precious margin. Especially useful if you are running with a discount structure.
Guide by @OliverRowles - primso.co/Monitoring-price-c… - #PrimaWebinar
Hi! Happy Monday!
What's everybody got planned for the week? Anything exciting?
We're here to help you with any training queries throughout the week as usual if you have any. #PrimaHelpCommunity
Webinar Tutorial | Delivery Processes Explained
Exploring automation and the best processes to follow for specific delivery types may just help save you some precious time!
primso.co/Delivery-processes… - #PrimaWebinar
Good morning all!
If you have any quick questions, feel free to let us know here and we can give you quick answers. Enjoy the rest of your day! #PrimaHelpCommunity
Webinar Tutorial | Deciding what items to show on #PrimaGO
Ensure the setup of your store is correct so you can display the items that you want to sell to your clients. From categories, products and more.
primso.co/items-to-show - #PrimaWebinar
It's Monday again! Hope you all had a great weekend.
Don't forget we are always here to help you with any questions or feedback. Just get in touch! #PrimaHelpCommunity
Webinar Tutorial | Dashboard Setup
The first thing you see when you login to Prima can provide you with 'quick glance' information. Setup per user E.G credit hold orders for accounts and quotes for the sales team.
primso.co/Dashboard-setup - #PrimaWebinar
Hey! Hope everybody enjoyed their weekend.
Feel free to drop us a message or tweet if you have any queries. We will be sharing lots of hints and tips throughout the week as usual so make sure you stay connected! #PrimaHelpCommunity