Prim.IO Resource Centre

Description of the system

Common interfaces in the system3
Users
Roles
Rights
Documents and objects6

CRM42
Tasks6
Sales84
Orders18
Warehouse and Logistics122
Production18
Finance83
Business Intelligence3
- Dashboards2
  - Sales KPI
  - Sales Dashboard

Integration Systems

List of integration systems
Adding a new integration system +1
- Edit of forwarding integration system
Trade portals7
eCommerce systems15
Forwarders17
3PL Integrations4
- 3PL InOut1
- 3PL StedoSoft1

System settings and administration

System settings31
Administration of documents4
Menu Management2
- Add / edit menu
- Rights settings
Systems Integration4

Initial data imports

Import of contractors1
- Check for existing contractors
Import of goods and services2
- Import review and validation
- Import of brands
Import documents and payments
Import of price lists
Common problems

Prim API / Developer Documentation

Docs › Modules › Finance

Settings Finance

Settings Finance

In this section

Accounts2
- Add an account
- Rights on accounts
Taxes and fees5
Financial categories1
- Create/Edit financial category
Payment methods1
- Add/edit payment method
Currencies4
COST Centres2
- Add / edit category COST Centre
- COST Centre Category Management