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 › CRM

Working with Partners

In this section

Clients
Suppliers
State organisations
Banks
Holding
Counterparty file1
- Contractor’s history and commentary
Create / Edit Counterparty
Import of contractors *
Export of counterparties
Addresses of contractors
Contact persons
Archived counterparties
Customer Portal1
- Users in customer portal
Search for contractors