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Setting up your account

How to Sign Up?

Click here to Sign up into Primaseller.

Follow the below 4 simple steps to complete the Sign up:

  1. Fill up the mandatory details like your First name (Last name is optional), Country, Phone number, Existing Email ID and Password. Once you fill the above mandatory fields click on Sign up.
  2. Click on Create Company. Fill up your Company Name, Address, Region, City, and zip code of your company. Click on Next.
  3. Provide the subdomain in small letters – this will be used to create a unique URL for your account. Fill up your company name as the subdomain. Fill up your Company base Currency and Time zone of your company. Click on Next.
  4. To help us understand your company better, please add some context as shown below:

Click on Start Free Trial and you will start the free trial for 14 days.

Before your start

Setting up your account in Primaseller involves

  1. Setting up key Objects like Facilities (your physical locations like brick & mortar stores or warehouses), Channels (Your sources of sales like marketplaces, brick & mortar stores and your eCommerce websites), Catalog and Suppliers
  2. Setting up configuration – Like Invoice templates, Barcode Templates, Picklist Behaviour, Variation parameters, Tax Configuration
  3. Starting to use Primaseller by updating Inventory, Inventory Value and Sales Transactions

Below is a sequence of setup that we believe will be best for most businesses. You may choose another sequence if your specific use case requires it or reach out to us on our chat support to figure out what works best for your specific Business.

Step 1: Company and Business Unit Creation

A company as well as your default Business Unit is automatically created once you sign up. While a Company represents your brand/HQ/Parent Company, a Business Unit (BU) represents a legal entity within that brand that owns inventory and sells products.

Unless you are an international brand with operations in multiple countries, each with a unique registered country OR you are a brand that works in a franchise model, you would not need more than the one Business Unit in Primaseller. If you feel that you do, please contact us on chat or email (sales@primaseller.com) and we can help you configure your account accordingly.

Step 2: Add Facilities (Locations)

Facilities are locations where inventory is held. These are the destinations for Purchase Orders and Source for Shipping Sales Orders. They become Sources as well as Destinations for Transfer Orders.

There are two types of Facilities – those with Bins (Sub-locations inside a warehouse) and those without.

You can add facilities from Settings -> Facilities and select the Bin location option while adding details of the facility.

If you enable Bins on a Facility, you will need to configure Floors, Aisles, Racks and Bins to completely setup the facility before you can add inventory.

The type of facility has to be chosen on creation and cannot be changed later.

Step 3: Add a Channel

Channels are sources of revenue. You can add 4 types of Channels in Primaseller

  1. POS (Point of Sale) – this is your Brick & Mortar channel for instant sale – the sale completes as soon as it is placed. You can use this channel for Kiosks and Exhibitions as well
  2. Custom Channel – these can be used for both manual or custom API based orders. These orders are first placed and then they can be fulfilled later by a warehouse or store. Ideal for Phone Orders as well.
  3. Online Channels (coming soon) – These are for existing pre-integrated online channels like Shopify, Amazon, eBay etc.
  4. B2B Channels (Business to Business) – These are manual orders placed for your Business Customers and can handle larger order quantities (>50 pieces in total) which the Custom Channels are not built for.

Adding a channel needs 2 key linkages:

  1. Assignment Rules: This rule determines which Facility will process orders from this channel and
  2. Price List – A Price List (explained below) will be linked to determine what is the Price of SKUs mapped to this Channel. A Default Price list would be created by the system and you can always use that or create your own Price Lists.

Step 4: Configuring for your Catalog

Before adding Products, some settings need to be put in place:

  1. Do you track batch numbers and expiration dates for your products? If so, please navigate to Settings -> Advanced Configuration -> Inventory and enable it. Note: Once enabled, this flag cannot be disabled. However you can always choose which of your products would you want this feature to be limited to.
  2. Do your products vary by Color, Size or other such parameters? If so you need to enable Variation Parameters. Navigate to Settings -> Products and Add variation Parameters. Note: If you intend to fetch your catalog from online channels, variation parameters will be fetched and auto-created as well.
  3. Do your products have Product and SKU codes? If not, our system can give a simple String + Sequence number for your catalog as Product and SKU codes. You can set these on Settings -> Products by enabling it there.
  4. You can also individually enable Auto-barcode generation using the above step. A Barcode need not be the same as an SKU code and will have a one-to-one mapping with each other.
  5. You can also add custom fields on your catalog (Products and SKUs) by navigation to Settings -> Custom Fields and adding values there.
  6. You can configure Tags that can be added to Products and SKUs for search and identification purposes from Settings -> Tags -> Product Tags and SKU Tags
  7. Product Categories can be created from Products -> Categories as a way to classify your products. Categories can be created from a navigational tree format much like how it is on your eCommerce website or Amazon.

Step 5: Creating your catalog

Once you have the above basic configurations in place, you can proceed to create your Products and SKUs. SKUs belong to products. There can be multiple SKUs belonging to a product in the case of size, color or any other variations – but there needs to be at the least one SKU per product in order to manage inventory for the product.

You can add Products and SKUs using:

  • Manually adding them one by one from Products -> Master Catalog, OR
  • Importing them using CSV files (One for Products and one for its SKUs) using the format specified in the Master Catalog Import page, OR
  • Fetching them from Online Channels (coming soon)

Note: You will have to associate products with categories and variation parameters , which were setup in the previous step, while creating them.

Step 6: Setting up Purchasing

Before creating Purchase Orders, you will need to setup the following:

  1. If you need your purchase receipts to have taxes, navigate to Settings -> Advanced Configuration -> Taxation and enable the same
  2. Add Custom Fields for your Purchase Orders from Settings -> Custom Fields
  3. Configure Tags for your Purchase Orders from Settings -> Tags
  4. Configure your Suppliers from Purchasing -> Suppliers
  5. Map your SKUs to a Supplier by navigating to Purchasing -> Suppliers -> Detail -> Supplier Catalog

Step 7: Configure your Taxes

Configuring taxes involves:

  1. Creating Tax Classes which contain Tax Rates
  2. Creating Tax Categories and mapping SKUs to a Tax Category (required only if your local tax rates are different for each category of product that you sell)
  3. Create Tax Rules for destinations (mandatory) and Tax Categories (optional)

Tax rules will ensure that your Purchase Receipts and Sales Invoices will have the correct Tax Class automatically populated.

Step 8: Adding your Inventory

There are two parts to adding your starting inventory – adding stock quantity and adding stock value.

If adding starting stock value is not important, you can then add Inventory by navigating to Inventory -> Stock Levels and Import Inventory using Upload to Edit or Upload to Increment. You can also click the edit icon to add more.

However, if starting stock value matters, then we recommend adding Default Stock Prices in Purchasing -> Default Cost Price section for your business and then, any stock added can pick from that value or be overridden by a value directly passed to you.

Inventory will be best setup if the following is also configured from the Settings Page:

  1. Setup your barcode templates
  2. If you need Picklists, configure Totes and Bins in your Facilities

Price Lists

In order to process sales, an important configuration is to create Price Lists. All Sales created on POS, Custom and B2B Channels will require a Price List to be created by you to use the Price to create an Order.

To add an item on the Price List, you need the item to be present on the Master Catalog. After that you can search and add it one by one or import the entire Master Catalog into this Price List.

A new Price List can also be cloned from an existing Price List.

For Online Channels, the catalog fetch will add items to the Price List linked to the channel along with the Master Catalog.

You can override the price of an SKU on a Price List and all channels linked to that Price List will start reflecting these prices.

Sales Settings

Please navigate to settings so that you can:

  1. Configure Invoice Templates to be printed and emailed
  2. Configure Invoice Sequence Numbers
  3. Check Precision Settings to be used for Rounding on Invoices

Step 10: Create your first Sale

You can now choose your channel to create your order manually (POS/ B2B/Custom) or enable order fetch for Online Channels for smooth order processing.

Updated on August 14, 2020

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