Signing up for Primaseller
Click here to get started.
Steps to complete the sign-up process:
- Fill up the mandatory details such as your First name (Last name is optional), Country, Phone number, Email address, and Password. Then, click on Sign up.
- On the next screen, click on Create Company. Enter your Company Name, Address, Region, City, and Zipcode. Click on Next.
- Provide the subdomain in lowercase – this will be used to create a unique URL for your account. Use your company name as the subdomain. Set your Currency and Timezone. Click on Next.
- In the "Help us understand your company better" section, select the applicable options -
Click on Start My Free Trial to complete the sign-up process.
Before you start
Setting up your account in Primaseller involves:
- Setting up key objects like Facilities (physical locations like brick & mortar stores or warehouses), Channels (places where you sell such as marketplaces, brick & mortar stores, eCommerce websites), Catalog, and Suppliers
- Setting up configurations for your Invoice templates, Barcode Templates, Picklist Behaviour, Variation parameters, Tax Configuration
- Starting to use Primaseller by updating Inventory, Inventory Value, and Sales Transactions
After you sign up, it is now time to set up your account. We've listed a step-by-step process for this. You may, however, choose to set it up for your specific use case or reach out to us on chat to figure out what works best for your particular 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 the 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 will not need more than the one Business Unit in Primaseller. If you do have the need for more than one Business Unit, you can reach out to us on chat or email (email@example.com) to configure it accordingly.
Step 2: Add Facilities (Locations)
Facilities are locations where inventory is held. These are the destinations for Purchase Orders and sources for shipping Sales Orders. Facilities will be both 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' in a Facility, you will need to configure floors, aisles, racks and bins before you can add inventory.
The type of facility is to be chosen at the time of creation and cannot be changed once it is set.
Step 3: Add a Channel
Channels are sources of revenue. You can add 4 types of channels in Primaseller:
- 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.
- Custom Channel – These can be used for both manual or custom API based orders. These orders are first placed and then are fulfilled later by a warehouse or store. Ideal for Phone Orders as well.
- Online Channels – These are for existing pre-integrated online channels like Shopify, Amazon, eBay etc.
- B2B Channels (Business to Business) – Manual orders placed for your Business Customers and can handle larger order quantities (>50 pieces in total).
Adding a channel needs 2 key linkages:
- Assignment Rules: This rule determines which Facility will process orders from a channel.
- Price List: A Price List (explained below) will be linked to determine what is the Price of SKUs mapped to the channel. You can make use of the system-generated default price list or choose to create one on your own.
Step 4: Configuring your Catalog
Before adding products, you will have to configure settings for your catalog:
- Do you track batch numbers and expiration dates for your products? If so, please navigate to:
Settings -> Advanced Configuration -> Inventory to 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.
- Do your products vary by color, size, and other parameters? You will need to enable Variation Parameters:
Settings -> Products -> Add variation parameters.
Note: If you intend to fetch your catalog from online channels, variation parameters will be fetched and auto-created as well.
- Do your products have Product and SKU codes? If not, Primaseller can generate them for you. You can enable this by going to Settings -> Products.
- You can 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.
- You can add custom fields on your catalog (Products and SKUs) by navigating to Settings -> Custom Fields to add the values.
- 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
- 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 set the above configurations, 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 you need at least one SKU per product in order to manage inventory for the product.
There are three ways to add your Products and SKUs:
- Manually add them, one-by-one from Products -> Master Catalog, OR
- Import them using CSV files (One for Products and one for its SKUs) using the format specified in the 'Master Catalog Import' page, OR
- Fetch them from your online channels
Note: You will have to associate products with categories and variation parameters (set up in the previous step) while creating them.
Step 6: Setting up Purchasing
Before creating Purchase Orders, you will need to setup the following:
- If you need your purchase receipts to have taxes, navigate to Settings -> Advanced Configuration -> Taxation and enable the same
- Add Custom Fields for your Purchase Orders from Settings -> Custom Fields
- Configure Tags for your Purchase Orders from Settings -> Tags
- Configure your Suppliers from Purchasing -> Suppliers
- Map your SKUs to a Supplier by navigating to Purchasing -> Suppliers -> Detail -> Supplier Catalog
Step 7: Configure your Taxes
Configuring taxes involves:
- Creating Tax Classes which contain Tax Rates
- 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)
- Create Tax Rules for destinations (mandatory) and Tax Categories (optional)
Tax rules will ensure that your Purchase Receipts and Sales Invoices have the correct Tax Class populated automatically.
Step 8: Adding your Inventory
There are two parts to adding your starting inventory – adding stock quantity and adding stock value.
- If not adding starting stock value: Go 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.
- If adding starting stock value, we recommend adding Default Stock Prices: go to Purchasing -> Default Cost Price to set it.
Inventory Related Settings
Inventory will be best setup if the following is also configured from the Settings Page:
- Setup your barcode templates
- If you need Picklists, configure Totes and Bins in your Facilities
Step 9: Sales Related Configuration
In order to process a sale, an important configuration needed is 'Price Lists'. All sales created on POS, Custom, and B2B Channels will require a Price List to be created by you, to create an order.
To add a product to the Price List, it needs to be present in the 'Master Catalog'. You can search and add individually or import the entire Master Catalog into this Price List.
A new Price List can also be cloned from an existing Price List if one exists.
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 reflect the new price.
Please navigate to settings so that you can:
- Configure Invoice Templates to be printed and emailed
- Configure Invoice Sequence Numbers
- 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.