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Release 2.6 - 3 February 2020
Release 2.6 - 3 February 2020

Latest fixes and improvements to PrimeX

Dominica Meyer avatar
Written by Dominica Meyer
Updated over 4 years ago

Release Notes highlight the latest product updates to improve PrimeXConnect.
If you have a suggestion for a fix or feature, please let us know via our live support chat or email us at support@primexconnect.com. 

Fixes:

  • Default terms of sale displayed for all orders

  • Locations shown in alphabetical order 

  • Average carton weight is now mandatory where carton is a UoM to ensure all orders have indicative value

Delivery date:

To avoid any confusion, the name of 'Delivery date' has been changed to 'Estimated delivery date'.

Shipping notes:

Orders now have a 'Shipping notes' field located underneath delivery address. This field is only editable by the seller but visible to anyone who views the order.  

Jump to chat:

To help move between orders and chat conversations, you can now click a chat icon from the order list view or order detail view. This will open the chat window relating to this order so you can discuss the order with your contact. Refer to the images below:

Jump to chat from order list view:

Jump to chat from order detail:

You can now search for order reference numbers to help find the order you are looking for. You can search for three types of order references:

  1. PrimeX reference number 

  2. Seller reference number

  3. Buyer PO reference number

Searchable fields:

Order filters:

To help manage your orders, use the filters to create a customised orders list. You may want to view only your orders that are pending approval or you may want to view all the orders for a group of customers, for example. The filters you create are only visible to you and will be saved until you change or remove them. 

You can filter orders by three categories:

  1. Order status

  2. Internal assignee

  3. Organisation (counterparty)

To create a new filter, click the filter icon, select the required filter and click Apply.
To update an existing filter, click on the applied filter, update your selection and click Apply

Handy tip:

You can email yourself a pro forma invoice for any PrimeX order to receive a summary of the order. Select this option via the triple dot menu shown below:

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