BarcodeApps
BarcodeApps Manual — 1
1
Table of Contents
BarcodeApps
BarcodeApps Manual — 1
BarcodeApps Manual — 1
INTRODUCTION
HELP RESOURCES
PRISM
I. PRISM ACCOUNT CREATION
A. System Requirements
II. PRISM DESKTOP SETUP
A. Server Installation
C. Local API Setup
D. How To Create An Engine And Client ODBC Connection
III. PRISM DESKTOP PROCEDURES
A. How To Login To PRISM Desktop
B. PRISM Desktop Menus
C. How To Import Customers From BV
D. How To Import Products From BV
F. How To Upload Products From Excel Template
G. How To Update Customer
H. How To Delete Customer
I. How To Create Customer Login For PRISM Webstore
E. How To Upload Customers From Excel Template
J. How To Update Product
K. How To Delete Product
L. How To Send Customer To Cloud
M. How To Send Products To Cloud
N. How To Send Images To Cloud
O. How To Re-Import Orders from XML File
P. How To Print An Order
Q. How To Upload Orders To BV
R. Catalog Digitization
S. Color Size Matrix
IV. PRISM APP iOS
A. How To Install And Setup PRISM App
i. iOS
ii. How To Create A Sales Rep PRISM App Account
iii. Pairing With A Bluetooth Scanner
iv. Connecting to a Wi-Fi Network
v. Email account set up
B. How To Login To PRISM App
i. For Salespeople
ii. For Customer
C. How To Create An Order
i. How To Add A New Customer
ii. How To Search An Existing Customer
iii. Adding An Item From Products
iv. Adding An Item From Categories
v. Adding An Item From Catalogs
vi. Adding Items With A Bluetooth Scanner
vii. Editing An Order
ix. Completing An Order
x. Recovering An Order
xi. Reviewing New And Current Order
xii. Printing An Order
xiii. Copying An Order And Other Order Functions
xiv. Past Order Functions
xv. Sending Quote Email
D. Settings
i. General Setting
a. Scanning
b. Rules And Behaviour
c. Formatting And Display
d. General Information
ii. Sync Catalogs And Images
a. Sync Orders
b. Sync Catalogs
c. Sync Images
iii Sync Products
a. Manufacturer
b. Customers
c. Products
iv. Support
a. Email Support
b. Remove Manufacturer
c. Order Recovery
v. Reports
V. PRISM JOOMLA WEBSITE
A. Customer Management
i. Adding A New Customer
ii. Editing Customer Details
iii. Deleting A Customer
iv. Generate Text
v. Download Excel
vi. Upload Excel
B. Product Management
i. How To Add A New Item
ii. How To Edit An Item
iii. How To Delete An Item
iv. Details Products
v. Generate Barcode
vi. Assign Categories
vii. Generate Text
viii. Download Excel
ix. Upload Excel
x. How to Upload or Change product Image.
C. Order Management
i. Processed Orders
ii. Unprocessed Orders
IV. Order Source Status
D. Catalog Management
i. Add Catalog
ii. Edit Catalog
iii. Delete Catalog
iv. Add Page
v. Add Pages
vi. Save Changes & Publish
E. Categories Management
i. Adding New Category
ii. Manage Products
iii. Generate Text
iv. Category Indexing
F. Settings (Other Options)
iv. Generate Categories From Products Excel
VI. PRISM WEBSTORE
A. New Customer Account Registration
B. Logging In To PRISM Webstore
i. Salespeople Login
ii. Customer Login
iii. PRISM Webstore Menu
iv. Catalog Page Selector
C. Creating A New Order
i. Creating A New Order
ii. Shop By Catalog
iii. Check Out Menu
iv. Cancel Order
v. Save as Draft
D. PRISM WEBSTORE FEATURES
i. Related Products
II. PRISM WEB Delivery Options
III. Hide Ship, Cancel Dates and Check mark groups
PRISM NEW PORTAL
A. Customer Management (New Portal)
I. Adding Customers (New Portal)
II. Editing Customer Details (New Portal)
III. Deleting a Customer (New Portal)
V. Download Excel Customers (New Portal)
VI. Upload Excel Customer(New Portal)
B. Product Management (New Portal)
I. How to add a new Item (New Portal)
II. How to Edit an Item (New Portal)
III. Deleting an Item (New Portal)
iv. Product Details (New Portal)
v. Generate Text (New Portal)
vi. Download Excel Products (New Portal)
vii. Upload Excel Products (New Portal)
C. Order Management (New Portal)
i. Processed Order (New Portal)
ii. Unprocessed Orders (New Portal)
D. Catalog Management (New Portal)
i. Add Catalog (New Portal)
iii. Delete Catalog (New Portal)
iv. Add Page (New Catalog)
v. Add Pages (New Portal)
viii. Catalog Digitization
E. Categories Management (New Portal)
i. Adding New Category and Sub Category(New Portal)
ii. Manage Products (New Portal)
iii. Generate Text (New Portal)
iv. Category Indexing (New Portal)
F. Other Features
i. Segregation of Products and Catalogues
ii. PRISM Sanitation Process
iii. PRISM Mobile Settings on Front End Portal
PRISM APP Android
A. How To Install And Setup PRISM App Android
B. How To Login To PRISM App Android
C. How To Create An Order (Android)
i. How To Search An Existing Customer
ii. Adding An Item From Products
iii. Adding An Item From Catalogs
iv. Adding An Item From Categories (Android)
v. Edit an Order
vi. Completing An Order
vii. Recovering An Order from Order History
E. Settings (Android)
i. Sync Products
ii. Sync Images
iii. Sync Customers
iv. Sync Catalogs
PRISM APP iPhone
A. How To Install And Setup PRISM App iPhone
B. How to Login to PRISM App iPhone
C. How To Create An Order (iPhone)
i. How To Search A Customer
ii. Adding an item from products
iii. Adding An Item from Categories
iv. Editing an Order
v. Completing An Order
vi. Adding Item With A Bluetooth Scanner
PRISM INTEGRATIONS
I. SAGE BUSINESS VISION
Sage Business Vision Installation
III. SAGE 300 (ACCPAC)
How To Setup Connection In Sage 300 (formerly AccPac)
IV. FRESHBOOKS
A. PRISM Integration To FreshBooks
B. Importing FreshBooks Customers To PRISM
C. Importing FreshBooks Products To PRISM
D. First Time Sync
E. Uploading An Order From PRISM To FreshBooks
V. SPIRE
A. PRISM Integration To Spire
B. Importing Spire Customers To PRISM
C. Importing Spire Inventory To PRISM
D. Uploading An Order From PRISM To Spire
Ea. Spire PRISM Sales Order Export For Bill To And Ship To Orders
F. PRISM Order Type Selection From The Portal And Export Quotes To Spire
E. Ship to Information Explained
F. How To Import Categories From Spire
BASIS
I. DESKTOP
A. OVERVIEW
i. System Requirements
B. INVENTORY
I . Inventory Import
II. Inventory Counting
a. Inventory Review
i. Image Review
b. Counting
c. Reports
d. Making Adjustments
IV. Other Functions
a. Recount Sheet
V. Final Steps
a. Uploading Data
b. Adjusting Master Location
C. ORDER ENTRY
i. Importing Order
ii. Reviewing Scanned Orders
iii. Making Changes
iv. Uploading
D. PURCHASE ORDER ENTRY
i. Importing Purchase Order
ii. Reviewing Scanned Purchase Orders
iii. Making Changes (PO)
iv. Uploading (PO)
v. Location Master
i. Overall Review
iii. Making Adjustments
II. MOBILE DEVICE
A. First Sync
B. SETTINGS
C. INVENTORY MODULE
I. Inventory counting with Business Vision (BV)
II. Inventory counting with BVessentials
D. SALES ORDER MODULE
i. Sales Order Management with BV
ii. Sales Order Management with BVESS
E. PURCHASE ORDER MODULE
I. Purchase Order Management with BV
II. Purchase Order Management with BVESS
i. Quick Transfer
F. LOCATION TRANSFER MODULE
III. BASIS ONLINE PORTAL
I. Inventory Module
a. Inventory Listing
b. Scanned Inventory
II. Purchase Order Module
III. Sales Order Module
IV. Locations Module
ADP SUBMISSION PROGRAM
I. ADP DESKTOP SETUP
II. ADP DESKTOP PROCEDURES
DOWNLOAD LIBRARIES AND TRAINING VIDEOS
I. BASIS Download Library
II. PRISM Download Library
III. BASIS Training Videos
IV. PRISM Training Videos
Download as PDF
ii. Edit Catalog
i. Add Catalog
iii. Delete Catalog
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