Initial Item Code Setup
As a business your primary goal is to sell either products or services and sometimes both. Each thing you want to sell is known as an Item in the PrimeDownline system. Each item has a compliment of parameters that can be configured. However, most of these are not necessary for most companies. Below you will find the most common settings. Don't worry about pricing or volume a this point, we will get to these portions of the items setup later. For now, concentrate on setting up item codes and their associated general parameters.
Setup option located in the Settings --> Items icon. New page will default to Add New Item Code section.
Item Quick Entry Setup
Item Code | a unique identifier for an item and is used to represent the item throughout the system. Item Codes can be up to 8 alphanumeric characters; foreign characters or spaces will cause the system to malfunction. The characters are case sensitive and can be uppercase, lowercase, or a combination of both. |
Item Name | for Customer Service and to be printed on the invoice. Typically do not carry the marketing tone from your marketing material. |
Short Description | for Customer Service and to be printed on the invoice. Typically do not carry the marketing tone from your marketing material. |
Warehouse | If you have multiple warehouses, you will select which Warehouse the Item Code is to be pulled from. If you do not have more than one, the system will automatically default to that one. |
Product Code | for taxation purposes only. The system defaults to PROD for Product, this is because the code is considered as taxable in all jurisdictions that have sales taxes assessed. Your business rules will determine if other codes should be used. |
Item Code Prices
Minimal fields will be completed in this section prior to your Compensation Plan Programming being complete. Only those fields will be outlined in this specific setup document.
Initial Country | defaults to your Company’s Home Country. You should setup all item codes in this country initially. Multiple country item code setup will be addressed in a separate document. |
Price Level | default to #1. Set up all items codes with only Price Level 1 until your compensation plan programming has been completed. |
Sales Price | the retail price for the item code. |
Qualifying Volume | |
Taxable/ Other Earn | the amount that you would like to be taxed for the item code. Normally this is the same as the Sales Price. |
Retail Profit | |
Bonus Volume | |
Indicator |
click the Add New Item Code Button.
Item Quick Entry Setup - Advanced Settings will be discussed in a separate document and will be referred to if your business rules apply.