Docs

User guide

Step-by-step pages on how to set Primsis up and how to use each screen.

Getting started

Getting started: signing in, the top bar and the menuLearn what Primsis does, how to sign in, how the branch and period selectors in the top bar work, and which screens each role sees in the menu.
Setup wizard: choose your template, define your branchesUse the setup wizard to choose your sector, paying company and sales channel type, add your branches, then invite users and enter employees and targets.

Entering transactions with the Data Entry formChoose the transaction type on the Data Entry screen, fill in the dates correctly and learn whether a record is added as Active or Pending.
Importing from Excel: template, preview, fixing errorsLoad transactions in bulk with the Excel template: download it, fill it in, preview the result, fix errors and undo an import if you need to.

Setting targets: branch and personnel targetsEnter the period's branch and personnel targets in the grid, paste them from Excel or upload a file, copy from the previous period and save.
Tracking targets: reading Target Tracking and Remaining KPIUnderstand target, actual, remaining, required per day and end-of-period projection on the Target Tracking and Remaining KPI screens, and the status labels.

Commission calculation: estimate, trace and personnel premiumRead the Premium and Personnel Premium screens: the estimated commission, the step-by-step calculation trace, assumptions and the branch precondition.
Entitlements and payments: from period close to collectionHow entitlements arise when you close a period, and how to record collections and payments, handle clawbacks, recalculations and reconciliation.

Daily cash register: opening, entries, count and closingOpen a branch's daily cash register, enter income and expenses, count and close the day at its end, see the difference, approve it and check the month.
Income and expense ledger: monthly entries, VAT, transfersRecord income and expenses by month on the Ledger screen; use VAT, categories, transfers, document attachments and rows that arrive from entitlements.

Roles and permissions: who sees and who writes whatSee in one table which screens the Customer Admin, Accountant, Coordinator, Branch Manager and Sales Representative roles see and where they can write.
Users, employees, branches and periodsLearn how to invite users, add employees, edit a branch card, and close and reopen a period; written for the Customer Admin who manages the account.
Packages and license: branch and user quotaWhat the Lite and Premium Packages include, how the monthly amount comes from the branch and user quota, and what to do when a quota is full.

If you cannot find what you are looking for, write to us.

Try it free for the first 3 months, or let us show in a demo how your sector’s incentive scheme would run in Primsis.

First 3 months free · no credit card required · monthly fee per branch, excl. VAT