primarius university

Primarius University Schedule

Implementing Primarius 2
06/10/2019
Presenter: Rich Fischer
This is a "How to" session to discuss moving from Primarius Classic to Primarius 2. One ticket per food bank please.
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P2 System Setups
06/11/2019
Presenter: Sheri McCarthy
We will be reviewing all of the main system setups for Primarius 2 including access roles, system users, general setup, PWW setup, system element setups and scheduler resources.
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P2 Product Maintenance
06/12/2019
Presenter: Pete Leinbach
Primarius 2 Product setup and maintenance
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P2 Donors and Vendors
06/13/2019
Presenter: Pete Leinbach
How to setup and maintain Primarius 2 Product Donors and Vendors
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P2 Agency Maintenance
06/14/2019
Presenter: Matt Sawin
How to setup and maintain Primarius 2 Agency records
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P2 Grant and Grant Allocation
06/17/2019
Presenter: Patty Carson
Setup of Grantors, Grants and Grant Allocations. Application of grants to product and misc charges.
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P2 Receipts and Debit Memos
06/18/2019
Presenter: Sheri McCarthy
How to process receipts of product and product returns via debit memos.
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P2 Order Processing
06/19/2019
Presenter: Matt Sawin
How are Agency orders entered and processed.
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P2 Costing and Pricing
06/20/2019
Presenter: Sheri McCarthy
How does Primarius calculate costs and prices on inbound and outbound products
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P2 Physical Inventory, Transfers and Transforms
06/21/2019
Presenter: Matt Sawin
How to setup and process a Physical Inventory. How to enter and process a transfer and how to use the transform screen
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P2 Cash Receipts and Deposits
06/24/2019
Presenter: Sheri McCarthy
How to enter Agency payments and then create deposits
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P2 Internal Programs
06/25/2019
Presenter: Matt Sawin
This session will include instruction on retail pickups, mobile pantries, food rescue and food boxes.
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P2 Primarius Web Window
06/26/2019
Presenter: Patty Carson
This session is intended to train the Trainer who will then train a food banks agencies on how to utilize the Primarius Web Window for P2
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P2 Reporting
06/27/2019
Presenter: Patty Carson
You can now create your own reports in Primarius 2. In this session we will show you how.
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