primarius university

Primarius University Schedule

Food Box Processing
05/23/2018
Presenter: Pete Leinbach
A step-by-step discussion of how to setup and run a CSFP, Emergency Food box, Senior Food Box or Back Pack program using Primarius food boxes. 2:00 p.m. Eastern.
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Product Maintenance
06/06/2018
Presenter: Nelson Fredrickson
Mixed, Standard and By-the-pound are the three different product setups available in Primarius. The complete setup and configuration of products will be covered in this session.
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Agency Maintenance
06/20/2018
Presenter: Matt Sawin
Setting up an agency properly can greatly enhance data analysis down the road. In this session we will cover every agency field and the purpose of those fields when it involves reporting on Agencies. 2:00 p.m. Eastern.
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Agency CRM
07/11/2018
Presenter: Matt Sawin
This will be a session to show how to set up and manage all of the touch points for an agency. This includes recording all interactions with an agency and the storage of documents for that agency. 2:00 PM Eastern
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Donor/Vendor Maintenance
07/25/2018
Presenter: Sheri McCarthy
Analyzing donations and purchasing programs is often dependent on setting up your Donor/Vendor records correctly. In this session we will review every field in Donor Maintenance. 2:00 PM Eastern
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Cash Receipts, Applying Credits, Debit and Credit Memos
08/08/2018
Presenter: Pete Leinbach
Topics that will be covered will include cash receipts, applying credits to other orders, deposit processing, debit and credit memos. 2:00 p.m. Eastern.
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Accessing Your Data
08/22/2018
Presenter: Patty Carson
In this Primarius University session we will look at configuring, filtering, saving, running and exporting reports. We will also look at the User Query abilities in Primarius. 2:00 p.m. Eastern.
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Primarius Web Window
09/05/2018
Presenter: Patty Carson
The Primarius Web Window has many features that can assist your agencies and help your food bank. We will be review every feature and discuss how those features can improve your agencies experience. 2:00 p.m.
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Managing Internal Programs
10/03/2018
Presenter: Sheri McCarthy
Learn how other food banks use the Primarius Web Window and Primarius to manage internal food bank programs such as Retail Pickup, Food Drives, Agency Pickup, Mobile Pantries, Pickup Points or Warehouses. 2:00 p.m. Eastern.
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