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Knowledge base
Main settings
Configurations
16
Fill the company info
Currency exchange rates
How to add locations/edit the info about location
How to add/invite a user and set up the user's access
User roles in Precoro
See all 16 articles
Suppliers management
11
How to add/edit/deactivate suppliers manually
How to delete/disable a supplier
How to enable/activate a supplier
How to import and update suppliers in bulk
How to update suppliers in bulk
See all 11 articles
API integration
3
1. Get your API token
2. Define what's need to be integrated and build your own integration.
3. How to get attachments from Precoro via API
QuickBooks Online Integration
8
Suppliers and products
Setting up an integration with QuickBooks Online
Chart of Accounts, Classes, Customers and Projects
Taxes
QuickBooks Locations
See all 8 articles
NetSuite integration
2
Setting Up A NetSuite Integration
How it works: Suppliers integration
SSO Setting
3
How to set up SSO with PingOne
How to set up SSO with Keycloack
How to set up SSO with Azure
Two-factor authentication
2
Two-factor authentication in Precoro
How to restore an Authy account
Precoro usage
Warehouse request
2
How to create and track a Warehouse Request
How to approve a Warehouse Request
Purchase requisition
4
How to create a Purchase requisition and track it
How to create a Purchase Requisition from the Warehouse Requests
How to approve a Purchase Requisition
How to import items in Purchase Requisition via excel
Request for proposals
4
How to create Request for Proposal
How to create Request for Proposal from Purchase Requests
How to track Request for Proposals
How to choose a winner in the Request for Proposals
Purchase orders
16
How to create a Purchase Order
How to approve a Purchase Order
How to create a Purchase Order from several Purchase Requests
How to send a purchase order to supplier manually and automatically
How to track a purchase order
See all 16 articles
Receipts
5
How to create a Receipt and match it with the Order
How to approve a Receipt
How to track a receipt
How to Cancel or Revise Receipts
Supplier Receipt Number
Invoices
10
How to create an Invoice
How to create an Invoice for the Purchase order and match it
How to approve the Invoice
How to track an Invoice
How to import items in Invoice via excel
See all 10 articles
Budgeting
4
How available budget sum is calculated
How to create a budget by Department or Project
How to create and track budgets
How to create budget by Accounts/General Ledger and Items
Reports
6
How to create a Inventory report
How to use a Purchase Order and Invoice item reports
Suppliers management reports
Purchase Requisition reports
How to create custom report
See all 6 articles
Inventory
3
How to set up Inventory
How to create a Stock Transfer
How to manage the Warehouse
Discounts
2
How to activate the Discounts feature
How to apply Discounts
User
5
User Roles
Email notifications
User's revision history
How to delete/disable a user
How to enable/reactivate a user
Catalog
1
How to attach links for the items
Suppliers Portal
4
Suppliers Portal
How to invoice a client for the Purchase Order
How to add a new Supplier to Suppliers Portal (Business side)
I am a Supplier. How do I use a Suppliers Portal?
Exporting data to accounting systems
2
How to import the Orders and Invoices from Precoro to my QuickBooks Desktop account
Precoro Integration with XERO: Guide
FAQ
2
FAQ
How to switch between companies
Troubleshooting
2
I see 'Your connection is not private' when accessing precoro.com
I don't receive the emails from Precoro. What should I do?
Glossary
Requisitions
2
Purchase Requisition
Purchase Order
Purchasing
5
Budgets
Invoice
Receipt
Tolerance Rate
Empty rows
Catalog
1
Product bundle
Approval Workflow
1
Approval Workflow
Custom Fields for Products and Custom Fields for Documents
3
Custom Fields for Products and Custom Fields for Documents
Functionality of Custom Fields for Documents
Functionality of Custom Fields for Products
Changelog
Releases, 2021
12
Weekly Update: 29, April
Weekly Update: 22, April
Weekly Update: 15, April
Weekly Update: 8, April
Weekly update: 22, March. API 2.0
See all 12 articles
Releases, 2020
18
Future release: 13 of October
10, September
27, August
30, July
6, August
See all 18 articles
Releases, 2019
28
9th of December
14 January
API 1.0
24 January
10th of June
See all 28 articles
Releases, 2018
12
29 March
27 April
31 May
27 June
28 July
See all 12 articles
General changes
1
What is the GDPR?
