Precoro Help Center

Configurations 11

• Fill the company info
• How to add locations/edit the info about location
• How to set up Inventory
• How to add your teammates (edit the info/roles)
• How to set up the approval workflow

See all 11 articles

Managing suppliers and products catalogs 2

• How to import products to the catalog
• How to add suppliers

Receive request 2

• How to create and track a Receive Request
• How to approve a receive request

Purchase request 2

• How to create a purchase request
• How to approve a purchase request

Request for proposals 4

• How to create request for proposal
• How to create request for proposal from purchase requests
• How to choose a winner in the request for proposals
• How to track RFP

Purchase orders 6

• 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 6 articles

Budgeting 3

• How to create a budget
• How to import budgets by locations
• How available budget sum is calculated

Bills 4

• How to approve the Bill?
• How to create a Bill from the Purchase order and match it
• How to Create a Bill
• How to mark a bill as paid?

Receiving 2

• How to create a Receive and match it with the Order
• How to approve a receive

Suppliers management 0

Catalog 1

• How to Import Suppliers In a Bulk

Suppliers Portal 1

• Suppliers Portal

Inventory 2

• How to create a Stock Transfer
• How to manage the Warehouse

User 2

• User Roles
• Email notifications

Export data 1

• How to import the orders and bills from Precoro to my Quickbooks account?

Reports 1

• How to create a Warehouse report

Requisitions 2

• Purchase Request
• Purchase Order

Three Ways Matching 4

• Budgets
• Bill
• Receive
• Tolerance Rate

Catalog 3

• Cost Centers and Document cost centers
• Similar Products
• Product bundle

Inventory 0

Approval Workflow 1

• Approval Workflow

Receive request 0

Purchase request 0

Request for proposals 0

Purchase order 6

• Can I change the delivery date in created PO?
• Why the order was not delivered completely?
• Why the order was not delivered on time
• How can I mark the order as finished?
• How can I change the delivery address?

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Budgeting 1

• Import budgets by location in a bulk

Bills 0

Receiving 0

Suppliers management 0

Catalog 1

• I want to order a certain product which cannot be found in catalog

One bill - one contract 4

• FAQ for supplier portal users
• How to create a bill in Suppliers Portal
• How to process booking flights and hotels in suppliers portal
• How to approve the Bill sent from the suppliers portal

Suppliers portal 0

Change or reset your password 1

• How to reset a password

Releases, 2018 10

• 29 March
• 27 April
• 31 May
• 27 June
• 28 July

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General changes 1

• What is the GDPR?