Precoro Help Center

Configurations 10

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

See all 10 articles

Managing suppliers and products catalogs 2

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

Receive request 2

• How to create a receive request
• How to approve a receive request

Purchase request 3

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

See all 6 articles

Budgeting 4

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

Bills 3

• How to approve the Bill?
• How to create a Bill from the Purchase order
• How to Create a Bill

Receiving 2

• How to create a receive
• How to approve a receive

Suppliers management 0

Catalog 1

• How to Import Suppliers In a Bulk

Suppliers Portal 2

• Suppliers Portal
• How to create a bill from the Purchase Order

Inventory 2

• How to use Inventory in Precoro
• How to create a Stock Transfer

User Roles 1

• User Roles

Cost Centers and User Cost Centers 0

Export data 1

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

Requisitions 2

• Purchase Request
• Purchase Order

Three Ways Matching 4

• Budgets
• Bill
• Receive
• Tolerance Rate

Catalog 3

• Cost Centers
• Similar Products
• Product bundle

Inventory 1

• Inventory

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?

See all 6 articles

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 bill by initiator

Suppliers portal 0

Change or reset your password 1

• How to reset a password

Spring Release 3

• April Release
• May Release
• March Release

General changes 1

• What is the GDPR?