Precoro Help Center

Configurations 12

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

See all 12 articles

Managing suppliers and products catalogs 3

• How to import products to the catalog
• How to add suppliers
• How to create product groups

Warehouse request 2

• How to create and track a Warehouse Request
• How to approve a Warehouse Request

Purchase requisition 3

• How to create a purchase requisition
• How to approve a purchase requisition
• How to create a Purchase Requisition from the Warehouse Requests

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 7

• 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 7 articles

Budgeting 3

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

Invoices 3

• How to approve the Invoice?
• How to create an Invoice for the Purchase order and match it
• How to Create an Invoice

Receipts 2

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

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 3

• User Roles
• Email notifications
• User's revision history

Export data 1

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

Reports 2

• How to create a Warehouse report
• How to use a Purchase Order and Invoice item reports

FAQ 1

• FAQ

Requisitions 2

• Purchase Requisition
• Purchase Order

Purchasing 4

• Budgets
• Invoice
• Receipt
• Tolerance Rate

Catalog 3

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

Inventory 0

Approval Workflow 1

• Approval Workflow

Releases, 2018 12

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

See all 12 articles

General changes 1

• What is the GDPR?

Releases, 2019 3

• 14 January
• API 1.0
• 24 January