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Knowledge base
Main settings
Configurations
21
Enter Your Company's Information
Currency Exchange Rates
How to switch between companies
How to Add Locations & Edit Location Information
How to Add/Invite a User and Set Up the User's Access
See all 21 articles
Suppliers management
12
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 12 articles
API integration
5
1. Get Your API Token
2. Define What is Needed to Integrate and Configure Your Integration.
3. How to Get Attachments from Precoro via API
How to Filter Results in API?
How to Approve via Precoro's API?
QuickBooks Online Integration
8
Suppliers and Products
Establishing Integration with QuickBooks Online
Chart of Accounts, Classes, Customers and Projects
Taxes
QuickBooks Locations
See all 8 articles
NetSuite integration
3
Setting Up A NetSuite Integration
How to Establish Suppliers Integration
NetSuite Integration. FAQ
SSO Setting
3
How to Set Up SSO with PingOne
How to Set Up SSO with Keycloak
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 the Purchase Requisition via Excel
Request for proposals
5
How to Create a Request for Proposal
How to Create a Request for Proposal from Purchase Requests
How to Track Request for Proposals
How to Choose the Winning Request for Proposals
How to fill out the Request for Proposal from the Supplier's side
Purchase orders
18
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 a Supplier Manually or Automatically
How to Track a Purchase Order
See all 18 articles
Receipts
5
How to Create a Receipt and Match it with the Purchase Order
How to Approve a Receipt
How to Track a Receipt
How to Cancel or Revise Receipts
Supplier Receipt Number
Invoices
11
How to Create an Invoice
How to Create an Invoice for a 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 11 articles
Budgeting
5
How an Available Budget Sum is Calculated
How to Create a Budget by Department or Project
How to Create and Track Budgets
How to Set the Deducted Sum for the Budget in Net or Gross Total or Using Custom Formula
How to Create a Budget by Accounts/General Ledger and Items
Reports
6
How to Create an Inventory Report
How to Use a Purchase Order and Invoice Item Reports
Supplier Management Reports
Purchase Requisition Reports
How to Create a Custom Report
See all 6 articles
Inventory
3
How to Set Up the 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
6
User Roles
Email Notifications
User's Revision History
How to Delete / Disable a User
How to Enable/Reactivate a User
See all 6 articles
Catalog
1
How to Attach Links for the Items
Suppliers Portal
4
Suppliers Portal
How to Invoice a Client from a Purchase Order
How to Add a New Supplier to the 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
FAQs: Budgets
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
3
Purchase Requisition
Purchase Order
Request for Proposals
Purchasing
5
Budgets
Invoice
Receipt
Tolerance Rate
Empty rows
Catalog
2
Similar Products
Product Bundle
Approval Workflow
1
Approval Workflow
Custom Fields for Products and Custom Fields for Documents
3
Products Custom Fields and Documents Custom Fields
Functionality of Documents Custom Fields
Functionality of Products Custom Fields
Changelog
Releases, 2021
24
Weekly Update: July 29
Weekly Update: 22, July
Weekly Update: 15, July
Weekly Update: 9, July
Weekly Update: 1, July
See all 24 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?
