Precoro Help Center

Configurations 18

• 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

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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 a bulk

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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 15

• 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 15 articles

Receipts 4

• 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

Invoices 9

• 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 9 articles

Budgeting 5

• How 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 your custom formula
• How to create budget by Accounts/General Ledger and Items

Reports 5

• 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

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 4

• Email notifications
• User's revision history
• How to delete/disable a user
• How to enable/reactivate a user

Catalog 2

• How to set up the GL codes or Chart of Accounts for products
• 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)
• How to add a new Supplier to Suppliers Portal (Supplier side)

Exporting data to accounting systems 1

• How to import the Orders and Invoices from Precoro to my QuickBooks Desktop account

FAQ 1

• FAQ

Log In Issues 0

Requisitions 2

• Purchase Requisition
• Purchase Order

Purchasing 6

• Budgets
• Invoice
• Receipt
• Cost Centers and Document cost centers
• Tolerance Rate

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Catalog 1

• Product bundle

Approval Workflow 1

• Approval Workflow

Releases, 2018 12

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

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General changes 1

• What is the GDPR?

Releases, 2019 28

• 9th of December
• 14 January
• API 1.0
• 24 January
• 10th of June

See all 28 articles

Releases, 2020 18

• Future release: 13 of October
• 10, September
• 27, August
• 30, July
• 6, August

See all 18 articles