Precoro Help Center

Configurations 17

• Fill the company info
• How to add locations/edit the info about location
• How to add your teammates and set up the user's access
• How to set up Departments or Projects
• How to set up the approval workflow

See all 17 articles

Managing suppliers and products catalogs 5

• How to add/edit suppliers
• How to import suppliers in a bulk
• How to import products to the catalog
• How to delete or hide products from the catalog
• 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 and track it
• 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 10

• 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 10 articles

Budgeting 4

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

Invoices 4

• 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

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

Suppliers management 2

• How to create supplier's contract
• How to set up tolerance rate

Catalog 2

• How to set up the GL codes or Chart of Accounts for products
• How to attach links for the items

Suppliers Portal 2

• Suppliers Portal
• How to invoice a client for the Purchase Order

Inventory 3

• How to set up Inventory
• 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 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

FAQ 1

• FAQ

Requisitions 2

• Purchase Requisition
• Purchase Order

Purchasing 5

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

Catalog 1

• Product bundle

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 27

• 14 January
• API 1.0
• 24 January
• 10th of June
• 25th of June

See all 27 articles

Releases, 2020 1

• 9th of December