Precoro Help Center

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?