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Precoro usage
Warehouse request
2
How to Create and Track a Warehouse Request
How to Approve a Warehouse Request
Purchase requisition
5
How to Create a Purchase Requisition and Track It
How to create a Purchase Requisition from the Warehouse Request
How to Approve a Purchase Requisition
How to Import Items in the Purchase Requisition via Excel
How to manually complete Purchase Requisition
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
20
How to Create a Purchase Order
How to Approve a Purchase Order
How to Create a Purchase Order from Several Purchase Requisitions
How to Send a Purchase Order to a Supplier Manually or Automatically
How to Track a Purchase Order
See all 20 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 an Invoice
How to Track an Invoice
How to Import Items in Invoice via excel
See all 11 articles
Budgeting
7
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
See all 7 articles
Reports
13
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 13 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
How to Apply Discounts
User
6
User Roles
Email Notifications
User's Revision History
How to Delete / Disable a User
How to make a User active
See all 6 articles
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?
Punchin with Amazon
2
How to setup Punchin with Amazon
What is the Punchin and how does it work with Amazon and Precoro
