Precoro Help Center

Warehouse request 3

• How to Create and Track a Warehouse Request
• How to Approve a Warehouse Request
• Working with Attachments in Precoro

Purchase requisition 6

• 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

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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

View all 20

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 12

• 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

View all 12

Expenses 4

• How to work with Budget module in Expenses
• How to setup the Expenses module
• How to approve an Expense
• How to create and work with Expense document

Budgeting 8

• Calculating and Tracking the Available Budget Sum
• 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

View all 8

Reports 18

• 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

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Inventory 4

• How to Set Up the Inventory
• How to Create and Manage a Stock Transfer
• How to Manage the Warehouse
• Inventory consumption

Discounts 2

• How to Activate the Discounts
• How to Apply Discounts

User 6

• User Roles
• Email Notifications
• User's Revision History
• How to Delete / Deactivate a User
• How to make a User active

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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

FAQs and Troubleshooting 4

• General FAQs
• FAQs: Budgets
• I see 'Your connection is not private' when accessing precoro.com
• I Don't Receive the Emails from Precoro. What Should I do?

Supplier Registration 1

• Setting up and utilizing Supplier Registration

Working with documents 4

• Working with Notes and Comments in Documents
• Search by Items in Document's Lists
• How does re-approval process activation works in documents
• Managing and editing documents by roles and statuses

Filters 1

• How to Use Filters in Precoro