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 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 14

• 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 14 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 8

• 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 8 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 calculate 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 2

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

Exporting data to accounting systems 1

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

FAQ 1

• FAQ