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 approve a purchase requisition
• How to create a Purchase Requisition from the Warehouse Requests
• 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 choose a winner in the request for proposals
• How to track RFP

Purchase orders 13

• 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 13 articles

Budgeting 4

• How available budget sum is calculated
• How to create a budget by Department or Project
• How to create and track budgets
• How to calculate budget in Net or Gross Total

Invoices 5

• 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

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 3

• How to create supplier's contract
• How to set up tolerance rate
• How to delete/disable a supplier

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 5

• User Roles
• Email notifications
• User's revision history
• How to delete/disable a user
• How to enable/reactivate a user?

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