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 16

• 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 16 articles

Receipts 5

• 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
• Supplier Receipt Number

Invoices 10

• 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 10 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 create budget by Accounts/General Ledger and Items

Reports 6

• 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

See all 6 articles

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 5

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

Catalog 1

• How to attach links for the items

Suppliers Portal 4

• Suppliers Portal
• How to invoice a client for the Purchase Order
• How to add a new Supplier to 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
• How to switch between companies

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?