All Users' roles are divided into a few groups. Each of them allows to monitor or put changes within that particular document or functionality.

 

1. Configuration 

2. Supplier management 

3. Requesters

4. Approver 

5. Payment roles + Budgets 

6. Report

7. Budgets 

 

Let's have a look at all of them one by one. 


1. Configuration roles. 


Users with the configuration roles have an opportunity to set up basic settings and create approval workflows.

 

They can set up: 

-company locations or departments where POs should be delivered to - Company Locations;

-add and manage Precoro users as well as set up their accounts and roles - User Management; 

-view and refill company balance for using Precoro - Company Balance;

-create and manage Cost centers and User Cost Centers - CC/DCC set up; 

-create and set up legal entities of the company if it needed - Legal Entities

-set up Inventory if it is required by your company process - Inventory guide

-set up an approval workflow for all documents (PO, PR, RR, Receipt, Invoice) - Approval Workflow.





2. Supplier management roles 

 

Supplier management allows users to add vendors and fill in the information about them. They can create and update prices in the catalog of goods, manage categories and product units. The user with Supplier management roles can create Product groups and Product bundles (if it is needed for the company purchase process). Here you can also save the contracts with suppliers and track its' period and terms.  

 



3. Initiator roles 

 

Users with initiator roles have the opportunity to create and edit the following documents: 

- Purchase Requisitions;

- Purchase Orders; 

- Invoices;

- Receipts;

- Warehouse Requests;

- Requests for Proposals. 

 

As a rule, initiators are first who create the document and after it is sent for approval to users with approval roles.

In Precoro initiators of Purchase orders are purchase managers, initiators of Invoices are accountants,  and warehouse employees create Warehouse requests.


4. Approval roles

 

First of all, the approval role makes the user available to see all the documents created in that module by other users.


Approval workflow in Precoro is set up according to location/department access for each user. Thus users with access to one specific location/department will be able to see the documents created only by initiators of the same role. 


Users with approval workflow receive emails with the information that they have documents to approve. 

This would allow controlling the purchases and expenses in the frames of one location. 

As rule heads of departments approve purchase orders and accountants approve Invoices for payment. 

This allows controlling all purchases that are made in the company. 

As rule heads of departments approve purchase orders and accountants approve Invoices for payment. 


5. Payment role + Budgets 

 

In Precoro payment role can be granted to any user and it allows create payment documents in Precoro to track whether the Invoices was paid or not.  Accountants and financial managers usually have Payment roles in Precoro. Often the same users have Invoices approval role as well. 

 

6. Report roles

 

 Users with report roles have the opportunity to see the Order analysis of all Purchase orders, Purchase requisitions, Invoices. It is useful for company audits and for getting statistics.