Q: Why was the order not delivered on time?
A: Please clarify this information with the supplier. You can do this by writing a comment to the supplier directly in your order or by contacting him using the contacts listed on the supplier's card.
Q: How to delete the user from the approval step?
A: Go to Configurations -> Approval Workflow, then click on the user's email and push the Delete button.
Q: How to change the user's roles?
A: Go to Configurations -> User Management and click on the Edit button opposite the user's name. On this page, you can change the user's info, roles etc.
Q: How can I order a specific product which cannot be found in the catalog?
A: Go to Supplier Management -> Catalog Management, click on the Add Product button and add some information about the product - minimum information must include the item name and SKU (you can get it by contacting your supplier).
Q: What's the difference between "Reject Item" and "Remove Item" in Invoice?
A: Rejected items will be deleted from the initial Purchase Order.
Removed items will remain available for use on the next invoice.
Q: How to delete a Purchase Order?
A: You can delete your PO only while it has an Open status. Once the PO has been confirmed, it cannot be deleted but only cancelled. Your cancelled orders will remain in the list of your POs so you could repeat it at anytime.
Q: How to disable the user's profile from my company?
A: Go to Configurations -> User Management and click on the Edit button opposite the user's name, then switch off the Enable option and click the Update button to confirm changes. Please be aware that this action cannot be undone.
Q: Can I edit my receipts (date, number of items etc.)?
A: Unfortunately, you can't edit your Receipt once it's done.
Q: How can I reset my password?
A: On Precoro main page go to Login -> Forgot password?, fill in your e-mail, check your mailbox and click on the link in the letter to reset your password.
Q: How to create a budget for a specific location?
A: Go to Budgets -> Create, enter your new budget's data and specify the location of this budget on the right side of the screen.
Q: Is it necessary to assign budgets to POs?
A: No, if you would like to create your POs without budgets, you can disable this requirement. Go to Configuration -> Basic Settings -> Purchase Orders and turn off the Required Budgets option.