Q: How can I reset my password?
A: Go to the Login page → Forgot password? Fill in your email, check your mailbox and click on the link in the letter to reset your password.
Please note, you can request a new password once in two hours.
Q: How can I edit a user's email?
A: You can't edit someone else's email; users should do that themselves. So, please ask the user to go to Profile Settings → enter a new email there → hit on the Update button to save changes.
Q: I can't invite a user and get the following notification: "[email protected] already used in Precoro. Please enter another email." What should I do?
A: Go and check if there is a user with the same email in your account.
1. Open the User Management section and Filter by email address, and for the field "Active," choose NO → hit on Filter. If there is a user needed, it is disabled and you should only enable it.,
Q: How can I upload a logo to Precoro?
A: Go to the Basic Settings page,→ hit the Change Logo button, → download the file → press Update.
Q: How to delete the user from the approval step?
A: Go to Configuration → Approval Workflow, hit on the cross → Yes.
Please note, it is not possible to remove the user from the approval workflow if already created documents waiting for their approval.
Q: How to change the user's roles?
A: Go to the User Management page → hit on the Edit button opposite the user's name. On this page, you can change the user's info, roles, etc.
Q: How do I delete a user?
A: 1. Go to the User Management page → find the user you need to disable → press the Edit button
2. In an appeared window, switch an enabled button to OFF → Update → choose a substitute user.
Please note, all documents in Draft status created by this user will be deleted. However, other documents pending/matching/approved/completed will be passed to the substitute.
Q: I can't see a document. How to sort this out?
A: To see the necessary documents, please contact your admin or go to the User Management and make sure that you have the roles to the necessary locations and departments/projects.
To be able, to see the documents from other creators, you should have an approval role for these docs.
It doesn't mean that the user becomes an approver automatically. The role just gives him access to all the docs of his locations, departments and it is possible to set the user to the approval flow, but not required to.
Q: If a person left the company or you want to pass the old documents to another person, you can delegate the responsibilities.
A: You can disable this user by choosing the substitute for the person who left the company. In this case, all documents will be assigned to the substitute. Please read the article to know more.
However, if you want to pass the old documents to different users, you can manually delegate the documents. Please follow this link to know more.
Q: How to import items to the Catalog?
A: Open Item Management page → Import Items → download the template → fill in all the required info → save the file and upload it to Precoro.
Q: How can I delete an item from the Catalog?
A: You can remove an item from the Catalog if it hasn't been used in the documents yet. To do that, you should go to the Item Management page → press the Red Bin icon which is opposite to the product → Confirm.
If an item has already been used, you may hide it, so it won't be visible in the Catalog anymore* and it won't be available to the documents. To hide an item: open the Item Management page → press the Edit button → tick the box "Hidden" → Save.
*If necessary, you may find the hidden item by using the filter 'Hidden' (it's the only way to see it).
Q: How can I order a specific item that I can't find in the Catalog?
A: You can add such an item by hitting on the Empty Row button on the page of the document.
Q: How to hide items from the Catalog in bulk?
A: Go to the Item Management page → press Update Items and download the file by Category (select the one you need) or the Supplier → open the file, find items you want to hide, and in the column, Hidden enter 0 instead of 1 for them → save the file and upload it back to Precoro.
Q: Can I export the list of suppliers or item catalog?
A: Yes, for that you need to download a catalog by Category or by the Supplier. To do it: Open the Item Management page → press Update Items, and download the file by Category (select the one you need) or the Supplier.
Q: How can I add a vendor?
A: Open Suppliers Management page → press Add Supplier → add all required info → Create. Besides, you are able to import all your vendors in bulk.
Q: How to import suppliers in bulk?
A: Open Suppliers Management page → Import Suppliers → download the template → fill in all the required info → save the file and submit it to Precoro.
Q: How do I delete a Purchase Requisition?
A: If you are a person who created a Purchase Requisition you should see a 'Delete' button in case its status is Draft.
Once a Purchase Requisition is Confirmed - there is no way to delete it, only to cancel.
Q: How to delete a Purchase Order?
A: You can delete your PO only while it is in Draft status. If the PO is confirmed, it cannot be deleted but only canceled. Your canceled orders will remain on the list of your POs so you could repeat them at any time.
Q: How to delete an item from Purchase Order?
A: To delete an item from the PO: click the Revise button → find the Remove button, and click it → Remove? - Yes.
Please, note that you can delete or edit items only if there are no related documents created (receipts and invoices).
Q: How can I cancel an already confirmed PO?
A: To cancel the PO, first, you should cancel all the related documents if any. Cancel payments for the current PO,→ cancel Invoices, and then Receipts for it → after that, you will be able to cancel a PO.
Q: I have made a mistake while creating a PO. Can I edit it or do I need to delete a whole PO?
A: It is not possible to delete the PO after you confirmed it, you can just hit on the Cancel button. However, if you need to edit info about an item, there is no need to delete the whole PO, you may change the price to the one you need by clicking Revise.
Q: I press Revise a PO by accident. What should I do to go back?
A: Just click a Confirm button.
Please note, that the PO will be sent for approval again, even if it's already approved. So just leave a short comment for the approvers that it was unintentional and there are no changes.
Q: How can I change location in PO?
A: To change the location, you should:
1. Hit on the Revise Button (it is available for the issuer or approvers of the document only)
2. Press Edit Purchase Order → choose other location → Save → Confirm
Please note, the PO will go through the Approval Process again.
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 → Budgets and make the field Required Budgets inactive → Update
Q: I don't see a report with the necessary fields for me in Reports by Precoro. What can I do?
A: You may create a Custom report: put the name to the report → select the Type of the document → select all the columns you need to see in the report (you can also use the Search field).
Q: I have created the wrong Item Custom Fields/Document Custom Fields. How can I delete it?
A: If you have created the wrong Item Custom Fields/Document Custom Fields, you need just to disable it.
For that: go to Configuration → Document Custom Fields → select the ICF/DCC you want to delete → switch the enabled button to OFF.
In this case, it won't be visible anymore and won't be available in documents.
Though it will still be in Precoro (but not available anymore), so if needed you may find them using a filter (in case you need to reactivate one, for instance).
Q: How do I delete an option in Item or Document Custom Fields?
A: It is not possible to delete the options if there are used in the document. The only way is to disable them. To do that, please make the related boxes near the options/suboptions inactive → Update
Q: Why can't I delete a Document Custom Field?
A: You may not be able to disable the DCC if it is already used in the budget and participates in the approval workflow.
Q: Where can I add the discount % to the Items?
A: Open the document and hit on the Edit button → go to the Discount column → enter the discount you need → save the discount.
Q: Can I add a discount to the whole document?
A: Yes, you can. Firstly, check if the discount feature is activated. For that: go to the Basic Settings → MISC → make sure whether it is active
Then open the document which is to be discounted → click "+" to add a discount field → enter the discount name and the value in % → Save changes → press Confirm.
Once done, Precoro will automatically calculate the discounts before taxes and show the total discount sum per item and document.
Q: How to create a Credit Note?
A: To create a Credit Note, you need to find a particular Invoice in Precoro and press Create Credit Note → choose the items you want to add to a Credit Note and select the payment date and the issue date → put the notes if necessary and press Create.
Now you can edit the info about your items and when done, press Confirm.
Q: How does a supplier submit an RFP following the email invitation?
A: To submit a proposal, a supplier should follow the next steps:
1) Use the Edit button to provide your price for each item
2) Specify the estimated delivery date
3) Attach any necessary files or notes
4) After all prices have been provided, submit your proposal by pressing Confirm
Q: Why was the order not delivered on time?
A: We don't have this information. Please clarify this information with the Supplier. If your Supplier is using the Suppliers Portal, you may leave a comment to the Supplier directly in your order. If not - contact him using the contacts listed on the Supplier's card.
Q: Is there a mobile version of Precoro?
A: Precoro is optimized for mobile devices, so you can easily use it via browsers on your smartphone. Also, you can approve the documents in email notifications. But there's no mobile app for Android or iOS for now.
Q: What is the difference between Shipping Address and Warehouse?
A warehouse is a place where all your items are stocked. Meanwhile, a location is a shipping address where the Supplier should deliver the goods (it will be displayed on a PO).
Q: What is the difference between Net Total and Gross Total?
Net Total is an amount without any deductions. Meanwhile, Gross Total is a sum with the deductions (e.g. taxes or discounts)