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 I can't find 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). If you have to order it once and you don't want it to be in your catalog, add a product to your PR/PO via Add Empty Row (find this button on the bottom of the document's page).

 

Q: How to delete a Purchase Order?

A: You can delete your PO only while it has an Open status. If the PO is confirmed, it cannot be deleted but only canceled. Your canceled orders will remain in the list of your POs so you could repeat it at any time.

 

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.


Q: How can I reset my password?

A: On Precoro main page, go to Login -> Forgot password? Fill in your email, 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.


Q: I can't invite a user and get the following notification: "example@example.com 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. Open the User Management and use a filter, type the needed email and for "Enable" value choose "-------" (it means all) and search for the required user profile. If it was disabled, enable it.


Q: How can I change location in PO?

A: The easiest way to change location is to cancel your previous PO and to create a new one by clicking on the "Repeat" button on the right of PO. It will allow you to save all the products, and you will still be able to choose a new location and Document Cost Centers.


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 now.