TABLE OF CONTENTS


1. How to add an Items Catalog to the Suppliers Portal?


First of all, you need to create Items’ categories: 

2. Then select Category Management and click Add Category. Enter the name and save.


Now you can add items to this category.


3. After that, select again Catalog Management, then Catalog Management, and click Update Catalog.


4. In the Category, select the category you need and download the price list to upload the items. Fill in the data, save the file, and upload it to Precoro.

Remark: for successful uploading, please, make sure the following is correct: column order and titles, there should be no formulas, the file format should be .xlsx, and in 'Hidden' cell should be 0 for visible items.

Please watch the attached video about this: 


5. To add a picture of a product to the Catalog, save the necessary picture and drop it to the Picture field.


6. If you need to change an item's details, modify prices, etc., hit the "Edit" button, make the changes, and save them.


To edit many items use the Update Catalog.

 

2. How to update a currently active Items Catalog in the Suppliers Portal?


To update a currently active catalog:


2. Then select Catalog Management again and click Update Catalog.
3. In the Category, select the category you need and download the price list to upload the items. Enter the data, save the file and upload it to Precoro.

Remark: for successful uploading, make sure the following is correct: column order and titles, there should be no formulas, the file format should be .xlsx, and in 'Hidden' cell should be 0 for visible items.


Please, check the attached video on how to do that: 

 

3. How to add a New Supplier User to Suppliers Portal?


If you need to add a new user to the Suppliers Portal, follow these steps:

1. Open the Supplier Management and select User Management.
2. Click Invite User, fill in all the required info, and press Create. 
 

 

4. How to invoice a Company-Customer for the Purchase Order?


When a customer sends you a Purchase Order, you need to Invoice them.
Notifications about new orders are sent to your email. 


To create an Invoice, follow the steps below:


1. Open Purchase Order and click Create Invoice (you can see the number of invoices you need to create on it). Open the order.

2. Click Create Invoice and edit the list of items if necessary. 

3. Review and Confirm the Invoice


Now the Invoice is sent to the customer. 

If you made any edits to the invoice and/or it differs from the original purchase order, you'll see that your Invoice has the the status "Pending Confirmation" which means that the customer will need to confirm those changes.


You can track the Invoice status at the right top corner.

  • If your customer approves the changes, the status will become "Approved".


  • If the customer denies the changes, the status will become "Rejected". 


  • If the customer wants you to adjust your invoice, they could send it for your revision. 


Once the Invoice is approved, you’ll receive a notification by email. 


While creating an Invoice, you can make such changes:
  • delete an item and add it to the next invoice later;
  • add a new item;
  • edit any ordered items.