TABLE OF CONTENTS


1. How to add an Items Catalog to 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 you checked the following: 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: 


5. To add a picture of the 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.


If you need to edit many items, you can do that through the Update Catalog.

 

2. How to update an already existing Items Catalog in the Suppliers Portal?


To update an already existing 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. Fill in the data, save the file, and upload it to Precoro.

Remark: for successful uploading, please, make sure you checked the following: 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 Suppliers Portal, follow the steps below:

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 an 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. Confirm your invoice


Now the Invoice is sent to the customer. 

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


You can track the invoice status on the right top corner.

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


  • If they deny changes, the status becomes "Rejected". 


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


Once the Invoice is approved, you’ll get a notification in your email. 


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