Configurations
Congratulations on joining Precoro! We hope that you'll have a great experience with us. Our dedicated team will help you achieve the results tha...
Mon, 14 Dec, 2020 at 7:37 PM
How to set up currency rates and how they are calculated. 1. In order to set up a currency rate you need to: - Choose the main currency rate while creat...
Fri, 15 May, 2020 at 11:35 AM
Locations in Precoro are used to divide your costs by the locations for which purchases will be made. In order to set this up, please follow the steps ...
Thu, 7 Nov, 2019 at 1:46 PM
Precoro makes more sense when your colleagues are also involved. To invite a colleague, follow the steps below: Go to User management (within the Con...
Mon, 11 May, 2020 at 8:58 PM
There are a lot of user roles in Precoro (depending on which modules are turned on in your system). Here you can find all possible list of roles: ...
Fri, 15 May, 2020 at 2:57 PM
This article will help you to set up a Custom Field for Documents. Custom Fields for Documents are assigned to the users and documents. Usually, this is t...
Thu, 15 Apr, 2021 at 1:29 PM
First of all, think about things which will define your approval workflow: Which documents need to be approved? Which key factors could be changed or ...
Fri, 19 Feb, 2021 at 10:25 AM
In order to delete a user from the approval workflow, please follow the steps below: Go to the left side of the menu and choose Configuration. Choose ...
Fri, 15 May, 2020 at 2:45 PM
In order to automatically calculate all the taxes that you have, follow the steps: Navigate to the left-side of the menu and choose Configuration &g...
Fri, 15 May, 2020 at 11:13 AM
This article will help you to set up a Custom Field for Products. Custom Fields for Products are assigned to the products. Usually, this is the list of Cha...
Thu, 15 Apr, 2021 at 2:11 PM