Configurations

Fill the company info
Congrats on starting with Precoro! Hope you'll have a great experience and our team will help you achieve amazing results. First, fill the company inf...
Wed, 7 Mar, 2018 at 3:40 PM
How to add locations/edit the info about location
Locations in Precoro are used to separate your costs by the locations for which the purchases will be made.  In order to set this up, please follow the ste...
Tue, 6 Mar, 2018 at 4:30 PM
How to set up Inventory
Inventory management software enables businesses with large volumes of physical products to keep track of those products through various stages along the su...
Thu, 13 Sep, 2018 at 2:25 PM
How to add your teammates (edit the info/roles)
Precoro makes more sense when you work with your colleagues with it. To add your colleague: Go to User management (that is in Configuration) Click Add us...
Tue, 27 Mar, 2018 at 12:08 PM
How to set up the approval workflow
In order to set up an approval workflow, please, follow next steps: Go to the left-side menu and choose Configuration Choose Approval workflow for Pur...
Mon, 5 Mar, 2018 at 3:38 PM
How to delete a user from the approval workflow
In order to delete a user from the approval workflow, please, follow next steps: Go to the left-side menu and choose Configuration. Choose Approval...
Mon, 5 Mar, 2018 at 3:56 PM
How to set up tolerance rate
Tolerance rate is a deviation between the sum of the Purchase order and the sum of the Invoice created by the supplier.  It is set up for each supplier ind...
Mon, 26 Mar, 2018 at 2:10 PM
How to set up Tax rates
To calculate automatically all the Taxes you have, please follow the tips: 1. Navigate to the left-side menu and choose Configuration > Other.  At th...
Tue, 11 Sep, 2018 at 4:36 PM
How to Setup Departments or Projects
To track your spendings across the Departments or Projects use the Document Cost Centers. To configure it out please follow the tips: Define all the D...
Wed, 12 Sep, 2018 at 10:40 AM