Configurations

Fill the company info
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...
Fri, 16 Nov, 2018 at 5:20 PM
How to add locations/edit the info about location
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 ...
Fri, 16 Nov, 2018 at 5:25 PM
How to set up Inventory
Inventory management software enables businesses with large volumes of physical products to keep track of their products throughout various stages along th...
Fri, 16 Nov, 2018 at 5:31 PM
How to add your teammates (edit the info/roles)
Precoro makes more sense when your colleagues are also involved.   To add a colleague follow the steps below: Go to User management (within the C...
Fri, 16 Nov, 2018 at 5:37 PM
How to set up the approval workflow
First of all, you should think about: What documents need to be approved? What key factors could be changed or considered while approving? Who i...
Fri, 16 Nov, 2018 at 5:21 PM
How to delete a user from the approval workflow
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. Cho...
Fri, 16 Nov, 2018 at 5:40 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 setting up for each supplie...
Fri, 16 Nov, 2018 at 5:44 PM
How to set up Tax rates
In order to automatically calculate all of the taxes that you have, follow the below steps:   Navigate to the left-side of the menu and choose Configu...
Fri, 16 Nov, 2018 at 5:51 PM
How to Setup Departments or Projects
To track your spendings across Departments or Projects, you can use the Document Cost Center.   To configure it please follow the steps below: Map ...
Fri, 16 Nov, 2018 at 5:53 PM
How to set up the GL codes or Char of Accounts for products
General Ledger codes are numerals you use to designate a payable or receivable by type. A Chart of Accounts, which lists the names of the accounts that a c...
Fri, 16 Nov, 2018 at 4:51 PM