Items management
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      How to Import and Update Items on the Item Management Page

      TABLE OF CONTENTS

      Items Management is the key source for prices, GL assignments, and item descriptions that your company purchases.

      Items Management in Precoro facilitates a purchasing process for businesses in the following ways:

      • Purchase orders are filled out with the correct item names and SKU numbers, so there are no misunderstandings with suppliers.
      • GL accounts/cost centers are assigned automatically with predefined settings. It means that the accounting team will no longer worry about the account codes.

      Add Items on the Item Management Page

      To add items in the catalog manually, do the following steps:
      1. Navigate to the left-side menu, choose the Suppliers and Items tab, go to the Item Management, and press Add Item.
      2. Fill out all the required fields → Save by hitting the green button.


        Item management

      Import or Update Items in Bulk


      1. Navigate to the left-side menu, choose the Suppliers and Items tab, go to the Item Management.

      2. Press Import Items and download a template file.

      3. Fill out all the required fields marked with * in the template.

      4. Upload the file and press Next Step.

      When importing or updating items, you are free to include up to 7 000 items per one upload and the file should be XLSX format.

      Please note that all items will be imported as active by default.


      Required fields to fill out:

      • SKU number, Item Name, and Price.

      There is a character limitation for the Item Name and SKU #: 300 characters.

      • If the Inventory module is active, there will be one more required field: Item Type.
      • If the Items Custom Field is required in Item Management, you have to fill it out.