Location Management
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      How to Import Locations via Excel

      Locations in Precoro are used to:

      • Separate your costs by the locations for which purchases will be made

      • Configure approval workflows depending on locations

      • Limit access to documents.

      You can add locations in two ways: manually adding one by one or importing in bulk.

      To add a location manually, you need to click on the Add Location button and enter all the necessary information.

      To add a location manually, please follow this link for more instructions.


      To import locations:

      1. Go to the configuration tab and click on the Location Management button. 
      2. Press Import Locations and follow the instructions: 

      • Download a template and fill out the required information. The Name of the Location is mandatory.

      • Make sure there are no duplicates of the Name or Unique Code value.

      • The file format should be XLSX.