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 the steps below:

1. Go to the configuration tab and click on the Location Management button. 
2. Click on the Add Location button and enter all the required information about your location.
   
   

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 info (Name).

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