- Knowledge Base
- Precoro Setup
- Location Management
How to Import Locations via Excel
Locations in Precoro are used to:
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Separate your costs by the locations for which purchases will be made
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Configure approval workflows depending on locations
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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:
- Go to the configuration tab and click on the Location Management button.
- Click on the Add Location button and enter all the required information about your location.
To import locations:
- Go to the configuration tab and click on the Location Management button.
- Press Import Locations and follow the instructions:
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Download a template and fill out the required info (Name).
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Make sure there are no duplicates of the Name or Unique Code value.
