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.