How to Manage Multiple Companies in One Account

Bigger companies typically require customized and/or separated purchasing processes.

In Precoro, you can simultaneously manage the procurement process for different branches and subsidiaries. 

3 Steps to Set Up Multiple Companies Control and Access:

  1. Define your requirements:

    - How many companies are there?
    - What are the companies’ names?
    - What are their main currencies?
    - Who is the administrator for every company?

  2. Contact your Customer Success Manager and ask them to set up multi-company access according to your requirements.

  3. Establishing multiple companies can take up to one week.

After the setup, all administrators will have access to multiple companies and can switch between companies.

This is how it works:

Please note that the following settings are individualized for each company:

  • Locations
  • Suppliers
  • Items
  • Categories, Product Groups, Units
  • Documents Custom Fields or Items Custom Fields.

You are not able to share or transfer these settings automatically to another company.