How to Set Up the Inventory

Inventory Management software enables businesses to keep track of their stock balance.

Precoro allows your employees to select products directly from company stock.

TABLE OF CONTENTS

• Inventory Process Scheme in Precoro
• How to Set Up the Inventory

Inventory Process Scheme in Precoro

Below is a scheme of the Process you can create in Precoro:

How to Set Up the Inventory

1. Define which employees to involve:

• Who can request products from the warehouse
• Who is responsible for transferring goods and tracking the stock balance
• Who will purchase the products if the stock balance is not enough.

2. Enable the following software modules in Precoro:

• Warehouse Requisition
• Inventory
• Purchase Requisition.

3. Set up the required user roles:

• Warehouse Request
• Warehouse Manager
• Receipts
• Purchase Requisition
• Purchase Order.

4. Add a list of your warehouses:

• Navigate to the Configuration —> Inventory.
• Press Add Warehouse
• Fill out the required fields, choose the available locations and type.

 

Every user will have access to the Warehouses according to their available locations.

Example:

1. Warehouse A enabled for Locations A and B. 
2. Warehouse B enabled for Locations B and D.
   
   

• If you have access to Location A, you will have access to Warehouse A.
• If you have access to Location B, you will have access to Warehouse A and B.
• If you have access to Location D, you will have access to Warehouse B.