Knowledge Base
How to use Precoro
Precoro Setup
Configurations
Custom Fields
Suppliers management
Items management
Approval Workflow
Location Management
Two-factor authentication
Security
How to use Precoro
Warehouse request
Request for proposals
Purchase requisition
Purchase orders
Receipts
Invoices
Expenses
Budgeting
Inventory
Reports
User
Working with documents
Suppliers Portal
Supplier Registration
Discounts
Filters
FAQs and Troubleshooting
Precoro Integrations
QuickBooks Online Integration
NetSuite integration
Xero integration
Webhook and API Requests
SSO Setting
Punchin with Amazon
Google integration
Power BI
Integration with Slack
PunchOut with Afaxys
Precoro Glossary
Requisitions
Custom Fields for Items and Custom Fields for Documents
Purchasing
Item Management
Approval Workflow
Supplier Registration
Basic Configurations
Precoro Updates
Releases, 2023
Releases, 2022
Releases, 2021
General changes
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Knowledge Base
How to use Precoro
Precoro Setup
Configurations
Custom Fields
Suppliers management
Items management
Approval Workflow
Location Management
Two-factor authentication
Security
How to use Precoro
Warehouse request
Request for proposals
Purchase requisition
Purchase orders
Receipts
Invoices
Expenses
Budgeting
Inventory
Reports
User
Working with documents
Suppliers Portal
Supplier Registration
Discounts
Filters
FAQs and Troubleshooting
Precoro Integrations
QuickBooks Online Integration
NetSuite integration
Xero integration
Webhook and API Requests
SSO Setting
Punchin with Amazon
Google integration
Power BI
Integration with Slack
PunchOut with Afaxys
Precoro Glossary
Requisitions
Custom Fields for Items and Custom Fields for Documents
Purchasing
Item Management
Approval Workflow
Supplier Registration
Basic Configurations
Precoro Updates
Releases, 2023
Releases, 2022
Releases, 2021
General changes
How to use Precoro
Check out detailed instructions on how to work with Precoro functionality step-by-step
Warehouse request
How to Create and Track a Warehouse Request
How to Approve a Warehouse Request
Request for proposals
How to Create a Request for Proposal from Purchase Requisitions
How to Create and Track a Request for Proposal
How to Fill Out a Request for Proposal as a Supplier
How to Choose the Winning Request for Proposals
Purchase requisition
How to Track a Purchase Requisition
How to Set Up a Purchase Requisition Module
How to Create a Purchase Requisition from a Warehouse Request
How to Create a Purchase Requisition
How to Import Items in the Purchase Requisition via Excel
How to Approve a Purchase Requisition
How to Manually Complete Purchase Requisition
See more
Purchase orders
How to Create a Purchase Order from Several Purchase Requisitions
How to Create a Purchase Order from a Purchase Requisition If the Supplier Is Not Specified
How to Create a Purchase Order
How to Create a Purchase Order for a Foreign Supplier
How to Create and Track a Blanket Purchase Order
How to Work with Blanket Purchase Order per Total
How to Send a Purchase Order to a Supplier Manually or Automatically
How to Edit a Purchase Order After It Was Approved
How to Repeat a Purchase Order
How to Delegate a Purchase Order to Another User
How to Track a Purchase Order
How to Complete Purchase Orders
How to Approve a Purchase Order
How to Add Terms & Conditions to Purchase Orders
How to Create a Recurring Purchase Order
How to Import Items in Purchase Orders via Excel
How to Add Prepayments to the Purchase Orders
Purchase Order Printing Configurations
How to Work with Attachments in Purchase Orders
See more
Receipts
How to Create a Receipt and Match It with the Purchase Order
How to Approve a Receipt
How to Cancel or Revise Receipts
How to Track a Receipt
Supplier Receipt Number
See more
Invoices
How to Create an Invoice from a Purchase Order and Match it
How to Create and Track an Invoice
How to Import Items into Invoices via Excel
How to Create Recurring Invoices
How to Approve an Invoice
How to Edit an Invoice after It Was Approved
How to Create Payments for the Invoices
How to Work with Supplier Invoice Numbers
How to Work with Attachments in Invoices
Credit Note
How to Disable the Payment Module
See more
Expenses
How to Set Up the Expenses Module
How to Create and Track an Expense
How to approve an Expense
How to Work with Budget Module in Expenses
Budgeting
Budget Breakdown Function
How to Create and Track Budgets
How to Import and Update Budgets
How to Create a Budget by Department or Project
How to Create a Budget by Items Custom Fields
How to Set the Deducted Sum for a Budget in Net or Gross Total or Using Custom Formula
Budget Access Limitation
Calculating and Tracking the Available Budget Sum
How to Hide the Available Budget Sum from PO/Invoice Initiators
See more
Inventory
How to Set Up the Inventory
How to Create and Manage a Stock Transfer
How to Manage a Warehouse
Inventory Consumption
Reports
How to Create and Use Preset Precoro Reports
How to Analyze a Purchase Order and Invoice Item Reports
How to Create a Budget Usage Report
How to Create a Purchase Requisition Export by Items
How to Create an Inventory Report
Revision History Reports
How to Create a Custom Report
How to Create a Purchase Requisition Custom Report
How to Create a Purchase Order Custom Report
How to Create an Invoice Custom Report
How to Create a Payment Custom Report
How to Create a Budget Custom Report
How to Create a Credit Note Custom Report
How to Create an Expense Custom Report
How to Create a Receipt Custom Report
How to Create a Warehouse Requests Custom Report
How to Create an Inventory Custom Report
How to Create a Stock Transfer Custom Report
How to Track an Approval Workflow in Custom Reports
See more
User
User Roles
How to Deactivate a User in Precoro
How to Set Up a Substitute User
How to Reactivate User’s Account
Using the Revision History
Email Preferences and Notifications
See more
Working with documents
Working with Attachments in Precoro
Managing and Editing Documents by Roles and Statuses
Search by Items in Document's Lists
Re-Approval Process in Precoro Documents
Working with Notes and Comments in Documents
Field Logic Behavior after Edit and Revise Actions in Documents
See more
Suppliers Portal
Suppliers Portal
How to Add a New Supplier to the Suppliers Portal (for Businesses)
I Am a Supplier. How Do I Use the Suppliers Portal?
How to Invoice a Client from a Purchase Order
Supplier Registration
Setting Up and Utilizing the Supplier Registration
Discounts
How to Activate the Discounts
How to Apply Discounts in Documents
Filters
How to Use Filters in Precoro
FAQs and Troubleshooting
General FAQs
FAQs: Budgets
I Don’t Receive any Emails from Precoro. What Should I Do?
I See the “Your Connection Is Not Private” Message when Accessing Precoro.com
