--- title: How to use Precoro | Knowledge Base description: Check out detailed instructions on how to work with Precoro functionality step-by-step --- [Skip to content](https://help.precoro.com/how-to-use-precoro#main-content) [Contact us](https://help.precoro.com/kb-tickets/new) [Customer portal](https://help.precoro.com/tickets-view) [![Property 1=Default](https://help.precoro.com/hubfs/Property%201=Default.svg)](https://app.precoro.com/login) Open main navigation Close main navigation - [Contact us](https://help.precoro.com/kb-tickets/new) - [Customer portal](https://help.precoro.com/tickets-view) - [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) Hi there! How can we help you today? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.precoro.com/) 2. [How to use Precoro](https://help.precoro.com/how-to-use-precoro) # How to use Precoro Check out detailed instructions on how to work with Precoro functionality step-by-step ## Warehouse Requests - [Warehouse Request](https://help.precoro.com/warehouse-request-1) - [How to Create and Track a Warehouse Request](https://help.precoro.com/how-to-create-and-track-a-warehouse-request-1) - [How to Approve/Reject Warehouse Requests](https://help.precoro.com/how-to-approve-a-warehouse-request) ## Requests for Proposals - [How to Create and Complete a Request for Proposal](https://help.precoro.com/how-to-create-a-request-for-proposal) - [How to Create a Request for Proposal from Purchase Requisitions](https://help.precoro.com/how-to-create-a-request-for-proposal-from-purchase-requests) - [How to Track a Request for Proposal](https://help.precoro.com/how-to-track-a-request-for-proposal) - [How to Fill Out a Request for Proposal as a Supplier](https://help.precoro.com/how-to-fill-out-the-request-for-proposal-from-the-suppliers-side) - [How to Choose the Winning Request for Proposals](https://help.precoro.com/how-to-choose-the-winning-request-for-proposals-1) ## Purchase Requisitions - [Video Tutorial: Create a Purchase Requisition in Precoro](https://help.precoro.com/video-tutorial-create-a-purchase-requisition) - [How to Set Up a Purchase Requisition Module](https://help.precoro.com/how-to-set-up-a-purchase-requisition-module) - [How to Create a Purchase Requisition](https://help.precoro.com/how-to-create-a-purchase-requisition) - [How to Automatically Fill a Purchase Requisition from a Supplier Quotation](https://help.precoro.com/how-to-automatically-fill-a-purchase-requisition-from-a-supplier-quotation) - [How to Create a Purchase Requisition from a Warehouse Request](https://help.precoro.com/how-to-create-a-purchase-requisition-from-the-warehouse-request) - [How to Approve/Reject Purchase Requisitions](https://help.precoro.com/how-to-approve-a-purchase-requisition-1) - [How to Manually Complete Purchase Requisition](https://help.precoro.com/how-to-manually-complete-purchase-requisition) - [How to Track a Purchase Requisition](https://help.precoro.com/how-to-track-a-purchase-requisition) - [Budget in Purchase Requisitions](https://help.precoro.com/budget-in-purchase-requisitions) - [Automatic Purchase Order Creation From Purchase Requisition](https://help.precoro.com/automatic-purchase-order-creation-from-purchase-requisition) See less ▼ ## Purchase Orders - [Purchase Order Definition and Types in Precoro](https://help.precoro.com/different-purchase-order-types) - [Video Tutorials: Create Purchase Orders in Precoro](https://help.precoro.com/video-tutorials-purchase-order) - [How to Create a Purchase Order](https://help.precoro.com/how-to-create-a-purchase-order) - [How to Create Purchase Orders from Requisitions](https://help.precoro.com/how-to-create-a-purchase-order-from-requisitions) - [How to Create a Purchase Order from a Purchase Requisition If the Supplier Is Not Specified](https://help.precoro.com/how-to-create-a-purchase-order-from-a-purchase-request) - [How to Create a Purchase Order for a Foreign Supplier](https://help.precoro.com/how-to-create-a-po-for-a-foreign-supplier) - [How to Create a Blanket Purchase Order](https://help.precoro.com/blanket-purchase-order-per-total) - [How to Create a Recurring Purchase Order](https://help.precoro.com/how-to-create-a-recurring-purchase-order) - [How to Send a Purchase Order to a Supplier Manually or Automatically](https://help.precoro.com/how-to-send-a-purchase-order-to-a-supplier-manually-or-automatically) - [How to Track a Purchase Order](https://help.precoro.com/how-to-track-a-purchase-order) - [How to Complete Purchase Orders](https://help.precoro.com/how-to-complete-purchase-orders) - [How to Track and Complete a Blanket Purchase Order](https://help.precoro.com/blanket-purchase-order) - [How to Approve/Reject Purchase Orders](https://help.precoro.com/how-to-approve-a-purchase-order) - [How to Edit a Purchase Order After It Was Approved](https://help.precoro.com/how-to-edit-the-purchase-order-after-it-was-approved) - [How to Work with Attachments in Purchase Orders](https://help.precoro.com/attachments-in-purchase-orders) - [How to Add Terms & Conditions to Purchase Orders](https://help.precoro.com/how-to-add-terms-conditions-to-the-purchase-orders) - [Currency Change for Different Purchase Order Types](https://help.precoro.com/currency-change-for-different-purchase-order-types) - [How to Track Savings on Purchase Orders](https://help.precoro.com/how-to-track-savings-on-purchase-orders) - [How to Add Prepayments to the Purchase Orders](https://help.precoro.com/how-to-add-prepayments-to-the-purchase-orders) - [Purchase Order Printing Configurations](https://help.precoro.com/purchase-order-printing-settings) See less ▼ ## Service Orders - [Video Tutorial: Create a Service Order in Precoro](https://help.precoro.com/video-tutorial-service-order) - [How to Create a Service Order](https://help.precoro.com/how-to-create-a-service-order) - [How to Create Invoices and Receipts for Service Orders](https://help.precoro.com/how-to-create-invoices-and-receipts-for-service-orders) - [How to Work with Budgets and Total Amounts in Service Orders](https://help.precoro.com/how-to-work-with-budgets-and-total-amounts-in-service-orders) - [How to Create Credit Note for Service Order](https://help.precoro.com/how-to-create-credit-note-for-service-order) - [How to Manage and Track a Service Order](https://help.precoro.com/how-to-manage-a-service-order) - [Service Order Reports](https://help.precoro.com/service-order-reports) - [Service Order Integrations](https://help.precoro.com/service-order-integrations) - [How to Create Service Orders from Requisitions](https://help.precoro.com/how-to-create-service-orders-from-requisitions) See less ▼ ## Receipts - [How to Create a Receipt and Track Item Delivery](https://help.precoro.com/how-to-create-a-receipt-and-match-it-with-the-purchase-order-1) - [Video Tutorial: Create a Receipt in Precoro](https://help.precoro.com/video-tutorial-create-a-receipt-in-precoro) - [How to Approve/Reject Receipts](https://help.precoro.com/how-to-approve-a-receipt) - [How to Cancel or Revise Receipts](https://help.precoro.com/how-to-cancel-or-revise-receipts) - [How to Track a Receipt](https://help.precoro.com/how-to-track-a-receipt-1) - [Supplier Receipt Number](https://help.precoro.com/supplier-receipt-number) See less ▼ ## Invoices - [How to Create an Invoice from a Purchase Order and Match it](https://help.precoro.com/how-to-create-an-invoice-for-a-purchase-order-and-match-it-1) - [Video Tutorials: Invoices in Precoro](https://help.precoro.com/video-tutorials-invoices) - [How to Create and Track an Invoice](https://help.precoro.com/how-to-create-an-invoice-1) - [How to Create Recurring Invoices](https://help.precoro.com/how-to-create-recurring-invoices-1) - [How to Approve/Reject Invoices](https://help.precoro.com/how-to-approve-an-invoice) - [How to Edit an Invoice after It Was Approved](https://help.precoro.com/how-to-edit-an-invoice-after-it-is-been-approved-1) - [How to Create Payments for Invoices](https://help.precoro.com/how-to-create-payments-for-the-invoices-1) - [How to Pay Suppliers from Precoro](https://help.precoro.com/how-to-pay-suppliers-from-precoro) - [How to Work with Supplier Invoice Numbers](https://help.precoro.com/supplier-invoice-number) - [How to Work with Attachments in Invoices](https://help.precoro.com/attachments-in-invoices) - [Credit Note](https://help.precoro.com/credit-note) - [3-Way Match Functionality](https://help.precoro.com/3-way-match-functionality) - [Currency Change in Invoices](https://help.precoro.com/currency-change-in-invoices) See less ▼ ## Expenses - [How to Set Up the Expenses Module](https://help.precoro.com/how-to-setup-the-expenses-module) - [How to Create and Track an Expense](https://help.precoro.com/how-to-create-and-work-with-expense-document) - [How to Approve/Reject Expenses](https://help.precoro.com/how-to-approve-an-expense) - [How to Work with Budget Module in Expenses](https://help.precoro.com/how-to-work-with-budget-module-in-expenses-1) ## Budgeting - [Budgets](https://help.precoro.com/budgets-1) - [How to Create and Edit a Budget](https://help.precoro.com/support/solutions/articles/35000151087-how-to-create-and-track-budgets) - [How to Create a Budget by Department or Project](https://help.precoro.com/how-to-create-a-budget-by-department-or-project) - [How to Create a Budget by Custom Fields for Items](https://help.precoro.com/how-to-create-a-budget-by-accounts/general-ledger-and-items) - [How to Import and Update Budgets](https://help.precoro.com/how-to-import-and-update-budgets-1) - [How to View and Track a Budget](https://help.precoro.com/how-to-view-and-track-a-budget) - [How to Set the Deducted Sum for a Budget in Net or Gross Total or Using Custom Formula](https://help.precoro.com/how-to-set-the-deducted-sum-for-the-budget-in-net-or-gross-total-or-using-custom-formula) - [Budget Access Limitation](https://help.precoro.com/budget-access-limitation) - [How Budget Amounts Are Calculated: Total, Used, Reserved, and Available](https://help.precoro.com/calculating-and-tracking-the-available-budget-sum) - [How to Hide the Available Budget Sum from Document Initiators](https://help.precoro.com/how-to-hide-the-available-budget-sum-from-doc-initiators) - [Budget Breakdown Function](https://help.precoro.com/budget-breakdown-function) See less ▼ ## Inventory - [Video Tutorials: Inventory Management in Precoro](https://help.precoro.com/video-tutorials-inventory) - [How to Set Up the Inventory](https://help.precoro.com/how-to-set-up-the-inventory-1) - [How to Create and Manage a Stock Transfer](https://help.precoro.com/how-to-create-and-manage-a-stock-transfer-1) - [How to Create a Warehouse](https://help.precoro.com/how-to-manage-the-warehouse) - [Inventory Consumption](https://help.precoro.com/inventory-consumption) - [How to Add a Stock Balance](https://help.precoro.com/how-to-add-a-stock-balance) - [Minimum Stock Level Functionality](https://help.precoro.com/minimum-stock-level-functionality) See less ▼ ## Reports - [How to Create a Custom Report](https://help.precoro.com/how-to-create-a-custom-report) - [How to Analyze a Purchase Order and Invoice Item Reports](https://help.precoro.com/how-to-use-a-purchase-order-and-invoice-item-reports) - [How to Create a Budget Usage Report](https://help.precoro.com/how-to-create-a-budget-usage-report) - [How to Create a Purchase Requisition Export by Items](https://help.precoro.com/purchase-requisition-reports-1) - [How to Create an Inventory Report](https://help.precoro.com/how-to-create-an-inventory-report) - [Revision History Reports](https://help.precoro.com/revision-history-reports) - [How to Create a Consolidated P2P Report](https://help.precoro.com/consolidated-p2p-report) - [How to Create a Purchase Requisition Custom Report](https://help.precoro.com/how-to-create-a-purchase-requisition-custom-report) - [How to Create a Purchase Order Custom Report](https://help.precoro.com/how-to-create-a-purchase-order-custom-report) - [How to Create an Invoice Custom Report](https://help.precoro.com/how-to-create-an-invoice-custom-report) - [How to Create a Payment Custom Report](https://help.precoro.com/how-to-create-a-payment-custom-report-1) - [How to Create a Budget Custom Report](https://help.precoro.com/how-to-create-a-budget-custom-report) - [How to Create a Credit Note Custom Report](https://help.precoro.com/how-to-create-a-credit-note-custom-report-1) - [How to Create an Expense Custom Report](https://help.precoro.com/how-to-create-an-expense-custom-report) - [How to Create a Receipt Custom Report](https://help.precoro.com/how-to-create-a-receipt-custom-report) - [How to Create a Warehouse Requests Custom Report](https://help.precoro.com/how-to-create-a-warehouse-requests-custom-report-1) - [How to Create an Inventory Custom Report](https://help.precoro.com/how-to-create-an-inventory-custom-report) - [How to Create a Stock Transfer Custom Report](https://help.precoro.com/how-to-create-a-stock-transfer-custom-report-1) - [How to Create an Approval Performance Custom Report](https://help.precoro.com/how-to-create-an-approval-performance-custom-report) - [How to Track an Approval Workflow in Custom Reports](https://help.precoro.com/how-to-track-an-approval-workflow-in-custom-reports-1) - [How to Create a Contract Custom Report](https://help.precoro.com/how-to-create-a-payment-custom-report) - [How to Create and Use Preset Precoro Reports](https://help.precoro.com/how-to-create-and-use-preset-precoro-reports) - [Budget vs. Actual Report](https://help.precoro.com/budget-vs.-actual-report) - [Accruals Report](https://help.precoro.com/accruals-report) - [User Reports by Current Company and Account](https://help.precoro.com/user-report) - [Open Purchase Order Report](https://help.precoro.com/open-purchase-order-report) - [How to Export and Share Reports](https://help.precoro.com/how-to-export-and-share-reports) See less ▼ ## AP Inbox and Intelligent AP Automation - [Understanding Precoro’s Intelligent AP Automation and How it Works](https://help.precoro.com/understanding-intelligent-ap-automation-and-how-it-works) - [How to Set Up Intelligent AP Automation in Precoro](https://help.precoro.com/how-to-set-up-intelligent-ap-automation-in-precoro) - [AI Agent for Invoice Extraction](https://help.precoro.com/ai-agent-for-invoice-extraction) - [How to Create Invoices from AI-Processed Documents](https://help.precoro.com/how-to-create-invoices-from-ai-processed-documents) - [How to Add Credit Notes to an Invoice with Intelligent AP Automation](https://help.precoro.com/how-to-add-credit-notes-to-an-invoice-with-intelligent-ap-automation) - [How to Process Invoice Attachments with Intelligent AP Automation](https://help.precoro.com/how-to-process-invoice-attachments-with-intelligent-ap-automation) - [Processed Fields With Intelligent AP Automation](https://help.precoro.com/processed-fields-with-intelligent-ap-automation) - [How to Manage Taxes with Intelligent AP Automation](https://help.precoro.com/how-to-manage-taxes-with-intelligent-ap-automation) - [How to Manage Documents in AP Inbox](https://help.precoro.com/how-to-manage-documents-in-ap-inbox) - [How to Automate Invoice Creation with Intelligent AP Automation](https://help.precoro.com/how-to-automate-invoice-creation-with-intelligent-ap-automation) - [AI-Enhanced Invoice-to-Order Matching in Precoro](https://help.precoro.com/ai-powered-invoice-to-po-matching-in-precoro) - [How to Process E-Invoices with Precoro](https://help.precoro.com/how-to-process-e-invoices-under-eu-regulations) See less ▼ ## Working with documents - [Using AI Document Scanning](https://help.precoro.com/using-ai-document-scanning) - [How to Add Items to Documents](https://help.precoro.com/how-to-add-items-to-documents) - [How to Reject Items in Precoro](https://help.precoro.com/how-to-reject-items-in-precoro) - [Split Costs Functionality](https://help.precoro.com/split-costs-functionality) - [Analyzing Documents with an AI Assistant](https://help.precoro.com/analyzing-documents-with-an-ai-assistant) - [Managing and Editing Documents by Roles and Statuses](https://help.precoro.com/managing-and-editing-documents-by-roles-and-statuses) - [Re-Approval Process in Precoro Documents](https://help.precoro.com/how-does-re-approval-process-activation-work-in-documents) - [Working with Notes and Comments in Documents](https://help.precoro.com/working-with-notes-in-documents) - [Field Logic Behavior after Edit and Revise Actions in Documents](https://help.precoro.com/field-logic-behavior-after-edit-and-revise-actions-in-documents) - [How to Set Up And Apply Discounts in Documents](https://help.precoro.com/how-to-set-up-and-apply-discounts) - [Matching Process](https://help.precoro.com/matching-process) - [How to Automatically Close Old Overdue Documents](https://help.precoro.com/automatic-closing-of-overdue-documents) - [Working with Accounting Period Close](https://help.precoro.com/working-with-accounting-period-close) See less ▼ ## Suppliers Portal - [Supplier Portal](https://help.precoro.com/suppliers-portal-1) - [Video Tutorial: Invite a Supplier to the Supplier Portal](https://help.precoro.com/video-tutorial-supplier-portal) - [How to Add a New Supplier to the Supplier Portal (for Businesses)](https://help.precoro.com/how-to-add-a-new-supplier-to-the-suppliers-portal-business-side-1) - [I Am a Supplier. How Do I Use the Supplier Portal?](https://help.precoro.com/i-am-a-supplier.-how-do-i-use-a-suppliers-portal) - [How to Invoice a Client from a Purchase Order](https://help.precoro.com/how-to-invoice-a-client-from-a-purchase-order-1) ## Supplier Registration - [Video Tutorial: Supplier Registration Forms in Precoro](https://help.precoro.com/video-tutorial-supplier-registration-forms-in-precoro) - [How to Set Up Supplier Registration Forms](https://help.precoro.com/setting-up-and-utilizing-supplier-registration-1) - [How to Manage Supplier Invitations](https://help.precoro.com/how-to-manage-supplier-invitations) ## Attachments, Filters, and Search - [Working with Attachments in Precoro](https://help.precoro.com/working-with-attachments-in-precoro) - [Export Attachments in Bulk Function](https://help.precoro.com/attachments-download-in-bulk) - [How to Use Filters in Precoro](https://help.precoro.com/how-to-use-filters-in-precoro) - [Search Function](https://help.precoro.com/search-function) ## Mobile App - [Getting Started with the Precoro Mobile App](https://help.precoro.com/getting-started-with-the-precoro-mobile-app) - [Creating Documents in the Precoro Mobile App](https://help.precoro.com/working-with-documents-via-the-mobile-app) - [Managing Documents in the Precoro Mobile App](https://help.precoro.com/managing-documents-in-the-precoro-mobile-app) ## FAQs and Troubleshooting - [General FAQs](https://help.precoro.com/general-faqs) - [How to Request a New Feature or Share Feedback](https://help.precoro.com/how-to-request-a-new-feature-or-share-feedback) - [FAQs: Budgets](https://help.precoro.com/faqs-budgets) - [I Do Not Receive Any Emails From Precoro. What Should I Do?](https://help.precoro.com/i-dont-receive-the-emails-from-precoro.-what-should-i-do) - [I See the “Your Connection Is Not Private” Message when Accessing Precoro.com](https://help.precoro.com/i-see-your-connection-is-not-private-when-accessing-precoro.com) - [Precoro Setup](https://help.precoro.com/precoro-setup#main-content) - [Configurations](https://help.precoro.com/precoro-setup#configurations) - [User Management](https://help.precoro.com/precoro-setup#user-management) - [Custom Fields and Forms](https://help.precoro.com/precoro-setup#custom-fields-and-forms) - [Supplier management](https://help.precoro.com/precoro-setup#supplier-management) - [Working with Items](https://help.precoro.com/precoro-setup#working-with-items) - [Approval Workflow](https://help.precoro.com/precoro-setup#approval-workflow) - [Location Management](https://help.precoro.com/precoro-setup#location-management) - [Precoro Payments](https://help.precoro.com/precoro-setup#precoro-payments) - [Two-factor authentication](https://help.precoro.com/precoro-setup#two-factor-authentication) - [Security](https://help.precoro.com/precoro-setup#security) - [US Based Server](https://help.precoro.com/precoro-setup#us-based-server) - [How to use Precoro](https://help.precoro.com/how-to-use-precoro#main-content) - [Warehouse Requests](https://help.precoro.com/how-to-use-precoro#warehouse-requests) - [Requests for Proposals](https://help.precoro.com/how-to-use-precoro#requests-for-proposals) - [Purchase Requisitions](https://help.precoro.com/how-to-use-precoro#purchase-requisitions) - [Purchase Orders](https://help.precoro.com/how-to-use-precoro#purchase-orders) - [Service Orders](https://help.precoro.com/how-to-use-precoro#service-orders) - [Receipts](https://help.precoro.com/how-to-use-precoro#receipts) - [Invoices](https://help.precoro.com/how-to-use-precoro#invoices) - [Expenses](https://help.precoro.com/how-to-use-precoro#expenses) - [Budgeting](https://help.precoro.com/how-to-use-precoro#budgeting) - [Inventory](https://help.precoro.com/how-to-use-precoro#inventory) - [Reports](https://help.precoro.com/how-to-use-precoro#reports) - [AP Inbox and Intelligent AP Automation](https://help.precoro.com/how-to-use-precoro#ap-inbox-and-intelligent-ap-automation) - [Working with documents](https://help.precoro.com/how-to-use-precoro#working-with-documents) - [Suppliers Portal](https://help.precoro.com/how-to-use-precoro#suppliers-portal) - [Supplier Registration](https://help.precoro.com/how-to-use-precoro#supplier-registration) - [Attachments, Filters, and Search](https://help.precoro.com/how-to-use-precoro#attachments-filters-and-search) - [Mobile App](https://help.precoro.com/how-to-use-precoro#mobile-app) - [FAQs and Troubleshooting](https://help.precoro.com/how-to-use-precoro#faqs-and-troubleshooting) - [Precoro Integrations](https://help.precoro.com/precoro-integrations#main-content) - [QuickBooks Online Integration](https://help.precoro.com/precoro-integrations#quickbooks-online-integration) - [NetSuite Integration](https://help.precoro.com/precoro-integrations#netsuite-integration) - [Xero Integration](https://help.precoro.com/precoro-integrations#xero-integration) - [API Requests and Webhooks](https://help.precoro.com/precoro-integrations#api-requests-and-webhooks) - [SSO Setting](https://help.precoro.com/precoro-integrations#sso-setting) - [Google Integration](https://help.precoro.com/precoro-integrations#google-integration) - [Power BI](https://help.precoro.com/precoro-integrations#power-bi) - [Integration with Slack](https://help.precoro.com/precoro-integrations#integration-with-slack) - [PunchOut Catalogs](https://help.precoro.com/precoro-integrations#punchout-catalogs) - [Integrations via Connectors](https://help.precoro.com/precoro-integrations#integrations-via-connectors) - [Bill.com Integration](https://help.precoro.com/precoro-integrations#bill-com-integration) - [Precoro Updates](https://help.precoro.com/precoro-updates#main-content) - [Releases, 2026](https://help.precoro.com/precoro-updates#releases-2026) - [Releases, 2025](https://help.precoro.com/precoro-updates#releases-2025) - [Releases, 2024](https://help.precoro.com/precoro-updates#releases-2024) - [Releases, 2023](https://help.precoro.com/precoro-updates#releases-2023) - [API Updates](https://help.precoro.com/precoro-updates#api-updates) - [General changes](https://help.precoro.com/precoro-updates#general-changes) [![Precoro](https://help.precoro.com/hubfs/Precoro.svg "Precoro")](https://precoro.com/) Copyright © 2026, Precoro