How to use Precoro
Check out detailed instructions on how to work with Precoro functionality step-by-step
Warehouse Requests
Requests for Proposals
Purchase Requisitions
- 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 Approve/Reject Purchase Requisitions
- How to Manually Complete Purchase Requisition
- How to Track a Purchase Requisition
- Budget in Purchase Requisitions
- Automatic Purchase Order Creation From Purchase Requisition
Purchase Orders
- How to Create Purchase Orders from 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 Track and Complete a Blanket Purchase Order
- How to Create a Blanket Purchase Order
- How to Send a Purchase Order to a Supplier Manually or Automatically
- How to Edit a Purchase Order After It Was Approved
- How to Track a Purchase Order
- How to Complete Purchase Orders
- How to Approve/Reject Purchase Orders
- How to Add Terms & Conditions to Purchase Orders
- How to Create a Recurring Purchase Order
- How to Add Prepayments to the Purchase Orders
- Purchase Order Printing Configurations
- How to Work with Attachments in Purchase Orders
- Currency Change for Different Purchase Order Types
- Different Purchase Order Types Described
Service Orders
- How to Create a Service Order
- How to Create Invoices and Receipts for Service Orders
- How to Work with Budgets and Total Amounts in Service Orders
- How to Create Credit Note for Service Order
- How to Manage and Track a Service Order
- Service Order Reports
- Service Order Integrations
- How to Create Service Orders from Requisitions
Receipts
Invoices
- How to Create an Invoice from a Purchase Order and Match it
- How to Create and Track an Invoice
- How to Create Recurring Invoices
- How to Approve/Reject Invoices
- 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
- 3-Way Match Functionality
- Currency Change in Invoices
Expenses
Budgeting
- 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 Custom Fields for Items
- 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 Document Initiators
- Budgets
- Budget Breakdown Function
Inventory
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
- How to Create and Use Preset Precoro Reports
- How to Create a Contract Custom Report
- Accruals Report
- Budget vs. Actual Report
- User Reports by Current Company and Account
- Open Purchase Order Report
Working with documents
- Split Costs Functionality
- Analyzing Documents with an AI Assistant
- How to Add Items to Documents
- Managing and Editing Documents by Roles and Statuses
- Re-Approval Process in Precoro Documents
- Working with Notes and Comments in Documents
- Field Logic Behavior after Edit and Revise Actions in Documents
- How to Set Up And Apply Discounts in Documents
- Matching Process
- How to Automatically Close Old Overdue Documents
- Working with Accounting Period Close