Knowledge Base

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Knowledge Base

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

How to Create and Track a Warehouse Request

How to Approve/Reject Warehouse Requests

Requests 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 Requisitions

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 Approve/Reject Purchase Requisitions

How to Manually Complete Purchase Requisition

Budget in Purchase Requisitions

Automatic Purchase Order Creation From Purchase Requisition

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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

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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

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Receipts

How to Create a Receipt and Track Item Delivery

How to Approve/Reject Receipts

How to Cancel or Revise Receipts

How to Track a Receipt

Supplier Receipt Number

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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

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Expenses

How to Set Up the Expenses Module

How to Create and Track an Expense

How to Approve/Reject Expenses

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 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

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Inventory

How to Add a Stock Balance

Minimum Stock Level Functionality

How to Set Up the Inventory

How to Create and Manage a Stock Transfer

How to Create a Warehouse

Inventory Consumption

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Reports

How to Create and Use Preset Precoro Reports

Accruals Report

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 a Contract Custom Report

Budget vs. Actual Report

User Reports by Current Company and Account

Open Purchase Order Report

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Working with 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

Automatic Closing of Overdue Documents

Working with Accounting Period Close

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Suppliers Portal

Supplier Portal

How to Add a New Supplier to the Supplier Portal (for Businesses)

I Am a Supplier. How Do I Use the Supplier Portal?

How to Invoice a Client from a Purchase Order

Supplier Registration

How to Set Up Supplier Registration Forms

How to Manage Supplier Invitations

Attachments, Filters, and Search

Working with Attachments in Precoro

Export Attachments in Bulk Function

How to Use Filters in Precoro

Search Function

Mobile App

Getting Started with the Precoro Mobile App

Working with Documents via the Mobile App

FAQs and Troubleshooting

General FAQs

FAQs: Budgets

I Do Not Receive Any Emails From Precoro. What Should I Do?

I See the “Your Connection Is Not Private” Message when Accessing Precoro.com