Knowledge Base
English
Español
Español
How to use Precoro
Precoro Setup
Configurations
User Management
Custom Fields and Forms
Suppliers management
Working with Items
Approval Workflow
Location Management
Two-factor authentication
Security
US Based Server
How to use Precoro
Warehouse Requests
Requests for Proposals
Purchase Requisitions
Purchase Orders
Service Orders
Receipts
Invoices
Expenses
Budgeting
Inventory
Reports
Working with documents
Suppliers Portal
Supplier Registration
Attachments, Filters, and Search
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 Catalogs
HiBob Integration
OCR and Accounts Payable
External Integrations
Integrations via Connectors
Precoro Updates
Releases, 2024
Releases, 2023
API Updates
General changes
Ways to Use Precoro
Back to home
Knowledge Base
How to use Precoro
Precoro Setup
Configurations
User Management
Custom Fields and Forms
Suppliers management
Working with Items
Approval Workflow
Location Management
Two-factor authentication
Security
US Based Server
How to use Precoro
Warehouse Requests
Requests for Proposals
Purchase Requisitions
Purchase Orders
Service Orders
Receipts
Invoices
Expenses
Budgeting
Inventory
Reports
Working with documents
Suppliers Portal
Supplier Registration
Attachments, Filters, and Search
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 Catalogs
HiBob Integration
OCR and Accounts Payable
External Integrations
Integrations via Connectors
Precoro Updates
Releases, 2024
Releases, 2023
API Updates
General changes
Ways 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
See more
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 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 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
See more
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
See more
Receipts
How to Create a Receipt and Match It with the Purchase Order
How to Approve/Reject Receipts
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 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
See more
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
See more
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
See more
Reports
Accruals Report
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
How to Create a Contract Custom Report
Budget vs. Actual Report
User Reports by Current Company and Account
Open Purchase Order Report
See more
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
See more
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
Supplier Registration
Attachments, Filters, and Search
Working with Attachments in Precoro
Export Attachments in Bulk Function
How to Use Filters in Precoro
Search Function
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
