Knowledge Base
Precoro Setup
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
Precoro Setup
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
Precoro Setup
Find out more about basic system configurations and security measures
Configurations
Dashboard
Precoro Browser System Requirements
Enter Your Company Information
Currency Exchange Rates and Rounding Settings
How to Set Up Daily Reminders
How to Configure Basic MISC Formats
Custom Numbering for Documents in Precoro
How to Manage Multiple Companies in One Account
How to Switch Between Companies
Vacation Mode in Precoro
How to Set Up Taxes and Withholding Tax Rates Through Basic Settings
How to Create and Use a Legal Entity
Tolerance Limit
Revision History Functionality
Company Balance
Billing and Add-Ons Management
Integrations Page
See more
User Management
User Roles
How to Add/Invite a User and Set Up the User’s Access
How to Deactivate a User in Precoro
How to Set Up a Substitute for a Deactivated User
How to Reactivate User’s Account
Email Preferences and Notifications
How to Change/Update the Email Address
Super User Role
Power User Model
See more
Custom Fields and Forms
Custom Fields for Documents: Creation and Management
Custom Fields for Items: Creation and Management
How to Import Custom Fields for Documents and Items Options
Custom Fields for Items and Documents FAQs
Custom Supplier Fields Functionality
Custom Document Forms
See more
Suppliers management
How to Add and Manage Suppliers in Precoro
How to Import and Update Suppliers in Bulk
How to Activate a Supplier
How to Delete or Disable a Supplier in Precoro
How to Manage Payment Terms
How to Manage Supplier Contract
Supplier Approval Functionality
How to Submit a Request for Creating a New Supplier
See more
Working with Items
Item Management
How to Import Items In Bulk
How to Update Items In Bulk
How to Delete or Deactivate Items
How to Set SKU for Items
How to Create Item Groups
How to Attach Links to Items
How to Create Categories for Items
Setting Up and Using Similar Items
Net, Gross, and Tax Total Calculations for Items
Item Bundles
Shipping Item Type
Tax Item Type
See more
Approval Workflow
Approval Workflow
How to Update the Existing Approval Workflow
How to Design and Set Up an Approval Workflow
How to Build a Parallel Approval Workflow
How to Delete a User From an Approval Workflow
See more
Location Management
How to Add and Edit Locations
How to Import Locations via Excel
Two-factor authentication
Two-Factor Authentication in Precoro
Required Two-Factor Authentication
Two-Factor Authentication Issues
How to Restore an Authy Account
Security
IP Access Control
How to Manage the One-Time Login Link
US Based Server
US-Based Server
Step-by-Step Guide to Prepare for US Server Transition
Switching to US-Based Server — Guide to SSO Update
Switching to US-Based Server — Guide to Power BI Update
Switching to US-Based Server — Guide to API Update
Switching to US-Based Server — Guide to OCR Update
See more
