Precoro Setup
Find out more about basic system configurations and security measures
Configurations
- Dashboard
- Precoro Browser System Requirements
- Enter Your Company Information
- Precoro 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
User Management
Custom Fields and Forms
- How to Create and Manage Custom Fields for Documents
- How to Set Up Dependencies for Custom Fields
- How to Create and Manage Custom Fields for Items
- How to Import Custom Fields for Documents and Items Options
- Custom Fields for Items and Documents FAQs
- Custom Supplier Fields Functionality
- Custom Contract Fields Functionality
- Custom Document Forms
Supplier 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 Work with Supplier Contracts
- Supplier Approval Functionality
- How to Submit a Request for Creating a New Supplier
- How to Fill Out the Supplier Card
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