Knowledge Base
Precoro Setup
Precoro Setup
Configurations
User Management
Custom Fields
Suppliers management
Working with Items
Approval Workflow
Location Management
Two-factor authentication
Security
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
Discounts
Filters
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 with Afaxys
HiBob Integration
Precoro Glossary
Requisitions
Items and Documents Custom Fields
Purchasing
Item Management
Approval Workflow
Supplier Registration
Basic Configurations
Precoro Updates
Releases, 2023
API Updates
General changes
Ways to Use Precoro
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Knowledge Base
Precoro Setup
Precoro Setup
Configurations
User Management
Custom Fields
Suppliers management
Working with Items
Approval Workflow
Location Management
Two-factor authentication
Security
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
Discounts
Filters
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 with Afaxys
HiBob Integration
Precoro Glossary
Requisitions
Items and Documents Custom Fields
Purchasing
Item Management
Approval Workflow
Supplier Registration
Basic Configurations
Precoro Updates
Releases, 2023
API Updates
General changes
Ways to Use Precoro
Precoro Setup
Find out more about basic system configurations and security measures
Configurations
Company Balance
Enter Your Company Information
How to Add/Invite a User and Set Up the User’s Access
How to Configure Basic MISC Formats
How to Create and Use a Legal Entity
How to Change/Update the Email Address
How to Set Up Daily Reminders
Custom Numbering for Documents in Precoro
Currency Exchange Rates and Rounding Settings
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
Tolerance Limits
Precoro Mobile App
Revision History Functionality
See more
User Management
Super User Role
User Roles
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
See more
Custom Fields
How to Create and Set Up Items Custom Fields (Chart of Accounts/Cost Centers)
How to Set Up Documents Custom Fields (Departments/Projects)
How to Import Documents/Items Custom Fields Options
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 Set Up Tolerance Rate for Specific Suppliers
How to Manage Supplier Contract
Supplier Approval Functionality
See more
Working with Items
How to Set SKU for Items
How to Create Item Groups
How to Delete or Deactivate Items
How to Import Items
How to Attach Links to Items
How to Update Items in Bulk
How to Create Categories for Items
Setting Up and Using Similar Items
Item Management
See more
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
Location Management
How to Add Locations and Edit Location Information
How to Import Locations via Excel
Two-factor authentication
Two-Factor Authentication in Precoro
How to Restore an Authy Account
Two-Factor Authentication Issues
Required Two-Factor Authentication
Security
IP Access Control
