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Video Tutorial: Create a Purchase Requisition in Precoro

Watch a short video on creating a purchase requisition (PR) in Precoro to request the goods and services you need and send them for approval.

⚠️ The interface shown in this video may differ from your current Precoro account, as the product is updated regularly.

Create a PR on One Page | 3-Minute Watch

In this 3-minute video, you'll see how to create a PR on one page, from the required fields to confirming it for approval.


By the end of the video, you'll know how to:

  • Use the default PR form or select a custom form if your company uses one.
  • Create a PR from a file with Scan with AI or Auto-create from attachment.
  • Fill in the required fields, such as delivery date, location, and custom fields, and add a budget if needed.
  • Add items from the catalog or enter them manually.
  • Add discounts and taxes to the whole PR or to a single item.
  • Add attachments and notes, then save the PR as a draft or confirm it to send it for approval.

To learn more about this flow, see How to Create a Purchase Requisition.

Prefer the Previous Two-Step Flow?

You can still fill in the document details and add items on separate pages. To switch to this flow:

  1. In the Purchase Requisitions module, click Create.
  2. On the PR creation page, click More Actions (…) in the top right corner.
  3. Select Back to old creation flow.

This 2-minute video shows how the two-step flow works: