--- title: "Weekly update: March 23" description: You can set Default Custom Fields directly through the Supplier card, bringing more automation when working with documents. It can help save time and eliminate manual errors when adding new items, wor --- [Skip to content](https://help.precoro.com/weekly-update-march-17#main-content) [Contact us](https://help.precoro.com/kb-tickets/new?hsLang=en) [Customer portal](https://help.precoro.com/tickets-view?hsLang=en) [![Property 1=Default](https://help.precoro.com/hubfs/Property%201=Default.svg)](https://app.precoro.com/login) Open main navigation Close main navigation - [Contact us](https://help.precoro.com/kb-tickets/new) - [Customer portal](https://help.precoro.com/tickets-view) - [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) Hi there! How can we help you today? - There are no suggestions because the search field is empty. 1. 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[Releases, 2023](https://help.precoro.com/precoro-updates?hsLang=en#releases-2023) # Weekly update: March 23 #### TABLE OF CONTENTS - [Set More Default Custom Fields for Suppliers](https://help.precoro.com/weekly-update-march-17#Default-Custom-Fields-for-Suppliers) - [Update Items in Bulk for Expenses and Requests for Proposals](https://help.precoro.com/weekly-update-march-17#Update-Items-in-RfPs) - [Send the Proposal for Supplier Revision](https://help.precoro.com/weekly-update-march-17#Proposal-for-Supplier-Revise) - [New Info Card Design is Here!](https://help.precoro.com/weekly-update-march-17#new-info-card-design) - [Use Comments in Inventory Consumption Documents](https://help.precoro.com/weekly-update-march-17#Comments-in-the-Inventory-Consumption) ### Set More Default Custom Fields for Suppliers You can set Default Custom Fields directly through the [Supplier](https://app.precoro.com/manage/manual/supplier) card, bringing more automation when working with documents. It can help save time and eliminate manual errors when adding new items, working with **Afaxys** or **Amazon** integrations, or creating new documents in Precoro. Users who have **Configurations** and **Supplier** **Management** **Roles** can use this functionality. Take a look at the table below that shows which fields are available for specific document types: | **Document Types/Custom Fields** | **Purchase Orders** | **Invoices** | **Purchase Requisitions** | **Warehouse Requests** | | --- | --- | --- | --- | --- | | **Documents Custom Fields** | **+** | **+** | **–** | **–** | | **Items Custom Fields** | **+** | **+** | **+** | **+** | **To appoint the fields, follow these three steps:** 1\. Make sure the Documents/Items Custom Fields are available in the necessary documents. More information on working with **Items Custom Fields** can be found [here](https://help.precoro.com/functionality-of-items-custom-fields-1?hsLang=en), and [here](https://help.precoro.com/documents-custom-fields-types-and-configuration-1?hsLang=en) you can find more insights on working with **Documents Custom Fields**. 2\. In the **Supplier** card, you can set the default values. To do that, open the Supplier editing page, press the **Show default options** button, and enter the needed information into the ICF or DCF. 3\. Create a new document, and the default values will be automatically added to it. **Working with Afaxys and Amazon integrations** If you use **Afaxys** or **Amazon** integrations, the default values you have set for the Supplier will be automatically transferred to the **Purchase Orders** and **Invoices**. If your item already has filled-in values in the **Catalog**, that information will be displayed in the item despite the default information you have set. ### **Update Items in Bulk for Expenses and Requests for Proposals** Use the **Update Items** option in **Expenses** and **Requests for Proposals** if you need to update, for example, the following: - Item prices have changed. - You need to update other important information in the Items Custom Fields. You can Update items with the **RFP** document in **Draft** status and the Expenses in **Draft** and **In Revision** statuses. **Here’s how it works on the Requests for Proposals example:** 1\. Open the document you want to update, make sure you have added Items, and click the **Update Items** button. 2\. You will be redirected to the **Update Items** page. By following the instructions, you can **download** a template file (with the items from your document), **update** the necessary information, and **upload it back** to Precoro. The file must be in **XLSX** format and should not contain the tips from rows 2 and 3, which you need to delete before the upload.  Please do not edit the **Item ID** column. Otherwise, it will affect the correctness of data displayed in the **Reports** and **Inventory** sections. 3\. After **Submitting** the document, you will receive a system message about the download success, and the changes will be displayed in the edited items. The process for updating items in **Expense** documents is identical to the example above. ### Send the Proposal for Supplier Revision Now, you can send Confirmed Proposals back to Suppliers with just one click of a button! This function can come in handy when Proposal terms change or when you have negotiated other working conditions with a Supplier. So, you would not need to create another RFP document and go through the whole confirmation process again; all you have to do is send the current document for revision. **How does it work?** This function is available for **Requests for Proposals** with **Approved** statuses. As soon as the RFP acquires **Completed** status (the Suppliers have been selected for the items), the Proposal can no longer be sent for revision. During revision, the Supplier cannot edit the item for which you have already appointed a Supplier. 1\. Open the Confirmed RFP document and click on the **Show supplier proposal** button in the **Status** column. 2\. On the Proposal page, click **Send for revision** and leave a comment for the Supplier, specifying what exactly needs to be corrected. The Supplier will, in turn, receive a notification letter with your comment and will be able to edit the information and return it to you for further confirmation. ### New Info Card Design is Here! ![](https://storage.googleapis.com/froala-upload-prod/a8bbb652-bebe-4d82-b96b-3945a854acdd/image/42cbc7d1-358b-40cb-b800-3f4c1182454d.png) Enjoy the improved design on all the Precoro document pages. Next up, we are preparing a new table design improvement that will make your work with documents even more efficient. ### Use Comments in Inventory Consumption Documents Communicate with your colleagues even better by leaving comments in [Inventory Consumption](https://app.precoro.com/manage/inventory/consumption) Documents. Learn more about working with Comments in Precoro [here](https://help.precoro.com/working-with-notes-in-documents?hsLang=en).  - [Precoro Setup](https://help.precoro.com/precoro-setup?hsLang=en#main-content) - [Configurations](https://help.precoro.com/precoro-setup?hsLang=en#configurations) - [User Management](https://help.precoro.com/precoro-setup?hsLang=en#user-management) - [Custom Fields and Forms](https://help.precoro.com/precoro-setup?hsLang=en#custom-fields-and-forms) - [Supplier management](https://help.precoro.com/precoro-setup?hsLang=en#supplier-management) - [Working with Items](https://help.precoro.com/precoro-setup?hsLang=en#working-with-items) - [Approval Workflow](https://help.precoro.com/precoro-setup?hsLang=en#approval-workflow) - [Location Management](https://help.precoro.com/precoro-setup?hsLang=en#location-management) - [Precoro Payments](https://help.precoro.com/precoro-setup?hsLang=en#precoro-payments) - [Two-factor authentication](https://help.precoro.com/precoro-setup?hsLang=en#two-factor-authentication) - [Security](https://help.precoro.com/precoro-setup?hsLang=en#security) - [US Based Server](https://help.precoro.com/precoro-setup?hsLang=en#us-based-server) - [How to use Precoro](https://help.precoro.com/how-to-use-precoro?hsLang=en#main-content) - [Warehouse Requests](https://help.precoro.com/how-to-use-precoro?hsLang=en#warehouse-requests) - [Requests for Proposals](https://help.precoro.com/how-to-use-precoro?hsLang=en#requests-for-proposals) - [Purchase Requisitions](https://help.precoro.com/how-to-use-precoro?hsLang=en#purchase-requisitions) - [Purchase Orders](https://help.precoro.com/how-to-use-precoro?hsLang=en#purchase-orders) - [Service Orders](https://help.precoro.com/how-to-use-precoro?hsLang=en#service-orders) - [Receipts](https://help.precoro.com/how-to-use-precoro?hsLang=en#receipts) - [Invoices](https://help.precoro.com/how-to-use-precoro?hsLang=en#invoices) - [Expenses](https://help.precoro.com/how-to-use-precoro?hsLang=en#expenses) - [Budgeting](https://help.precoro.com/how-to-use-precoro?hsLang=en#budgeting) - [Inventory](https://help.precoro.com/how-to-use-precoro?hsLang=en#inventory) - [Reports](https://help.precoro.com/how-to-use-precoro?hsLang=en#reports) - [AP Inbox and Intelligent AP Automation](https://help.precoro.com/how-to-use-precoro?hsLang=en#ap-inbox-and-intelligent-ap-automation) - [Working with documents](https://help.precoro.com/how-to-use-precoro?hsLang=en#working-with-documents) - [Suppliers Portal](https://help.precoro.com/how-to-use-precoro?hsLang=en#suppliers-portal) - [Supplier Registration](https://help.precoro.com/how-to-use-precoro?hsLang=en#supplier-registration) - [Attachments, Filters, and Search](https://help.precoro.com/how-to-use-precoro?hsLang=en#attachments-filters-and-search) - [Mobile App](https://help.precoro.com/how-to-use-precoro?hsLang=en#mobile-app) - [FAQs and Troubleshooting](https://help.precoro.com/how-to-use-precoro?hsLang=en#faqs-and-troubleshooting) - [Precoro Integrations](https://help.precoro.com/precoro-integrations?hsLang=en#main-content) - [QuickBooks Online Integration](https://help.precoro.com/precoro-integrations?hsLang=en#quickbooks-online-integration) - [NetSuite Integration](https://help.precoro.com/precoro-integrations?hsLang=en#netsuite-integration) - [Xero Integration](https://help.precoro.com/precoro-integrations?hsLang=en#xero-integration) - [API Requests and Webhooks](https://help.precoro.com/precoro-integrations?hsLang=en#api-requests-and-webhooks) - [SSO Setting](https://help.precoro.com/precoro-integrations?hsLang=en#sso-setting) - [Google Integration](https://help.precoro.com/precoro-integrations?hsLang=en#google-integration) - [Power BI](https://help.precoro.com/precoro-integrations?hsLang=en#power-bi) - [Integration with Slack](https://help.precoro.com/precoro-integrations?hsLang=en#integration-with-slack) - [PunchOut Catalogs](https://help.precoro.com/precoro-integrations?hsLang=en#punchout-catalogs) - [Integrations via Connectors](https://help.precoro.com/precoro-integrations?hsLang=en#integrations-via-connectors) - [Bill.com Integration](https://help.precoro.com/precoro-integrations?hsLang=en#bill-com-integration) - [Precoro Updates](https://help.precoro.com/precoro-updates?hsLang=en#main-content) - [Releases, 2026](https://help.precoro.com/precoro-updates?hsLang=en#releases-2026) - [Releases, 2025](https://help.precoro.com/precoro-updates?hsLang=en#releases-2025) - [Releases, 2024](https://help.precoro.com/precoro-updates?hsLang=en#releases-2024) - [Releases, 2023](https://help.precoro.com/precoro-updates?hsLang=en#releases-2023) - [API Updates](https://help.precoro.com/precoro-updates?hsLang=en#api-updates) - [General changes](https://help.precoro.com/precoro-updates?hsLang=en#general-changes) [![Precoro](https://help.precoro.com/hubfs/Precoro.svg "Precoro")](https://precoro.com/) Copyright © 2026, Precoro ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Monosnap%20screencast%202023-03-21%2020-45-54.mp4", "dateModified" : "2023-09-21T09:16:27.956Z", "duration" : "PT1M43S", "height" : 1404, "name" : "Monosnap screencast 2023-03-21 20-45-54", "thumbnailUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Monosnap%20screencast%202023-03-21%2020-45-54.mp4/medium.jpg", "uploadDate" : "2023-03-21T18:50:16.149Z", "width" : 2406 } ``` ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Monosnap%20screencast%202023-03-14%2016-37-03.mp4", "dateModified" : "2024-02-08T13:35:13.813Z", "duration" : "PT1M4S", "height" : 1284, "name" : "Monosnap screencast 2023-03-14 16-37-03", "thumbnailUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Monosnap%20screencast%202023-03-14%2016-37-03.mp4/medium.jpg", "uploadDate" : "2023-03-14T14:39:03.695Z", "width" : 2316 } ``` ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Monosnap%20screencast%202023-03-22%2013-33-09.mp4", "dateModified" : "2023-09-21T09:16:42.968Z", "duration" : "PT36S", "height" : 1404, "name" : "Monosnap screencast 2023-03-22 13-33-09", "thumbnailUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Monosnap%20screencast%202023-03-22%2013-33-09.mp4/medium.jpg", "uploadDate" : "2023-03-22T11:35:29.618Z", "width" : 2406 } ``` ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Monosnap%20screencast%202023-03-21%2020-00-22.mp4", "dateModified" : "2023-09-21T09:16:22.641Z", "duration" : "PT31S", "height" : 1404, "name" : "Monosnap screencast 2023-03-21 20-00-22", "thumbnailUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Monosnap%20screencast%202023-03-21%2020-00-22.mp4/medium.jpg", "uploadDate" : "2023-03-21T18:01:31.048Z", "width" : 2408 } ```