Creating Documents in the Precoro Mobile App

TABLE OF CONTENTS

• Documents Available in Precoro Mobile

• How to Create Documents

  • Step 1: Select the Document Type

  • Step 2: Fill Out the Details

  • Step 3: Add Items

  • Step 4: Add Comments and Attachments

  • Step 5: Confirm and Send the Document

• AI Document Scanning in Mobile App
  • Scan a Purchase Requisition
  • Scan a Receipt
  • Scan an Expense
• Create Documents from PunchOut Catalogs
• How to Add Receipts
• How to Create an Expense

Documents Available in Precoro Mobile

Currently, you can create these types of documents in the Precoro mobile app:

• warehouse requests;
• purchase requisitions;
• purchase orders;
• receipts;
• invoices;
• expenses.

You can view, approve/reject, and cancel all types of documents accessible via the app.

Please read here for the full list of available modules and actions.

How to Create Documents

The steps below use a purchase order as an example.

Warehouse requests, purchase requisitions, and standalone invoices have a similar standard creation process.

Step 1: Select the Document Type

On the Documents page, select the document type you want to create; you will be redirected to the corresponding module. Click the + icon to add a new document. If you have custom forms, select one to proceed.

For purchase requisitions, receipts, and expenses, you can also choose to create the document using AI scanning instead of filling out the form manually. See the AI Scanning section below.

If you still prefer the manual way, press Skip.

Step 2: Fill Out the Details

Fill out the required standard and custom fields, then click Next Step. You can also add a note for the supplier while completing this section.

Step 3: Add Items

On the items tab, you can:

• Add new items or select items from the Catalog;
• Delete and edit the added items;
• Click on the item card to view all details;
• See the number of items in the document near the tab’s title;
• Use your favorite item lists and item bundles to browse the catalog faster and add frequently ordered items in fewer taps.

Step 4: Add Comments and Attachments

Add comments for other Precoro users and attachments, internal or supplier-facing, on their respective tabs.

Step 5: Confirm and Send the Document

Once everything looks good, press the Confirm button at the bottom of the screen. 

If your company uses the Approval Workflow feature, the PO status will change to Pending.

Once approved, you can send the PO to the supplier from the mobile app: tap the More Actions icon, then select Send to Supplier.

If your company has automatic PO sending enabled, you don't need to send it manually, though Resend to Supplier stays available if you need to send the order again.

Supplier Status shows the delivery status of the emails sent to your supplier:

• Not sent, sent, opened, confirmed, or failed
• Sent to a marketplace for PunchOut orders

Tap Show more to see the status for each recipient.

AI Document Scanning in Mobile App

Instead of filling out a document by hand, use your phone to take a photo or upload a file. Precoro extracts the data, fills out the form, and gets a draft ready for you to review.

Scan a Purchase Requisition

1. Tap the plus icon to add a purchase requisition, and select a form if your company uses custom ones.
2. Choose your method: Take a photo, Add from Gallery, or Upload attachment.
3. Precoro scans the file and fills in the items automatically.
   
   
4. Tap Next to see the document fields, pre-filled from your photo.
5. Fill in the rest, like custom fields or any other required fields. Use the attachment panel at the bottom of the screen to check the original file if needed.
6. Tap Create.

Scan a Receipt

1. Open the Receipts module.
2. Tap the plus icon to add a receipt.
3. Upload a photo of the receipt or file for scanning.
4. Precoro extracts the data, finds a matching purchase order, matches the items, and creates a receipt draft automatically.
5. Review the details and confirm the document.
   
   

Scan an Expense

1. Open Expenses and tap the plus icon.
2. Upload a photo, choose one from your gallery, or upload a file.
3. Precoro scans the expense and fills out the form for you.
   
   
4. Review the pre-filled fields and complete anything that's missing.
5. Submit the draft for approval.

Create Documents from PunchOut Catalogs

You can create purchase requisitions and purchase orders from PunchOut catalogs in the mobile app if a PunchOut catalog is configured for that document type.

To create a document from a PunchOut catalog:

1. Open the module where PunchOut is configured: Purchase Requisitions or Purchase Orders.
2. Сlick the + icon.
3. Select Request from [ Marketplace Name ].
4. Fill in the required document fields.
5. Click Create.

After that, Precoro redirects you to the supplier catalog in your device browser.

While you shop, the document is saved as a Draft in Precoro.

After checkout, you return to the app automatically, with all items added to your draft—including name, quantity, price, unit, and SKU.

You can then edit the fields you are allowed to change, add notes or attachments, and send the document for approval.

How to Add Receipts

To create a receipt manually:

1. On the Receipts page, tap the plus icon.
   
   Please note, you can scan a receipt with AI, or press Skip to continue creating it manually.

2. Select a purchase order to add the receipt to.
   
   
   
3. Select the items you're receiving and tap Next Step.
4. Fill out the details and tap Add Receipt.
   
   
   
   

How to Create an Invoice from a PO

You can create an Invoice in the mobile app in two ways:

• Standalone Invoice—create an invoice without linking it to a purchase order. See step-by-step instructions above.
• Invoice from Purchase Order—create an invoice based on an existing PO.

Create an Invoice from a PO:

1. Open Invoices, tap +.
2. Click Add from PO.
3. Select the purchase order.
   
   
4. Select the items to invoice. You can invoice only part of the order if needed.
5. Fill in the Invoice details. Once done, press Next Step.
6. Review the Invoice and confirm it. Precoro checks it against the purchase order before finalizing.
   
   

The Supplier, Currency, and Budget are copied from the PO and cannot be changed in the Invoice. If the PO doesn't have a budget, the budget field isn't shown.

How to Create an Expense

Follow these steps to create an expense manually:

1. On Expenses, tap the plus icon.
   
   Please note, you can scan an expense with AI, or press Skip to continue creating it manually.
   
   
   

2. Fill out the required fields, including Description and Amount.
3. Review the draft and press Submit.