Working with documents
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      Working with Notes and Comments in Documents

      In Precoro, you can leave Notes and Comments for every document. This can help you highlight and organize important information about the document, working terms, or the Supplier.

      TABLE OF CONTENTS

      How to Create a New Note or Comment


      In order to create a new Note, open the necessary document, scroll down, and press the Add Note button. If you wish to add a Comment, press the Add Comment button on the opposite side of the page.

      You can format your text using the tools panel above to structure and make it easier to understand.




      Notes and Comments formatting is available in the following documents:

      1. Warehouse Request

      2. Invoice

      3. Purchase Requisition

      4. Purchase Order

      5. Requests for Proposal (in the Supplier Portal as well)

      6. Receipt

      7. Expense

      8. Credit Note

      9. Supplier Portal (in the following documents: Requests for Proposal, Purchase Order, and Invoice)

      10. Purchase Order Conditions (on the page for creating and editing Suppliers).

      Please consider that Notes are unavailable on the following pages:

      1. Supplier Management (page for creating and editing Suppliers)

      2. Contract Management.

      How to Edit Notes and Comments

      Press the Edit Note button to change the previously created text:

      Comments are not available for editing.


      Once the Comment is sent, it is automatically stamped with the time and date of the publication.

      Adding links 


      You can add external links to Comments or Notes by selecting the text and pressing the Link button in the tools panel above:

      How to Automatically Transfer Notes Between Documents


      When creating related documents you do not need to copy and paste Notes, you can activate their automatic transfer from the original document.


      To set the transfer:


      1. Go to Basic Settings → Document Setup → Purchase Order and activate the needed options:

      • Transfer notes from Purchase Requisition to Purchase Order Automatically.

      • Transfer notes from Purchase Order to Invoice and Receipt Automatically.

      2. Press the Update button to save the changes.


      Monosnap screencast 2023-02-15 15-00-01


      After the activation, when creating related documents the Notes will be transferred automatically:

       

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