Precoro Help Center

Configurations 19

• Enter Your Company's Information
• Currency Exchange Rates
• How to switch between companies
• How to Add Locations & Edit Location Information
• How to Add/Invite a User and Set Up the User's Access

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Suppliers management 13

• How to Add/Edit/Deactivate Suppliers Manually
• How to Delete/Disable a Supplier
• How to activate a Supplier
• How to Import and Update Suppliers in Bulk
• How to Update Suppliers in Bulk

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API integration 6

• 1. Get Your API Token
• 2. Define What is Needed to Integrate and Configure Your Integration.
• 3. How to Get Attachments from Precoro via API
• How to Filter Results in API?
• How to Approve via Precoro's API?

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QuickBooks Online Integration 8

• Suppliers and Products
• Establishing Integration with QuickBooks Online
• Chart of Accounts, Classes, Customers and Projects
• Taxes
• QuickBooks Locations

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NetSuite integration 7

• Setting Up NetSuite Integration
• How to import Vendors from NetSuite
• NetSuite Integration. FAQ
• How to integrate Withholding taxes with NetSuite
• How to integrate the document numbers (PO #, Invoice #)

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SSO Setting 5

• How to Set Up SSO with PingOne
• How to Set Up SSO with Keycloak
• How to Set Up SSO with Azure
• SSO with Azure: Problem solving
• How to Set Up SSO with Okta

Two-factor authentication 3

• Two-Factor Authentication in Precoro
• How to Restore an Authy account
• Two-factor authentication issues

Warehouse request 2

• How to Create and Track a Warehouse Request
• How to Approve a Warehouse Request

Purchase requisition 5

• How to Create a Purchase Requisition and Track It
• How to create a Purchase Requisition from the Warehouse Requests
• How to Approve a Purchase Requisition
• How to Import Items in the Purchase Requisition via Excel
• How to manually complete Purchase Requisition

Request for proposals 5

• How to Create a Request for Proposal
• How to Create a Request for Proposal from Purchase Requests
• How to Track Request for Proposals
• How to Choose the Winning Request for Proposals
• How to fill out the Request for Proposal from the Supplier's side

Purchase orders 20

• How to Create a Purchase Order
• How to Approve a Purchase Order
• How to Create a Purchase Order from Several Purchase Requests
• How to Send a Purchase Order to a Supplier Manually or Automatically
• How to Track a Purchase Order

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Receipts 5

• How to Create a Receipt and Match it with the Purchase Order
• How to Approve a Receipt
• How to Track a Receipt
• How to Cancel or Revise Receipts
• Supplier Receipt Number

Invoices 11

• How to Create an Invoice
• How to Create an Invoice for a Purchase Order and Match it
• How to Approve an Invoice
• How to Track an Invoice
• How to Import Items in Invoice via excel

See all 11 articles

Budgeting 6

• How an Available Budget Sum is Calculated
• How to Create a Budget by Department or Project
• How to Create and Track Budgets
• How to Set the Deducted Sum for the Budget in Net or Gross Total or Using Custom Formula
• How to Create a Budget by Accounts/General Ledger and Items

See all 6 articles

Reports 9

• How to Create an Inventory Report
• How to Use a Purchase Order and Invoice Item Reports
• Supplier Management Reports
• Purchase Requisition Reports
• How to Create a Custom Report

See all 9 articles

Inventory 3

• How to Set Up the Inventory
• How to Create a Stock Transfer
• How to Manage the Warehouse

Discounts 2

• How to Activate the Discounts feature
• How to Apply Discounts

User 6

• User Roles
• Email Notifications
• User's Revision History
• How to Delete / Disable a User
• How to make a User active

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Suppliers Portal 4

• Suppliers Portal
• How to Invoice a Client from a Purchase Order
• How to Add a New Supplier to the Suppliers Portal (Business side)
• I am a Supplier. How do I use a Suppliers Portal?

Exporting data to accounting systems 2

• How to Import the Orders and Invoices from Precoro to my QuickBooks Desktop account
• Precoro Integration with XERO: Guide

FAQ 2

• FAQ
• FAQs: Budgets

Troubleshooting 2

• I see 'Your connection is not private' when accessing precoro.com
• I Don't Receive the Emails from Precoro. What Should I do?

Requisitions 3

• Purchase Requisition
• Purchase Order
• Request for Proposals

Purchasing 5

• Budgets
• Invoice
• Receipt
• Tolerance Rate
• Empty rows

Catalog 2

• Similar Items
• Product Bundle

Approval Workflow 1

• Approval Workflow

Custom Fields for Products and Custom Fields for Documents 3

• Items Custom Fields and Documents Custom Fields
• Documents Custom Fields: Types and Configuration
• Functionality of Products Custom Fields

Releases, 2021 39

• Weekly Update: November 25
• Weekly Update: November 18
• Weekly Update: November 11
• Weekly Update: November 04
• Weekly Update: October 28

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Releases, 2020 18

• Future release: 13 of October
• 10, September
• 27, August
• 30, July
• 6, August

See all 18 articles

Releases, 2019 27

• 9th of December
• 14 January
• 24 January
• 10th of June
• 25th of June

See all 27 articles

Releases, 2018 12

• 29 March
• 27 April
• 31 May
• 27 June
• 28 July

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General changes 1

• What is the GDPR?