Once you receive an invitation email, you should accept the invitation and register in the Suppliers Portal.

After completing the registration, you can set up your profile and use the Suppliers Portal. You can start by setting up the Configurations or skip right to the Purchase Orders/Invoices management.

TABLE OF CONTENTS


1. How to set up your Supplier Profile?

2. How to add a New Supplier User to Suppliers Portal?

3. How to add Items Catalog to the Suppliers Portal?

4. How to update a currently active Items Catalog in the Suppliers Portal?

5. How to invoice a Company-Customer for the Purchase Order?

6. How to track the Invoices?


1. How to set up your Supplier Profile?


To manage the General Information about your business and the Basic Configuration of your account, go to Supplier Settings → Basic Settings. Here, you can provide/edit your primary business and banking information, as well as other essential data and attachments (e.g., Bank statement, W-9 Form, tax documents, etc.)

Please note: this data will be available to the company's business account users in Precoro, who invited you to the Suppliers Portal.


Some data in General Information will be prefilled by your business partner, who invited you to the Precoro Suppliers Portal. You can edit this information if needed and fill in other fields manually.
To set up the number/date format, time zone, exported document language, etc., use the Misc tab: 


2. How to add a New Supplier User to Suppliers Portal?


If you need to add a new user to the Suppliers Portal, follow these steps:

1. Open the User Management page.

2. Click Invite User, fill in all the required info, and press Create.


3. How to add Items Catalog to the Suppliers Portal?


First of all, you need to create Items' categories:

1. Go to the Companies Categories page and click Add Category. Enter the name and save.
Now you can add items to this category.

create items' categories first


2. After that, open the Item Management page and click Update Items.

How to update items?


4. In the Category, select the category you need and download the price list to upload the items. Fill in the data, save the file, and upload it to Precoro.

For successful uploading, please make sure the following is correct: column order and titles, there should be no formulas, and the file format should be .xlsx.


Check these steps in the attached video below:


5. To add a picture of an item to the Catalog, save the necessary picture and drop it into the Picture field.

To add a picture of an item to the Catalog, save the necessary picture and drop it into the Picture field.



4. How to update a currently active Items Catalog in the Suppliers Portal?

If you need to change an item's details, modify prices, etc., hit the "Edit" button, make the changes, and save them.
You can do that on the Item Management page.

Hit on the Edit button to edit the information for the Items
To edit many items in bulk, please follow these steps:

1. Open Item Management and click on the Update Items button.

2. In the Category, select the category you need or click on the Export Price List button. Enter the data, save the file and upload it to Precoro.

Note: for successful uploading, make sure the following is correct: column order and titles, there should be no formulas, the file format should be .xlsx, and in 'Hidden' cell should be 0 for visible items.


Please, check the attached video on how to do that: 

 

5. How to invoice a Company-Customer for the Purchase Order?

When a customer sends you a Purchase Order, you need to Invoice them.

Notifications about new orders are sent to your email. 


To create an Invoice, follow the steps below:

1. Open Purchase Order and click Create Invoice (you can see the number of invoices you need to create on it). Open the order.


2. Click Create Invoice and edit the list of items, if necessary. 





3. Add your PDF/XLSX version of the Invoice via Add Attachments button


4. You can communicate with the client or add any information using Add Comment button



5. Review and Confirm the Invoice. Now the Invoice is sent to the customer.




If you made any edits to the Invoice and/or it differs from the original purchase order, you'll see that your Invoice has the status "Matching," which means that the customer will need to confirm these changes.


6. How to track the Invoices?

You can track the Invoice status at the top right corner.

  • If your customer approves the changes, the status will become "Approved."
    Once the Invoice is approved, you'll receive a notification by email.


  • If the customer denies the changes, the status will become "Rejected." 


  • If the customer wants you to adjust your Invoice, they could send it for your revision.