Approvals for Purchase Receives

In this help document, you’ll learn how to configure approvals for the Purchase Receives module, and submit, approve, and reject purchase receives in Zoho ERP.

Configure Approvals for Purchase Receives

If your business requires Purchase Receives to be approved by other employees, you can configure Approvals for the Purchase Receives module in Zoho ERP.

By default, the approval type will be No Approval and you can choose an approval type that suits your business requirements.

To configure an approval type for the Purchase Receives module:

• Click the Gear icon on the top right corner of the Home page.
• Click Purchase Receives under Purchases.
• Click the Approvals tab.
• Select the preferred Approval Type and configure the required preferences.
  • You can choose from Simple, Multi-Level, and Custom approval.
• Click Save.

Submit Purchase Receives for Approval

If Approvals is enabled for the Purchase Receives module in your organization, you need to submit the orders you create for approval.

Here’s how you can submit a purchase receive for approval:

• Go to Purchases on the left sidebar.
• Click Purchase Orders in the top module bar and select Purchase Receives from the dropdown.
• Select the purchase receive you want to submit for approval.
• Click Submit for Approval at the top.
• Click Save and Submit.
• Click Yes to confirm in the pop-up.

Your Purchase Receives will be sent for approval, and your approver will receive email and in-app notifications if the preference is enabled for the Purchase Receives module. Similarly, you’ll be notified when your Purchase Receives are approved or rejected.

Approve Purchase Receives

If a purchase receive is submitted to you for approval, you can review and approve or reject it.

Here’s how you can approve a purchase receive:

• Go to Purchases on the left sidebar.
• Click Purchase Orders in the top module bar and select Purchase Receives from the dropdown.
• Select the purchase receive you want to consider for approval.
• Click the Approve dropdown at the top and select Approve from the dropdown.
• Click Yes in the pop-up to confirm.

The purchase receives will be approved, and the submitter will receive a notification if the preference is enabled for the Purchase Receives module.

Reject Purchase Receives

If a purchase receive is submitted to you for approval, you can review and approve or reject it.

Here’s how you can reject a purchase receive:

• Go to Purchases on the left sidebar.
• Click Purchase Orders in the top module bar and select Purchase Receives from the dropdown.
• Select the purchase receive you want to reject.
• Click the Approve dropdown at the top and select Reject from the dropdown.
• Enter a reason for rejection and click Reject to confirm in the pop-up.

The purchase receive will be rejected, and the submitter will receive a notification if the preference is enabled for the Purchase Receives module.

Resubmit a Rejected a Purchase  Receive

If your approver rejected a purchase receive due to reasons such as incorrect or missing information, you can make the necessary changes and resubmit the receive for approval. Here’s how:

• Go to Purchases on the left sidebar.
• Click Purchase Orders in the top module bar and select Purchase Receives from the dropdown.
• Select the rejected purchase receive and click Edit at the top.
• Make the necessary changes and click Save.
• Click Resubmit at the top.
• Click Yes in the pop-up to confirm.

Disable Approvals for Purchase Receives

If your business does not require approvals for the Purchase Receives module, you can disable it. Here’s how:

• Click the Gear icon on the top right corner of the Home page.
• Click Purchase Receives under Purchases.
• Click the Approvals tab.
• Click No Approval and click Save.