Understanding Purchase Receives

This document provides an overview of how Purchase Receives work in Zoho ERP. It explains the purpose of purchase receives, their key benefits, and the lifecycle involved in recording goods received from vendors.

What is a Purchase Receive?

Purchase Receives is a record that captures the details of goods received in your warehouse from a vendor against a purchase order. It helps organizations track items that are received, in transit and that are yet to be received.

Purchase receives act as an operational and inventory record that confirms the physical movement of goods into your organization.

In the Purchase Receives module, you can:  

• Create and record a purchase receive when you receive the purchased items from your vendor.
• Convert the purchase receive into a bill after you receive an invoice for your purchase.
• Print Barcode Labels while simultaneously while receiving the items for better inventory management.
• Track items that are in transit or yet to be received.

Key Benefits of Using Purchase Receives

• Ensures inventory is updated only when goods are physically received.
• Provides visibility into in-transit and partially received purchases.
• Supports accurate serial, batch, and bin-level inventory tracking.
• Provides clear audit trail from receiving to billing.

Lifecycle of a Purchase Receive

The lifecycle of a purchase receive represents the stages a purchase receive goes through from creation to billing. A purchase receive is typically created as a draft, marked as In Transit when goods are dispatched, marked as Received once goods arrive, and then converted to a bill or partially billed based on vendor invoices.

Configure Preferences

You can configure the preferences of the Purchase Receives module based on your business requirements. This includes approval workflows, field customization, validation rules, and custom actions.
Read our help document on Purchase Receives Preferences to learn more.