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Create Purchase Receives

In this help document, you’ll learn the different methods through which you can create purchase receives in Zoho Spend.

Create Purchase Receive

To create a purchase receive:

  • Click Purchase Receives under Procurement.
  • Click + New in the top right corner.
  • Select the vendor for whom you’re creating the purchase receive from Vendor Name.
  • Select the purchase order created for the vendor from Purchase Order#.
  • Enter the date when you received the items in Received Date.
  • Enter the Purchase Receive#.
    • If you want the purchase receive number to be auto-generated, click the Gear icon next to the field, select Continue auto-generating purchase receive numbers, enter the required Prefix and Next Number, and click Save.
  • Verify the item details. You can change the Quantity to Receive for each item if you’ve received partial quantities.
  • Click Save as Received if you have received the items, or click the dropdown next to the field and select Save as In Transit if you have not yet received them.

Create a Purchase Receive From a Purchase Order

If you’ve received the items in a purchase order, you can convert it to a purchase receive. Here’s how:

  • Click Purchase Orders under Procurement.
  • Select the purchase order you want to convert to purchase receive.
  • Click Receive at the top. You’ll be redirected to the New Purchase Receive page.
  • Verify the item details. You can change the Quantity to Receive for each item if you’ve received partial quantities.
  • Click Save as Received if you have received the items, or click the dropdown next to the field and select Save as In Transit if you have not yet received them.

Import Purchase Receives

  • Click Purchase Receives under Procurement.
  • Click the More icon in the top right corner and select Import Purchase Receives.
  • Click Choose File and select the file you want to import. Or, drag and drop the file that you want to import.

Pro Tip: To know the format of the import file, including the necessary columns and data, you can download the sample file and ensure that your import file matches it.

  • Select the Character Encoding and File Delimiter.
  • Click Next.
  • Check the mapping of the fields and click Next.
  • Click Import.
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