Manage Purchase Receives
In this help document, you’ll learn the actions you can perform to manage the purchase receives in your Zoho Spend organization.
Edit a Purchase Receive
Note: You’ll not be able to edit purchase receives that have been converted to bills. To edit them, you need to delete the bills.
To edit a purchase receive:
- Click Purchase Receives under Procurement.
- Click the purchase receive that you want to edit.
- Click Edit at the top.
- Make the necessary changes and click Save.
Mark a Purchase Receive as In Transit
If a purchase receive is in transit but you saved it as received in Zoho Spend, you can change its status. Here’s how:
- Click Purchase Receives under Procurement.
- Select the purchase receive for which you want to change the status to In Transit.
- Click Mark as In Transit at the top.
With this, the purchase receive’s status will be updated to In Transit.
Mark a Purchase Receive as Received
Once you’ve received the items from your vendor, you can mark the purchase receive as received in Zoho Spend. Here’s how:
- Click Purchase Receives under Procurement.
- Select the purchase receive for which you want to change the status to Received.
- Click Mark as Received at the top
With this, the purchase receive’s status will be updated to Received.
Delete a Purchase Receive
Note: You’ll not be able to delete purchase receives that have been converted to bills. To delete them, you need to delete the bills.
To delete a purchase receive:
- Click Purchase Receives under Procurement.
- Select the purchase receive you want to delete.
- Click Delete at the top.
- Click Delete again in the pop-up that appears to confirm your action.