Purchase Process Overview

Purchase Order

In order to Create Purchase Orders based on Sales Order, refer to Generate PO

After Purchase Orders are generated. Go to Zoho Inventory -> Purchase Orders. Select Draft view. Check Purchase Orders.

To issue Purchase Orders in bulk:

Select multiple Purchase Orders and click Mark as Issued on the top bar menu

Status of Purchase Orders will change to Issued

Purchase Receive

To create Purchase Receive go to Zoho Inventory -> Purchase Orders , select Purchase Order and click Receive

Check/update information for Receiving and Save

Bill

To create Bill go to Zoho Inventory -> Purchase Orders , select Purchase Order and click Convert to Bill

Enter Bill#, check/update information for Bill and Save

Bill can be created in Bulk for multiple POs but for the same Vendor go to Zoho Inventory -> Purchase Orders, select multiple POs for the same Vendor and click Convert to Bill on the top bar menu

Please, refer to Purchase Process for more details

• Related Articles

• Zoho Inventory default features

  Dashboard Inventory Items Composite Items Item Groups Price Lists Transfer Orders Sales Customers Retainer Invoices Sales Orders Invoices Payments Received Sales Returns Credit Notes Cancel Items Purchases Vendors Expenses Purchase Orders Purchase ...

• Create or edit an Item

  Items Items are either goods that you purchase from your vendors and sell to your customers, or, services that you provide for which you get paid. In Zoho Inventory, you can add these items with ease and manage their inventory such that, every time ...

• Generate PO

  Generate SO Items POs can be generated after Sales Orders with today's Expected Shipment Day are created and Confirmed. Go to Zoho Creator -> Generate SO Items Last Synced Status: shows the status of last synchronization of Zoho Analytics Last Synced ...