The purchase cycle

This page shows you the full purchase cycle in Zinye ERP — mirroring the sales cycle, but for what you buy. Each step flows into the next with a Create click.

The flow

Material Request → Purchase Order → Purchase Receipt → Purchase Invoice (you can skip steps — for example raise a purchase order directly, or a bill without a receipt).

1. Material Request

A material request records that you need something — to purchase, transfer, or manufacture. Go to Stock → Stock Transactions → Material Request → New, set the purpose (e.g. Purchase), the Required By date, and the items, quantities, and warehouse. Save and submit. Material requests can also be raised automatically from a sales order.

2. Purchase Order

A purchase order is your binding commitment to a supplier. Create one from a material request, or under Buying → Purchasing → Purchase Order → New: pick the supplier, add items (prices fill in from the item master), set taxes, then Save and Submit. You can also pull in items from open material requests.

3. Purchase Receipt

When goods arrive, a purchase receipt records what you accepted and updates your stock. The easy way: open the purchase order and click Create → Purchase Receipt, which fetches the items. Set the Accepted Warehouse (and a Rejected Warehouse for anything defective), then save and submit.

4. Purchase Invoice

The purchase invoice records the supplier’s bill and posts to your accounts. Create it from the purchase order or receipt with Create → Purchase Invoice. On Submit, it posts the expense (or asset), tax, and payable to your ledger.