Purchase Request (PR)
Streamline PR → PO Workflow
A Purchase Request is generated directly from a Sales Order in Zoho Books. The PR flows into Zoho Creator for approval. Once approved, a Create PO button appears to generate Purchase Orders back in Zoho Books. Quantities are tracked, and statuses auto-update across systems.
📌 Module Overview
Purchase Request Workflow (Creator ↔ Books/Inventory)
From a Sales Order in Zoho Books, users can create a PR record in Zoho Creator with one click. The PR goes through approval in Creator. Once approved, the system allows Purchase Order creation in Zoho Books. Supports partial/full orders, delivery tracking, and keeps systems in sync.
Seamless PR-to-PO process connecting Zoho Creator with Zoho Books & Inventory.✅ Features
- One-click PR Creation from Zoho Books Sales Orders
- Approval Workflow inside Zoho Creator
- Create PO Button visible after PR approval
- Quantity Management for partial/complete orders
- Real-time Status Sync between Creator and Books
- Status Types: Draft, Approved, Partially PO, Ordered, Delivered
- Error Handling to prevent duplicate PO creation
- Audit Log for approvals
- Scalable for multi-line orders with multiple vendors
🎯 Why we built this
To streamline the Purchase Request process between Sales, Purchase, and Inventory teams. It eliminates manual re-entry, ensures approvals before purchase orders, and keeps Zoho Creator, Books, and Inventory always in sync.
💡 Benefits
- Efficiency: Direct PR generation saves time
- Control: Approval in Creator ensures governance
- Accuracy: Quantities sync automatically, reducing errors
- Visibility: PR statuses clearly show progress
- Flexibility: Supports partial orders & delivery tracking
- Integration: Bridges Zoho Books, Inventory, and Creator