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Version: Current

Converting a quote to a requisition or purchase order

Save time on purchasing by converting supplier quotes into requisitions or purchase orders. This guide explains how to convert quotes and what to expect during the conversion process.

Best practices​

  • Review the target submodule before converting
  • Double-check your selection before starting the conversion
  • Make sure you are familiar with converting-documents-in-zudello before you begin

Converting a quote​

To convert a quote:

  1. Open the quote.
  2. Click ... at the top of the document.
  3. Click Convert.
  4. From the Module drop-down, select Purchasing.
  5. From the Submodule drop-down, select either Requisitions or Purchase Orders.
  6. Select the Duplicate toggle.
  7. Click Convert.

The system begins converting the document. Once complete, you are redirected to a new tab with the converted document opened.

Need help?​

Contact your organisation administrator or Zudello support for assistance with document conversion.