Step 1: Upload the Supplier Invoice

Begin by getting the supplier invoice document into Zudello.

Option 1: Email Upload (Recommended)

1. Forward the supplier invoice email (with the invoice attached) to your team's dedicated Zudello purchasing inbox.
   • Tip: Ask your administrator for the correct inbox address or check Settings > Mailboxes.
2. Zudello automatically processes the email and creates an invoice record in Purchasing > Invoices.

Option 2: Manual Upload

1. Navigate to the Purchasing > Invoices submodule.
2. Drag and drop the invoice file (e.g., PDF) onto the screen, or click New Invoice > Click here to upload and select the file.
3. Click Close after the upload completes.

What Happens Next?

The invoice enters Scanning status for data extraction. Zudello will attempt to identify the PO number and automatically link the invoice to the corresponding Purchase Order and Goods Receipt.

Next Step: Review Extracted Data & 3-Way Match

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Related How-To Guides:

• Uploading Purchasing Documents
• Inboxes in Zudello