Step 3: Save or Submit Supplier

Finalise the creation of the new supplier record.

Steps:

1. Review Details: Quickly review all entered information for accuracy.
2. Save or Submit:
   • If your organisation requires supplier approvals: Click Save and Submit. This will move the supplier record into an Approval status and route it according to your configured workflow.
   • If no approvals are required: Click Save. This will typically move the supplier directly to an Active status, making it immediately available for use.

What Happens Next?

• If Submitted: The supplier record follows the defined approval process. Once fully approved, it usually becomes Active.
• If Saved (and Active): The supplier is now available for selection when processing purchasing documents. Zudello can now automatically match documents to this supplier based on the details provided (Name, Tax Number, etc.).

End of Tutorial

You have successfully created a new supplier record in Zudello! Remember to keep supplier details up-to-date.

---

Related How-To Guides:

• Managing Supplier Records
• Approval Process Overview (if using approvals)