Tutorial: Convert a Quote and Place the Order

Goal: Streamline the purchasing process when starting from a supplier quote, converting it into a purchase request (Requisition or PO), getting it approved, and sending the final PO to the supplier.

Often, the purchasing process begins with receiving a quote from a supplier. Zudello allows you to seamlessly integrate this quote into your workflow, converting it into a formal purchase request (either a Requisition or a Purchase Order, depending on your process), routing it for approval, and finally, placing the approved order with the supplier directly from the platform.

This guide walks you through this entire journey: starting with uploading the initial supplier quote, converting it into the appropriate Zudello document, reviewing and submitting the converted document for approval, and culminating in placing the final, approved Purchase Order via email.

Steps:

1. Upload the Supplier Quote
2. Convert Quote to Requisition or PO
3. Review and Submit Converted Document
4. Place the Approved Purchase Order

Let's begin by uploading the supplier quote.

title: Overview - Converting Quotes & Placing Orders description: Learn the workflow for converting a supplier quote into a purchase request and then placing the order. slug: /product-guide/purchasing-officer/convert-quote-place-order/overview sidebar_label: Overview

Tutorial: Convert a Quote and Place the Order

Goal: Streamline the purchasing process when starting from a supplier quote, converting it into a purchase request (Requisition or PO), getting it approved, and sending the final PO to the supplier.

Persona: David Chen (Purchasing Officer)

Often, the purchasing process begins with receiving a quote from a supplier. Zudello allows you to seamlessly integrate this quote into your workflow, converting it into a formal purchase request (either a Requisition or a Purchase Order, depending on your process), routing it for approval, and finally, placing the approved order with the supplier directly from the platform.

This guide walks you through this entire journey: starting with uploading the initial supplier quote, converting it into the appropriate Zudello document, reviewing and submitting the converted document for approval, and culminating in placing the final, approved Purchase Order via email.

Steps:

1. Upload the Supplier Quote
2. Convert Quote to Requisition or PO
3. Review and Submit Converted Document
4. Place the Approved Purchase Order

Let's begin by uploading the supplier quote.