Step 1: Upload the Supplier Quote
Start by getting the supplier quote document into Zudello.
Steps:
- Navigate to the Purchasing > Quotes submodule.
- Upload the quote file using email or manual upload (drag-and-drop or the New Quote button).
- See Uploading Purchasing Documents for detailed upload instructions.
What Happens Next?
The quote moves to Scanning status for data extraction, then to Ready or User Review.
Next Step: Convert Quote to Requisition or PO
Related How-To Guides:
title: Step 1 - Upload Quote description: Upload the supplier quote document into Zudello. slug: /product-guide/purchasing-officer/convert-quote-place-order/step-1-upload-quote sidebar_label: 1. Upload Quote
Step 1: Upload the Supplier Quote
Start by getting the supplier quote document into Zudello.
Steps:
- Navigate to the Purchasing > Quotes submodule.
- Upload the quote file using email or manual upload (drag-and-drop or the New Quote button).
- See Uploading Purchasing Documents for detailed upload instructions.
What Happens Next?
The quote moves to Scanning status for data extraction, then to Ready or User Review.
Next Step: Convert Quote to Requisition or PO
Related How-To Guides: