Step 2: Convert Quote to Requisition or PO
Once the quote is processed (in Ready or User Review status), convert it into the next document type required by your workflow (usually a Requisition or Purchase Order).
Steps:
- Open the Quote: Click the quote record in the Quotes submodule.
- Initiate Conversion:
- Click the ... (more options) button at the top of the document modal.
- Click Convert.
- Select Target:
- Module: Ensure Purchasing is selected.
- Submodule: Select either Requisitions or Purchase Orders based on your process.
- Enable Duplicate: Turn ON the Duplicate toggle. This keeps the original quote and creates a new, linked Req/PO.
- Confirm Conversion: Click Convert.
What Happens Next?
Zudello creates a new Requisition or Purchase Order document based on the quote's data and opens it in a new tab in Draft status. The original quote remains unchanged, and the two documents are linked via the Related Documents tab.
Next Step: Review and Submit Converted Document
Related How-To Guides:
title: Step 2 - Convert Quote description: Convert the uploaded quote into either a Requisition or a Purchase Order document within Zudello. slug: /product-guide/purchasing-officer/convert-quote-place-order/step-2-convert-quote sidebar_label: 2. Convert Quote
Step 2: Convert Quote to Requisition or PO
Once the quote is processed (in Ready or User Review status), convert it into the next document type required by your workflow (usually a Requisition or Purchase Order).
Steps:
- Open the Quote: Click the quote record in the Quotes submodule.
- Initiate Conversion:
- Click the ... (more options) button at the top of the document modal.
- Click Convert.
- Select Target:
- Module: Ensure Purchasing is selected.
- Submodule: Select either Requisitions or Purchase Orders based on your process.
- Enable Duplicate: Turn ON the Duplicate toggle. This keeps the original quote and creates a new, linked Req/PO.
- Confirm Conversion: Click Convert.
What Happens Next?
Zudello creates a new Requisition or Purchase Order document based on the quote's data and opens it in a new tab in Draft status. The original quote remains unchanged, and the two documents are linked via the Related Documents tab.
Next Step: Review and Submit Converted Document
Related How-To Guides: