Step 4: Place the Approved Purchase Order
The final step in this purchasing journey is to formally send the approved Purchase Order (PO) to your supplier. Once a PO has completed any necessary internal approvals (whether it was created directly or converted from an approved Requisition), it will sit in Pending status, ready for you to place the order.
Steps:
- Locate and Open the PO: Navigate to the Purchasing > Purchase Order submodule. Find the relevant PO – it should have the status Pending. Click on it to open the document details.
- Initiate Place Order:
- At the top right of the PO modal, click the ... (more options) button.
- From the dropdown menu, select Place order.
- Choose Email Delivery: Select the Email order to supplier option. This is the standard method for sending POs from Zudello.
- Compose and Review Email: An email composition window will appear:
- Verify Recipient: Check the email address in the To: field. Zudello automatically pulls this from the supplier's contact details. Correct it here if necessary for this specific order.
- Add CCs (Optional): Enter any additional email addresses in the CC: field if others need to receive a copy.
- Subject and Message: Enter a clear Subject line and compose your Message to the supplier. You might have pre-defined email templates available to select from.
- Confirm Attachment: Ensure the Attach a copy of this document checkbox is selected. This is crucial for sending the actual PO PDF to the supplier.
- Send the Order: Once you are satisfied with the email details, click the Place and send button.
What Happens Next?
- The email with the PO attached is sent to the supplier.
- The PO status in Zudello changes from Pending to Placed.
- The sent email is recorded in the document's Inbox tab.
- The PO is now ready for the next stage (receiving goods or matching invoices).
End of Tutorial
You have successfully converted a quote, obtained approval, and placed the purchase order with the supplier!
Related How-To Guides:
title: Step 4 - Place Approved PO description: Send the approved Purchase Order to the supplier via email directly from Zudello. slug: /product-guide/purchasing-officer/convert-quote-place-order/step-4-place-order sidebar_label: 4. Place Approved PO
Step 4: Place the Approved Purchase Order
The final step in this purchasing journey is to formally send the approved Purchase Order (PO) to your supplier. Once a PO has completed any necessary internal approvals (whether it was created directly or converted from an approved Requisition), it will sit in Pending status, ready for you to place the order.
Steps:
- Locate and Open the PO: Navigate to the Purchasing > Purchase Order submodule. Find the relevant PO – it should have the status Pending. Click on it to open the document details.
- Initiate Place Order:
- At the top right of the PO modal, click the ... (more options) button.
- From the dropdown menu, select Place order.
- Choose Email Delivery: Select the Email order to supplier option. This is the standard method for sending POs from Zudello.
- Compose and Review Email: An email composition window will appear:
- Verify Recipient: Check the email address in the To: field. Zudello automatically pulls this from the supplier's contact details. Correct it here if necessary for this specific order.
- Add CCs (Optional): Enter any additional email addresses in the CC: field if others need to receive a copy.
- Subject and Message: Enter a clear Subject line and compose your Message to the supplier. You might have pre-defined email templates available to select from.
- Confirm Attachment: Ensure the Attach a copy of this document checkbox is selected. This is crucial for sending the actual PO PDF to the supplier.
- Send the Order: Once you are satisfied with the email details, click the Place and send button.
What Happens Next?
- The email with the PO attached is sent to the supplier.
- The PO status in Zudello changes from Pending to Placed.
- The sent email is recorded in the document's Inbox tab.
- The PO is now ready for the next stage (receiving goods or matching invoices).
End of Tutorial
You have successfully converted a quote, obtained approval, and placed the purchase order with the supplier!
Related How-To Guides: