Tutorial: Create a Purchase Order Directly

Goal: Generate Purchase Orders (POs) directly when a formal requisition process is not required.

While using requisitions provides a structured request process, sometimes you need to create a Purchase Order directly – perhaps for a pre-approved purchase or a simple order where a requisition isn't necessary. Zudello allows you to create POs from scratch quickly and efficiently.

This guide walks you through the four key steps: initiating a new PO, adding the essential header information and supplier details, adding the specific line items and coding, and finally reviewing and submitting the completed PO.

Steps:

1. Create a New Purchase Order
2. Add Header Details & Supplier
3. Add Line Items & Coding
4. Review Totals & Submit

Let's begin by creating a new PO document.

title: Overview - Creating Purchase Orders Directly description: Learn the workflow for creating a purchase order directly in Zudello, bypassing the requisition step. slug: /product-guide/purchasing-officer/create-po-direct/overview sidebar_label: Overview

Tutorial: Create a Purchase Order Directly

Goal: Generate Purchase Orders (POs) directly when a formal requisition process is not required.

Persona: David Chen (Purchasing Officer)

While using requisitions provides a structured request process, sometimes you need to create a Purchase Order directly – perhaps for a pre-approved purchase or a simple order where a requisition isn't necessary. Zudello allows you to create POs from scratch quickly and efficiently.

This guide walks you through the four key steps: initiating a new PO, adding the essential header information and supplier details, adding the specific line items and coding, and finally reviewing and submitting the completed PO.

Steps:

1. Create a New Purchase Order
2. Add Header Details & Supplier
3. Add Line Items & Coding
4. Review Totals & Submit

Let's begin by creating a new PO document.