Tutorial: Place a Purchase Order with a Supplier
Goal: Send an approved Purchase Order (PO) to the supplier via email and update its status in Zudello to reflect that the order has been placed.
Persona: David Chen (Purchasing Officer)
Once a Purchase Order has been created and internally approved (if required), the next step is to formally communicate it to the supplier. Zudello streamlines this with the "Place Order" action, which allows you to generate a PDF of the PO (using a configured template), compose an email, send it directly to the supplier, and automatically update the PO's status to "Placed" – all within a single workflow.
This guide covers locating an approved PO ready for placement, using the Place Order action to email the supplier, and understanding the status change that occurs.
Steps:
Let's start by locating the PO that needs to be placed.