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Version: Current

Step 2: Use the Place Order Action

The "Place Order" action triggers the process of sending the PO to the supplier.

Steps:

  1. Initiate Place Order:
    • With the Pending PO open, click the ... (more options) button at the top right.
    • Select Place order from the drop-down menu.
  2. Choose Email Option: Select Email order to supplier.
  3. Review and Compose Email: An email pop-up appears:
    • To: Verify the supplier's email address (pulled from the Supplier record). Correct if needed for this specific order.
    • CC (Optional): Add any colleagues who need a copy.
    • Subject/Message: Enter or select an email template for the subject and body.
    • Attachment: Ensure Attach a copy of this document is checked. Zudello automatically generates a PDF based on your configured template.
  4. Send: Click Place and send.

Placing Without Emailing (Alternative):

  • If you are sending the PO via other means (e.g., supplier portal) but still want to update the status in Zudello, select Place order without emailing and click Place. This updates the status but doesn't send an email from Zudello.

What Happens Next?

Zudello sends the email (if selected) and updates the PO status.

Next Step: Confirm Order Placement

Related How-To Guides: