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Version: Current

Place the purchase order with your supplier

Goal: Send the approved purchase order to your supplier​

Time: 1-2 minutes
You'll need: The purchase order that was converted from your approved requisition
Outcome: A purchase order sent to your supplier

Step 1: Open the purchase orders submodule​

  1. Log in to Zudello
  2. In the modules menu, click Purchasing
  3. Click Purchase Orders

Opening the purchase orders submodule

Step 2: Find your purchase order​

  1. Find your purchase order in the list
  2. Click on the purchase order to open it

Finding your purchase order

Step 3: Review the purchase order​

  1. Check for any messages from the approvers in the chat tab
  2. Verify any special instructions or notes

Reviewing purchase order details

Step 4: Open the place order modal​

  1. Click ... at the top of the document
  2. Click Place order

Sending the purchase order

Step 4: Enter a subject​

  1. Verify the supplier's email address
  2. Enter an email subject

Confirming purchase order delivery

Step 5: Enter a message​

  1. Enter an email message to send to the supplier

Confirming purchase order delivery

Step 4: Place and send the order​

  1. Check all details
  2. Click Place and send

Confirming purchase order delivery

Success!​

You've successfully placed your purchase order with the supplier!

Your purchase order has been sent to the supplier and has moved to Placed status. It can now be matched to a goods receipt and invoice.

What's next?​

If you want to dive deeper into Zudello's purchasing module, the Purchasing module how-to guide is the perfect place to start!