Introduction to the Purchasing module in Zudello.
Within this document:
The Purchasing Module captures purchasing-related documents such as Purchase Orders, Delivery dockets, Inventory and Expense Invoices & Credits.
To access the Purchasing module, select purchasing from the header of any page in Zudello.
When you arrive on the Purchasing screen, you’ll find both Purchase Orders and Invoices in a list view. To learn how to change the dashboard view of the documents, see "How to change your document dashboard view"
From the Purchasing Module, you can:
Approve Invoices & Credits.
Search for documents.
Searching and Filtering
To search for a document, enter the name of the supplier, or the PO number to search for the document.
Along with the search bar, you’ll find a number of additional filters to refine the documents you want to view.
Subsidiary & location filters.
Document type filter.
Uploading a Document
There are two ways to import them both beginning by selecting ‘add a document’:
Email - Either request suppliers to send documents directly to this email or forward them to your Zudello team inbox for import. The address for this inbox can be found under ‘email invoice’. Once the email is received the document will begin Scanning.
Manual - Drag and drop the document into the platform
1. Choose ‘upload a document.
2. Drag the document into the window or use ‘click here to upload’ to find
3. The document will then be imported into Zudello.
The document will enter the Scanning and Analysing phase.
Creating a Document
To create a document in Zudello:
Select the Add a Document button.
Next, select Create a document.
A new PO will be created for you to complete under the User Review status.