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How to create a PO from a Quote?

Have your supplier sent you a quote from which you want to create a PO?

Updated over 2 months ago

Prerequisites

Before you begin, make sure:

  • You have the privilege to create POs.

  • Quote from the supplier in the PDF format.

Step-by-Step Instructions

Step 1: Access the Order Creation Console

  • Log in and navigate to the PO landing page.

Step 2: Select Order Type

  • Click on 'Create Order' and select 'From Quote'.

Step 3: Upload the Quote

  • Drag and drop the PDF quote file from your supplier.

Upload

Step 4: Create the Order

  • Click 'Create Order'.

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