There are 2 types of SourceDay supplier users:
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Email Only Supplier User
- They will receive real time notifications for new POs (within the 15 minutes ERP sync)
- They will receive reminder emails for changes buyers make, as orders approach the due date, and late orders based on the frequency that you have set up in your admin settings in the section called "Schedule Supplier Reminder Emails"
- Without logging into SourceDay these users can acknowledge orders, accept & propose changes, review documents and mark orders as shipped via a PO link in their email
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Platform User
- All the features of the email only supplier
- At any time the supplier can opt to login to the PO Dashboard - much like the buyers
- The supplier user can update their email settings
- The supplier has access to the shipments dashboard, supplier reports, tasks, account settings, bulk imports and more from within SourceDay.
Suppliers will receive emails with POs and receive account access as soon as you activate them. SourceDay will send an email welcoming upon activation. We do recommend as a best practice that you let your suppliers know that this functionality is coming and the expectations before activating them. You can even provide them with this guide to help them get started with PO Delivery.
How do I give suppliers access to SourceDay?
Admins and selected users for buyer companies are the only users who can edit the follow settings. Please reach out to your admin to make the following changes or email us at support@sourceday.com to update your account.
1). Click on your name in the top right corner of the page to access your account settings. Then choose "Manage ERP Vendors" from the list on the left side.
2). Locate the vendor (you can use the search feature) as listed within your ERP.
3). To send POs to suppliers via email click on the box under "SourceDay Access". This will also check the boxe under "PO PDF Access." Be sure to check the "No-Login Actions" to grant supplies access to take actions on PO via the Interactive PO Details Page without logging into the platform.
How do I manage supplier users?
Manage Suppliers
Key vendor details are pulled directly from your ERP, this includes: ERP Vendor ID, ERP Instance, Name, Contact, & Email. Admins can customize the remaining details within SourceDay without editing the ERP data.
Add or Remove Users
The email address displayed is the primary contact as listed within your ERP. Admins can add new users in bulk by clicking on the open box on the left side of each vendor line. Then click on the “Manage users” box in the top right corner.
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Admins can also add or remove users for one company by clicking on the number in the Users column. This opens a window listing the individual users and email address for that vendor company. Then select the “Manage user” box on the lower right. |
From here Admins can delete an email address by clicking on the trash icon and/or add an email address with the plus icon. Just type the new address in the open text box.
Errors:
- "Please enter a valid email address" - Email address invalid
- "Duplicate user emails for the same ERP Vendor are not allowed" - Please ensure that you have not added duplicate emails for the same ERP Vendor
- "Multiple vendor users must belong to the same company" - Reach out to SourceDay support as your supplier might already be created in our system under a different alias
Verify and submit. New users will receive an email from SourceDay welcoming them to create an account or use an email work flow. The default settings can be viewed here as well. Admins can customize those settings from the vendor table.
Enable SourceDay Access
Vendors must have a valid email address in order to grant access to SourceDay. To grant access simply click to enable. Once enabled a welcome email is sent to the email(s) listed and date is entered in the Invite Date column. Additionally, the Auto-Notify Suppliers & PO PDF Access are enabled.
- Auto-Notify Suppliers - users associated with this vendor will receive automatic email notifications when new POs are created or updated.
- No-Login Access - grants users the ability to collaborate on POs via the emailed link and without creating a SourceDay account.
- PO PDF Access - users associated with this vendor will be able to download a pdf of the PO.
- If the supplier creates a login for their SourceDay Account the date will be entered in the Platform Verified Date column.
Review Users
Click on the number of users to view, delete, or add user name & associated email addresses.
Add users in bulk via import:
Now you can add suppliers via an excel import. Click here to learn how.