Once your buyer invites you to use SourceDay, you can take action on purchase orders (POs) directly from your email. However, creating a login gives you access to the full SourceDay dashboard, a central workspace for tracking, managing, and collaborating on all your orders.
Why set up a dashboard login?
With a SourceDay login, you can:
View all PO lines in one place, across statuses and across all your SourceDay-connected customers
Search and filter PO lines to find what you need faster
Take bulk actions on multiple PO lines at once
Update your account preferences, including how and when you receive email notifications
Once logged in, you can manage your workflow more efficiently without relying solely on email links.
How to create your login
You can start your login setup from any of these places:
A PO notification email
A Reminder Digest email
The Interactive PO Details page
Step-by-step instructions:
Click the sign-up link in your SourceDay email or from the PO details page
Enter the same email address where you received your order or reminder
What happens next
SourceDay will check if your email is already registered and guide you based on the result:
If your email is found and no account exists:
You’ll receive a verification email
Click the link to verify your email
You’ll be prompted to create a password
After setting your password, you’ll be automatically logged in
If your email is found and you already have an account:
You’ll receive a login link
You can log in directly or reset your password if needed
If your email isn’t found:
You’ll be directed to a page to enter your name and email address
This creates a support request so the SourceDay team can help connect you with your buyer
You’ll be contacted once your account is ready
After you log in
Once logged into the dashboard, you’ll have the option to go through a quick onboarding walkthrough. It will show you how to:
Acknowledge and update POs
Propose changes to quantity, cost, or date
Mark orders as shipped and send shipping details
Tips for ongoing access
Bookmark login.sourceday.com so you can return to the dashboard any time
Once logged in, you won’t need to rely on email links to manage your orders
Need help?
If you run into issues while setting up your account, logging in, or verifying your email, here’s how to get in touch with SourceDay Support:
Ticket form: For best results, use this form to open a support ticket.
Email: You can also email us at support@sourceday.com. Be sure to include the information outlined in the “Help us help you” section below so we can respond quickly and accurately.
Phone: Call us at 512.361.7029. Phone support is available during business hours for urgent matters.
We're here to make sure you get set up and running smoothly. Don’t hesitate to reach out!