You can set up a login to access the SourceDay dashboard at any time once invited to use SourceDay by your buyer.
The dashboard provides additional functionality for you:
- an overview of all PO lines, in all statuses, with all of your SourceDay customers
- the ability to filter and search PO lines
- bulk actions for managing larger volumes or many changes
- access to account settings, including increasing or decreasing email notifications
Setting up a dashboard login
- You can create your account at any time by clicking a link from either the PO notification or a Reminder Digest emails or from the Interactive PO Details page
- A page will display asking you to fill in your email address. Use the email where you received the new PO or reminder digest email.
- If your email cannot be found, you will be taken to a secondary login page. From here you will enter your name and re-enter your email address. This will create a support ticket and our team will be in touch to connect you and your buyer on SourceDay.
- If your email is found, but the account is already created, you will be sent a link to login & reset your password if needed.
- If the email is found and an account has not been created, you will be prompted to verify your email address via an email.
- Once "Verify" is clicked you will be sent to the next step which is to create a password and you will be auto-logged in to the SourceDay platform.
- You will be shown an optional walk through that will take you through the basics of acknowledging and updating orders.