**Changes Coming Soon**
Keep reading for more details on how SourceDay Suppliers can access their POs via email - without a platform login.
What Are We Trying To Accomplish?
We expect that our new initiative will be game changing for some suppliers. It will allow you to work just in time via email to manage your PO lines. You can easily access more information by becoming a SourceDay platform user at anytime. The best piece is you don't have to choose just one way, you can use what makes the most sense for you and how you run your business. Note: You will receive a welcome email once your account is activated, you will not receive POs automatically until the buyer has enabled you for PO Delivery.
If you are an existing user of SourceDay, there are a few exciting changes coming your way soon, but for the most part we are not throwing in extra changes to how SourceDay fundamentally works. If you are a new user, you can use this guide on PO delivery to help you get started.
Step 1: Activation
The buyer drives the activation of PO Email Delivery for the supplier. If you are wanting Email Delivery (in beta now) but don't have it set up yet, feel free to reach out to support (by clicking on "Submit a Request" on the top, right-hand section of this page) and we can let your buyer know that you are interested in the functionality or by just notifying your buyer directly.
Step 2: Welcome Email
Once you are enabled you will receive a welcome email that will give you the basics of Email Delivery and the option to activate your free platform account or simply stay as an email user.
Step 3: Emails Start Arriving
Once you are activated for PO Email Delivery, you will start receiving email notifications for:
- New POs opened (within 15 minutes of the PO being added to SourceDay from the buyer ERP)
- Updates or changes to PO lines emailed in a digest format based on your reminder settings
- From the email you will be able to take 2 actions:
- Print the Digital PO without logging in
- Click on a link to access the PO in SourceDay without logging in and take action
- Links in these emails will expire after 14 days
- NOTE: If you are an existing supplier with a platform account and have already set your notification preferences, these will not be changed. For new users, you will need to create an account in order to manage these settings.
This Guide will take you through:
- Overview of What PO Delivery Is
- What to expect once you are activated for PO Delivery (you are here)
- What your experience will look as an email user
- How to set up a login for SourceDay
- What your experience will look when logged into the platform