Coming Soon
Keep reading for sneak peak of exciting improvements coming soon for Suppliers.
The Mission
When you need to collaborate on Purchase Order Lines you want that to be a quick and easy experience. With SourceDay's upcoming update that can be exactly your experience. We've rolled a variety of options under the Accept/Propose Changes action that allows suppliers to work quickly and easily across PO Lines regardless of status.
Suppliers can use the Accept/Propose Change Action to accomplish the following:
- Acknowledge New Order Lines (Coming Soon!)
- Propose Changes to New or Existing Order Lines
- Respond to Buyer Changes (Accept, Reject, Counter Propose, etc)
- Confirm Coming Due Orders (Order lines on Radar)
- Cancel Order Lines (Coming Soon!)
Let's Take a Closer Look
From any tab (excluded Complete) select the order lines on which you need to take action. Then select Accept/Propose Changes from the Choose An Action flyout menu. Coming Soon: Suppliers will be able to use this action on Pending orders!
The next window gives the Supplier the ability to navigate easily between PO Lines using the summary data in the left column. Suppliers can additionally review the Purchase Order in full, the Order History, and any attachments using the links on the right side. Key order details and the last message are summarized and displayed just above the action buttons.
Taking Action
Actions can be taken individually per line or in bulk using the buttons under Bulk Action at the top of the window. Anything selected under Bulk Action will be applied to all the selected lines.
Accept (or Confirm) lets the buyer know you can meet the terms of the order line. This action will be available on new and previously acknowledged order lines.
When this button says Confirm the buyer is asking the supplier to either confirm changes the buyer already made on the PO (instead of proposing those changes in SourceDay) or to confirm an order that is coming due soon.
Propose gives the supplier open text boxes to type in new values as needed for the Quantity, Cost and Date. Propose can be use on new orders, open orders, orders with a buyer proposed change on them, even shipped or partially shipped order lines. Once submitted these order lines will be sent to the Buyer to review and accept. You can find those order lines in your Awaiting Response tab.
*Important Note for Suppliers collaborating on Ship Date. You may need to use the Propose action to enter a Ship Date if one is not provided by your buyer.
Hold takes no action on the order line. This toggle will allow the Supplier to take action on other selected lines while skipping this order line. This action simply "holds" the order line as is.
Reject allows the Supplier to reject outright the Buyer's proposed change or buyer initiated cancelation on an order line. This can be useful if your client proposes to cancel an order that you have already shipped or would otherwise be non cancelable. The order line will be sent to the Buyer to review. While under review these order lines will be in your Awaiting Response tab.
Coming Soon: Cancel lets the Buyer know that you are not able to fulfill the order line. This action will update the order status to propose cancel and send the buyer a notification. Order lines can be cancelled at any point until an Advanced Shipment Notice (ASN) is created (partial or full shipments).
Coming Soon: Undo Changes - Suppliers will have until the Buyer acts on proposed changes to recall any proposed changes or proposed cancelations. This action will only be available on PO Lines with an active Supplier initiated proposal. Remember all POs lines you have sent to your buyer will be on the Awaiting Receipt tab.
Coming Soon: Unavailable Actions - not every button will be available on every order. Click on the Unavailable Actions to learn why.
Keep Learning
Up Next: Creating Advanced Shipping Notices (ASN) - Marking PO Lines as Shipped
Understanding & Navigating the PO Dashboard
Using the Accept/Propose Changes Action <-- you are here
Adding Shipping Information - Marking PO Lines as Shipped
Optional: Understanding and Using Tasks
Optional: Coming Soon - Learn How to Undo Changes on PO Lines