When your buyer sends you a new Purchase Order (PO) or updates an existing one, you’ll receive a SourceDay email notification. These emails alert you when action is needed and include a link that lets you manage the PO directly from your inbox or log into the SourceDay dashboard for more advanced features.
This guide will show you how to:
- Login or create a SourceDay
- Accept or propose changes for new & existing POs
- Print the most current PO PDF
Logging In to SourceDay
You can access SourceDay in three ways:
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Click the “Review and Acknowledge” link in any PO notification email
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Click the green Review button at the bottom of a Reminder Digest email
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Go directly to login.sourceday.com
Password requirements:
To keep your account secure, SourceDay passwords must include:
- At least 12 characters
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At least 3 of the following:
- Lower case letters (a-z)
- Upper case letters (A-Z)
- Numbers (0-9)
- Special characters (!@#$%^)
Accept or Propose changes to PO lines
You can review and take action on POs from multiple views in the dashboard. The two most common:
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Buyer Proposed Changes – when your buyer has made updates to a PO
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Pending (New Orders) – for new POs that need your confirmation
Steps to Accept or Propose Changes
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Go to either the Buyer Proposed Changes or Pending view
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Select one or more PO lines by clicking the checkboxes.
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Click Accept/Propose in the top-right corner.
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In the multi-PO action window, for each selected line:
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Accept/Confirm – if no changes are needed
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Propose – to update the cost, quantity, or delivery date
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Reject – to decline changes without proposing alternatives
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Cancel – to request line cancellation
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Skip for Now – to leave the line untouched
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Once finished, click the green Confirm button in the bottom-right corner.
Your updates will be sent back to your buyer immediately.
- This multi-PO window opens:
Print a PO PDF
You can print the latest version of a PO with all accepted changes directly from the dashboard.
Steps to Print a PO PDF
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Select one, some, or all PO lines by checking the boxes next to each.
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Click the ellipsis icon ( ... ) in the top-right corner.
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From the dropdown, choose Print PO PDF.
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A popup will appear asking you to choose your format.
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Select Print. The report will generate in the background so you can continue working.
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To access the completed report:
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Click Reports from the main dashboard menu
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Scroll to the Generated Reports section
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Download your PO PDF
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