Email notifications will be sent with new POs or PO changes from your buyer alerting you to action needed by you. From the email you can login to SourceDay and manage POs from the dashboard.
This article will show you how to accept/propose changes to new & existing POs and more. Click on the link to jump to that section:
- Login to SourceDay
- Accept/propose changes for new & existing POs
- Print the most current PO PDF
- Sneak peek at coming changes
2.5 minute video here Accepting New POs and Buyer Changes
How do I create a SourceDay login?
Click the review and acknowledge link in any SourceDay PO notification email, the green review buttons at the bottom of any SourceDay digest email, or login at login.sourceday.com.
Password requirements:
- At least 12 characters
-
At least 3 of the following:
- Lower case letters (a-z)
- Upper case letters (A-Z)
- Numbers (0-9)
- Special characters (e.g. !@#$%^&*)
Accept & propose changes for new and open PO Lines
- Select one or more PO lines while in the pending (new lines) or update (buyer changes) views and choose accept or propose changes from the Choose an Action menu.
Coming soon: The action menu is moving to the top right side to make way for left side navigation with custom views. Accept/Propose changes is available as a quick action button.
- This multi-PO window opens:
- Scroll through each PO line you selected indicated in blue on the left and select:
- Accept or Confirm if no changes to this line or
- Propose to update cost, quantity, or date or
- Hold (Skip for now) to take no action
- Cancel to propose a line cancellation
- Complete your actions by clicking the green Confirm button
Printing a PO PDF
- Select one, some or all lines from the dashboard
- Select Print PO from the left side pop out
Coming soon: The action menu is moving to the top right side to make way for left side navigation with custom views. Print PO PDF is available under the ellipsis button.
- Choose your desired format from the pop up and select Print. Your report will generate in the background allowing you to continue collaborating on POs.
To print your report
- Select Reports in the top main menu and scroll to the generated reports section to download your chosen PDF report
Prefer working from the email?
Manage POs from email - quick start
Changes Coming Soon
| The Accept/Propose Changes action can be used to acknowledge new PO lines (pending) and to respond to buyer proposed changes. These POs are in your Needs attention view. You can also set up custom views using the Advanced Filter to manage only the POs you need. |
Within these views, select one or more lines by check the boxes on the of the PO line.
Then click on the Accept/Propose Changes button in the top right to open the Accept/Propose Changes modal.
In the modal you can:
- Jump to specific POs by click on the left summary data
- Review the order details
- View the Purchase Order in full
Suppliers have the option to Accept/Confirm, Propose, Hold (Skip for now), or Reject PO changes from the Buyer.
- Confirm lets your buyer know you can meet the terms of the order (used when the buyer rejects your proposed changes or is making changes to the PO Line within their ERP and when an order crosses the Radar Threshold as set by the buyer).
- Accept lets the buyer know that you accept their proposed change & SOON will also acknowledge new order lines.
- Propose allows suppliers to counter propose changes & send the PO Line back to the buyer.
- Hold (Skip for now) keeps the PO line in the suppliers update tab without any actions take on that line. If you've selected multiple orders to review this feature allows you to take actions on the other order lines while holding this one in the updates tab. (Default action).
- Reject sends the buyer proposed changes back with your message.
- Cancel sends the buyer a proposed cancelation of the order line.
*options not available for that line can be reviewed by clicking unavailable actions
Additional actions are available under the ellipses button.