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 within the Buyer proposed changes view or the Pending (new orders) view.
- Click Accept/Propose from the top right.
- 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
- Click on the ... button in the top right side
- Select Print PO PDF from the drop down menu.
- 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