The Manage ERP Vendors page gives Admins (and delegated users) the ability to enable Suppliers for SourceDay and customize their experience. Here buyer admins can grant suppliers access to PO Email Delivery - allowing suppliers to collaborate on POs without logging in to SourceDay and without creating a SourceDay Account.
Additionally Admins can customize the supplier’s radar range, radar confirmation, adjusted due date, ready to ship flow and more. If you have ever wanted an easy way to export a csv/excel file of all of your Vendors listed within your ERP, this is a great place for you.
Admin users are the only buyer users with access to this page. Please email us at support@sourceday.com to grant additional buyers access to manage this page.
This section is primarily used by SourceDay when onboarding suppliers. Changes made to this can adversely affect your suppliers, please bring in support or your Customer Success Manager (CSM) if you are unsure of any items on these pages.
To navigate to Manage ERP Vendors
Click on your name dropdown in the upper right-hand corner & select Account Settings. Select the Manage ERP Vendors option on the left side of the screen.
What actions can I take?
Click on the topic or scroll to read it all.
Manage Suppliers - Add or Remove Users
Customize Suppliers SourceDay Experience
Adjusted Due Date (AKA Ship Date AKA Double Due Date)
Basic Actions: Filter ERP Vendors
Vendors can be filtered by a variety of preset conditions.
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Search
Type in a supplier company name, contact name or email into the search box and click the Search button to quickly find a specific supplier.
Manage Suppliers
Key vendor details are pulled directly from your ERP, this includes: ERP Vendor ID, ERP Instance, Name, Contact, & Email. Admins customize the remaining details including key components of the supplier experience.
Add or Remove Users - Manually
To add supplier users in bulk via imports click here.
The email address displayed is the primary contact as listed within your ERP. Admins can add new users in bulk by clicking on the open box on the left side of each vendor line. Then click on the “Manage users” box in the top right corner.
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Admins can also review current users and add or remove users for one company by clicking on the number in the Users column. This opens a window listing the individual users and email address for that vendor company. Then select the “Manage user” box on the lower right as pictured below. |
Clicking on the Manage users buttons opens a Verify emails window. Admins can delete an email address by clicking on the trash icon and/or add an email address with the plus icon. Just type the new address in the open text box and click on Continue in the top right.
Possible Errors:
- "Please enter a valid email address" - Email address invalid
- "Duplicate user emails for the same ERP Vendor are not allowed" - Please ensure that you have not added duplicate emails for the same ERP Vendor
- "Multiple vendor users must belong to the same company" - Reach out to SourceDay support as your supplier might already be created in our system under a different alias
Verify and submit. New users will receive an email from SourceDay welcoming them to create an account or use an email workflow. The default settings can be viewed here as well. Admins can customize those settings from the vendor table. Click on Send emails to complete.
When suppliers are invited to SourceDay, the date will autofill in the Invited Date column on the Vendor Table. If the supplier creates a login for their SourceDay Account the date will be entered in the Platform Verified Date column.
Customize Suppliers SourceDay Experience
Admins have the ability to customize the supplier company's experience with SourceDay by adjusting their access levels, Orders due soon range & workflow, ship date collaboration, and shipments.
Enable SourceDay Access
Vendors must have a valid email address in order to grant access to SourceDay. To grant access simply click to enable. Once enabled a welcome email is sent to the email(s) listed and date is entered in the Invite Date column. Additionally, the Auto-Notify Suppliers & PO PDF Access are enabled.
- SourceDay Access - enables the supplier company to receive POs via email.
- No-Login Access - enables users to collaborate on POs without creating an account or logging in to their account. This will auto check with SourceDay Access.
- PO PDF Access - users associated with this vendor will be able to download a pdf of the PO.
- Scorecard Access - enables supplier users to view their SourceDay Scorecard.
Exclusion Reason
Your ERP Vendor List contains all the vendors stored with your ERP - regardless if they are used for direct manufacturing or not. To exclude a supplier from 100% PO delivery uncheck the SourceDay Access and select a reason from the drop down menu. This lets your team know that that Vendor won’t be receiving POs automatically from SourceDay.
Orders due soon (Radar)
Click the dropdown menu to select a specific range for POs to automatically display in the suppliers Coming due view. This helps the supplier to prepare orders to ship out on time to meet their due or ship date. You'll notice that the default radar range is auto-filled here for each supplier based on the default value set in API Settings. Once you adjust the range here this will become the range for that supplier - even if you adjust the default range for other suppliers.
Orders due soon (Radar) Confirmation
When this is enable, POs lines coming due will display similarly as buyer proposed changes for the supplier and require a response. Once the supplier confirms the order the tabbed based notifications or reminder emails on this order line will stop.
Adjusted Due Date (dependent on integration settings)
This setting depends on your ERP and integration details. Adjusted due date allows you and the supplier to collaborate on ship date instead of the due date (or date that the item should appear at your warehouse). When enabled, buyers have the opportunity to adjust the due date based on supplier proposed shipping details.
Allow Shipments
Enables your supplier to provide you with shipping details as established during your integration. Some clients may want the ability to enable or disable suppliers from marking orders as shipped within SourceDay. Orders would flow from Pending to Radar to Late and only move to a Complete status when the buyer updates their ERP with receipt data.
Ready to Ship
Is this a ready to ship supplier? This would be an instance where the buyer is responsible for shipment from the supplier.
Enabled
Buyers are able to view this suppliers POs within SourceDay.
Keep Learning - Buyer Admin Settings
External Vendors <-- you are here