Exciting Updates to SourceDay Supplier Management
We’re introducing a powerful enhancement that will streamline how you manage your supplier relationships. With this update, you’ll have one centralized hub to oversee supplier settings, users, risks, and performance - simplifying your workflow and improving visibility.
Here’s what’s coming with this launch:
- Automatic Supplier Onboarding: When a new email or supplier is detected, SourceDay will automatically invite them, ensuring new suppliers receive orders seamlessly. This feature saves time, eliminates manual onboarding, and keeps your ERP data accurate.
- A Unified Supplier Management: All your supplier management tasks in one convenient location. Learn more about supplier settings here.
- Supplier Risk Management: Identify risks early with recommended actions and resolution pathways to mitigate issues effectively.
- New Supplier Scorecard Settings: One page for specific supplier settings with clear explanations of each setting.
The features of the Manage ERP vendors page will be shifting to the new Default Supplier Settings.
Not part of our Supplier Reliability beta program? Click here to jump to the Manage ERP Vendors.
Default supplier settings
These settings will be applied to all your suppliers and will be applied to any new suppliers onboarded. Changes made to individual supplier settings will override defaults set here.
Auto-invite suppliers
During your SourceDay launch period our teams will work closely with you transitioning suppliers to SourceDay. Enabling auto-invite ensures that your SourceDay supplier network remains in sync with new or infrequent suppliers. When a PO is created for a supplier not currently enabled for SourceDay, they will receive an invitation and training email along side the email for the new PO. You can exclude non-direct suppliers by including an exclusion reason on the Suppliers page.
Additionally if you can include a customized welcome link for your suppliers. To get started contact support with the ticket subject "Supplier welcome page"
PO access
How should suppliers interact with POs in SourceDay? Ideally suppliers will need to see PO PDFs and be able to collaborate from email.
Click to disable printing of PO PDFs (mst supplier companies download and print a copy to share with fulfillment teams).
Click to disable suppliers from using email workflow - disabling this option forces suppliers to login and use the PO Dashboard instead of the single PO page.
Supplier scorecard access
Coming Soon: This setting allows your suppliers to view their individual scorecards.
Orders due soon reminders
When orders fall within your default range the order line will be added to the suppliers Due soon view and will trigger reminder emails. 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.
Click to require suppliers to confirm order lines once they enter this range. This will require a response from the supplier. Once the supplier confirms the order the tabbed based notifications or reminder emails on this order line will stop.
This is based on the date of collaboration so for most suppliers this will be either a due date or a ship date.
Shipments workflow
Allow Shipments
Some clients 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.
Enable adjusted Due Date (dependent on integration settings)
This is a setting that is set as part of your integration allowing your supplier to enter the shipping date for the due date instead of the date that the item should appear at your warehouse. When enabled, buyers will review the ship date added or confirmed by the supplier and have the opportunity to adjust the due date based on these details. Changing the value will change how due dates are managed with your suppliers.