When your buyer updates a Purchase Order (PO) — like changing the delivery date, quantity, or cost SourceDay will send you an email alert. You can quickly review those changes and respond directly from that email, without needing to log into the full platform.
Use the “Accept/Propose Change” feature to either:
Accept your buyer’s updates as they are, or
Propose your own changes for the buyer to review.
Step-by-step: Respond to buyer changes
1. Open the PO from your email
Open the SourceDay notification email.
Click the button that says “Review and Accept.”
This will open the PO window.
2. Review and take action
Accept the buyer’s changes
Leave the fields for date, quantity, and cost unchanged.
Just click Submit to accept everything as-is.
Propose your own changes
Click into the date, quantity, or cost fields and type your updated values.
You can explain your changes by clicking into the “Reason for change” area and typing a short message to your buyer.
Submit your response
Optional: Cancel PO lines
If you need to cancel just one or more lines on the PO:
-
Before clicking Submit:
Uncheck the blue boxes on the left for the lines you want to cancel.
-
After clicking Submit:
Select the lines you chose not to confirm.
Click the blue “Cancel # Lines” button at the bottom right.
Optional: Propose split lines
Based on your buyer companies, you may have the "propose split lines" option under More Actions. This action allows you to propose a delivery cadence to your buyer.
Select one line by checking the box on the line
- Select More Actions
- Select Propose split lines from the dropdown menu
- Update the quantity and the date of the line with your first proposed delivery schedule
- Add lines with additional delivery schedules until you've accounted for the total quantity on the order.
- Click submit.
Prefer working from the dashboard?
You can also manage all your POs from the SourceDay dashboard if you prefer a full view.