As a new SourceDay supplier, you can print or download a Purchase Order (PO) directly from the email notification, without logging in to the full platform. This guide walks you through the steps to print the PO as a PDF or download it as a CSV file.

Step-by-step: Print PO PDF

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.

Step 2: Print the PO PDF

In the PO modal window:

A. Click Print PDF

• You’ll find this button at the top-left corner of the PO window.

B. What will be printed?

• The PDF will include only the PO lines that are currently selected in the Required Actions dropdown.

C. View and print the PDF

• A new browser window will open with the PO in PDF format.

• Use your browser’s print options tbe file.

To print all PO lines

If you want to print every line item in the PO:

1. Open the Required Actions dropdown.

2. Select “Review All Lines.”

3. Click Print PDF again.

4. The full PO will appear in a new window, ready to print.

Optional Step 3: Download the PO as a CSV File

If you prefer to work with the PO data in a spreadsheet:

1. Click the “Export CSV” button at the top of the PO modal.

2. A .CSV file will download to your device containing the PO details.

(example CSV file download)

Quick Tips

• You do not need to log in to SourceDay to print or export the PO from the email link.

• Use the Required Actions dropdown to control which lines appear in your PDF.

• Both Print PDF and Export CSV are available directly from the PO window.