The standard shipment workflow is the default way shipments are created and managed in SourceDay.
In this workflow, suppliers are responsible for entering shipment details and marking purchase order (PO) lines as shipped.
When to use the standard workflow
The standard shipment workflow is used when:
- Suppliers manage their own shipping and logistics
- Suppliers have access to carrier and tracking information
- No additional buyer review or control is required before syncing to your ERP
This is the most common shipment workflow in SourceDay.
How the standard shipment workflow works
- The supplier selects one or more PO lines
- The supplier creates an ASN
- The supplier enters shipment details, such as carrier, tracking, and packaging information
- The shipment is created and visible in the shipments dashboard
- The ASN will be included on the next email digest.
Depending on your configuration, shipment data may be automatically sent to your ERP.
Learn more about Shipment email notifications: Shipment email notifications for buyers
What suppliers are responsible for
In this workflow, suppliers:
- Enter all required shipment details
- Mark PO lines as shipped
- Update or correct shipment information if needed
What buyers are responsible for
Buyers primarily monitor shipment activity. This includes:
- Tracking shipment status in the shipments dashboard
- Reviewing shipment details
- Printing packing slips or shipping labels if needed
No action is required from the buyer to create or complete shipments.
How this workflow appears in SourceDay
You can identify the standard shipment workflow by the following behavior:
- Suppliers mark PO lines directly as shipped
- Shipment status moves to shipped without a ready to ship step
- Shipments do not require buyer release before syncing to ERP
How this workflow differs from others
- Buyer review and release: buyers must approve shipments before ERP sync
- Ready to ship: buyers complete shipment details instead of suppliers
- Ready to ship - Partial shipments: buyers create multiple shipments for a single PO line
What suppliers experience
In the standard shipment workflow, suppliers are responsible for creating shipments and providing all required shipping details.
Suppliers complete the following steps:
- Select one or more PO lines
- Click ship or Ready to ship
- Enter shipment details, such as:
- Carrier and tracking information
- Ship date
- Packaging details, such as box quantity and quantity per box
- Submit the shipment
Once submitted:
- The shipment is created in SourceDay
- The status updates to shipped
- The shipment becomes visible in the shipments dashboard for buyers
- Shipment data may automatically sync to the ERP, depending on configuration
Suppliers can also:
- Edit shipment details after submission
- Unship (delete) a shipment if corrections are needed
This workflow allows suppliers to fully manage shipment creation without requiring buyer action.