Standard shipment flow

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

1. The supplier selects one or more PO lines
2. The supplier creates an ASN
3. The supplier enters shipment details, such as carrier, tracking, and packaging information
4. The shipment is created and visible in the shipments dashboard
5. 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:

1. Select one or more PO lines
2. Click ship or Ready to ship
3. Enter shipment details, such as:
   • Carrier and tracking information
   • Ship date
   • Packaging details, such as box quantity and quantity per box
4. 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.