Suppliers can work quickly on hundreds of PO Lines using the bulk import tool within the SourceDay Dashboard. Bulk imports can be especially helpful for suppliers collaborating on PO Ship Date or suppliers that must provide a date with first confirming orders.
With bulk imports suppliers can use one excel file to accomplish the following on PO Lines:
- Accept or confirm orders as-is
- Propose changes
- Propose splits (if buyer company is enabled)
- Propose cancelations
- Create Advanced Shipping Notices
How do I find bulk imports?
- Login to your account
- Click on the little down arrow next to your name on the top right row then click on "Imports"
How do I use bulk imports?
To set up bulk imports you'll need to spend about 5-10 mins setting up your excel/csv file. This involves downloading a template from SourceDay and populating it with you PO data. Once the file is ready to be imported into SourceDay you will need to teach SourceDay how to read the files by mapping the headers. This set up only needs to be done the first time you use imports. You can use the same file with new PO data. Header mapping only needs to be complete when uploading a new or different excel file.
The series articles in this section will walk you through each of the steps.