Suppliers can work quickly on hundreds of PO Lines using the import tool within the SourceDay Dashboard. 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
Improvements to imports coming soon!
- Quick access: Instantly access imports function from the Purchase Order Dashboard, Shipments tabs, or supplier account settings.
- Guided experience: A step-by-step process with column matching and validation checks, allowing suppliers to make final adjustments before importing data into SourceDay.
- Intuitive cues: Clear, actionable prompts to quickly address any issues, ensuring a smooth import process.
- Post-import options: Once the import is complete, multiple file types are available for easy reference.
How do I find 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 imports?
To set up 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.