Quickly onboarding supplier users is the key to gaining maximum efficiency with SourceDay. Admins (or delegated users) have several ways to add or edit supplier users on the Manage ERP Vendors page.
This article will review (click to jump to that section):
Bulk invite suppliers (via import)
Bulk import suppliers
Navigate to the Suppliers page, then click on Import users.
Step 1: Open the bulk import wizard.
Select "Import Users" to launch the bulk import wizard.
Step 2: Export the template.
Select Export template to generate a csv/excel file of suppliers within your ERP who have been issued a PO within the last 365 days. You can download the template from the pop-up in the top right corner.
Alternatively, you can download the report from your reports.
Step 3: Update the template
Add supplier email addresses (separated by a comma) in the cell: "Email(s) I want to invited to SourceDay."
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For any suppliers that you are not inviting to use SourceDay add an exclusion reason from the dropdown menu on the excel doc.
Excluding suppliers will allow you to enable auto-invite suppliers. When POs are issued to new suppliers, SourceDay will automatically invite them to collaborate. |
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Only edit the two light blue cells. All others are read only for reference. Do not edit or delete any other cell on the excel report. |
Step 4: Upload the file.
Upload your completed file as instructed in the Import wizard.
Step 5: Match Columns
Columns should auto-match. If you altered the template download columns you may need to manually match the columns. Match any unmatched columns by selecting the correct corresponding column.
The required columns that auto-matched are given a green checkmark in the left.
Step 6: Validate the Data
Verify and edit email addresses directly by clicking into the text boxes. Errors will indicate where data needs to be adjusted.
Step 7: Complete the import.
Once all the errors are resolved submit the file for processing.
Invite suppliers manually
The email address displayed is the primary contact as listed within your ERP. Admins can add new users by clicking on the open box on the left side of each vendor line. Then click on the “Manage users” box in the top right corner.
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Admins can also add or remove users for one company by clicking on the number in the Users column. This opens a window listing the individual users and email address for that vendor company. Then select the “Manage user” box on the lower right. |
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| Coming Soon: You can also click on "View details" on the right side of the vendor. |
From here Admins can delete an email address by clicking on the trash icon and/or add an email address with the plus icon. Just type the new address in the open text box. Note the primary email as listed within the ERP cannot be deleted.
Sample Errors:
- "Please enter a valid email address" - Email address invalid
- "Duplicate user emails for the same ERP Vendor are not allowed" - Please ensure that you have not added duplicate emails for the same ERP Vendor
- "Multiple vendor users must belong to the same company" - Reach out to SourceDay support as your supplier might already be created in our system under a different alias
- Note you can always reach out to support@sourceday.com or your customer success manager for help.
Verify and submit. New users will receive an email from SourceDay welcoming them to create an account or use an email work flow. The default settings can be viewed here as well. Admins can customize those settings from the vendor table.
Enable SourceDay Access
Vendors must have a valid email address in order to grant access to SourceDay. To grant access simply click to enable. Once enabled a welcome email is sent to the email(s) listed and date is entered in the Invite Date column. Additionally, the Auto-Notify Suppliers & PO PDF Access are enabled.
- SourceDay Access - enables the supplier company to receive POs via email.
- No-Login Access - enables users to collaborate on POs without creating an account or logging in to their account. This will auto check with SourceDay Access.
- PO PDF Access - users associated with this vendor will be able to download a pdf of the PO.
- Scorecard Access - enables supplier users to view their SourceDay Scorecard.