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. Coming soon - you will be able to import an excel document and invite supplier users in bulk.
This article will review (click to jump to that section):
Bulk invite suppliers (via import)
Manage ERP Vendors
To navigate to this page click on your name in the upper right-hand corner & select Account Settings. Select the Manage ERP Vendors option on the left side of the screen.
Displayed are key vendor details pulled directly from your ERP, this includes: ERP Vendor ID, ERP Instance, Name, Contact, & Email. Admins customize the remaining details - learn more about these options here.
Coming Soon - Bulk invite suppliers
1. From the Manage ERP Vendors page click on "Import Users" on the right side.
| 2. Select "Export Template" to download an excel file to use to add new suppliers users. This report includes a list of vendors not invited to SourceDay and have had a PO issued within the last 12 months. This report will be emailed to you and available to download from the Reports page (under Performance Insights). |
3. Add supplier email addresses (separated by a comma) in the cell: "Email(s) I want to invited to SourceDay."
| For any suppliers that you are not inviting to use SourceDay be sure to include an exclusion reason. |
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.
4. Upload the file.
5. Verify and edit email addresses. The emails added to the excel file will be displayed and you can add/remove or edit as needed.
6. Review settings or preview supplier email. The final step will allow you to review the default settings for suppliers and preview the welcome email suppliers will receive.
Any errors can be resolved manually or you can update the import file and run again.
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. |
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.