We are thrilled to announce major enhancements to SourceDay’s PO Collaboration! For a limited time you'll be able to switch back and forth between the previous and the new PO Dashboard before the update is permanent.
Here's what to expect:
- Left side navigation of PO lines (instead of tabs)
- Elevated risk management
- Advanced filters
- Build your own view of PO lines
- Quick actions (& a relocated action menu)
- SourceDay intelligence
Watch our introduction video here (2 mins).
Learn more with our in-depth training video here (20 mins).
Why we're making these changes
Based on feedback from users, these changes are set to elevate your risk management capabilities and streamline your procurement processes. We're moving the tabs to a dynamic left side navigation and giving you the space to create unique custom PO views with our comprehensive filters. The action menu has been updated and moved to the top right to make way for your custom views.
What's changing
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Left side navigation: We’ve moved the tabs to the left and given you greater insight into the lifecycle of your POs and POs that need attention. You’ll still have the views you are used to, like Pending or Shipped, but now you'll have more insight available at a glance. For example, POs that would land in your updates tab will be under Needs attention. With the left-side navigation you can gain better risk management and insights with views that align perfectly with your workflow.
Simply "follow the red" to understand which POs need your response and action. |
Quick action buttons: The action menu is moving to make way for the left navigation. To simplify routine tasks we're introducing new quick actions buttons of the three most common actions (Accept/Propose Change, Ship, and Message). The full action menu is right next to the quick actions under the ellipsis button.
Elevated risk Management: SourceDay has always identified and surfaced on-time delivery risks, but now risks are more visible and easier to manage within your dashboard. With these tools at your disposal, you can effectively manage potential disruptions to on-time delivery without leaving the PO Dashboard.
Advanced filters: You can build robust filters of POs with multiple criteria. This advanced filter incorporates the quick filters into one comprehensive filter. Every filter is exportable and savable, allowing users to create and reuse specific filters.
Customizable PO views: Our new comprehensive filters allow you to create and save filters as customized views of your POs tailored to your specific needs. The left navigation gives you more space to create multiple unique views into your POs.
SourceDay Intelligence: SourceDay Intelligence offers comprehensive insights that help illuminate blind spots, mitigate risks, and increase efficiencies across your procurement operations. Leveraging this intelligence will enable you to make more informed decisions with clear next steps.
What's staying the same
While the look and feel of the dashboard is changing, PO collaboration still works the way you are used to:
- You can still take bulk actions across multiple POs
- Action windows (like Accept/Propose Changes) look and act the same way
- You will still be notified of proposed changes from suppliers and prompted to take action
- Suppliers can choose to collaborate via email workflow, the PO Dashboard or bulk imports
Return to the previous dashboard
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For a very limited time users can toggle between the previous and new dashboard. Instructions are in the lower left side of your PO Dashboard.
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