Default supplier settings

Default supplier settings allow Admins (and their designees) to adjust how suppliers experience SourceDay and collaborate on purchase orders. Buyer Admins can set universal default settings for all suppliers, then adjust them for individual supplier companies.

For example, international suppliers may collaborate on ship date, while domestic suppliers collaborate on due date.

To review individual supplier settings, click here.

At a glance: supplier settings summary

Auto-invite suppliers

When enabled, SourceDay detects a new PO for a supplier not yet invited and automatically sends an invitation.

• The buyer on the PO is cc’d.
• Applies only to uninvited supplier companies.
• New emails found in your ERP are flagged “New email detected” and not auto-invited; buyers can invite manually.

Learn more about manually inviting new supplier emails here.

Recommendation: Enable after excluding indirect or non-SourceDay suppliers. Learn how to set exclusions here.

How to enable auto-invite

1. Go to Admin > Supplier settings.
2. Locate Auto-invite suppliers.
3. Toggle On.
4. Save changes.

Welcome page link

Include a custom URL in supplier onboarding emails. If left blank, suppliers are directed to the SourceDay Help Center. Use this for SOPs, contacts, or other onboarding resources.

How to add a welcome page link

1. Go to Admin > Supplier settings.
2. Locate Welcome page link.
3. Paste your URL.
4. Save changes.

PO access

Control how suppliers interact with POs in SourceDay:

• Disable PO PDF printing (default on).
• Disable email workflow (default on) to require login to the PO Dashboard.

How to manage PO access

1. Go to Admin > Supplier settings.
2. Under PO access, select/deselect:
   • Disable PO PDFs
   • Disable email workflow
3. Save changes.

Orders due soon reminders

Defines when orders appear in the Due soon view and trigger reminders.

• Optionally require suppliers to confirm lines once in range.
• Confirmation stops reminder emails for that line.
• Based on collaboration date (due date or ship date).

How to set reminders

1. Go to Admin > Supplier settings.
2. Locate Orders due soon reminders.
3. Choose the time range.
4. (Optional) Enable Require confirmation.
5. Save changes.

Schedule supplier reminder emails (coming soon)

Admins (and delegates) will be able to set reminder cadences for: Awaiting vendor response, Pending, Late, Due soon, and Hot.

How to schedule reminders

1. Go to Admin > Supplier settings.
2. Toggle Supplier reminder emails On.
3. Select the days to send reminders.
4. Save

Default supplier settings allows Admins to adjust how suppliers experience SourceDay and collaborate on POs.  Buyer Admins can set universal default settings for all suppliers and then adjust per supplier company. For example you may have international suppliers collaborating on ship date while domestic suppliers collaborate on due date. 

To review individual supplier settings click here.

Shipments workflow

Allow shipments

Enable or disable whether suppliers can mark orders as shipped in SourceDay.

• If disabled, orders remain Pending > Radar > Late until the ERP is updated by the buyer.

How to allow shipments:

1. Go to Admin > Supplier settings.

2. Locate Shipments workflow > Allow shipments.

3. Toggle On or Off.

4. Save changes.

Ready to ship

Enable for suppliers where the buyer arranges shipment.

Learn more about ready to ship suppliers here.

How to set ready to ship:

1. Go to Admin > Supplier settings.

2. Locate Shipments workflow > Ready to ship.

3. Toggle On.

4. Save changes.

Enable adjusted due date (integration dependent)

Allows suppliers to use shipping date as the due date. Buyers can then adjust based on supplier input.

How to enable adjusted due date:

1. Go to Admin > Supplier settings.

2. Locate Shipments workflow > Enable adjusted due date.

3. Toggle On.

4. Save changes.