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.
Understanding supplier settings
There are a number of unique settings that can easily be adjusted and set as the default for onboarding new suppliers.
Auto-invite suppliers
When this setting is enabled SourceDay Intelligence will detect a new Purchase Order for a supplier that has not yet been invited to collaborate on SourceDay. SourceDay will send an invitation to the supplier and start sending new Purchase Orders to the supplier. The buyer listed on the PO will be cc'd on the invitation email.
Recommendation - We suggest enabling this setting once you have excluded indirect suppliers or other suppliers that should not be on SourceDay.
Learn how to update suppliers with exclusions reasons here.
Welcome page link
Do you have a custom webpage for your suppliers? Now you can have that unique URL to be included in the onboarding email sent to suppliers. If left blank, suppliers will be directed to the SourceDay Help Center to assist them in getting started.
This webpage can be any page the buyer company wants suppliers to visit as part of supplier onboarding. For example, it could contain details on standard operating processes, points of contact, or other relevant information for suppliers.
PO access
How should this supplier interact with POs in SourceDay?
Click to disable printing of PO PDFs (most supplier companies download and print a copy to share with fulfillment teams). This setting will be on by default.
Click to disable suppliers from using email workflow - disabling this option forces suppliers to login and use the PO Dashboard instead of the single PO page. This setting will be on by default.
Orders due soon reminders
When orders fall within the range set here the order line will be added to the suppliers Due soon view and will trigger reminder emails. This helps the supplier to prepare orders to ship out on time to meet their due or ship date.
Click to require suppliers to confirm order lines once they enter this range. This will require a response from the supplier. Once the supplier confirms the order the tabbed based notifications or reminder emails on this order line will stop.
This is based on the date of collaboration so for most suppliers this will be either a due date or a ship date.
Shipments workflow
Allow Shipments
Some clients want the ability to enable or disable suppliers from marking orders as shipped within SourceDay. Orders would flow from Pending to Radar to Late and only move to a Complete status when the buyer updates their ERP with receipt data.
Ready to Ship
Is this a ready to ship supplier? This would be an instance where the buyer is responsible for shipment from the supplier.
Enable adjusted Due Date (dependent on integration settings)
This is a setting that is set as part of your integration allowing your supplier to enter the shipping date for the due date instead of the date that the item should appear at your warehouse. When enabled, buyers will review the ship date added or confirmed by the supplier and have the opportunity to adjust the due date based on these details. Changing the value will change how due dates are managed with your suppliers.