Customize your supplier's SourceDay experience with individual supplier settings

Supplier settings allow buyers to adjust how suppliers experience SourceDay and collaborate on purchase orders (POs). Buyer Admins can set universal default settings for all suppliers and then adjust per supplier company. For example, international suppliers may collaborate on ship date while domestic suppliers collaborate on due date.

At a glance: supplier settings summary

Where to find individual supplier settings

1. Open the Suppliers hub from the top navigation.

2. Select a supplier company and click More details.

3. On the supplier’s page, select Settings.

Important note: Only Admins and delegates can adjust supplier settings. 

SourceDay access

Decide if this supplier should collaborate in SourceDay. If not, select an exclusion reason from the dropdown. Suppliers with exclusions are not auto-invited when new POs are issued from your ERP and they will not appear with an “uninvited supplier” risk.

How to manage SourceDay access

1. Go to Suppliers > [Supplier] > Settings.
2. Under SourceDay access, choose Allow or select an Exclusion reason.
3. Save changes.

PO access

Control how this supplier interacts with POs (these settings are defaulted to on for suppliers).

• PO PDF printing - most suppliers download/print for fulfillment teams.
• Email workflow - enables the supplier to collaborate via email without logging into the PO Dashboard.

How to update PO access

1. Go to Suppliers > [Supplier] > Settings.
2. In PO access, select/deselect:
   • Disable PO PDFs
   • Disable email workflow
3. Save changes.

Orders due soon reminders

When order lines fall within the configured range, they appear in the supplier’s Due soon view and trigger reminder emails. 

• Select the ideal range that works for most of your suppliers. 
  • This timing is based on the supplier date, usually the due date or ship date.
• Option to require suppliers to re-confirm the PO Line (typically only used for suppliers with long lead or transit time. 

How to set a due soon range

1. Go to Suppliers > [Supplier] > Settings.
2. Open Orders due soon reminders.
3. Set the range and (optional) enable Require confirmation.
4. Save changes.

Schedule supplier reminder emails (coming soon)

Determine which PO lines are included in the daily digest reminder email by status: Awaiting supplier 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.

Shipments workflow

Allow shipments

Let suppliers mark orders as shipped in SourceDay. 

How to allow shipments

1. Go to Suppliers > [Supplier] > Settings.
2. Open Shipments workflow and locate Allow shipments.
3. Toggle On or Off.
4. Save changes.

Suppliers provide shipping details 

This is the standard shipment workflow that is the primary shipments are created and managed in SourceDay.

In this workflow, suppliers are responsible for entering shipment details and creating Advanced Shipping Notices. 

For some buying companies, this ASNs are added to the ERP. For those companies there is an additional "release setting" that will require a buyer member to review the ASN before updating the ERP. 

Learn more about ASNs.

Ready to ship

Enable for suppliers where the buyer arranges shipment details. Learn more about ready to ship suppliers.

For some buying companies, there is an additional setting to create partial releases from Ready to Ship. To enable this option please reach out to support or your CSM.  Learn more about partial releases.

How to set ready to ship

1. Go to Suppliers > [Supplier] > Settings.
2. Open Shipments workflow and locate Ready to ship.
3. Toggle On.
4. Save changes.

Enable adjusted due date (integration dependent)

Allow suppliers to enter a shipping date as the due date, then buyers can review and adjust. Changing this affects how due dates are managed with your suppliers. Availability depends on your integration settings.

How to enable adjusted due date

1. Go to Suppliers > [Supplier] > Settings.
2. Open Shipments workflow and locate Enable adjusted due date.
3. Toggle On.
4. Save changes.