Exciting updates to SourceDay supplier management
We’re introducing a powerful enhancement that will streamline how you manage your supplier relationships. With this update, you’ll have one centralized hub to oversee supplier settings, users, risks, and performance - simplifying your workflow and improving visibility.
Supplier settings allows buyers 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.
Not a part of our Supplier Hub beta? Learn more about Manage ERP Vendors here.
Where to find individual supplier settings
1. Navigate to the Suppliers hub by clicking on the new Suppliers in the top navigation bar.
2. Select a supplier company and click on More Details.
3. On the supplier company's page select Settings.
Understanding supplier settings
There are a number of unique settings that can easily be adjusted per supplier.
SourceDay access
Determine if this supplier should be using SourceDay to collaborate on POs. If not please select an exclusion reason from the drop down list. Suppliers with exclusions reasons will not be auto-invited to SourceDay when a new PO is issued within your ERP.
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).
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.
Orders due soon reminders
When orders fall within your default range 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. You'll notice that the default radar range is auto-filled here for each supplier based on the default value set in API Settings. Once you adjust the range here this will become the range for that supplier - even if you adjust the default range for other suppliers.
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.