SourceDay's Suppliers hub is your gateway to one centralized, supplier-friendly PO collaboration platform - for all the ways that suppliers collaborate.
The Suppliers hub gives Admins (and delegated users) the ability to enable suppliers and customize their experience. From one centralized page, users can manage supplier risks, review supplier scorecards & performance, add supplier users, and adjust supplier settings.
Supplier options: Workflows for maximum efficiency
Suppliers can choose the method that best fits their workflow through one of three flexible options:
1. Interactive email workflow
Ideal for simplicity and immediacy: Suppliers manage POs directly from their email.
Suppliers can update price, quantity, or due date, send messages, or download attachments—all from email.
Updates are reflected in real time on SourceDay, keeping buyers instantly synced.
2. Full platform access
All the benefits of Interaction email workflow and more.
Best for power users and high-volume workflows: Suppliers log into the SourceDay platform.
-
From a centralized dashboard, suppliers can:
Manage multiple POs simultaneously.
Customize PO views.
Access comprehensive reporting.
Bulk upload updates.
Streamline communication with buyers in one hub.
3. API integration
Perfect for high‑volume or automated operations: Suppliers connect via API.
Automates PO exchange for seamless, large-scale collaboration.
Interested in API? Please contact your Customer Success Manager or email support@sourceday.com to learn more about pricing options.
How to use the Suppliers hub
This article will cover how to navigate the Suppliers hub, click on the topic to jump to that section or scroll to read it all.
Manage Suppliers - Add or Remove Users
Customize Suppliers SourceDay Experience
Filter ERP Vendors
Vendors can be filtered by a variety of preset conditions.
|
Search
Type in a supplier company name, contact name or email into the search box and click the Search button to quickly find a specific supplier.
Performance Snapshot
The supplier dashboard includes a quick look at supplier performance based on the last 90 days. This includes: the number of completed or closed lines, a reliability or overall score and letter grade. The scores and letter grades are based on the supplier scorecard settings.
Manage Suppliers
Key vendor details are pulled directly from your ERP, this includes: ERP Vendor ID, ERP Instance, Name, Contact, & Email. Admins customize the remaining details.
Add or Remove Users
The email address displayed is the primary contact as listed within your ERP. Admins can add new users by clicking on the open box on the left side of each vendor line. Then click on the “Manage users” box in the top right corner.
From here Admins can delete an email address by clicking on the trash icon and/or add an email address with the plus icon. Just type the new address in the open text box. Note the primary email as listed within the ERP cannot be deleted. You can also add the same email contact under multiple vendor companies.
If you need to add a vendor contact to multiple vendors as their own company please reach out to support@sourceday.com or your Customer Success Manager.
Errors:
- "Please enter a valid email address" - Email address invalid
- "Duplicate user emails for the same ERP Vendor are not allowed" - Please ensure that you have not added duplicate emails for the same ERP Vendor
Verify and submit. New users will receive an email from SourceDay welcoming them to create an account or use an email work flow. The default settings can be viewed here as well. Admins can customize those settings from the vendor table.
Enable SourceDay Access
Vendors must have a valid email address in order to grant access to SourceDay. To grant access location the supplier then click on "View details" in the fixed right column. On the supplier's page you can grant access to SourceDay under settings.
Learn more about Supplier access to SourceDay here.
Customize Suppliers SourceDay Experience
Admins have the ability to customize the supplier’s experience with SourceDay by adjusting a variety of supplier settings.