Unified supplier management

The Supplier Hub gives Admins (and delegated users) the ability to enable Suppliers for SourceDay and customize their experience.  From one central location users can manage supplier risks, performance, supplier users and specific supplier settings.   

This article will cover how to navigate the Supplier Hub, click on the topic to jump to that section or scroll to read it all.

Filter ERP Vendors

Search

Performance snapshot

Manage Suppliers - Add or Remove Users

Enable SourceDay Access

Customize Suppliers SourceDay Experience

Filter ERP Vendors

Vendors can be filtered by a variety of preset conditions.

All - vendors as listed within your ERP Risks - vendors with a risk to on time delivery SourceDay - vendors receiving POs from SourceDay   Non-SourceDay - vendors that are not receiving POs from SourceDay   Enabled - buyers can view POs on SourceDay  Suggested - vendors that have not been activated for your buyer company and the email address listed in within your ERP actively using SourceDay with another buyer company   Ready to Invite - vendors with a valid email address

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.   

Learn more about supplier settings here.