The Manage ERP Vendors page gives Admins (and delegated users) the ability to enable Suppliers for SourceDay and customize their experience. Here users can grant suppliers access to PO Email Delivery - allowing suppliers to collaborate on POs without logging in to SourceDay and without creating a SourceDay Account. Additionally Admins can customize the supplier’s radar range, radar confirmation, adjusted due date, ready to ship flow and more. If you have ever wanted an easy way to export a csv/excel file of all of your Vendors listed within your ERP, this is a great place for you.
This section is primarily used by SourceDay when onboarding suppliers. Changes made to this can adversely affect your suppliers, please bring in support or your Customer Success Manager (CSM) if you are unsure of any items on these pages.
To navigate to Manage ERP Vendors
Click on your name dropdown in the upper right-hand corner & select Account Settings. Select the Manage ERP Vendors option on the left side of the screen.
What Actions Can I Take?
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Manage Suppliers - Add or Remove Users
Customize Suppliers SourceDay Experience
Adjusted Due Date (AKA Ship Date AKA Double Due Date)
Filter ERP Vendors
Vendors can be filtered by a variety of preset conditions.
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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.
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.
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Admins can also add or remove users for one company by clicking on the number in the Users column. This opens a window listing the individual users and email address for that vendor company. Then select the “Manage user” box on the lower right. |
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 simply click to enable. Once enabled a welcome email is sent to the email(s) listed and date is entered in the Invite Date column. Additionally, the Auto-Notify Suppliers & PO PDF Access are enabled.
- Auto-Notify Suppliers - users associated with this vendor will receive automatic email notifications when new POs are created or updated.
- No-Login Access - grants users the ability to collaborate on POs via the emailed link and without creating a SourceDay account.
- PO PDF Access - users associated with this vendor will be able to download a pdf of the PO.
- If the supplier creates a login for their SourceDay Account the date will be entered in the Platform Verified Date column.
Customize Suppliers SourceDay Experience
Admins have the ability to customize the supplier’s experience with SourceDay by adjusting their suppliers’ Radar Range, adding a Radar Confirmation, and ship date collaboration. Admins can also customize their suppliers’ experience with Advanced Shipping Notices. Admins can grant the supplier access to view their personal scorecard.
Radar
Click the dropdown under the Radar column to use a specific radar range for that suppliers. Radar determines when POs move to the radar tab to remind the supplier when orders are coming due. 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.
Radar Confirmation
Click to require suppliers to confirm order lines once they land on the Radar tab. This will move the order lines to the suppliers Update Tab and require a response. Once the supplier confirms the order the tabbed based notifications or radar reminder emails on this order line will stop.
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.
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.
Exclusion Reason
Your ERP Vendor List contains all the vendors stored with your ERP - regardless if they are used for direct manufacturing or not. To exclude a supplier from 100% PO Delivery simply select a reason from the drop down menu. This lets your team know that that Vendor won’t be receiving POs automatically from SourceDay.
Enabled
Buyers are able to view this suppliers POs within SourceDay.
Keep Learning - Buyer Admin Settings
External Vendors <-- you are here