What Are We Trying to Accomplish?
The pages External Vendors and Active Vendors allows Admins to review information for their suppliers. Here Admins can check to see which suppliers have trained and are enabled, give suppliers access to PO PDFs and their scorecards, adjust radar for individual supplier, and adjust shipment workflows.
Currently the External Vendors page and the Active Vendors are duplications of each other. We are working on updates to our platform and expect to be removing Active Vendors page soon.
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 CSM if you are unsure of any items on these pages.
How Do I Do It?
1) Click on your name dropdown in the upper right-hand corner & select Account Settings.
2) Click the External Vendors (or Active Vendors) option on the left side of the screen
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3) Review the list of your suppliers that have been enabled for SourceDay
Sites - Company site this supplier is associated with in SourceDay
ERP Vendor ID - Vendor ID as it appears in your ERP
Name - Name of supplier company as it appears in SourceDay
Contact - Main contact name for the supplier company aa it appears in SourceDay
Email - Main contact email for the supplier company as it appears in your ERP
Trained - Indicates if the supplier has been trained in SourceDay
Active - Indicates if the supplier is currently enabled and active in your SourceDay instance
Locked - Outdated setting
PO Reports - Allows you to enable/disable your supplier's ability to save and print PO PDFs
Scorecard - Allows you to enable/disable your supplier's ability to see their own scorecard
Radar
Click the dropdown under the Radar column to set the radar range for your supplier. This can be based on the supplier's transit time or lead time. This helps the supplier to prepare orders to ship out on time to meet their receipt date.
Radar Confirmation
Checking this box will require the supplier to confirm orders once they are moved to the Radar tab (based on the days selected for Radar). This will move PO Lines to the supplier's update tab and require the supplier confirm the current details or propose new order details.
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.
Adjusted Due Date (Optional Feature)
Click the checkbox under the Adj. Due Date column to enable the supplier to utilize ship dates instead of due dates. This column and checkbox will only appear if you use our Adjusted Due Date feature.
Spend Type
Changes how spend is calculated within the SourceDay application.
- Direct
- Indirect
- Mixed
- Not Specified