What Are We Trying to Accomplish?
Active Vendors allows Admins to review information for their active vendors, check to see which suppliers have trained and enabled, enable PO reports and scorecard, and set the radar for each supplier individually.
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
2) Click Account Settings
3) Click the Active Vendors option on the left side of the screen
4) Review the list of your active 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Locked - Outdated setting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
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.
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.
Changes how spend is calculated within the SourceDay application.
- Not Specified