SourceDay's auto-invite feature is designed to simplify and accelerate your supplier onboarding process, helping you automate supply chain collaboration from the moment a Purchase Order is created. When auto-invite is enabled, suppliers are automatically invited to join your SourceDay workflow as soon as a PO is issued; ensuring timely communication and seamless collaboration.
How does auto-invite work?
Once auto-invite is enabled, SourceDay monitors new POs. If a PO is created for a supplier who has not yet been invited:
- SourceDay automatically sends an invitation to that supplier.
- After the invite is accepted, all subsequent POs will be delivered through the SourceDay platform.
This ensures a smooth and automated onboarding process for your suppliers, allowing you to focus on managing your supply chain—not manual invites.
How to enable auto-invite?
Only buyer company users with the “Edit External Vendors” permission can enable this feature.
Navigate to your account settings and select Default supplier settings.
At the top of the page you can click to enable auto-invite.
When should auto-invite be enabled?
The steps for enabling auto-invite vary based on your workflow structure. Here's guidance for both single workflow and multi-workflow environments.
For single workflow buyer companies
(All suppliers follow either Adjusted Due Date or Due Date, and all manage shipments or are marked as “Ready to Ship”)
Follow these steps:
- Update default supplier settings
- Ensure your supplier settings reflect your intended workflow defaults.
- Use the “Import Users” tool
- Use this tool to add exclusion reasons for suppliers who should not be invited to SourceDay (e.g., indirect suppliers, suppliers using EDI).
- Enable auto-invite
For multi-workflow buyer companies
(Suppliers use a mix of Adjusted Due Date and Due Date workflows, and some manage shipments while others are “Ready to Ship”)
Follow these steps:
- Review all ERP vendors
Identify which suppliers should follow which workflows. - Update Workflow Settings
- Configure Adjusted Due Date and Ready to Ship settings for each supplier.
- You may also set additional options such as PO PDF access and Scorecard, though these are optional.
- Enable auto-invite
Once workflows are properly configured, turn on auto-invite.