The Mission
Things change, those in the supply chain industry probably understand that better than anyone else. When those changes impact orders for your clients, SourceDay is built to streamline those changes and communication regarding those changes. Suppliers can Propose Changes to orders directly to their customers in SourceDay after the order has been initially acknowledged by using the Update action. This action can be performed on an individual order line or in bulk for up to 100 order lines at a time.
When Suppliers need to make changes to the cost, quantity, or the due or ship date SourceDay will track those proposed changes and notify the buyer client to review proposed changes. Proposed Changes will be sent to your customers as an Update and your customers will need to respond to your proposals. Your customers can either accept your proposed changes or they can reject them and provide you a reason for the rejection.
How Do I Do It?
While updating orders in SourceDay, suppliers are able to propose changes to the following order requirements:
- Quantity
- Cost
- Due Date or Ship Date
1) Click the checkbox on each order line you would like to update, remember you can work in bulk (up to 100 lines at a time) by clicking on the open box in the very top row. This will select all lines in the current tab. Scroll down to see how to use the Bulk Update feature.
2) Select Update from the Choose an Action menu
3) Review Order Details
- Click the View Purchase Order link to access the PO Details View
- Click the Order History link to access the History log
- Click the View Attachments link to access all attached documents
- Click the blue order line bubble to minimize the order details for that specific PO Line
- You can click Collapse All to minimize all order details for all orders or click Expand All to open order details for all orders
4) Enter the changes you want to propose to your customer in the Quantity, Cost and/or Due Date/Ship Date fields in the box on the far right. These boxes will autofill with the current details on the order to change delete the information and type to enter your proposed changes. You can also easily review the values you last committed to in the Last Committed column.
5) Enter a reason for all proposed changes in the Comment box. This will be linked to the lines in the order history.
6) Click the Submit button to send the proposed changes to your customer
Click the Cancel button to exit without submitting changes
Orders with proposed changes will appear in your Awaiting Response tab. These orders are currently waiting for your customer to accept or reject.
Bulk Update
Bulk Update gives suppliers to propose changes or to propose the same quantity, cost, and/or date changes to all selected orders. Suppliers can also provide the same reason across the orders in the Comment box.
1) Selecting the order lines to update and select Update from the Action Menu. Click Bulk Update at the top of the window to access the bulk update fields
2) Enter bulk Quantity or Cost updates or select a bulk Date update from the date selector
3) Enter a bulk reason for the proposed changes in the Comments box
Once you start entering changes in bulk update we will automatically start filling in those fields with your proposed changes.
4) Click the Submit button to send your proposed changes to your buyer for approval. Orders with proposed changes will appear in your Awaiting Response tab. These orders are currently waiting for your customer to accept or reject. Click the Cancel button to exit the menu box.
Pro Tip: For some users the bulk section will be collapsed, if you click the down arrow you will see the items that you can update across all orders. If you update a PO line after you have updated the bulk section, the value on the PO line will be the value saved.
Accepted
Orders that have proposed changes that have been accepted by your customer will update in SourceDay and write the changes back to your customer's ERP. The order will move out of your Awaiting Response tab and you can now locate that order in your All Open tab.
Rejected
Orders that have proposed changes that have been rejected by your customer will not update in SourceDay. You will receive a notification and a reason for the rejection from your customer. These order lines will now appear in your Updates tab. You will now need to take action on this order. You may counter propose changes or accept the original terms on the order line.
Keep Learning
Propose Rejections or Cancelations to Orders
Updating Order Lines with Buyer Changes and Rejections
Marking Orders as Shipped in SourceDay
How to Split an Order Line within SourceDay