Suppliers can Propose Changes to orders directly to their customers in SourceDay at anytime using the Accept/Propose action. This action can be performed on an individual order line or in bulk for up to 100 order lines at a time.
Propose changes to open orders
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 by clicking on the open box in the very top row. This will select all lines in the current view. Scroll down to see how to use the Bulk Update feature.
2. Click on Accept/Propose in the top right
3. Review Order Details
In the window that opens you can:
- Jump to specific POs by click on the left summary data
- Review the order details
- View the Purchase Order in full
- Review the Order history
- View attachments
- Review Messages on order lines with the navigation at the top of window.
4. Select Propose from the list of action options (note: some actions may be unavailable based on the status of the order line).
5. Enter the changes you want to propose to your customer in the Quantity, Cost and/or Date fields in the boxes 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 Supplier Proposed column. If needed, enter a reason for all proposed changes in the Message box. This will be linked to the line in the order history.
6. Click the Confirm button to send the proposed changes to your customer or select Cancel button to exit without submitting changes.
Making Bulk Updates
Bulk Update gives suppliers the ability 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 Messages box.
1. Click on the action you are taking: Accept, Propose, Reject, Cancel or Undo Changes. This action will applied to all applicable selected lines.
2. If you have selected Propose, you can then enter proposed changes in the Quantity, Cost, or Date Field. Any values entered here will be filled in for all the selected lines.
3. Enter a bulk reason for the proposed changes in the Message box
Once you start entering changes in bulk update, SourceDay will automatically start filling in those fields with your proposed changes for the order lines selected.
Accepted Changes
When your buyer accepts your proposed changes the PO will be updated in SourceDay and your customer's ERP. You will receive an email notification.
Rejected Changes (& Buyer Proposed Changes)
If your buyer rejects your proposed changers or makes a counter proposal, those order lines will not update in SourceDay. You will receive a notification and a reason for the rejection or proposed changes from your customer. These order lines will now appear in your Needs Attention view. You will now need to take additional action on this order. You may counter propose changes or accept the original terms on the order line.