Propose changes to open orders in the dashboard

As a supplier, you can propose updates to a buyer’s purchase order (PO) at any time using the Accept/Propose action in SourceDay. This allows you to update key order details like quantity, cost, or delivery date - either for a single PO line or in bulk for up to 100 lines at once.

This guide covers:

• How to propose changes to individual orders

• How to propose the same changes across multiple lines using Bulk Update

• What happens after you submit your changes

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

How to propose changes to individual PO Lines

Step 1: Select the PO Lines

• In your dashboard, check the box next to the PO line(s) you want to update

• To select all lines in your view, click the checkbox in the top row

Step 2: Click Accept/Propose

• This option is in the upper right corner of the PO table

Step 3: Review the Order Details

In the proposal window, you can:

• Jump to specific POs using the left-side summary

• Review full order details and attachments

• View the PO’s message history or previous activity

Step 4: Select the Propose action

• Click on the propose option 

• Note: Some actions may not be available depending on the order’s status

Step 5: Enter Your Proposed Changes

• Edit the Quantity, Cost, and/or Date fields on the far right

• These fields autofill with current PO values - delete and type to update

• You can compare your new entries with past proposals using the Supplier Proposed column

• (Optional) Add a message to explain your changes - this is stored in the PO history

Step 6: Submit or Cancel

• Click Confirm to send your changes to your buyer

• Click Cancel to exit without submitting

How to propose changes in bulk

If you're applying the same updates to multiple PO lines, use Bulk Update to save time.

Step-by-Step:

1. Select multiple PO lines from the dashboard

2. Click Accept/Propose

3. In the proposal window, click the Bulk Update option at the top

4. Choose your action — Accept, Propose, Cancel, Reject, or Undo Changes

   • If choosing Propose, enter the new Quantity, Cost, or Date in the bulk fields

   • SourceDay will apply these values to all selected lines

5. Add a single Message (optional) that will apply to all lines

6. Click Confirm to submit

Tips for successful proposals

• Always double-check quantities and dates before submitting

• Use the Message box to provide reasoning — this improves the chances of acceptance

• Check your Needs Attention view regularly to stay on top of rejections or counter offers