Buyer review and release allows buyers to control when shipment data is sent from SourceDay to their ERP.
In the standard workflow, supplier-created shipments are automatically synced to the ERP. With buyer review and release enabled, shipments are held in SourceDay until a buyer reviews and releases them.
This feature controls data flow to your ERP, not the physical shipment.
With buyer review and release, you can:
- Prevent automatic ASN sync to ERP
- Review shipment details before they are written to the ERP
- Edit shipment data prior to release
- Control when shipment data is sent to your ERP
- Maintain an audit trail of buyer-reviewed shipments
When to use buyer review and release
Use buyer review and release when:
- Shipment data must be validated before being recorded in your ERP
- You want to prevent automatic syncing of supplier-submitted shipments
- Buyers need to review or edit shipment details before they are finalized
This workflow is commonly used in environments with strict data control or audit requirements.
How buyer review and release works
- The supplier creates a shipment by marking PO lines as shipped
- The shipment appears in SourceDay but does not sync to the ERP
- The ASN will be included in the next Email Digest
- The buyer reviews the shipment details
- The buyer releases the shipment to the ERP
Once released, the shipment is sent to the ERP and its release status is updated.
Learn more about Shipment email notifications: Shipment email notifications for buyers
Review and release shipments
Find shipments to review
- Go to Shipments
- Select the Pending release filter
You will see all shipments awaiting buyer review.
Review and release
- Select the shipment line
- Select Edit shipment from the Action menu
- Review shipment details (header and lines)
- Make edits if needed
- Click Release to ERP
What happens next
- Changes are saved
- Shipment is sent to ERP
- Release status updates to Released
Supplier experience
When this feature is enabled:
- Supplier workflow does not change
- Suppliers can still create and submit shipments
- Shipment status shows as Shipped
- Shipment does not sync to ERP on submission
Suppliers are not blocked from shipping goods. This feature only controls when shipment data is sent to the ERP.
Important notes
- Buyer review does not approve or block physical shipments
- Buyers cannot partially release a shipment (full release only)
- Existing shipment status logic remains unchanged
- No changes to standard ASN behavior
This feature adds a controlled review step before shipment data is written to your ERP.
Enable buyer review and release
This setting is configured at the supplier level.
Where to configure
- Default supplier settings (applies to all suppliers)
- Individual supplier settings
Configuration rules
- Enable shipments must be on
- If Ready to ship is enabled → buyer release is disabled
- If Buyer release required is enabled:
- Write shipments to ERP must be enabled
- Send ASNs to ERP must be enabled
- Ready to ship is automatically disabled