Account settings for new buyers – SourceDay

Set up your account to hit the ground running with SourceDay PO Collaboration.

Adjust Account Settings

To access account settings settings: Click on the little dropdown arrow next to your name on the top right hand side of the screen and select Account Settings.

API Integration

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ERP Buyer Name - this is the name used within your ERP to open POs
- Buyers can enter multiple buyer names - this will ensure you receive notifications on all your POs. Be sure to enter all versions of your name that might be in your ERP

ASN & Barcode Settings

Enable barcoding for PO Packing Slips and Shipping labels and customize the Barcode system used by your company.

Email Notifications

PO Updates - notifications with supplier proposed changes on POs in your name
- Hourly (recommended) - You will receive a listing each hour of changes made
- Daily - You will receive a listing each day of changes made
- Weekly - You will receive a listing each week of changes made
Supplier Risks - notifications of suppliers potentially not receiving PO emails
- Hourly - You will receive a listing each hour of changes made
- Daily - You will receive a listing each day of changes made
- Weekly - You will receive a listing each week of changes made
- Never
Enable Email Forwarding
- If you want others to be copied on email notifications you receive regarding supplier PO changes, set this value to on, then enter the emails for those in your organization who should receive the notifications
Schedule PO Reminders for Suppliers (toggle and grid) - This determines if and the frequency your suppliers will receive reminder notifications on POs in your name, based on order line status.
- For example, if you check the boxes for Monday, Tuesday, and Wednesday for "Late", the supplier will receive reminders for late orders every Monday, Tuesday, and Wednesday

Learn more in-depth about Email Notifications with this article.

Helpful Links for Vendors

Share any frequently visited websites for suppliers

Password Management

Change your password as needed (you may need to change it here when the password expires)
Your password must contain:
- - At least 12 characters
  - At least 3 of the following:
    - Lower case letters (a-Z)
    - Upper case letters (A-Z)
    - Numbers (0-9)
    - Special characters (e.g. !@#$%^&*)

Default Supplier Settings

Default supplier settings allows Admins to adjust how suppliers experience SourceDay and collaborate on POs. Buyer Admins can set universal default settings for all suppliers and then adjust per supplier company. For example you may have international suppliers collaborating on ship date while domestic suppliers collaborate on due date.

This section is managed by your Account Admin if you need to manage vendors please reach out to your Customer Success Manager or support@sourceday.com.

Supplier Scorecard

Supplier Scorecard Settings gives Admins the ability to control how the SourceDay supplier scorecards are calculated. SourceDay allows you to grade your suppliers on their performance by measuring data gathered from your ERP and within the platform.

This section is managed by your Account Admin if you need to manage vendors please reach out to your Customer Success Manager or support@sourceday.com.