SourceDay gives Suppliers the ability to provide their customers with advanced shipping notices (ASNs) and tracking information on one or multiple lines simultaneously. This helps buyer companies and suppliers track shipments and stay up to date with the status of order lines and prepare to receive these orders.
While marking orders as shipped in SourceDay, Suppliers will be able to ship multiple order lines to the same Buyer Company. When doing so, Suppliers will provide shipping details that apply to all order lines selected in the Shipment Header Options. Suppliers can then add specific shipping and packing information per line under Shipment Lines.
The level of detail required for marking orders as shipped may vary between Buyer Companies, however all shipments require the following information:
- Box Quantity (if unsure, Suppliers can select 1)
- Quantity of Items per Box (can list the total amount shipping if using 1 box)
The Shipped action will not be an available option on any orders currently in a Pending or Completed status or on orders with a proposed Canceled status.
How Do I Do It?
2 minute read
Currently there are four ways to provide shipping details within SourceDay.
Option 1 - From email workflow on the Interactive PO Details
Option 2 - Line by line using Tasks.
Option 3 - Using the Shipped Action from the PO Dashboard (this will enable you to provide shipping details on multiple lines).
Option 4 - Uploading an excel/csv file with shipping details under Imports. Click Here to learn more about Imports.
Option 1: From Email
Clicking on the PO Link in your email will allow you to create ASNs without ever logging in to SourceDay. You can also navigate to the PO page by clicking on the blue PO Number from your PO table.
1) Select the order lines by checking the open box on the left side - remember you must first accept order lines before you can enter shipping details
2) Click on More Actions and select Shipped
3) Enter shipping details
Option 2: From Tasks - Shipped
1) Select the order line from the PO Summary column (middle column). Remember you will not be able to ship orders that are pending, canceled, or completed.
2) Select the Shipped action just above the order details & enter shipping information
Option 3: From the PO Dashboard - Marking Orders As Shipped
1) Click the checkbox on each order line you would like to mark as shipped. Note: You can only ship multiple lines if they are for the same Buyer Company or Customer. You can grab as many lines as you want but only for one Buyer Company at a time (take advantage of the filter and filter the dashboard by Customer to work in bulk easily).
2) Select Mark as shipped from the Action menu at the top right. Note: Some Suppliers will see Ready to Ship instead. Ready to Ship is a special shipment workflow that can be enabled by Buyer Company for suppliers who do not ship orders. If you have this option read more here.
Option 4 - Supplier Imports
Some suppliers may find that importing an excel or csv file with line by line shipping details is the most efficient way to create ASN. Click here to learn more.
Provide Shipping Details for both Option 1 & Option 2
Whether you are working from Tasks or from the PO Dashboard the next step will walk you through how to provide shipping details.
Let's go to the next step - Show me how to add shipping details
Keep Learning - Shipments Guide
Mark an Order as Shipped from Tasks or on the PO Dashboard
Understanding the Shipments Dashboard
How to Edit Shipping Information