Each buyer company will identify an Admin for their SourceDay account. The Admin will have additional Account Settings that will impact the way SourceDay displays PO information to buyers and suppliers. Many of these settings will be determined by your implementation team according to your company's specific workflow. As you use SourceDay you may want to adjust these settings. Each Account Setting is briefly described below and linked to a more in-depth article.
API Integration
Control how SourceDay displays data for buyers and suppliers. Decide when POs should be added to the Radar and Late tab for all suppliers. Understanding & Adjusting API Integration.
ASN Barcode
Enable Advanced Shipping Notices Barcode Labels for scanning in your warehouse. Understand ASN Barcode.
Email Notifications
Controls how often you the buyer receive notifications, how to forward those notifications, and set reminders for suppliers. Each Buyer will have the ability to view and adjust their email settings. Understand & Adjust Email Notifications.
Helpful Links For Vendors
Add shortcuts for links your supplier can access directly through the SourceDay platform. Helpful Links for Vendors.
Manage Buyer Settings
Track buyer logins, deactivate users and impersonate user accounts. This will allow Admins to login as their buyers and turn on their email forwarding for notifications. Very helpful if a buyer is unexpectedly out. Manage Buyer Settings.
Manage ERP Vendors
Lists all vendor data syncing into SourceDay from your ERP, allows for admins (or delegates) to adjust specific settings like radar range or adjusted due date, and add additional suppliers to SourceDay. Understand External Vendors.
Report Settings
Controls what appears on the Purchase Order PDF generated out of SourceDay. Understand and Adjust Report Settings.
Aging PO Settings
Settings for the Aging column and how we track days of nonresponse in SourceDay. This will give users insight into how many days a PO has been in a specific status without a buyer or supplier taking action. Understand and Adjust Aging PO Settings.
Vendor Scorecard Settings
Settings for how SourceDay scores suppliers on various metrics including On Time Delivery & Responsiveness. Understand and Adjust Vendor Scorecard Settings.