Suppliers are able to add shipping details to POs lines within the SourceDay PO Collaboration platform but what about suppliers who do not ship the product themselves and are only responsible for the manufacturing of the item? Using our Ready to Ship feature, suppliers can let buyers know that their orders are packaged and ready to go. This feature will allow the buyer to enter shipment details within SourceDay.
This article will review (click on the topic to jump to that section):
How buyers enter shipping details
Enabling suppliers for Ready to Ship
Pro Tip: To see this in action with our guided walk through click here.
Let's Take A Look
With Ready to Ship enabled, suppliers will simply select the order line or multiple lines that are ready. Then from the Action Menu they will select Ready to Ship (the other Shipped action will be greyed out and not available on any of your POs for these suppliers).
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Suppliers will then enter the shipping details they do have on the order lines in the Shipment window that opens next (see below). Instead of providing header details the supplier will enter shipping details per shipment line. These details will match your shipment template but any fields that you have marked as required for the supplier will now be optional. The only two fields that will be required are:
- Box Quantity
- Quantity per Box
That's it! Once a supplier marks an order as Ready to Ship the buyer will receive a notification and will be able to enter shipping details from the Shipments Dashboard.
How do buyers add shipping details?
Shipping details can be added to Ready to Ship lines from the Shipments Dashboard only. The information required under Shipment Header Options may vary by Buyer Company.
1). Filter the Shipment Dashboard to display order lines that are Ready to Ship using the filter dropdown menu in the top left side of the Shipment Dashboard.
2). Select the order lines and click on Ship from the Action Menu. Remember you can ship multiple lines together.
3) Provide shipment information under Shipment Header Options. Details provided here apply to all selected lines. The information required under Shipment Header Options may vary by Buyer Company.
4) Attachments can be added from the SourceDocs Library or new documents can be uploaded and attached to selected shipment lines.
5) Provide additional shipping or packing information per line under Shipment Lines. This information will will apply only to this line. The Box Quantity and Quantity Per Box fields will reflect the details provided by your supplier. Remember, the information required under Shipment Header Line may vary by Buyer Company.
How do I switch a supplier to Ready to Ship?
Admins on the buyer account will be able to make the switch with a click of a button from the Admin Account Settings.
1). Click on your name and from dropdown in the upper right-hand corner, click Account Settings, then select Active Vendors option on the left side of the screen.
2). From the Active Vendor table you can search specific vendors then simply click the open box under Ready to ship column (you may have to scroll to see this column).
Keep Learning
Understanding the Shipments Dashboard
Print shipping labels or packing slips