I'm a little overwhelmed learning SourceDay, can you help me understand how to ensure I don't miss orders?
While different people work differently, here are the common ways that we hear people work best within the SourceDay PO Collaboration tool. We recommend getting a routine in place - for example, you may want to visit the pending tab daily, but the radar tab once a week to ensure you have the next week's worth of orders in hand. A routine will help you to get and stay on top of your orders, fitting SourceDay into your schedule vs SourceDay setting your schedule for you. It may seem overwhelming at first, but once you get your queue under control, you should notice a decrease in time needing to be sent tracking down orders and costs. Here are the main tabs and what actions are needed:
- Check out any items in your Pending Tab, this will show you any new orders - this helps you understand what your buyers need so that you can properly set expectations on price, quantity, and when the items are available.
- Go to the Updates Tab, this will show you any items that have possible changes to cost, quantity, or expected ship date - this can help you to see any changes before they become a fire, you can continue to collaborate with your supplier until you come to an agreement.
- Pop over to the Radar Tab, this will show you all items that are due soon - this can help you to see and organize items that are coming at you quickly so that you can get in front of any concerning orders before they are late.
- Go to the Hot Tab, this will show you which orders your buyer feels are most important - this can help you to understand any necessary trade offs, and since these are the most concerning items for your buyer, you can keep them happy by showing you are on top of your orders that mean the most to them.
- Go to the Messages Tab, this will show you any items where your buyer is trying to communicate with you - this will help you see notes, questions, and concerns from your buyers. By this point you will have cleared most messages out by the 4 tabs you have already visited, but this should get the last of them.
- Work on orders in the Late Tab, these are orders past due. You can update these orders by proposing new dates, provide shipping details, or send a message to your buyer on these orders.
- Supplier Walk Through for Beginners
- Introduction to PO for Suppliers
- Supplier Best Practices for Setting Up Your Dashboards