The Mission
It's time to move to expert status. Please do not start with these items. We have seen through customers over time that the ones who start simple, move to advanced, and proceed to expert will have better long term success as the knowledge gained builds on previous learnings to get you to the next level.
In this section we will go over:
- How Split Lines Work
- Using Filters and Search to Quickly Drill Down to What's Needed
- Using Imports to Acknowledge, Update and Ship Orders
How Split Lines Work
Split lines allow you to split an existing PO line in cases where you may need to delay part of the order, ship items separately, or make overall changes to the order. The parent line continue the process as started, and the new line will go to the buyer for approvals. Buyers do have to have this functionality enabled, so it may not be available for your instance.
Using Filters and Search to Quickly Drill Down to What's Needed
Finding the information you need can sometimes be it's own battle. SourceDay offers specialized filters and advanced search functionality in order to help you find the items you are looking for quickly and efficiently.
Using Imports to Acknowledge, Update and Ship Orders
In some cases it may be easiest for you to work with your IT department to create feeds from your system or ERP in order to avoid double work. To do this, you will want to create 3 types of files: acknowledgement, updates, shipping information. This guide will walk you through all the steps in order to get set up and starting to import your information.
Want Keep Learning?
We've got your back. Keep leaning by reviewing the getting started guides or learning paths available. We also have webinar replays that can help you to keep current with what is going on in the product. This will allow you to choose your own adventure as you learn how to better use SourceDay!