Manage POs from Email
- Manage POs from email - Quick Start
- Respond to buyer changes by email
- New POs: accepting, proposing changes, cancellations, and split lines by email
- Print PO PDF by email
- Adding shipping information by email
- Rearrange PO data columns for email
Manage POs from the dashboard
- Manage POs from the dashboard - Quick start
- Confirming new orders - accept, propose changes, or cancellations in the dashboard
- Responding to Buyer changes and rejections in the dashboard
- Suggested views for supplier success
- Propose changes to open orders in the dashboard
- Communicate with messages and PO Notes
Using and setting up the SourceDay dashboard
Manage POs with tasks on the dashboard
- Coming Due POs with Tasks
- Managing POs with Tasks on the dashboard
- Acknowledging new POs with Tasks
- Respond to buyer updates or changes with Tasks
- Late POs with Tasks
- Hot POs with Tasks
Manage POs with data export and import
- Bulk imports for suppliers
- Advanced supplier training webinar on bulk imports, split proposals, and radar
- Create your import template
- Export PO lines to be updated
- Add details to the template file
- Upload your file and field mapping