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
- PO Dashboard training sessions
- Manage POs from the dashboard - Quick start
- Confirming orders - accept, propose changes, or cancellations in the dashboard
- Responding to Buyer changes and rejections in the dashboard
- Propose changes to open orders in the dashboard
- Managing PO Risks including: late, due soon, and hot POs in the dashboard
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
- Imports for suppliers
- Create your import template
- Export PO lines to be updated
- Add PO details to the template file
- Upload your file and field mapping
- Testing the Upload