Get started as a SourceDay Supplier
Manage POs from Email
- Manage POs from Email – Quick Start
- Respond to Buyer Changes by Email
- Print PO PDF by email
- Adding shipping information by email
- Rearrange PO data columns when reviewing a PO from email
- Set up a Login for the PO dashboard
Manage POs from the dashboard
- Manage POs from the dashboard - Quick start
- Managing POs in SourceDay (accept, update, & respond)
- Propose changes to open orders in the dashboard
- Responding to Buyer changes and rejections in the dashboard
- Add order details in SourceDay
- Milestones for Purchase Orders
Using and setting up the SourceDay dashboard
- SourceDay PO Dashboard Training
- Search for POs on the PO Dashboard
- Purchase order dashboard organization
- Understand and rearrange PO Dashboard columns
- PO Dashboard Introduction
- Using filters on the PO 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: quick start guide
- Update purchase orders in bulk (imports)
- Download your import template
- Add PO details to the template file
- Upload your file and match fields
- Review and fix import errors
Account settings
Shipments in SourceDay
- Share shipment details: quick start
- Share shipment details in SourceDay
- Understanding shipments as a supplier
- Ready to Ship
- Shipments Dashboard Overview
- Edit or Unship Advance Shipping Notices