Get Started With PO Collaboration
- Get started with PO collaboration for new buyers
- PO Dashboard training sessions
- Introduction to SourceDay for buyers
- Get help from SourceDay support
- Set up your dashboard
- Accept/Propose: Respond to supplier changes and make changes on order lines
PO Dashboard
- Updates to PO Dashboard
- PO Dashboard Introduction
- PO Dashboard Organization
- Filter your PO Dashboard
- Suggested custom views
- Collaborating on ship date and using adjusted due date
Manage Suppliers and ERP Vendors in SourceDay
Risk Management
Supplier Reliability & Performance
Item Predictability
Automation for PO Collaboration
- SourceDay Custom Automations
- Unlocking Custom Automations with personalized data consultations
- From Core to Enterprise: Choosing the right Custom Automation plan for growth
- Getting started with Custom Automation
- Custom Automation Workflows: Refine date, cost, & quantity filters
- Prioritization for Custom Automation workflows
Buyer Account Set-Up
Buyer Admin Settings
- Buyer Admin Account Settings - Overview
- Admin API Integration
- ASN Barcode
- Manage email notification settings
- Default supplier settings
- Company Settings
PO Reports
- Reports for PO Collaboration - Overview
- Predicted item lead time report
- Supplier Notifications for New POs and Cancelations
- Data driven decisions with SourceDay Success Report
- Shipment Tab Export
- Total Purchase Orders per Vendor
SourceDocs
MRP Exceptions
- Understanding MRP Exceptions - Overview
- Understanding Move Ins, Move Outs, and Cancellations
- Understanding the MRP Exceptions tabs and statuses
- The PO Exceptions Dashboard
- Understanding Opportunity Cost
- Acting on the Exception Message
Advanced Shipping Notices in SourceDay
Quality
- Getting started with SourceDay's Quality tool
- How do I request Quality and set up my users
- Configure your quality settings
- How do I choose my items and populate the questions for Quality
- Understanding the buyer quality dashboard
- How do I perform an inspection