Name: SourceDay Introduction and Overview
Uploaded: 2022-03-09T16:57:38.000Z
Duration: 2 min 21 s
Description: SourceDay Introduction and Overview

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### Order Processing
Users consistently praise Sourceday's order processing capabilities for their ability to centralize and streamline the management of purchase orders. The platform's feature that allows for easy tracking, updating, and communication regarding open orders with suppliers is highly valued by users. Additionally, the system's integration with internal systems for real-time updates and notifications on order changes is seen as a significant advantage in enhancing operational efficiency. Despite some minor challenges reported in updating purchase orders, users appreciate the overall convenience and time-saving benefits that Sourceday's order processing functionality provides.

### Purchase Order Management
Users generally appreciate Sourceday's streamlined purchase order management capabilities, citing the ease of making changes, updates, and tracking orders. The platform's integration with internal systems and automatic updates for changes made by vendors are highlighted as valuable features. While some users have noted minor issues with notifications and system preferences, overall, Sourceday's purchase order management functionality is seen as a time-saving and efficient tool for enhancing communication and accountability with suppliers.

### Order Confirmation and Updates
Users consistently praise Sourceday's efficient order confirmation and updates system, highlighting its impact on streamlining procurement processes and improving accuracy. The software's ability to automate data entry tasks related to purchase order confirmations has been a game-changer for many users, reducing the time spent on manual input and enhancing communication of changes in orders. Additionally, the quick response time from account managers and centralized purchase order history storage have been noted as significant advantages, further solidifying Sourceday's reputation for reliable order confirmation and updates.

### Supplier Management
User sentiment regarding Sourceday's supplier management capabilities is varied. While many users appreciate the platform's ability to streamline communication with suppliers and automate updates to purchase orders, there are consistent challenges reported in getting vendors to fully adopt and utilize the system. Some users also note limitations in workflow integration with existing ERP systems, which can hinder the full potential of supplier management through Sourceday. Despite the benefits of improved communication and reduced manual work, the overall consensus suggests that there is room for improvement in enhancing supplier engagement and addressing platform functionality gaps to optimize supplier management processes effectively.

### Vendor Communication
Users consistently highlight SourceDay's vendor communication as a key strength, citing streamlined communication with suppliers and reduced manual work as significant benefits. While some users mention challenges with getting both internal and external stakeholders to adopt the platform, overall, SourceDay's vendor communication capabilities are praised for enhancing efficiency and facilitating effective communication with suppliers. Additionally, users appreciate the platform's integration with ERP systems, which ensures that order updates are quickly reflected in the system, saving time and improving accuracy in communication processes.

### Delivery Tracking
Users generally praise SourceDay's delivery tracking capabilities. They appreciate the system's ability to provide real-time updates on delivery dates, allowing for better planning and coordination with suppliers. However, some users have expressed concerns about the platform's functionality, particularly in terms of filtering and integration with ERP systems. Despite these challenges, many users find SourceDay's delivery tracking feature to be a valuable tool in ensuring on-time deliveries and maintaining good relationships with vendors. The system's ability to streamline communication and provide visibility into inbound shipments has been highlighted as a key benefit by users.

### Inventory and Shipment Updates
User feedback on Sourceday's inventory and shipment updates is a mix of positive and negative sentiments. While many users appreciate the platform's ability to streamline communication with suppliers and reduce manual updating of purchase orders, some users have encountered challenges with the system's functionality, particularly in terms of clarity and ease of use. The automatic updating feature is highlighted as a significant benefit, allowing for real-time updates and improved tracking of shipment statuses. However, issues with the platform's interface and occasional glitches in updates have been reported, impacting the overall user experience. Despite these drawbacks, users acknowledge the potential of Sourceday to enhance inventory and shipment management processes when effectively utilized and integrated with existing systems.

### ERP Integration
Users generally praise SourceDay's ERP integration capabilities. The platform's ability to streamline communication with suppliers and update purchase orders directly into ERP systems has been highlighted as a significant time-saver. However, some users have expressed concerns about the platform's UI functionality, particularly in comparison to Excel filtering methods. Additionally, challenges with vendor adoption and limitations in workflow integration with NetSuite have been noted. Despite these drawbacks, users appreciate the real-time updates and proactive responses facilitated by SourceDay's ERP integration.

### Time Efficiency Tools
Users consistently praise Sourceday's time-saving capabilities, highlighting its convenience and efficiency in managing multiple purchase orders. The tool streamlines communication with vendors, reduces the need for manual processes, and provides detailed information at a glance. Users appreciate the ease of use and the time saved by utilizing Sourceday's time efficiency tools. The platform's ability to centralize data and facilitate quick decision-making processes is a key factor in its positive reception among users.

### Pricing and Cost Management
Users consistently highlight SourceDay's pricing and cost management as a key strength, noting significant improvements in price accuracy and reduced discrepancies in high-volume stock ordering. The platform's ability to streamline pricing updates, track price changes, and provide timely notifications on delays has been well-received by users. Additionally, SourceDay's support team has been commended for their exceptional assistance in resolving pricing issues and user errors, further enhancing the overall cost management experience for users.

### Communication Efficiency
Users consistently highlight Sourceday's communication efficiency as a key strength, noting its ability to streamline interactions with suppliers and reduce the need for extensive email correspondence. The platform's email notifications, ease of navigation, and quick updates on purchase orders are particularly lauded by users. While some users mention minor issues with vendor adoption and system integrations, the overall sentiment leans towards positive experiences with Sourceday's communication efficiency features.

Users who have reviewed SourceDay have provided several recommendations based on their experiences with the platform. The most common recommendations include consolidating Purchase Orders (POs) and managing orders, getting all vendors on board with using SourceDay, and avoiding paperwork confusion. 

Reviewers suggest using SourceDay as a platform to consolidate all POs and help vendors effectively manage their orders. This feature allows for better organization and streamlining of procurement processes. 

They also recommend considering the number of PO lines and encouraging all vendors to use SourceDay. This ensures that all parties involved in the procurement process are aligned and can benefit from the platform's features and functionalities.

Users find SourceDay's ability to avoid paperwork confusion very helpful. By digitizing the procurement process, the platform eliminates the need for manual documentation, reducing errors and improving overall efficiency.

Overall, reviewers highly appreciate SourceDay as a simple yet powerful tool for managing purchase orders, streamlining processes, and meeting customer requirements. They recommend investigating SourceDay further and taking the time to listen to its presentation as it is deemed worthwhile. It is also considered a useful tool for creating RFQs (Request For Quotation) alongside PO management.

Cumbersome Order Changes: Some users have found it cumbersome to make changes to orders or jobs on SourceDay. They cannot simply unlink them from a Sales Order or job, which adds extra steps to the process. Instead, they have to request cancellations through comments or email the vendor, making the process more time-consuming and complicated.

Printing Time-consuming: Printing purchase orders on SourceDay can be time-consuming for some users, particularly when dealing with a large number of documents. This can slow down their workflow and impact efficiency.

Difficulties with Updates: Some users have encountered difficulties in understanding and utilizing the updates on SourceDay. The updates may not be intuitive or clearly explained, leading to confusion and frustration among users trying to navigate the system effectively.

User-Friendly Interface: Many users have praised SourceDay for its user-friendly interface, which makes tasks easy to complete. Several reviewers have stated that the intuitive design of the software allows them to navigate and use it effortlessly.

Convenient and Time-Saving Tool: SourceDay is highly valued by users as a convenient and time-saving tool. Numerous customers who send multiple purchase orders a day appreciate how it provides all the necessary information about vendors, sales dollars, and late deliveries in one place. This feature streamlines their workflow and improves efficiency in communication.

Integration with ERP System: The integrated tool that is linked with the ERP system has been widely praised by users. Multiple reviewers have highlighted how this integration automatically updates the system once purchase order details are agreed upon. This seamless synchronization eliminates manual data entry tasks, saving time and reducing errors for businesses using SourceDay.

Users have found that SourceDay effectively eliminates the need for manual issuance of purchase orders to suppliers, saving valuable time and ensuring accurate pricing updates in their ERP system. By streamlining communication with their suppliers, the software significantly reduces back-and-forth emails to confirm purchase orders, promoting alignment and improving efficiency. Users appreciate being able to view all open orders with a supplier in one window, making it easier to manage and work with one supplier at a time. With its ability to simplify the release of purchase orders into the portal, SourceDay enhances time management by reducing reliance on emails. The platform also helps users resolve problems such as past-due purchase orders and discrepancies in pricing, allowing them to follow up and make corrections efficiently. It facilitates efficient communication with vendors and helps identify instances when suppliers fail to ship as required, thereby ensuring timely delivery to customers. Moreover, SourceDay aids users in prioritizing urgent or late delivery lines by working closely with suppliers to achieve accurate expected receipt dates. One of its notable benefits is reducing manual work and improving communication by shifting purchase order updates away from email and automating more of the process. This improved clarity on what is being ordered improves accountability for both parties when changes occur. In addition to streamlining communication with suppliers, SourceDay allows teams to focus on other tasks that benefit the overall success of the business. Users specifically appreciate the integration sync benefits and the ability to manage and collaborate with suppliers on purchase orders. By enhancing communication with suppliers, SourceDay provides quick confirmations while eliminating pricing issues encountered during invoice reconciliation. The platform's ability to track supplier performance allows users to proactively address specific issues as they arise. SourceDay is also useful in quickly providing revisions to vendors that may be required. Overall, users find that SourceDay simplifies purchase order management processes, freeing up time for other strategic initiatives within their organizations. Additionally, the software provides visibility into all customer orders, helping users stay organized and informed. By consolidating orders into one platform, SourceDay improves time management and allows better tracking of all vendors. The platform also offers a guide for assistance when needed, ensuring that support is readily available. Users find that SourceDay offers better control over metrics and quality analysis compared to other systems. They appreciate the time saved in managing open order lines as well as the ability to pull reports on past-due and open lines for a supplier. The software helps improve communication with customers by providing timely notifications if items are not making the scheduled delivery, resulting in improved customer satisfaction. SourceDay also reduces the time spent on mindless data entry tasks and enables more timely and effective communication of changes and order confirmations. Users appreciate the ability to update purchase orders in real-time and conveniently partial out POs without paperwork or additional customer communication. The software also improves price changes and accuracy on high volume stock ordering, reducing pricing discrepancies. While SourceDay is beneficial for users whose vendors utilize the platform, it can pose challenges when not all vendors are on SourceDay. However, the platform still provides shipping updates and keeps customers informed, enhancing transparency in the supply chain. Users rely on SourceDay to stay on top of approaching dates and appreciate the email alerts that ensure timely action. By helping manage changes made on orders and providing a centralized view of all purchase orders and their statuses, SourceDay improves communication with customers, resulting in consistently good scores for on-time or late deliveries. Overall, users have had a great experience with SourceDay, finding it easy to use from implementation to training. They appreciate the software's time-saving features, accurate tracking abilities, and excellent customer service provided by the responsive support team at SourceDay. With its ability to eliminate manual input of orders, reduce email traffic between suppliers and buyers, improve accountability, streamline processes, and enhance communication throughout the supply chain, SourceDay has become an indispensable tool for many organizations.

Austin company Sourceday offers their procurement platform emphasizing automation and streamlining of purchasing processes in a unified environment, minimizing errors.

Microsoft's Dynamics 365 Supply Chain Management allows users to use predictive insights and intelligence from AI and Internet of Things (IoT) across planning, production, inventory, warehouse, and transportation management to maximize operational efficiency, product quality, and profitability. It replaces the SCM capabilities of the former Microsoft Dynamics 365 for Finance and Operations (Dynamics AX), splitting them off from Dynamics 365 Finance, in order to provide more flexible pricing and allowing customers to buy only what they need.

Microsoft Dynamics 365 Supply Chain Management

Sourceday

Procurement software automates the process of purchasing materials and replenishing inventory. Central to it is electronic purchase ordering and approvals, as well as invoicing and bill payment. The software includes vendor management for competitive pricing and service and vendor follow-ups. Procurement is an essential component of supply chain management and may be available via supply chain management suites.

Procurement

Likelihood to Recommend

SourceDay Introduction and Overview

Supply chain disruptions are making unprecedented challenges for manufacturers in building and delivering products. Most businesses have zero visibility with their suppliers and are left in the dark.  Let Copley and SourceDay help!

MercuryGate

Senior Buyer

Sourceday 2021-03-04 12:54:28

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SourceDay is being used by [our] organization to communicate purchase order information between supplier and buyer. SourceDay is being used by 3 of 9 buyers with plans to have all nine on board by the end of the year. SourceDay is able to give the buyers in our organization time back in their day and reduced email traffic. SourceDay handles direct communication with our MRP system.

SourceDay takes user suggestions and if they meet the greater good it will be implemented into the system. There was specific data a buyer needed to seem in the dashboard and SourceDay was able to create it.
SourceDay provides superior customer service. The outboarding team are able to bring Suppliers and Buyers into the system within a day. This team will go the extra mile to set up one on one training if requested.

The PO exceptions are a feature that my team isn't able to use currently because it isn't pulling back all the necessary information. Our team hasn't submitted a formal request to update to add this information as of yet.
Our organization has multiple manufacturing locations that purchase from suppliers that have store locations adjacent to the plants. At this time, SourceDay isn't able to distinguish which location the PO is going to. It is in their build plan and hopefully we will see the role out in 2021.

SourceDay has been able to provide buyers with more time to focus on strategic planning.
SourceDay has given the buyers a tool that makes it easy hold suppliers accountable with their orders.