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So the very first workflow I want to talk about is automating our supplier follow-up. Sourcet automates supplier follow-up with our AI agents. So there are three PO delivery agents and three open order agents or a couple of different open order agents, right? Every single time you cut a new PO, Source automatically sends that to your suppliers in Source Date. Every single time you propose a change or you reject a change from your supplier, we’re sending those directly to your supplier. And also every time you update orders. So we’re going to take a look at this in app because there’s some things I want to make sure that we all are aware of that we all see in our app. And then secondly, our open order chasins. That’s just how we handle new POs and changes to POs. But we’re also having the, we also have a series of reminders built into our platform that take care of all those manual follow ups. So let’s look at those PO delivery agents. So within Source Day, in our automation hub, there’s this area at the end of core automations right here. And so we’re looking at our new POs and buyer initiated changes. And here you can see our three agents that are notifying your suppliers when you cut POs, when you make changes to POs, when you update in an ERP. Anytime you click on these to review those details, we’re going to give you a little bit more insight, but I want to draw your attention to this last one here, notifying your suppliers when POs are updated in the ERP. We are absolutely the place for collaboration on price, quantity, due date, ship date, But we’re also sending notifications when other critical fields on those order lines changes like item, description, revision, and even ship to address. So these are really important pieces of information that your supplier needs to know about right away. So you can come in here and review the various fields that will trigger an update in your ERP. We’re also adding some additional indicators within our platform that will highlight when these areas change as well. So we’re looking for some updates to our accept propose modal for both you and the supplier that are designed to give you additional insights as to what exactly is changing and why are we requiring a confirmation. So we’re really excited to push out some of those changes coming soon about how your suppliers can see both in their email and in the application directly how these things are changing, especially that ship to address. It’s really important. Now when we move up and look at our reminders, you can see all the different reminders we have listed here for your supplier. These reminders are all built on buyer settings and configurations within the platform. It used to be that every single buyer had to set this, but we’ve recently moved this to a more global supplier settings page so you can set defaults that impact all of your suppliers, and then you can make changes at a per supplier level. So let me show what I mean by that. When we click into this first one here, we can see our open order chaser is sending reminders on new orders on Mondays and Thursdays. And we have this disabled for at least one of our supplier, but nine forty are getting these reminders on Mondays and Thursdays. So that means that your supplier is going to get a new order notification. And if they have not acknowledged that notification, we’re going to remind them on Monday and on Thursday as part of their digest. So if you’re curious when we’re sending these reminders for any of these settings, you can simply click in here and view those details. And if there’s any suppliers that need maybe more reminders, maybe a little less, you can always navigate to the supplier settings in our supplier hub, and you can adjust this at a per supplier level or at a global company level. Typically your buyer admins are responsible for that, but we can also set up delegates that can help manage those supplier settings. So together our PO delivery agent and our open order chaser agent are ways that our platform is built on giving you the maximum efficiency. I want you just to not take my word for it, but I want to share with you what my friends at Ag Leader experienced. So I recently did a webinar with Ryan Witt out of Ames, Iowa, where he talked about how things were before Source Day and the impacts that they got from Source Day. Ag Leader was experiencing probably what a lot of you are experiencing too. Their buyers were bogged down with supplier communication. They had low on time delivery to them and then to their customers. And they just were trying to compensate for that by having a significant amount of excess inventory and the carrying costs that are associated with that. By getting 100% of their strategic suppliers onto Source Day, they were able to make substantial and significant gains in all areas. But the one that I’m most excited about is that their customer on time delivery went from 76% to 99%. An ag leader is subject to the same supply chain chaos that we all are. They also work in agriculture. And so they’re subject to the whims of mother nature. And their on time delivery is absolutely critical to their customers. Because when you work in agriculture, a delay of even a day can have pretty detrimental outcomes to your yields and to your harvest. Sourceo was able to partner with them and really make substantial impacts to their customers. So

How to Automate Supplier Follow-Up on Purchase Orders

See how AI agents automate supplier follow-up, PO acknowledgements, change communication, and open-order reminders to reduce repetitive buyer work.

  • Lisa FurlerProduct Enablement Specialist | SourceDay

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