Track delivery changes and supplier documents

A revised delivery email can leave planning and finance working from different dates. Keep the earlier promise, latest update and required supplier documents together. Notify the team about changes, assign questions and share the details each audience needs.

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Revised supplier schedule

Cedar Works · Captured SFTP file

Delivery has moved to 18 October because a component is delayed.

Order: CW-104
File: revised-schedule.csv

Delivery change

Supplier: Cedar Works
Previous date: 14 October
Chosen delivery date: 18 October
Follow-up owner: Mira

See the revised date and assign someone to confirm it with the supplier.

Read a supplier schedule from SFTP and review the revised delivery date.

Revised delivery dates

Compare a new promise with the one already being used

A delivery date can change in an email, an SFTP shipment file or a revised schedule. Keep the supplier and order references with those records so the team can compare the earlier promise with the later update.

Extract delivery dates, prices and order lines into a table, then combine updates into a current supplier or order profile. Keep the earlier promise and the message behind the latest date available to the planner.

Supplier documents and follow-up

Certificates, questionnaires and expiry dates

Keep the supplier’s certificate, questionnaire, insurance record or policy document alongside its correspondence. Extract the stated expiry or review date when the team needs a date check.

Assign a request for a replacement document or clarification when something is missing or out of date. Keep the answer with the supplier’s file so the responsible reviewer can confirm that it meets the requirement.

Assign someone to confirm the date or replace a document

Get an alert when a delivery date changes or a document expiry approaches. Choose email, a digest or a webhook, and add follow-up when someone needs to confirm the date or request a replacement file.

Keep the owner’s answer with the supplier’s correspondence. Review a changed due date on existing follow-up so the next action stays connected to the same supplier question.

Team updates and workflow checks

Send planning, finance and customers the details they need

Give planning the revised delivery date and order reference, finance the selected prices and a customer the agreed date. Create separate shared views from the same supplier information.

Use Contracts and renewals when the decision depends on notice terms or an agreement cycle. This workflow focuses on keeping an active supplier relationship moving when promises or required evidence change.

Keep planning and the supplier owner working from the same update

Open the email or file behind the current delivery date, see the earlier promise and identify who is confirming the change with the supplier.

Give the supplier owner the outstanding document requests and give the planner the latest checked dates. Each can find the details needed for their next action.

Common questions

Does a revised delivery date update our ERP?

Share selected supplier and delivery data through an API or webhook for your ERP integration to use. The integration and receiving system apply any transaction or update.

Can we include files delivered over SFTP?

Yes. Connect an SFTP directory for read-only file capture, verify the server’s host key and choose the folders and filters. Extract suitable fields from supported file text alongside your supplier emails.

Keep everyone working from the latest supplier promise

Compare the earlier date with the revised update, notify the team and give the supplier question a clear owner.