Check-ins

Check-ins allow buyers to quickly request updates from suppliers across all of their open line items across all orders.

Check-ins can be initiated from a specific order or line item as a convenient way to request updates. Check-ins are across all open lines with a supplier, not just the order/lines the check-in was initiated from.

Initiating a check-in

Check-ins can be initiated in several ways:

By clicking "Send Check-in" in the top right of a supplier's page

By hovering over a status timeline on the Line Items page and selecting "Start check-in"

By clicking "Start check-in" from the three-dot menu in a table of orders

Sending a check-in

Sending a check-in is easy. Customize the message/instructions to the supplier, confirm the supplier contacts, and click send. Your message will appear both in the email sent to the supplier and the check-in request itself.

Silkline shows a preview of the last 3 check-ins so you can quickly see the context of prior check-ins before sending a new one.

If an existing check-in is open when you try to send a new one, you'll be prompted with a message notifying you of the open check-in. You can select "Send Anyway" to keep the prior check-in open, or you can mark the prior check-in as expired.

What the supplier sees

When suppliers open a check-in, they see a list of open lines where they can input updated ETAs and statuses. Updates made show with a green check next to it.

Suppler view of check-in

Adding notes

Suppliers have the option to include a note with their submission. When no updates are made to line item ETAs or statuses, a note is required.

If the supplier has provided updates to ETAs or statuses, a note is optional but we gently reminder suppliers to add a note:

Reviewing check-in

After a supplier provides updates, they can review their updates before submitting:

View of check-in review screen

Values that have changed are highlighted in yellow. Users can hover over the these values to see the previous values.

Once satisfied, the supplier submits the check-in by clicking the Confirm Changes button. The check-in is closed and locked from edits. Both the buyer and supplier continue to have access to check-ins once they are submitted until the token link expires. After a token link expires, access can be refreshed by sending a new check-in.

Suppliers can click the History button in the top menu bar to view a list of all prior check-ins and open a particular check-in. Suppliers can also view a current open orders report by clicking Open Orders.

Buyer completion of check-ins

A buyer can complete a check-in on behalf of a supplier. To do this, the buyer can navigate to the supplier's page within Silkline and scroll down to the list of check-ins. Click on the check-in you would like to view/submit. The buyer is tagged as the user who complete the check-in.

Check-ins can be a great format to run a standup call with a supplier. Share your screen and fill out the check-in together to capture updates and create a shared record of changes.

Check-in statuses

Check-ins have the following statuses:

• Open – Check-in is open for submission

• Complete – Check-in has been completed by either the buyer or supplier. Check-ins are a point-in-time status update and cannot be modified after they are submitted

• Expired – Check-in has expired and can no longer be submitted; expired check-ins count against a supplier's completion rate

• Canceled – Check-in has been canceled and can no longer be submitted; canceled check-ins do not count against a supplier's completion rate