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Contents

How can we help?

Guides for every part of SourcePro, from a plant's request to the vendor's answer to a PO, and what every message means.

Saw a message with a code?Every error code, what it means and what to do.

Getting started

Getting started with SourceProWhat SourcePro does, who does what in it, and how to sign in for the first time.Asking for helpUse Get help in the sidebar to ask your company's help contacts or SourcePro's support, read the answer in the product, and for admins, choose who answers.

Home and Tasks

Home, Tasks and notificationsWhat your Home page counts, how Tasks works, and where the bell and emails tell you of changes.

Requests

Requests and packetsRaise or import purchase requests, accept, hold or reject their lines, and pack them for an RFQ.

Materials

Materials, categories, units and purchase historyKeep the catalogue of what you buy, import it from Excel, and see what you paid before.

Vendors

Vendors: adding, checking and approving themAdd or import vendors, collect and verify their documents, send them for approval, and invite them to the vendor portal.

RFQs

RFQs: asking vendors for pricesMake an RFQ from a packet, ask vendors, send it the company's way, follow up, and change or withdraw it.Reverse auctions: ending an RFQ with a live auction on priceSet an RFQ to end in a reverse auction, have its terms approved, invite the vendors found technically acceptable, watch it live, and take its result to the comparative statement.

Quotations

Quotations: entering, confirming and checking themEnter a vendor's quotation from its email, a phone call or its link, confirm it, and give technical verdicts.

Comparison and award

Comparative statement and awardRead the comparative statement (L1, landed cost, warnings), save versions, negotiate, and award to one or several vendors.

Approvals

Approvals: policies, roles and decisionsSet who approves awards, vendors, POs and PO changes; levels by value or location; reminders, escalation and stand-ins.

Purchase orders

Purchase orders: issue, vendor's answer, changesIssue POs from approved awards, send them, record the vendor's answer, and amend, cancel, repeat or close them.Rate contracts: a vendor's agreed rates for a periodWrite a vendor's agreed rates for a year or a month, send the contract for approval, and see when it is in force, expired or closed.

Email

Your mailbox and emailConnect your own mailbox so RFQs and POs go from you, and replies come back to the right RFQ.

Reports and audit

Reports and the audit trailSpend and savings, month by month; how long buying takes; vendors' record; every change in the audit trail.

Team chat

Team chatTalk to the people of your company one to one, in groups and in one room for everybody, and what your company's admin can and cannot see.

The assistant

The assistantAsk SourcePro about your work, what it can see, who can read what you ask, and how admins switch it on, set budgets and see its use.

Settings

Settings for company adminsWhere to find every setting, and what is in them: users and seats, locations and holidays, departments, rules, numbering, branding, documents, terms, attributes, approvals, AI, automation, help, chat reports, audit, your data and SourcePro support.Automation: what the system does for your people, and how much you let it doSettings > Automation lists each piece of work the system does for your people, how often it was right, and lets the company admin switch it off or on.

Vendor portal

The vendor portal (for vendors)How a vendor joins, uploads its documents, answers RFQs and POs, and works with several companies.

Admin site

The admin site (SourcePro's team)Companies, admissions and seats, support requests, service health, What's new, help pages, the team, legal details and SourcePro's rules.