Sourcing a part in Sourcing Window starts with one click. This walkthrough covers the full request process — how to submit a request with the right details, notify your connected vendors, and efficiently compare quotes by price, condition, warranty, and availability when responses come in.
Let's get started with creating a parts request. When you're ready to source parts, head to the top right corner of your screen and click the "Create New Request" button. From here, enter the part number you're looking for, along with the quantity you need.
Below the heart entry, you'll see the "Request Details" section. This is where you can provide additional information to help vendors quote more accurately. You can include an internal reference or work order number and indicate to your vendors that this is an NFO request that requires same-day delivery.
Specify if you only want vendors to quote from their direct inventory. And finally, you can add any additional notes such as date of manufacturer or the system you are working with.
Once everything is filled out, click "Submit Request." This will notify all your connected vendors and move the request to the "Requested" tab on your main dashboard, ask vendors, and submit pricing. You will be notified via email and your request will automatically move to the "Quoted" tab on your dashboard. Here you can review and compare all responses.
While reviewing quotes, you can filter out vendors who responded with "No Stock" or those who haven't replied yet, so you can focus only on the quotes with pricing. Here, you can easily compare key details like pricing, condition, warranty, and whether an alternate part number is being offered. Any additional notes from the vendor will appear in the "Parts Details" section.
From here, you and your team can quickly evaluate your options and choose the best solution for your project.