Ready to buy? Here's exactly how the Sourcing Window purchasing process works. This walkthrough covers everything from selecting a vendor and submitting your PO to order confirmation, shipment tracking, and staying connected with your vendor through Quick Actions messaging.
Once you're ready to move forward with your purchase, select your preferred vendor option and click the checkout button
From here, choose whether this will be an exchange or an outright purchase, and then click "Continue." Next, enter your purchase order number and upload a PDF copy of your PO by dragging and dropping into the upload area. If you don't have a hard copy PO, simply select the alternative option and fill out the required contact and shipping information.
Once your documents are uploaded or your order details are completed, click "Continue."
Before placing your order, you'll have the option to add up to five additional email addresses. These contacts will see all tracking and RA information for the order. Next, review and agree to the vendor's terms and conditions. Then click "Place Order."
On the confirmation page, you'll see what information is still pending from the vendor. If needed, you can reach out directly using the Quick Actions messaging feature.
Once your order is placed, the vendor is immediately notified and your request moves to the awaiting confirmation tab. On your dashboard, you receive updates as the vendor confirms your order, and again when they provide shipping and RMA details. After all the shipping and information, serial number and RMA details are entered.
Your request will move to the "Shipped" tab. At this point, your order is complete and your parts are on the way.