Sourcing Window Resources

Purchasing Process

aly.boggs-smitley@blockimaging.com (Aly Boggs-Smitley) — Mon, 20 Apr 2026 15:20:11 GMT

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.

Mobile Version

aly.boggs-smitley@blockimaging.com (Aly Boggs-Smitley) — Mon, 20 Apr 2026 15:17:00 GMT

Your full Sourcing Window workflow, right in your pocket. This walkthrough shows how the mobile version mirrors the desktop experience — from creating and submitting parts requests to real-time vendor messaging and order tracking — so sourcing never stops when you step away from your desk.

Multi-Part Request

aly.boggs-smitley@blockimaging.com (Aly Boggs-Smitley) — Mon, 20 Apr 2026 15:15:25 GMT

Need parts from multiple vendors? Sourcing Window handles it in one workflow. This walkthrough covers how to submit a multi-part request, compare pricing across vendors, manage a mixed cart, and check out with each vendor — all without leaving the platform.

Stay Connected with Vendors: Mastering Sourcing Window's Messaging Feature

aly.boggs-smitley@blockimaging.com (Aly Boggs-Smitley) — Mon, 20 Apr 2026 15:13:07 GMT

Stay connected with your vendors without ever leaving the platform. This walkthrough covers how to use Sourcing Window's messaging feature — from finding conversations in the sidebar to communicating with vendors at any point in the sourcing process, with real-time notifications keeping you in the loop.

Creating New Parts Requests

aly.boggs-smitley@blockimaging.com (Aly Boggs-Smitley) — Mon, 20 Apr 2026 15:11:46 GMT

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.

Create a New Part Number

aly.boggs-smitley@blockimaging.com (Aly Boggs-Smitley) — Mon, 20 Apr 2026 15:03:14 GMT

Sometimes the part you need isn't in the system yet — here's how to add it. This walkthrough covers how to create a new part number in Sourcing Window, including which fields are required, how to filter by manufacturer, and a few key tips to make sure your request reaches the right vendors.

Mobile Version

aly.boggs-smitley@blockimaging.com (Aly Boggs-Smitley) — Mon, 20 Apr 2026 14:35:05 GMT

In the warehouse, in the field, or in between meetings, Sourcing Window mobile keeps you in business. This walkthrough shows how the mobile version delivers the full vendor experience, from reviewing requests and submitting quotes to confirming orders and messaging customers, all from your phone.

Order Confirmation and Processing

aly.boggs-smitley@blockimaging.com (Aly Boggs-Smitley) — Mon, 20 Apr 2026 14:30:52 GMT

When a customer places an order, here's exactly what happens next. This walkthrough covers the full order confirmation and processing flow, from reviewing and confirming the PO to entering tracking, RMA, and serial number details so your customer stays informed and the order moves to shipped.

Messaging

aly.boggs-smitley@blockimaging.com (Aly Boggs-Smitley) — Mon, 20 Apr 2026 14:28:34 GMT

Keep every customer conversation connected to the work without leaving the platform. This walkthrough covers how to use Sourcing Window's messaging feature to respond to customers, share photos, and stay in real-time communication from the first quote all the way through shipment.

Quoting Process

aly.boggs-smitley@blockimaging.com (Aly Boggs-Smitley) — Fri, 17 Apr 2026 18:28:51 GMT

Speed and accuracy in quoting can make or break the sale, here's how to do both. This walkthrough covers the full quoting process in Sourcing Window, from reviewing request details and responding with no stock to submitting detailed pricing, adding multiple options, and getting your quote in front of the buyer fast.