Everything you need to manage your day starts right here. This walkthrough covers how to navigate the Vendor Dashboard — from prioritizing action items like pending quotes and unconfirmed orders to using search and filters to stay on top of your most current work.
Welcome to the new and improved version of Sourcing Window. My name is Allie, and I'll be your guide as we walk through each step of the quote and order completion process. When you log into Sourcing Window, this dashboard will be your landing page. Here you can quickly view the requests you've been working on while also gaining visibility into your team's activity.
At the top of the dashboard, you'll find your key call to action items. This includes parts you need to quote. Orders you need to confirm and orders that are waiting on shipping and RMA details. You can also customize your dashboard using filters to display as much or as little information as you need.
The color coded layout makes it easy to quickly scan and identify the status of each request at a glance.
Archive requests are now labeled as "Past Requests." Any request that is older than seven days and has not been purchased will automatically move to this section. Don't worry, you can still follow up on previous quotes and communicate with your customers on these requests. These updates simply keep your main dashboard focused on your most current work.
At the top of the page, you'll also find the main search bar. This powerful tool allows you to quickly locate purchase orders, part numbers, reference numbers, and even messages without needing to scroll through your entire dashboard. Think of this dashboard as your central hub, helping you stay organized, respond quickly to your connected buyers, and efficiently manage all your parts orders and requests.