Sourcing Requests
What Are Sourcing Requests?
Sourcing Requests let you request products that aren't in the standard catalog. Describe what you need, and the procurement team sources it for you.
Lifecycle
| Status | Description |
|---|---|
| Submitted | Request submitted for review |
| In Review | Procurement team is reviewing |
| Sourcing | Team is actively sourcing the product |
| Completed | Product sourced, request fulfilled |
| Closed | Request closed |
Click Source in the sidebar to access sourcing requests. This option is only visible if you have the sourcing permission.
Creating a Sourcing Request
- Navigate to Source in the sidebar.
- Click "+ Create New Request".
- Fill in the form:
| Field | Required | Description |
|---|---|---|
| Product Description | Yes | Describe what you need in detail |
| Estimated Quantity | Yes | How many units you need |
| Example Product Link | No | URL to a similar product |
| Upload Images | No | Up to 10 reference images (drag-and-drop) |
| Additional Comments | No | Extra context or specifications |
- Click Create.
The more detail you provide, the faster the procurement team can find the right product.
Tracking Sourcing Requests
List View
The main page shows: Request ID, Description, Quantity, Status, and Request Date. Click any row to view details.
Detail Page
Details Card shows all submitted information: status badge, request ID and date, description, quantity, product link (opens in new tab), comments, and image gallery.
Activity Card is a real-time communication thread with the procurement team:
- Scrollable message history with sender name, type badge (User / System), timestamp, and content
- Images display as thumbnails; other files appear as clickable links
- Type and send messages in the input field
- Attach files via the paperclip icon (up to 5 files, max 20MB each)
Press Enter to send. Use Shift+Enter for a new line.