Help centre
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Guides for Sourcing Management, written for agency owners, agents and their clients.
Start here
Set up your sourcing agency and bring in your data.
- Getting StartedSet up your sourcing agency in five steps: your profile, how you earn, your factories, your clients and your first request.
- White-LabelYour brand name, logo, favicon and colours on the login page, your website and the back office; your colours on the portal.
- Import DataBring in your factories, clients and products from a spreadsheet, and fix the rows the import flags.
Using Sourcing
Requests, quotes, orders, documents and the client portal.
- Sourcing WorkflowHow a deal moves from the client's request to factory quotes, costing, the order, quality control and shipment, and what works today.
- Client Portal GuideWhat your clients see on the portal, how to invite their buyers, and what stays hidden from them.
- Document GenerationInvoices today; proforma invoice, factory purchase order, service-fee invoice and rebate note in November 2026; shipping documents in 2027.
- Business ModelsCommission, markup and factory rebate, or a mix: how to turn them on and set their default rates in Sourcing Settings.
Questions
Answers to what visitors and customers ask most.
Ready to try?
Your own demo company with sample clients, factories and requests, in about a minute. Free, no sign-up.