Create Sourcing Request
Step-by-step guide
This guide outlines the steps to create and submit a Sourcing Request in the system. To create a sourcing request, navigate to the Sourcing Requests icon on the homepage, then click on Requests for Hardware.
New Request – Step 1: General Information
This is the first step in the "New Request" workflow within the system interface. The purpose of this page is to collect general details needed to initiate a new request for quotation (RFQ) or procurement process.
This step collects essential details to initiate a new request:
Basic Information: Enter the request name, description, and define open/close dates and times.
Additional Data: Optionally set the date of performance and any KPIs.
Delivery Address: Pre-filled with company and location details (e.g., BeNeering GmbH, Munich).
Attachments: Upload relevant files using the Select file button. Uploaded files will be listed with name, size, progress, and status.
Contacts: Manage contact persons by adding, editing, or removing entries. Each contact includes name, email, phone, and optional fax.
Use Save to store progress, Submit Request to finalize (when ready), or Next to proceed to the next step (Suppliers).
Step 2: Suppliers
You add and manage the suppliers who will receive the request. The table lists each supplier's ID, name, and email, with options to edit (✎) or remove (❌) entries. Use + New to add a supplier manually or Search to find existing ones.
Click Next to proceed, Back to return, and Save or Submit Request as needed.
When you click to edit a supplier, a Supplier Edit window appears. It shows the Supplier ID and Name under Basic Information. Below, in the Contacts section, you can view, edit (✎), or delete (❌) contact details. Use + New to add a new contact. Click OK to save changes or Cancel to discard them.
The Supplier Search window allows users to find suppliers using filters. Available filters include Search Term, Country, Postal Code, City, and Purchasing Organization. To search, enter filter values and click APPLY. Results will be shown on the right. Click CLOSE to exit the window.
Step 3: Items - Add Requested Products
This step allows you to list the items needed for the request. Item Table: Shows item details – Name, Description, Quantity, Price.
+ New: Add a new item.
Search: Look up existing items.
This pop-up appears when you click “+ New” in the Items step of a request. It allows you to define the product details being requested.
The Item Entry popup is used to add a new item to your request. Fill in the required Name, optional Description, Delivery time (days), and Manufacturer Product Number. If the item needs a different shipping location, check Override delivery address. Under Price Information, enter the Quantity, select the Order Unit (e.g., Stück), specify the Price per unit, and choose the Currency (e.g., Euro). You can also attach supporting files using the Select file button in the Attachments section. Once complete, click OK to save the item or Cancel to discard changes.
Basic information
Price information
Attachments
Final Step: Publish
The Publish page is the final step of the request process, where all entered details are reviewed before submission. It displays the Basic information (request name, description, currency, open/close dates), Additional data (performance date, KPIs), and the Delivery address (company, recipient, full address). It also lists any Attachments, Contacts involved, selected Suppliers, and the requested Items with quantities and prices. After review, click Submit Request to finalize or use Back to edit previous steps.
Additional Information
Some parts can differ for you, as the customer can change some parts of the UI.