Overview
Users can effortlessly submit their inquiries along with detailed product information, enabling suppliers to provide accurate quotes tailored to their needs. Whether you're sourcing materials, or products, inquiry streamlines the process, ensuring efficient and effective communication between buyers and suppliers.
Create an Inquiry
1. Open SourceReady
2. Click Inquiry button on the left hand menu
3. Click + Add Inquiry
4. Enter all the inquiry details, such as name, due dates, products and etc.
5. Preview your inquiry details and click Next. Or click Save as draft to edit and submit later.
6. Our AI agent will review the details of your inquiry and offer tailored recommendations to help you craft more effective requests.
7. You can click continue anyway to proceed, or ask the AI agent questions and adjust your inquiry details as needed.
If you're unsure about any field or need suggestions while creating an inquiry, the AI agent is always ready to assist.
8. Turn on Follow-Up Rules and customize them to ensure suppliers respond promptly.
9. To ensure suppliers meet your requirements, our AI agent has generated targeted questions based on your inquiry, helping you verify their capabilities more effectively.
You can also delete the questions or edit the content
Or import your own questions
10. Once you’ve reviewed all the details, click submit.
11. The inquiry submitted will be shown on the inquiry list.
Note: If you are not ready to submit the inquiry, you can always click Save as draft first for future editing.
Inquiry Details
The information you provide about an inquiry affects the quotations offered by suppliers. The more details you can provide, the more efficient the inquiry and quotation process will be.
Name - The name for your inquiry that you want to display to your suppliers.
Due date - The deadline by which you need to receive quotations from suppliers.
Shipping address - The location where the products will be delivered.
Product - The product for which you want to get quotations. You can select from existing products or add a new one right away.
Notes - Additional information or special instructions related to your inquiry.
Attachments - Relevant files or documents that provide further details about your inquiry.
You can also create an inquiry from product page.
Create an Inquiry from Product
1. Open SourceReady
2. Click the Product button on the left hand menu
3. Click on the product name you wish to create inquiry
4. Click + Create inquiry on inquiry tab
5. Enter all the inquiry details, such as name, due dates, products and etc. click Submit
