SOURCE BUDDY DOCUMENTATION

Your complete guide to supply chain intelligence and project management. Navigate by your role to get started quickly.

Dashboard

Snapshot of project health, critical parts, and recent activity.

Project View

Manage your active projects, component lists, and sourcing decisions.

Smart Sync

Align Source Buddy with upstream systems, pulling in project, part, and price data.

Part Alert

Monitor risk across all projects, understand alert calculations, and manage impacts.

Master Data Hub

Master Data is the foundation of consistent, reliable decisions. Each menu item in the sidebar maintains a specific data set used across Source Buddy. This section consolidates key data areas:

Commercial & Logistics

  • Duty Matrix – Maintain duty rates and rules.
  • Freight Matrix – Define freight cost structures.
  • Currency Conversion – Configure currencies and exchange rates.
  • Consolidation – Describe consolidation rules and hubs.

People & Partners

  • Users – Manage user access, roles, and permissions.
  • Customers – Maintain end-customer records.
  • Vendor Master Data – Centralise vendor information.
  • Mail Template – Configure reusable email templates.

Procurement Data

  • PO Data – Store historical purchase order information.

Workflow Overview

The following steps outline the typical end-to-end process in Source Buddy:

1

Manager Login

The process begins with the manager logging into the system to initiate operations.

2

Project Setup

Manager creates a project, defines landing cost parameters, and assigns it to an engineer.

3

Engineer Login

The assigned engineer logs in to their dashboard to view new assignments.

4

Sourcing & Upload

Engineer selects BOM, defines criteria, selects sources, and uploads the data.

5

Engineer Review

Review of online information and purchase history to ensure data accuracy.

6

Send RFQ

Request for Quotation is generated and sent to selected vendors.

7

Update Quote

Received quote information is updated back into the system.

8

Submit & Close

Final review is completed, and the project is submitted and closed.