Sourcing and Samples

Lessons

1. 01

   From project need to Sourcing Request

   This lesson gives you the map of sourcing in Parsimony and shows you how a project's need becomes a Sourcing Request.

   2:39 film · written guide · quick check

2. 02

   Reach out to suppliers

   This lesson shows you how to fill in the supplier side of a Sourcing Request and keep each supplier's answer where the next person can find it.

   2:31 film · written guide · quick check

3. 03

   Create a Request For Sample

   This lesson shows you how to create a Request For Sample that a supplier, the warehouse and a reviewer can all read without asking you.

   2:41 film · written guide · quick check

4. 04

   Ship samples both ways

   This lesson shows you how to record both sample shipments on a Request For Sample, and which entries change the status for you.

   2:41 film · written guide · quick check

5. 05

   Review and decide

   This lesson shows you how to price a sample, name a reviewer, and record a decision the rest of your team can act on.

   2:36 film · written guide · quick check

6. 06

   Find, print and hand off

   This lesson shows you how to find any Request For Sample quickly, print a clean copy, and hand an approved sample to Buying. It closes the course.

   2:32 film · written guide · quick check

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