Welcome to Sourcing Management

What it is

Sourcing Management runs a sourcing agency that buys from factories in China for its clients. Your clients’ requests, your factories and their quotes, the costing with your margin, the orders and a portal where your clients follow everything are in one place, with your brand on what your clients see.

Your site is your own: its own address, its own database and your own users. PHOENIX hosts it, updates it and backs it up every night, so there is nothing to install.

Why it matters

Most agencies run on spreadsheets and chat. A price gets lost in a message, two people quote the same client differently, and nobody sees the margin until the order is paid. Here every deal starts from one request, and every factory quote, costing sheet, quotation and order links back to it, so anyone on your team can open one page and see the whole deal.

How this manual is organised

Part	What you find there
2. Getting started	Your first day: sign in, your brand, how you earn, your team, your own data
3. The sourcing workflow	Every step of a deal, from the client’s request to your earnings
5. Client portal	What your clients see and do
7. Languages	Working in English and Chinese
13. FAQ	Short answers to common questions
14. Troubleshooting	What to do when something does not work
15. Reference	Every field on the main screens

Each page has the same sections: what it is, why it matters, the steps, common mistakes and tips. A badge marks anything that is not available yet.

Where to start

1. Sign in to your new site.
2. Follow the day-one checklist. It takes about 30 minutes.
3. Record your first client request.

Tips

• Your site starts with sample clients, factories and requests. Try every step on them first, then remove the sample data.
• Questions the manual does not answer: write to support@phnxtech.com.