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Platform module

Product Sourcing

Coordinate sourcing briefs, suppliers, RFQs, samples, approvals and shipment handover without becoming a factory-production system.

Structured sourcing briefs

Supplier RFQs and comparisons

Samples and customer approvals

Costing and landed-cost scenarios

Compliance and inspection checkpoints

Sourcing-to-shipment handover

Useful independently

Teams can adopt Product Sourcing for its focused workflow without enabling every other Wharvex module.

Connected when needed

Records can link to the same tenant customers, suppliers, quotations, shipments, documents and conversations.

Tenant controlled

Access follows tenant membership, permission sets, lifecycle state and the capabilities included in the subscription.

How it works

A clear operational workflow

  1. 1

    Capture the sourcing brief and requirements

  2. 2

    Issue supplier RFQs and compare responses

  3. 3

    Coordinate samples, costing and approval gates

  4. 4

    Convert the approved result into shipment handover

Designed for

  • • Sourcing coordinators
  • • Supplier managers
  • • Customers approving sourced products

Operational outcomes

  • • Clear customer and supplier decisions
  • • Comparable cost, MOQ and lead-time scenarios
  • • A controlled bridge from sourcing to freight

Frequently asked questions

Who uses Product Sourcing?

Sourcing coordinators, Supplier managers, Customers approving sourced products use this module with access controlled by tenant roles and permission sets.

Can Product Sourcing work independently?

Yes. A tenant can use this focused workflow independently and connect it to other Wharvex records and modules when required.

What does Product Sourcing connect to?

It connects naturally with Supplier Network, Freight Operations, Customs & Compliance while maintaining tenant-scoped access.

Product Sourcing: prepare the workflow and handovers

Coordinate sourcing briefs, suppliers, RFQs, samples, approvals and shipment handover without becoming a factory-production system.

Define the working scope

Identify the records, participants and decisions involved before configuring the workflow. Structured sourcing briefs; Supplier RFQs and comparisons; Samples and customer approvals; Costing and landed-cost scenarios; Compliance and inspection checkpoints; Sourcing-to-shipment handover are the capabilities described for this module. Confirm which capabilities apply to your plan and the way your team intends to use them.

Follow the process with clear ownership

Capture the sourcing brief and requirements. Issue supplier RFQs and compare responses. Coordinate samples, costing and approval gates. Convert the approved result into shipment handover. Assign an owner to each stage and identify the information needed for the next step. Keep approved changes and supporting documents with the relevant records so handovers use the same version.

Review the outcome

Clear customer and supplier decisions. Comparable cost, MOQ and lead-time scenarios. A controlled bridge from sourcing to freight. Review exceptions and unresolved questions with the people responsible. A recorded status or approval should correspond to an actual decision, and any operational commitments must still be agreed with the relevant parties.

Questions before you proceed

Who should be involved?
Sourcing coordinators, Supplier managers, Customers approving sourced products are the intended participants described for this module. Review their workspace permissions and confirm who is responsible for entering information, approving changes and completing each handover.
What should be confirmed before rollout?
Confirm the required modules, plan, user access, source data and any integration or migration requirements. Test a representative workflow with the people who will operate it before expanding its use.