Overview
The Requisition Sourcing Grid is a powerful tool aiming to streamline and enhance purchasing workflows.
This product is the beginning of a revolution around the way you source vendors and make purchasing decisions.
Here’s what you can look forward to:
Easy Comparisons: Seamlessly compare pricing across multiple vendors using various metrics, enhancing decision-making
Bulk Actions and Modifications: Save time by making bulk modifications, including the adjustment of descriptions, quantities, unit price, and unit of measure
Direct RFQs/POs Creation: Simplify your workflow by creating and sending RFQs or POs directly from the sourcing grid
Intuitive Navigation and Access: Benefit from enhanced navigation features for a more user-friendly experience
Key Features
Sourcing Grid to Compare Pricing
Sourcing Grid to Compare Pricing
The new sourcing grid makes it easy for you to see pricing across multiple vendors by leveraging UPC, MPN, or Description matches.
Users can select pricing sources to be pricing sheets or last paid prices. You can also choose to manually enter pricing.
Create RFQs or POs Right from the Grid
Create RFQs or POs Right from the Grid
With the new sourcing grid, users can convert sourcing items to a:
Single PO
Multiple POs (to different vendors)
RFQ (to a single or multiple vendor)
Users can not only create these RFQs or POs, but they can also fill them out entirely from the sourcing experience. This change means we’re substantially reducing the number of clicks it takes to source items.
Single PO
Single PO
Multiple POs
Multiple POs
Single RFQ
Single RFQ
Multiple RFQs
Multiple RFQs
How It Works
Getting Access
Getting Access
Initial Access
Initial Access
Contact your CSM and request this feature be enabled for your Organization.
Navigating to Sourcing Grid
Navigating to Sourcing Grid
To access the sourcing grid, simply go to a requisition, and you’ll find two new tabs at the top: "Legacy Sourcing" and "New Sourcing".
Click "New Sourcing" to go to the grid
Getting Started
Getting Started
Initial View
Initial View
Initially, no vendors will be populated into the sourcing grid, but the first column will be loaded without a vendor selected.
Adding Vendors
Adding Vendors
Users can keep adding vendor columns until they no longer have any more vendors in Kojo to pull from
Using the Grid
Using the Grid
Viewing the Grid
Viewing the Grid
After adding vendors, pricing data will populate for vendor columns where there is a match.
If there are no matches, the cell for that vendor will remain blank.
Sourcing items that have associated UPC data will have the UPC number below the description with a checkmark next to it
Modifying Sourcing Items
Modifying Sourcing Items
Users can modify sourcing items to their needs.
And can adjust the description, quantity, unit of measure, and add notes. None of these changes will affect the requisition items.
Changing the Description
Changing the Description
If there are no matches to vendor items, you can change the description and select an item from the catalog. Results in the catalog will include how many vendor pricing sheet items have matches to that item.
Modifying Vendor Items
Modifying Vendor Items
Users can modify vendor items as well.
Users can adjust the quantity, unit of measure, unit price, and extended price for each vendor cell.
Most importantly, users can select for each item whether to surface “Last Paid” or “Vendor Pricing”.
Last Paid
Last paid uses this clock icon and references the most recent price
Vendor Pricing
Vendor pricing uses this dollar icon and pulls pricing from a matching vendor price sheet
Making Selections
Making Selections
Users can select entire vendor columns or individual cells within each vendor.
This flexibility ensures every organization can order how they want to, while enabling bulk actions to select wholesale vendors.
Creating and Sending RFQs/POs
Creating and Sending RFQs/POs
With the new sourcing grid, users can convert sourcing items to a:
Single PO
Multiple POs (to different vendors)
RFQ (to a single or multiple vendor)
Users can not only create these RFQs or POs, but can also fill them out entirely from the sourcing experience!
Completed State
Completed State
Q&A
How do we deal with items that don't return pricing?
How do we deal with items that don't return pricing?
When items don't return pricing, the purchasing agent will need to manually select the vendor and item or manually enter the pricing.
How do I get to the sourcing page?
How do I get to the sourcing page?
To get to the sourcing page, users can create a new page, import requisitions, originate from a field requisition, or migrate items from a BOM to a sourcing view.
You can start fresh by creating a sourcing page
You can import requisition(s) into a sourcing page
You can originate from a field requisition
You can migrate items from BOM to a sourcing view
If I issue an RFQ, will prices eventually populate back into sourcing?
If I issue an RFQ, will prices eventually populate back into sourcing?
If vendors fill out quotes that map to the associated RFQ items, then prices will eventually populate back into sourcing. It will be dependent on the vendors filling out quotes that map to the associated RFQ items.
How do vendors upload pricing?
How do vendors upload pricing?
Vendors can upload pricing through a portal or customers can upload pricing sheets themselves.
How many vendors will this work with?
How many vendors will this work with?
This can potentially work with an unlimited number of vendors, but it depends on whether they upload pricing sheets or if you manually enters the information.
How do we match items from REQ to a vendor price?
How do we match items from REQ to a vendor price?
To match items from a REQ to a vendor price, use UPC/MPN to match the REQ item by UPC to a vendor price sheet's UPC/MPN price.
What happens if my field selects an item from Quick Order?
What happens if my field selects an item from Quick Order?
If your field selects an item from Quick Order and there is no match, the most effective way to start is to use material lists and/or catalogs.
Where is pricing going to come from?
Where is pricing going to come from?
Pricing will be obtained from weekly uploads by vendors.
Will Kojo limit the amount of vendors in the sourcing grid?
Will Kojo limit the amount of vendors in the sourcing grid?
No. We will surface as many vendors that we have pricing for. It’s currently unanswered if we will surface vendors that do not have a match.