Bulk purchase requests

Create Bulk Spot Purchase is designed to load a large number of requests or items at once, when your ERP isn't connected to Sourced. Give it the request in whatever format you have — a file, a photo, or pasted text — and a wizard guides you through item review, smart consolidation, and supplier selection before launching.

Input sources

• File: a CSV or Excel (.xlsx) with your requests. ERP exports work as-is (SAP, Tango, TOTVS, Oracle, and similar): the system understands different column layouts, title rows above the header, encodings, and separators. You can also upload an image (JPG, PNG, or WEBP) of a request, such as a photo or screenshot. If you prefer a guided format, download the template from the same screen.

• Paste text: paste the request exactly as it arrived (an email, a chat, a list) into the text box — up to 50,000 characters. The AI identifies items, quantities, and units, and if the text mentions several plants or destinations, it creates one request per destination.

Limits per upload: 200 data rows, up to 25 requests and 100 lines per request.

Wizard steps

1. Upload: upload the file or paste the text. The AI extracts the items and groups them into requests.

2. Item review: an editable grid with item, quantity, unit of measure, request, and target price; each row can carry specifications and comments. At the top, the global settings define the delivery address and offer deadline for the whole batch at once, plus the Smart Consolidation toggle (see below).

3. Categorization: automatic — the AI classifies each item in the category tree and creates the requests.

4. Consolidation review (only with consolidation on): review the packages the AI built, adjust names or lines, and optionally attach technical files per package (PDF, Word, Excel, or images — up to 20 MB per file and 15 files per package) to be sent to suppliers.

5. Supplier selection: one row per request with its status. Choose suppliers opens the selector with suggestions based on purchase history and category; for each supplier you can customize the recipients (by default the request goes to all of their sales contacts and the main email). After sending, the wizard takes you to the next pending request. Requests you don't want to quote right now can be skipped and resumed later. Once every request is sent or skipped, Finish upload closes the batch.

Smart consolidation

This option defines how lines are grouped into requests. We recommend turning it on.

• Off: the system groups by the request number in your file. For example, if you upload three lines and two share the same number while the third has another, two spot purchases are created: one with two lines and one with a single line.

• On: the AI interprets the concept of each line and builds packages by product family or category, merging or splitting as appropriate. For example, if the file mixes electrical materials and hardware, it builds two packages (one electrical, one hardware), each with its own suppliers and its own process.

Recent uploads and resuming

The start screen lists your recent uploads with their status — Processing, Awaiting review, Failed, or Completed — along with who created each one and when. Resume takes you back to the exact step where the upload was left: you can start a batch, close it, and continue later, or review a teammate's.

Delivery address and ownership

• A batch accepts a single delivery address for all items. If you need two different addresses, load two separate batches.

• All requests in the batch are registered under the user who loaded it.

Once the batch is launched, each request follows the normal flow: you'll find them in the Request history and the comparisons appear in Ready comparisons as responses arrive.