1. If you want to trade using Connect, you must first connect your Personal Bluenumber to your Comapny Bluenumber.

2. You administrator will provide you with a Company Blumumber (X0000-X0000-X0000-X0000).

3. Please scan the QR code or enter the Company Bluenumber.

4. Once entered your you will be logged-out of Connect and must wait for your company administrator to approve your connection to access the Connect Platform account, which be immediate or take anywhere from 24-48 hours. If you have not been approved after 48 hours, please contact your company administrator or Sourcery at connect@thesourcery.io

1. Start a New Trade

• Press the blue “+” button in the bottom-right corner.

• Under Trade, select the blue Offer pill from the menu.

2. Product & Origin (Step 1 of 5)

• Select the product type.

• Select the ship-from place (see Places).

• Select the Port of Loading:

  • You can only trade from registered Places in Connect.

  • For in-country trades, choose Domestic.

  • Otherwise, search by port name or Port Code (see Port Code list).

3. Offer Recipients (Step 2 of 5)

• Select one or more recipients by role.

• You can choose multiple recipients.

• Recipients must be connected Partners.

4. Quality (Step 3 of 5)

• Use the drop-down menus to enter up to 10 quality attributes.

• Optionally upload testing reports.

• Quality details can be updated later during negotiation.

5. Quantity & Shipping (Step 4 of 5)

• Enter the quantity.

• Set an estimated delivery date.

• Select your preferred Incoterms.

• These details can be updated later during negotiation.

6. Pricing & Payment (Step 5 of 5)

• Choose Fixed Price (e.g., spot price) or Exchange Price (based on contract month/year).

• Optionally add:

  • Pricing basis*

  • Premium*

  • Preferred payment terms

  • Offer validity/expiration

• Pricing basis, premium, and payment terms can be updated later during negotiation.

• Offer validity cannot be changed—once expired, the offer closes automatically.

7. Confirm & Send

• Review all details carefully.

• Confirm your offer and wait for buyer responses.

• Follow the prompts to negotiate and conclude the offer with one or more buyers.

1. Start a New Trade

• Press the blue “+” button in the bottom-right corner.

• Under Trade, select the blue Enquire pill from the menu.

2. Product & Origin (Step 1 of 5)

• Select the product type.

• Select the ship-to place (see Places) where you want to receive the product.

• Select the Port of Discharge:

  • You can only trade from registered Places in Connect.

  • For in-country trades, choose Domestic.

  • Otherwise, search by port name or Port Code (see Port Code list).

3. Enquire Recipients (Step 2 of 5)

• Select one or more recipients by role.

• You can choose multiple recipients.

• Recipients must be connected Partners.

4. Quality (Step 3 of 5)

• Use the drop-down menus to enter up to 10 quality attributes.

• Optionally upload testing reports, although for enquires this is not necessary.

• Quality details can be updated later during negotiation.

5. Quantity & Shipping (Step 4 of 5)

• Enter the quantity requested

• Set an estimated delivery date.

• Select your preferred Incoterms.

• These details can be updated later during negotiation.

6. Pricing & Payment (Step 5 of 5)

• Choose Fixed Price (e.g., spot price) or Exchange Price (based on contract month/year).

• Optionally add:

  • Pricing basis*

  • Premium*

  • Preferred payment terms

  • Offer validity/expiration

• Pricing basis, premium, and payment terms can be updated later during negotiation.

• Enquiry validity cannot be changed—once expired, the offer closes automatically.

7. Confirm & Send

• Review all details carefully.

  • Confirm your Enquiry and wait for seller responses.

• Follow the prompts to negotiate and conclude the offer with one or more sellers.

1. Start a New Trade

• Press the blue “+” button in the bottom-right corner.

• Under Trade, select the blue Direct Trade pill from the menu.

2. Product & Origin (Step 1 of 2)

• Scan Partner Bluenumber — must be done in person between your device and the producer’s device or Sourcery ID card.

• Select Transaction Type and Place (see Places).

• Select Product Quantity.

• Enter Product Details.

• Select Packing Type.

• Take a photo of the product at the time of purchase:

  • Must reflect the product type and packing type above.

  • Photo will be verified by the producer.

3. Transaction Details (Step 2 of 2)

• Enter Transaction Value (must match the total value on the sales slip or receipt, based on total quantity—not unit price).

• Select Payment Terms.

• Take a photo of the sales slip, receipt, or invoice.

• Add Document Number.

• Provide Additional Comments.

4. Producer Approval

• The producer will receive and review the transaction details.

• They must approve the information for the transaction to be fully approved.

• If the producer does not approve, the transaction will be provisionally approved and Sourcery may request proof later.

Coming soon.

Brand Partners and select Manufacturer Partners can place Orders for finished products and packaged goods from direct vendors—ensuring upstream Partners are prepared to deliver full transparency, traceability, and verified impact from producer to finished product.

Learn more about Sourcery’s API-first approach to seamless integration with ERP and PLM systems for order.

Coming Soon – Commitments

1. Commitment Types
There are two types of Commitments in Sourcery:

Vertical Commitment

• A multi-tier OTC smart forward contract connecting a Brand or Tier 1/2 Manufacturer with upstream Producers, Manufacturers, and Trade Partners.

• Enables the nomination of preferred suppliers across multiple tiers.

• Digitally interlinked and automated to ensure:

  • Transparency

  • Timely fulfillment

  • Alignment on commercial terms, impact data, and ESG goals

• Helps de-risk supply chains and foster long-term, trusted relationships from producer to brand.

Horizontal Commitment

• A single-tier OTC forward contract between two or more Tier 2 or Tier 3 Manufacturers or Trade Partners who choose to jointly procure commodities or products.

• Digitally interlinked and automated frame agreements that define:

  • Shared commercial terms

  • Traceability standards

  • Impact data

  • ESG goals

• Anchored in collective future purchase intent.

• Can also exist within a Vertical Commitment structure where multiple Partners at the same tier consolidate or aggregate sourcing through Sourcery—independently or on behalf of a Nominating Partner (such as a Brand).

2. Shared Benefits

• Foster transparency.

• Reduce procurement risk.

• Build long-term, trusted relationships across the value chain.

Coming Soon.

Vertical enterprises can initiate Transfers between two or more owned, operated, or contracted facilities—each registered as a Verified Place in Connect.

While a Transfer doesn’t require a commercial transaction, it does require proper documentation, including shipping records, inventory logs, and balance sheet reconciliation for verification.

*Feature is under development

Please review the Trade Provisions document as part of our Terms of Service.

Please find more information here:

https://www.thesourcery.io/risk-management

Trust Line – Partner Support

• As commercially neutral trade facilitators, the Sourcery Engagement Team works closely with our Partners through the Trust Line to ensure:

  • Transparency

  • Efficiency

  • Safe and honest trade

• Support is available before, during, and after every transaction on Connect.

Access the Trust Line:
https://www.thesourcery.io/connectplatform-trustline