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Learn the essential setup and core workflows to start managing orders, suppliers, and operations.Order management
Product Management: Product Categories & Product Stats
Products are the SKUs/items you buy and sell. In Sourcemaster (SM) they power everything—Sales Orders, Purchase Orders, Inventory, and reporting—so getting them right saves tons of time later.
Order Management: Sales orders, Shipment, Deliveries, Sales stat, Purchase orders,
The Order Management dashboard is where you track and control the flow of your business operations—from customer sales orders to supplier purchase orders, shipments, and deliveries. Everything is centralized so you can see progress.
Quick Start: Handle Your First Sales Order in Sourcemaster (Fulfillment with Warehouse Consolidation)
A beginner-friendly walkthrough showing how to process your first order in sourcemaster (dropshipping) — from placing purchase orders to confirming delivery.
Essentials setup
How to Add and Update Exchange Rates in SourceMaster
Set, update, and track exchange rates used across the system.
Set your beginning balance (Add/Import)
How to Import Opening Warehouse Stock (Beginning Balance)
Add/Import your product list
Learn how to create products manually or import your product list in bulk to start using orders, sourcing, and inventory in Sourcemaster.
Additional articles
Common Trade Terms Explained
Learn how to select and apply the correct Trade Term (Incoterm) in your orders.