Everything about PHOENIX, in one place
How one core runs many business systems, what Sourcing Management does today, how we work with you, and answers to the questions people ask before and after they start.
Start here
What PHOENIX is, how one core runs many systems, and how to try it.
Overview
What is PHOENIX
PHOENIX builds business systems on one core, PHOENIX Cloud, and runs them for you. Who we are, what we sell and how to start.
Overview
One core, many systems
Every PHOENIX system runs on the same core. What the core does, what a system adds, how we manage it, and why it matters to you.
Overview
Which system is for me
Sourcing Management today, a system for your trade later, or your own system built on the core: how to choose.
Beginner
Try the demo
Your own Sourcing Management demo company for 24 hours: free, no sign-up, three logins, ready in about a minute.
Reference
Glossary
The words we use on this site and in the product, from add-on to white-label, MOQ to proforma invoice.
The core: PHOENIX Cloud
Your own site, the ERP underneath, your brand, add-ons, security and your data.
Technical
How the core works
The Hub, your site and the set-up agent: what each part does, and what happens in the minutes after a new site is ordered.
Overview · Available
Your own site and database
Every company gets its own private site, database and files. What is on your site and who can sign in to it.
Overview · Available
The ERP underneath
Every PHOENIX site runs on ERPNext: accounting, customers, suppliers, stock, buying, selling, projects and reports, built in.
Overview · Available
Users, roles and permissions
Your team and your clients each see only what they should. The roles in Sourcing Management and how permissions work.
Overview · Available
Your brand
Your logo, colours and favicon on what your team and your clients see. No PHOENIX name in front of your clients.
Overview
Your own domain
Use your own address, such as erp.yourcompany.com, for your site. How we connect it with you.
Overview
Add-ons and plans
What an add-on is, what is built in today, and how plans and add-ons will work together.
Overview · Coming 2027
Industry packs
Packs adapt a system to one trade with ready-made fields, checklists and sample data. Starter packs and your own packs.
Overview · Planned
How new systems are added
Each new system is its own app on the same core. How we choose the next trade, and what it means for existing customers.
Overview
Languages and currencies
Which languages the product, the website and the assistant use, and how invoices work in any currency.
Technical
Security
How your site is kept apart from others, who can change it, and how access is controlled and logged.
Technical
Backups and recovery
Backups of your site are part of the service. When they are taken, where they are kept, and how a restore works.
Overview
Updates and releases
How updates reach your site, what we do before every update, and how you hear about new features.
Overview · Available
Your data and leaving
Your data is yours. How to export it, why there is no lock-in, and what happens if you cancel.
Sourcing Management
The first system on the core: requests, factories, margins, documents and the client portal.
Beginner
Getting Started
Set up your sourcing agency in five steps: your profile, how you earn, your factories, your clients and your first request.
Beginner
Sourcing Workflow
How a deal moves from the client's request to factory quotes, costing, the order, quality control and shipment, and what works today.
Beginner · Available
Client Portal Guide
What your clients see on the portal, how to invite their buyers, and what stays hidden from them.
Intermediate
Document Generation
Invoices today; proforma invoice, factory purchase order, service-fee invoice and rebate note in November 2026; shipping documents in 2027.
Intermediate · Available
Business Models
Commission, markup and factory rebate, or a mix: how to turn them on and set their default rates in Sourcing Settings.
Beginner · Available
White-Label
Your brand name, logo, favicon and colours on the login page, your website and the back office; your colours on the portal.
Beginner · Available
Import Data
Bring in your factories, clients and products from a spreadsheet, and fix the rows the import flags.
Questions
Short answers to what people ask most.
Still have a question?
Ask the PHOENIX assistant in the chat at the bottom right, or send us a message. We reply within one business day.
