Locations, such as a country, city or office, let you categorise suppliers, contracts, sourcing activities and savings and filter by them. Each location is linked to one or more departments.
Before you start
Add a location
Open Settings > Locations and click Add New Location
The Add Location panel opens.
Enter the location's details
Location Name (required, up to 100 characters), for example London Office or North America.
Optional: Location Contact, Phone Number and the Location Address fields (Address Line 1, Address Line 2, City, State/County, Zip/Postal Code and Country).
Click Add Location
Link location to a department opens.
Link a department and click Save Changes
Choose a department in Select Department, or choose New Department and type a Department Name to create one. See Add a New Department.
Troubleshooting
I can't see Add New Location
Your role doesn't have Create access to Location Management, or the table is in full-screen mode. Exit full screen, or ask an administrator to update your role.
I see "Demo records cannot be linked to your own records."
New accounts include demo locations and departments marked Demo Record. They're read-only and can't be linked to your own records. Use your own, or remove the demo data.
I closed the window without linking a department
Go to Settings > Departments, edit the department you want and add the new location in Location. See Edit or Delete a Department.
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If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.