Locations are used to categorize records across the platform, allowing organizations to structure their data efficiently. A location could represent a country, city, regional office, or specific business unit.
By assigning locations to records, users can filter and segment data based on geographic or organizational structures, making it easier to manage suppliers, contracts, sourcing events, and savings records.
Locations must always be linked to a Department which acts as a child category. E.g. Location 'London' could have the department 'Procurement' linked to it. A Location can link to multiple Departments.
Find out how to link Locations to a Department here
You can find out more about how Departments work in oboloo here
When to Use This Feature
If you need to categorize records based on specific locations.
If your organization operates in multiple offices or regions and needs clear location-based tracking.
If you want to enable location-based filtering and reporting across different modules.
Step-by-Step Guide
1. Navigate to the Locations Page
Click Settings in the main menu.
Select Locations from the dropdown list.
2. Add a New Location
Click the "Add New Location" button at the top of the page.
3. Enter Location Details
A popup will appear with input fields—fill in the necessary details:
Location Name – Enter the name of the new location (e.g., "London Office" or "North America").
Additional Fields (if applicable) – Some organizations may have extra fields for categorization.
4. Save the New Location
Click the "Add Location" button to save the new entry.
5. Location & Department Linking
Having created a new location, a popup will appear prompting a link between the newly created location and a department.
5. Location Now Available for Use!
Your newly added location will now appear in filters, dropdown menus, and reports across the platform.
It can now be assigned to suppliers, contracts, savings, and sourcing events.
Key Considerations & Best Practices
✅ Locations can be anything relevant to your organization—countries, cities, or even specific company branches.
✅ Once added, locations can be used immediately in dropdowns, filters, and reports.
✅ If you need to update or remove a location, you can do so under Settings > Locations.
✅ Ensure locations are structured consistently across your organization to avoid duplicate entries.
Additional Resources
📌 Related User Guides:
Editing a Location (if you need to update or correct an existing location)
Adding & Editing Departments (to further refine organizational structure within locations)
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.