Adding Internal Sections to Your Sourcing Activity

Internal Sections in oboloo provide essential information to suppliers about your organization, sourcing process, and project-specific requirements.

These sections help suppliers understand how to respond effectively to your sourcing activity.

You can:

• Add pre-built sections from the Sourcing Library

• Create new sections for custom requirements

• Clone and modify existing sections to tailor information for each activity

📌 For more details on creating, archiving, or cloning Internal Sourcing Sections, refer to the Sourcing Library Guide here.

This guide will walk you through how to add and customize Internal Sections using the Sourcing Wizard.

Understanding Internal Sections & the Sourcing Library

What Are Internal Sections?

Internal Sections provide clear guidance and essential information to suppliers. These sections typically include:

• Contact Information – Key points of contact within your organization.

• Submission Rules – Guidelines on how and when suppliers should submit their responses.

• Supplier Expectations – Specific requirements, compliance needs, or evaluation criteria suppliers must meet.

What Is the Sourcing Library?

The Sourcing Library is a repository of reusable Internal Sections that can be:
✔ Cloned for modification
✔ Used as-is across multiple sourcing activities
✔ Customized to fit unique sourcing events

Adding Internal sections walkthrough: Skip to 2 minutes & 50 seconds

Step-by-Step Guide: Adding Internal Sections to a Sourcing Activity

Step 1: Select Internal Sourcing Sections

1. Navigate to the Internal Sourcing Sections page within the Sourcing Wizard.

2. Use the table view to browse available sections.

3. Click on the eye icon under the Actions column to preview a section.

   • This will display the section details as seen by suppliers.

Step 2: Add Internal Sections to Your Activity

1. Select the Internal Sourcing Sections you want to include.

2. Click the "Add to Activity" button.

   • This will add the selected sections to your sourcing event.

Step 3: Review Selected Sections

• The Selected Sourcing Sections Table (below the main table) shows all sections added to the sourcing activity.

• This helps confirm which sections have been included.

Step 4: Remove Selected Sections

1. Locate the Selected Sourcing Sections Table.

2. Click the delete icon next to any section you want to remove.

   • This will remove the section from the sourcing activity.

Step 5: Use Table Filters to Find Specific Sections

• Use the table filters to search for sections by:
  ✔ Section Category
  ✔ User who originally created the section

Key Considerations & Best Practices

✅ Use Pre-Built Sections – Leverage Sourcing Library templates to maintain consistency and save time.

✅ Customize as Needed – Modify existing sections or create new ones to meet specific project needs.

✅ Preview Sections Before Adding – Ensure all sections provide clear and relevant information for suppliers.

✅ Use Filters for Efficiency – Quickly locate and select sections using category and user filters.

✅ Keep Information Up-to-Date – Regularly review Internal Sourcing Sections to ensure accuracy.

Additional Resources

📌 Related User Guides:

• Creating & Cloning Internal Sourcing Sections – How to build reusable sections.