The Pricing step of the sourcing wizard lists the products or services you want suppliers to quote for. This guide is for users who create sourcing activities and want to compare supplier pricing.

Before you start

Only users whose role lets them create or edit sourcing activities can add pricing requests. Pricing is available on all plans. You must tick Pricing on the first wizard step, and choose a Currency on Activity Overview: suppliers quote in that currency.

Skip to 5 minutes 09 seconds for the pricing step.

Add pricing requests

Go to the Pricing step

In the sourcing wizard, click Next until you reach Request Pricing From Suppliers. It comes after any sections and questionnaires you've included.

Enter or paste your products

Fill in one row per product or service. You can type into the grid, or copy rows from Excel or Google Sheets and paste them anywhere in the grid: the columns fill automatically and new rows are added as needed.

  • Product Name (required): a clear name suppliers will recognise.

  • Product Code (optional): a SKU or internal reference.

  • Unit of Measure (required): type how it's measured, for example Each, Kg or Hours.

  • Quantity (required): a number of at least 1. Decimals are allowed.

If your organisation has financial custom fields, they appear as extra columns.

Add more rows

Click + Add another product below the grid. You can add up to 500 rows; at that point the grid shows Maximum of 500 rows reached.

Remove rows you don't need

Tick the rows (or the box in the header to select all), then click Delete selected.

Fix any errors and click Next

Cells with a problem turn red; hover over one to see why. The summary below the grid shows either N rows ready or N cells need attention. Next stays unavailable until every error is fixed.

💡 Tip: Use the same units of measure across products where you can. It makes supplier quotes much easier to compare.

What happens next

  • Suppliers quote against your rows: on the supplier portal they enter their price per unit, any discount, shipping costs, tax and comments for each line. They can't change your products or quantities.

  • You compare quotes on the Financials tab: once responses arrive, the activity record's Financials tab summarises each supplier's totals and breaks pricing down by product and by supplier. See Financial Analysis of Supplier Pricing in oboloo.

  • Pricing is scored automatically: if the activity uses weighted scoring, pricing isn't scored by people. It's calculated from each supplier's total cost. See Apply Weighted Scoring to a Sourcing Activity.

  • Changing pricing later: after sending, you can only change the products by reopening the activity with changes. See Reopen or Edit a Sourcing Activity.

Troubleshooting

I can't see the Pricing step

Go back to the Sourcing Wizard step and tick Pricing, then click Next.

Next is greyed out

At least one cell needs attention. Look for red cells: a required cell may be empty, or Quantity may not be a valid number of at least 1.

My pasted data went into the wrong columns

Pasted columns fill from the cell you paste into. Arrange your spreadsheet in the grid's column order (Product Name, Product Code, Unit of Measure, Quantity), click the first cell and paste again.

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📌 Need Further Help?
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