Supplier Sections in oboloo are used to collect detailed responses from suppliers on how they plan to meet the requirements...
Supplier sections ask suppliers for written answers, such as how they'll meet your requirements, their delivery approach or how they comply with regulations. This guide shows how to add them from the Sourcing Library while you build an activity.
Before you start
Only users whose role lets them create sourcing activities can add sections. Supplier sections need the Sourcing Plus plan. The wizard only lets you choose existing sections: create or clone them first in Sourcing > Sourcing Library. See Sourcing Library Overview: Internal and Supplier Sections.
Add supplier sections
Include supplier sections in the activity
On the wizard's first step, tick Supplier Sourcing Sections. The Select Supplier Sourcing Sections step appears after Activity Overview, or after Select Internal Sourcing Sections if you ticked that too.
Find the sections you want
The table lists the supplier sections in your Sourcing Library. Narrow it with the Section Category and Created By filters or Search. Click the eye icon in a row to preview a section as suppliers will see it.
Tick the sections and click Add To Activity
They move to the Selected Sourcing Section table below, which shows Section Name, Creator, Created Date and Last Updated At. Drag rows to change the order, or click the bin icon to remove one.
Click Next
You must add at least one section. Otherwise you'll see Please select at least one sourcing section to proceed.
What happens next
Suppliers answer each section: in the supplier portal they open each section and write their response in a text editor. See Respond to a Sourcing Activity.
Scorers mark them: each section can be scored from 0 to 5. If the activity has more than one area to score, you'll set each section's weighting on the Weighted Scoring step. See Assign Scorers to Supplier Responses.
Troubleshooting
I can't see the Select Supplier Sourcing Sections step
Supplier Sourcing Sections wasn't ticked on the first step, or your account is on the free plan, where it's locked. Go back to the first step and tick it.
The section I need isn't in the list
Create it in Sourcing > Sourcing Library with Create New Sourcing Section (or Clone an existing one), then return to the draft activity. See Save and Resume a Draft Sourcing Activity.
Next doesn't work
Add at least one section to Selected Sourcing Section with Add To Activity.
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